Narrative Update • May 09

Over the last 7 days, the Aluminum industry has risen 2.5%, driven by gains from UACJ of 5.0%. During this same period, the NIC Autotec underperformed, falling 5.6%. In the last 12 months, the industry was up 105%. Looking forward, earnings are forecast to grow by 5.1% annually.
Has the Japanese Aluminum Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 14 May 2026 | JP¥807.5b | JP¥2.1t | JP¥45.5b | 17.5x | 17.8x | 0.4x |
| Sat, 11 Apr 2026 | JP¥833.1b | JP¥2.1t | JP¥45.5b | 16.6x | 18.3x | 0.4x |
| Mon, 09 Mar 2026 | JP¥738.2b | JP¥2.1t | JP¥45.5b | 15.3x | 16.2x | 0.4x |
| Wed, 04 Feb 2026 | JP¥715.3b | JP¥2.0t | JP¥34.8b | 20.3x | 20.6x | 0.4x |
| Fri, 02 Jan 2026 | JP¥619.9b | JP¥2.0t | JP¥33.5b | 18.1x | 18.5x | 0.3x |
| Sun, 30 Nov 2025 | JP¥597.6b | JP¥2.0t | JP¥33.5b | 17.5x | 17.9x | 0.3x |
| Tue, 28 Oct 2025 | JP¥565.1b | JP¥2.0t | JP¥29.7b | 19.1x | 19.1x | 0.3x |
| Thu, 25 Sep 2025 | JP¥486.0b | JP¥2.0t | JP¥29.7b | 16.7x | 16.4x | 0.2x |
| Sat, 23 Aug 2025 | JP¥463.8b | JP¥2.0t | JP¥29.7b | 16.2x | 15.6x | 0.2x |
| Mon, 21 Jul 2025 | JP¥413.3b | JP¥1.9t | JP¥43.3b | 10.2x | 9.5x | 0.2x |
| Wed, 18 Jun 2025 | JP¥386.4b | JP¥1.9t | JP¥43.3b | 9.6x | 8.9x | 0.2x |
| Fri, 16 May 2025 | JP¥387.0b | JP¥1.9t | JP¥45.3b | 10.4x | 8.5x | 0.2x |
| Sun, 13 Apr 2025 | JP¥347.3b | JP¥1.8t | JP¥49.3b | 9x | 7x | 0.2x |
| Tue, 11 Mar 2025 | JP¥420.6b | JP¥1.8t | JP¥49.3b | 10.7x | 8.5x | 0.2x |
| Thu, 06 Feb 2025 | JP¥420.1b | JP¥1.8t | JP¥43.5b | 11x | 9.7x | 0.2x |
| Sat, 04 Jan 2025 | JP¥427.5b | JP¥1.8t | JP¥42.1b | 11.3x | 10.1x | 0.2x |
| Mon, 02 Dec 2024 | JP¥425.7b | JP¥1.8t | JP¥41.9b | 11x | 10.2x | 0.2x |
| Wed, 30 Oct 2024 | JP¥417.4b | JP¥1.8t | JP¥40.0b | 11.2x | 10.4x | 0.2x |
| Fri, 27 Sep 2024 | JP¥431.7b | JP¥1.8t | JP¥40.0b | 11.8x | 10.8x | 0.2x |
| Sun, 25 Aug 2024 | JP¥413.6b | JP¥1.7t | JP¥28.3b | 15.4x | 14.6x | 0.2x |
| Tue, 23 Jul 2024 | JP¥382.8b | JP¥1.7t | JP¥27.8b | 14.5x | 13.8x | 0.2x |
| Thu, 20 Jun 2024 | JP¥385.4b | JP¥1.7t | JP¥27.8b | 14.7x | 13.9x | 0.2x |
| Sat, 18 May 2024 | JP¥420.4b | JP¥1.7t | JP¥28.4b | 14.5x | 14.8x | 0.2x |
| Mon, 15 Apr 2024 | JP¥421.6b | JP¥1.7t | JP¥18.7b | 14.5x | 22.5x | 0.2x |
| Wed, 13 Mar 2024 | JP¥390.2b | JP¥1.7t | JP¥18.7b | 13.9x | 20.8x | 0.2x |
| Fri, 09 Feb 2024 | JP¥385.5b | JP¥1.8t | JP¥8.7b | 12.2x | 44.3x | 0.2x |
| Sun, 07 Jan 2024 | JP¥376.4b | JP¥1.7t | JP¥6.4b | 12.9x | 58.6x | 0.2x |
| Tue, 05 Dec 2023 | JP¥354.2b | JP¥1.7t | JP¥6.4b | 12.4x | 55.2x | 0.2x |
| Thu, 02 Nov 2023 | JP¥328.4b | JP¥1.8t | JP¥8.2b | 10.6x | 40.3x | 0.2x |
| Sat, 30 Sep 2023 | JP¥338.9b | JP¥1.8t | JP¥8.2b | 11.1x | 41.6x | 0.2x |
| Mon, 28 Aug 2023 | JP¥335.2b | JP¥1.8t | JP¥8.2b | 11.2x | 41.1x | 0.2x |
| Wed, 26 Jul 2023 | JP¥318.3b | JP¥1.8t | JP¥24.2b | 11.2x | 13.1x | 0.2x |
| Fri, 23 Jun 2023 | JP¥306.3b | JP¥1.8t | JP¥24.2b | 11x | 12.6x | 0.2x |
| Sun, 21 May 2023 | JP¥298.5b | JP¥1.8t | JP¥24.2b | 10.9x | 12.3x | 0.2x |
12.3x
How does Japanese Aluminum compare with similar industries?
| JP Market | 4.99% | |
| Materials | 6.94% | |
| Metals and Mining | 6.11% | |
| Aluminum | 5.82% | |
| Gold | 15.21% | |
| Diversified Metals and Mining | 10.93% | |
| Copper | 7.32% | |
| Precious Metals and Minerals | 0% | 0 |
| Steel | -1.12% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 5741 UACJ | JP¥2.93k | 4.7% +JP¥23.9b | 140.7% | PE19x | |
| 5702 Daiki Aluminium Industry | JP¥1.78k | 15.5% +JP¥9.5b | 91.2% | PE66.4x | |
| 7637 Hakudo | JP¥3.26k | 33.0% +JP¥9.2b | 45.6% | PE17.5x | |
| 5703 Nippon Light Metal Holdings Company | JP¥3.03k | 3.2% +JP¥5.9b | 86.6% | PE13x |