Narrative Update • May 20

Over the last 7 days, the Trade Distributors industry has dropped 6.7%, driven by Mitsubishi declining 7.3%. Meanwhile, MonotaRO actually outperformed within the industry, gaining 5.0% in the last week. Over the past 12 months, the industry was up 69%. Earnings are forecast to grow by 6.3% annually.
Has the Japanese Trade Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| 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 |
| Fri, 30 Jun 2023 | JP¥42.2t | JP¥96.4t | JP¥5.1t | 9x | 8.3x | 0.4x |
| Sun, 28 May 2023 | JP¥35.8t | JP¥96.4t | JP¥5.1t | 8.7x | 7x | 0.4x |
7x
Which industries have driven the changes within the Japanese Industrials industry?
| JP Market | -3.06% | |
| Industrials | -6.49% | |
| Trade Distributors | -6.70% | |
| Trade Companies and Distributors | -6.70% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3064 MonotaRO | JP¥1.90k | 7.7% +JP¥66.9b | -35.5% | PE27.7x | |
| 8037 Kamei | JP¥3.55k | 6.0% +JP¥6.1b | 53.0% | PE9.1x | |
| 9934 Inaba Denki SangyoLtd | JP¥2.72k | 1.5% +JP¥4.4b | 44.0% | PE13x | |
| 8051 Yamazen | JP¥1.71k | 2.5% +JP¥3.5b | 29.6% | PE15.1x | |
| 7500 Nishikawa Keisoku | JP¥10.00k | 6.0% +JP¥1.9b | 3.7% | n/a |