Narrative Update • May 09

The Aluminum industry is up 2.6% in the last week, with UACJ up 1.6%. In the last 12 months, the industry was up 107%. As for the next few years, earnings are expected to grow by 5.1% per annum.
Has the Japanese Aluminum Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 10 May 2026 | JP¥782.9b | JP¥2.1t | JP¥45.5b | 15.6x | 17.2x | 0.4x |
| Tue, 07 Apr 2026 | JP¥764.6b | JP¥2.1t | JP¥45.5b | 15.5x | 16.8x | 0.4x |
| Thu, 05 Mar 2026 | JP¥723.9b | JP¥2.1t | JP¥45.5b | 15.1x | 15.9x | 0.4x |
| Sat, 31 Jan 2026 | JP¥693.3b | JP¥2.0t | JP¥33.5b | 19.7x | 20.7x | 0.3x |
| Mon, 29 Dec 2025 | JP¥610.7b | JP¥2.0t | JP¥33.5b | 18x | 18.3x | 0.3x |
| Wed, 26 Nov 2025 | JP¥582.7b | JP¥2.0t | JP¥33.5b | 17.2x | 17.4x | 0.3x |
| Fri, 24 Oct 2025 | JP¥539.8b | JP¥2.0t | JP¥29.7b | 18.3x | 18.2x | 0.3x |
| Sun, 21 Sep 2025 | JP¥488.8b | JP¥2.0t | JP¥29.7b | 16.8x | 16.5x | 0.3x |
| Tue, 19 Aug 2025 | JP¥459.3b | JP¥2.0t | JP¥29.7b | 16.3x | 15.5x | 0.2x |
| Thu, 17 Jul 2025 | JP¥413.1b | JP¥1.9t | JP¥43.3b | 10.2x | 9.5x | 0.2x |
| Sat, 14 Jun 2025 | JP¥383.4b | JP¥1.9t | JP¥43.3b | 9.6x | 8.9x | 0.2x |
| Mon, 12 May 2025 | JP¥378.5b | JP¥1.8t | JP¥49.3b | 10x | 7.7x | 0.2x |
| Wed, 09 Apr 2025 | JP¥344.3b | JP¥1.8t | JP¥49.3b | 8.9x | 7x | 0.2x |
| Fri, 07 Mar 2025 | JP¥426.6b | JP¥1.8t | JP¥49.3b | 10.9x | 8.6x | 0.2x |
| Sun, 02 Feb 2025 | JP¥430.2b | JP¥1.8t | JP¥43.5b | 11.2x | 9.9x | 0.2x |
| Tue, 31 Dec 2024 | JP¥427.5b | JP¥1.8t | JP¥42.1b | 11.3x | 10.1x | 0.2x |
| Thu, 28 Nov 2024 | JP¥423.7b | JP¥1.8t | JP¥41.8b | 11.1x | 10.1x | 0.2x |
| Sat, 26 Oct 2024 | JP¥409.9b | JP¥1.8t | JP¥40.0b | 11x | 10.2x | 0.2x |
| Mon, 23 Sep 2024 | JP¥426.2b | JP¥1.8t | JP¥40.0b | 11.5x | 10.7x | 0.2x |
| Wed, 21 Aug 2024 | JP¥416.5b | JP¥1.7t | JP¥28.3b | 15.2x | 14.7x | 0.2x |
| Fri, 19 Jul 2024 | JP¥390.2b | JP¥1.7t | JP¥27.8b | 14.8x | 14x | 0.2x |
| Sun, 16 Jun 2024 | JP¥387.4b | JP¥1.7t | JP¥27.8b | 14.8x | 13.9x | 0.2x |
| Tue, 14 May 2024 | JP¥444.6b | JP¥1.7t | JP¥18.7b | 15.1x | 23.8x | 0.3x |
| Thu, 11 Apr 2024 | JP¥418.6b | JP¥1.7t | JP¥18.7b | 14.3x | 22.4x | 0.2x |
| Sat, 09 Mar 2024 | JP¥397.3b | JP¥1.7t | JP¥18.7b | 14x | 21.2x | 0.2x |
| Mon, 05 Feb 2024 | JP¥388.2b | JP¥1.8t | JP¥8.7b | 12.5x | 44.6x | 0.2x |
| Wed, 03 Jan 2024 | JP¥372.9b | JP¥1.7t | JP¥6.4b | 12.7x | 58.1x | 0.2x |
| Fri, 01 Dec 2023 | JP¥351.1b | JP¥1.7t | JP¥6.4b | 12.5x | 54.7x | 0.2x |
| Sun, 29 Oct 2023 | JP¥323.0b | JP¥1.8t | JP¥8.2b | 10.5x | 39.6x | 0.2x |
| Tue, 26 Sep 2023 | JP¥360.4b | JP¥1.8t | JP¥8.2b | 11.6x | 44.2x | 0.2x |
| Thu, 24 Aug 2023 | JP¥335.5b | JP¥1.8t | JP¥8.2b | 11.3x | 41.2x | 0.2x |
| Sat, 22 Jul 2023 | JP¥311.0b | JP¥1.8t | JP¥24.2b | 11.1x | 12.8x | 0.2x |
| Mon, 19 Jun 2023 | JP¥311.0b | JP¥1.8t | JP¥24.2b | 11.2x | 12.8x | 0.2x |
| Wed, 17 May 2023 | JP¥305.2b | JP¥1.8t | JP¥22.9b | 12.2x | 13.3x | 0.2x |
13.3x
How does Japanese Aluminum compare with similar industries?
| JP Market | 2.87% | |
| Materials | 4.93% | |
| Metals and Mining | 8.20% | |
| Aluminum | 2.60% | |
| Gold | 15.77% | |
| Diversified Metals and Mining | 13.77% | |
| Steel | 0.50% | |
| Precious Metals and Minerals | 0% | 0 |
| Copper | -0.43% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 5741 UACJ | JP¥2.80k | 1.6% +JP¥7.8b | 130.9% | PE18.1x | |
| 5703 Nippon Light Metal Holdings Company | JP¥2.93k | 3.7% +JP¥6.5b | 93.5% | PE12.6x | |
| 5702 Daiki Aluminium Industry | JP¥1.61k | 7.8% +JP¥4.6b | 77.4% | PE60.1x | |
| 7637 Hakudo | JP¥2.44k | 3.6% +JP¥952.7m | 10.2% | PE13.1x |