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Japanese (NIKKEI) Trade Distributors Industry Analysis

UpdatedFeb 24, 2026
DataAggregated Company Financials
Companies104
  • 7D1.2%
  • 3M30.4%
  • 1Y88.1%
  • YTD20.0%

In the last week, the Trade Distributors industry is up 1.2%, with Mitsubishi up 2.1%. In the last 12 months, the industry was up 88%. Earnings are forecast to grow by 5.8% annually.

Industry Valuation and Performance

Has the Japanese Trade Distributors Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 24 Feb 2026JP¥81.4tJP¥93.4tJP¥4.5t12.3x18x0.9x
Thu, 22 Jan 2026JP¥73.3tJP¥92.8tJP¥4.7t11x15.7x0.8x
Sat, 20 Dec 2025JP¥65.8tJP¥92.8tJP¥4.7t10.2x14.1x0.7x
Mon, 17 Nov 2025JP¥63.6tJP¥92.8tJP¥4.7t10.1x13.6x0.7x
Wed, 15 Oct 2025JP¥57.5tJP¥92.0tJP¥4.6t9.8x12.4x0.6x
Fri, 12 Sep 2025JP¥57.2tJP¥92.0tJP¥4.6t9.8x12.4x0.6x
Sun, 10 Aug 2025JP¥53.4tJP¥92.0tJP¥4.6t9.8x11.5x0.6x
Tue, 08 Jul 2025JP¥49.1tJP¥92.7tJP¥4.7t9.6x10.4x0.5x
Thu, 05 Jun 2025JP¥48.7tJP¥92.6tJP¥4.7t9.2x10.3x0.5x
Sat, 03 May 2025JP¥46.0tJP¥92.3tJP¥4.9t9.2x9.4x0.5x
Mon, 31 Mar 2025JP¥46.7tJP¥91.6tJP¥4.8t9.7x9.8x0.5x
Wed, 26 Feb 2025JP¥44.5tJP¥91.6tJP¥4.8t9.7x9.3x0.5x
Fri, 24 Jan 2025JP¥45.0tJP¥91.5tJP¥4.7t10x9.7x0.5x
Sun, 22 Dec 2024JP¥46.1tJP¥91.5tJP¥4.6t9.9x9.9x0.5x
Tue, 19 Nov 2024JP¥47.6tJP¥91.5tJP¥4.6t9.5x10.2x0.5x
Thu, 17 Oct 2024JP¥48.6tJP¥91.2tJP¥4.6t9.6x10.5x0.5x
Sat, 14 Sep 2024JP¥46.3tJP¥91.2tJP¥4.6t9.5x10x0.5x
Mon, 12 Aug 2024JP¥45.2tJP¥91.2tJP¥4.6t9.3x9.8x0.5x
Wed, 10 Jul 2024JP¥55.9tJP¥89.8tJP¥4.6t10.1x12.2x0.6x
Fri, 07 Jun 2024JP¥53.8tJP¥89.7tJP¥4.6t10.1x11.8x0.6x
Sun, 05 May 2024JP¥56.1tJP¥89.5tJP¥4.5t10.6x12.5x0.6x
Tue, 02 Apr 2024JP¥51.5tJP¥89.8tJP¥4.5t10.7x11.6x0.6x
Thu, 29 Feb 2024JP¥50.0tJP¥89.8tJP¥4.5t10.6x11.2x0.6x
Sat, 27 Jan 2024JP¥45.4tJP¥92.4tJP¥4.5t10.8x10x0.5x
Mon, 25 Dec 2023JP¥41.2tJP¥92.4tJP¥4.5t9.9x9.1x0.4x
Wed, 22 Nov 2023JP¥42.3tJP¥92.4tJP¥4.5t9.5x9.3x0.5x
Fri, 20 Oct 2023JP¥40.6tJP¥94.5tJP¥4.7t9.2x8.6x0.4x
Sun, 17 Sep 2023JP¥44.4tJP¥94.5tJP¥4.7t9.7x9.4x0.5x
Tue, 15 Aug 2023JP¥42.4tJP¥94.7tJP¥4.7t8.9x8.9x0.4x
Thu, 13 Jul 2023JP¥39.9tJP¥96.4tJP¥5.1t8.8x7.8x0.4x
Sat, 10 Jun 2023JP¥39.2tJP¥96.4tJP¥5.1t8.8x7.7x0.4x
Mon, 08 May 2023JP¥33.6tJP¥95.8tJP¥5.2t8.7x6.4x0.4x
Wed, 05 Apr 2023JP¥32.2tJP¥95.1tJP¥5.3t8.8x6.1x0.3x
Fri, 03 Mar 2023JP¥32.1tJP¥95.0tJP¥5.3t8.8x6.1x0.3x
Price to Earnings Ratio

6.1x


Total Market Cap: JP¥32.1tTotal Earnings: JP¥5.3tTotal Revenue: JP¥95.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Trade Distributors Industry Price to Earnings3Y Average 10.4x202420252026
Current Industry PE
  • Investors are optimistic on the Japanese Trade Distributors industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 18.0x which is higher than its 3-year average PE of 10.4x.
  • The industry is trading close to its 3-year average PS ratio of 0.53x.
Past Earnings Growth
  • The earnings for companies in the Trade Distributors industry have declined 4.9% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the Japanese Industrials industry?

JP Market1.07%
Industrials1.75%
Trade Distributors1.17%
Trade Companies and Distributors1.17%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
8058 MitsubishiJP¥5.10k4.3%
+JP¥781.4b		97.1%PE25.7x
8015 Toyota TsushoJP¥6.95k6.0%
+JP¥417.0b		180.8%PE19.7x
8031 MitsuiJP¥5.55k2.2%
+JP¥338.9b		95.1%PE18.4x
8001 ITOCHUJP¥2.19k1.9%
+JP¥280.0b		67.2%PE16.9x
8002 MarubeniJP¥5.77k0.4%
+JP¥34.5b		134.5%PE18.6x

Latest News

1514
JP¥898.00
Sumiseki HoldingsInc
7D
-34.2%
1Y
16.2%
8001
JP¥2,191.00
ITOCHU
7D
1.9%
1Y
67.2%

8001: Clear Growth Roadmap And Capital Policy Will Support Balanced Long Term Outlook

Analysts have raised the fair value estimate for ITOCHU to ¥2,246 from ¥2,230, citing recent coverage that highlights the company's clearly defined growth plans and capital policy as key supports for a Street price target of ¥2,500. Analyst Commentary Bullish Takeaways Bullish analysts point to the ¥2,500 price target as support for the higher fair value estimate, arguing that clearly articulated growth plans justify some valuation premium within Japan's trading company group.
8103
JP¥935.00
Meiwa
7D
-1.6%
1Y
31.5%
8015
JP¥6,949.00
Toyota Tsusho
7D
6.0%
1Y
180.8%

8015: New Canada Venture And Higher P/E Will Sustain Overstretched Earnings Expectations

Analysts have raised their price target on Toyota Tsusho from ¥4,200 to ¥4,700, citing updated assumptions related to discount rates, revenue growth, profit margins and future P/E levels. What's in the News Toyota Tsusho plans to participate in a new joint venture, ATM Automotive, with Minth Group and AISIN Corporation to produce aluminum body frame parts in Ontario, Canada, targeting vehicle customers in the North American market (Key Developments).
8058
JP¥5,102.00
Mitsubishi
7D
4.3%
1Y
97.1%

8058: LNG Portfolio Shift And Capital Actions Will Shape Balanced Long-Term Outlook

Narrative Update on Mitsubishi The updated analyst price target for Mitsubishi moves from fair value guidance of ¥4,677 to ¥4,766. Analysts point to slightly adjusted expectations for revenue growth, profit margins and future P/E, while maintaining a cautious stance following a recent Neutral initiation with a ¥3,900 target.
8031
JP¥5,549.00
Mitsui
7D
2.2%
1Y
95.1%

8031: Earnings Outlook, Buybacks And Governance Will Shape Balanced Future Returns

Analysts have lifted their price target for Mitsui from ¥5,602.88 to ¥5,900, citing updated assumptions for revenue growth, profit margin, discount rate, and future P/E that refine their overall view of the shares. What's in the News Mitsui issued consolidated earnings guidance for the full year ending March 31, 2026, with profit attributable to owners of parent projected at ¥820,000m, or ¥286.26 per basic share (corporate guidance).
9906
JP¥4,125.00
Fujii Sangyo
7D
-3.6%
1Y
66.3%
3023
JP¥2,321.00
Rasa
7D
-2.1%
1Y
55.4%
8012
JP¥4,805.00
Nagase
7D
5.8%
1Y
73.7%

Nagase's (TSE:8012) Dividend Will Be Increased To ¥55.00

Feb 12
Nagase's (TSE:8012) Dividend Will Be Increased To ¥55.00
8002
JP¥5,769.00
Marubeni
7D
0.4%
1Y
134.5%
9902
JP¥2,492.00
NICHIDEN
7D
-1.0%
1Y
-14.1%
2768
JP¥6,679.00
Sojitz
7D
1.7%
1Y
102.2%

2768: Neutral Coverage And Sector Reliance Will Limit Latin American Healthcare Upside

Analysts have lifted their price target on Sojitz from ¥5,022.50 to ¥5,160, citing updated assumptions on discount rate, revenue growth, profit margins and future P/E. This is in line with recent Street research that takes a Neutral stance while still recognizing the broader sector potential for Japan's trading companies.
8020
JP¥2,335.00
Kanematsu
7D
4.8%
1Y
83.8%
8053
JP¥6,322.00
Sumitomo
7D
-3.5%
1Y
82.9%
5834
JP¥6,300.00
SBI Leasing Services
7D
-3.7%
1Y
88.1%
7065
JP¥998.00
UPR
7D
-5.5%
1Y
30.3%