Narrative Update • Jul 22

The Trade Companies and Distributors industry is up 6.3% in the last week, with Mitsubishi up 11%. In the last 12 months, the industry was up 50%. As for the next few years, earnings are expected to grow by 7.3% per annum.
Has the Japanese Trade Companies and Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 26 Jul 2026 | JP¥75.5t | JP¥95.0t | JP¥4.6t | 11x | 16.3x | 0.8x |
| Tue, 23 Jun 2026 | JP¥72.6t | JP¥94.9t | JP¥4.6t | 10.4x | 15.6x | 0.8x |
| Thu, 21 May 2026 | JP¥81.3t | JP¥94.9t | JP¥4.6t | 10.5x | 17.5x | 0.9x |
| Sat, 18 Apr 2026 | JP¥78.7t | JP¥93.4t | JP¥4.5t | 11.3x | 17.4x | 0.8x |
| Mon, 16 Mar 2026 | JP¥80.1t | JP¥93.4t | JP¥4.5t | 11.6x | 17.7x | 0.9x |
| Wed, 11 Feb 2026 | JP¥82.4t | JP¥93.4t | JP¥4.5t | 11.5x | 18.2x | 0.9x |
| Fri, 09 Jan 2026 | JP¥68.9t | JP¥92.8t | JP¥4.7t | 10.7x | 14.8x | 0.7x |
| Sun, 07 Dec 2025 | JP¥63.8t | JP¥92.8t | JP¥4.7t | 9.7x | 13.7x | 0.7x |
| Tue, 04 Nov 2025 | JP¥60.6t | JP¥92.8t | JP¥4.6t | 10.1x | 13x | 0.7x |
| Thu, 02 Oct 2025 | JP¥57.1t | JP¥92.0t | JP¥4.6t | 9.8x | 12.4x | 0.6x |
| Sat, 30 Aug 2025 | JP¥55.8t | JP¥92.1t | JP¥4.6t | 9.7x | 12x | 0.6x |
| Mon, 28 Jul 2025 | JP¥51.4t | JP¥92.8t | JP¥4.7t | 10x | 10.9x | 0.6x |
| Wed, 25 Jun 2025 | JP¥48.0t | JP¥92.7t | JP¥4.7t | 9.3x | 10.1x | 0.5x |
| Fri, 23 May 2025 | JP¥48.5t | JP¥92.6t | JP¥4.7t | 8.9x | 10.2x | 0.5x |
| Sun, 20 Apr 2025 | JP¥43.2t | JP¥91.6t | JP¥4.8t | 9.2x | 9.1x | 0.5x |
| Tue, 18 Mar 2025 | JP¥45.6t | JP¥91.6t | JP¥4.8t | 9.9x | 9.5x | 0.5x |
| Thu, 13 Feb 2025 | JP¥43.5t | JP¥91.6t | JP¥4.8t | 9.9x | 9.1x | 0.5x |
| Sat, 11 Jan 2025 | JP¥45.4t | JP¥91.5t | JP¥4.6t | 10.1x | 9.8x | 0.5x |
| Mon, 09 Dec 2024 | JP¥46.4t | JP¥91.5t | JP¥4.6t | 9.5x | 10x | 0.5x |
| Wed, 06 Nov 2024 | JP¥47.8t | JP¥91.2t | JP¥4.6t | 9.5x | 10.4x | 0.5x |
| Fri, 04 Oct 2024 | JP¥50.1t | JP¥91.2t | JP¥4.6t | 9.7x | 10.8x | 0.5x |
| Sun, 01 Sep 2024 | JP¥49.6t | JP¥91.2t | JP¥4.6t | 9.9x | 10.7x | 0.5x |
| Tue, 30 Jul 2024 | JP¥52.8t | JP¥89.7t | JP¥4.6t | 10x | 11.6x | 0.6x |
| Thu, 27 Jun 2024 | JP¥46.3t | JP¥89.8t | JP¥4.6t | 10.1x | 10.2x | 0.5x |
| Sat, 25 May 2024 | JP¥55.5t | JP¥89.7t | JP¥4.6t | 10x | 12.2x | 0.6x |
| Mon, 22 Apr 2024 | JP¥52.1t | JP¥89.8t | JP¥4.5t | 10.2x | 11.7x | 0.6x |
| Wed, 20 Mar 2024 | JP¥51.7t | JP¥89.8t | JP¥4.5t | 10.9x | 11.6x | 0.6x |
| Fri, 16 Feb 2024 | JP¥47.7t | JP¥89.7t | JP¥4.5t | 10.4x | 10.7x | 0.5x |
| Sun, 14 Jan 2024 | JP¥45.1t | JP¥92.4t | JP¥4.5t | 10.6x | 9.9x | 0.5x |
| Tue, 12 Dec 2023 | JP¥41.9t | JP¥92.4t | JP¥4.5t | 9.6x | 9.2x | 0.5x |
| Thu, 09 Nov 2023 | JP¥41.7t | JP¥92.4t | JP¥4.6t | 9.2x | 9.1x | 0.5x |
| Sat, 07 Oct 2023 | JP¥39.8t | JP¥94.5t | JP¥4.7t | 8.9x | 8.4x | 0.4x |
| Mon, 04 Sep 2023 | JP¥42.9t | JP¥94.5t | JP¥4.7t | 9.1x | 9x | 0.5x |
| Wed, 02 Aug 2023 | JP¥43.4t | JP¥96.6t | JP¥5.1t | 8.9x | 8.5x | 0.4x |
8.5x
How does Japanese Trade Companies and Distributors compare with similar industries?
| JP Market | 2.14% | |
| Industrials | 2.89% | |
| Trade Distributors | 6.32% | |
| Trade Companies and Distributors | 6.32% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 8058 Mitsubishi | JP¥4.92k | 10.6% +JP¥1.7t | 62.0% | PE22.5x | |
| 8031 Mitsui | JP¥4.97k | 6.5% +JP¥861.6b | 57.8% | PE16.9x | |
| 8002 Marubeni | JP¥5.37k | 7.7% +JP¥622.8b | 73.8% | PE16.1x | |
| 8053 Sumitomo | JP¥1.60k | 5.9% +JP¥427.7b | 65.1% | PE12.7x | |
| 8001 ITOCHU | JP¥1.96k | 2.9% +JP¥384.4b | 23.9% | PE15.2x |