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Japanese (NIKKEI) Electronic Equipment and Components Industry Analysis

UpdatedJul 25, 2026
DataAggregated Company Financials
Companies176
  • 7D4.3%
  • 3M23.0%
  • 1Y83.1%
  • YTD52.9%

Over the last 7 days, the Electronic Equipment and Components industry has remained flat, although notably Murata Manufacturing gained 8.9%. The past year has been better, since the industry has gained 82% in that time. Looking forward, earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

Has the Japanese Electronic Equipment and Components Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 25 Jul 2026JP¥70.5tJP¥28.0tJP¥2.2t15.6x32.6x2.5x
Mon, 22 Jun 2026JP¥84.9tJP¥28.0tJP¥2.2t16.5x39.3x3x
Wed, 20 May 2026JP¥65.7tJP¥28.0tJP¥2.2t16.2x30.5x2.4x
Fri, 17 Apr 2026JP¥56.0tJP¥27.3tJP¥1.9t16.7x29.2x2.1x
Sun, 15 Mar 2026JP¥50.5tJP¥27.7tJP¥1.9t16.2x26.2x1.8x
Tue, 10 Feb 2026JP¥48.0tJP¥27.6tJP¥1.9t15.8x25x1.7x
Thu, 08 Jan 2026JP¥46.3tJP¥27.1tJP¥1.8t15.3x25.2x1.7x
Sat, 06 Dec 2025JP¥45.9tJP¥27.1tJP¥1.8t14.6x25x1.7x
Mon, 03 Nov 2025JP¥46.8tJP¥26.9tJP¥1.8t15.6x25.9x1.7x
Wed, 01 Oct 2025JP¥42.6tJP¥26.9tJP¥1.7t14.4x25x1.6x
Fri, 29 Aug 2025JP¥41.6tJP¥26.9tJP¥1.7t14.2x24.4x1.5x
Sun, 27 Jul 2025JP¥39.6tJP¥26.9tJP¥1.7t12.6x23.4x1.5x
Tue, 24 Jun 2025JP¥37.7tJP¥26.9tJP¥1.7t12.1x22.3x1.4x
Thu, 22 May 2025JP¥38.6tJP¥26.5tJP¥1.7t12x22.9x1.5x
Sat, 19 Apr 2025JP¥36.2tJP¥26.1tJP¥1.7t11.9x21.3x1.4x
Mon, 17 Mar 2025JP¥39.5tJP¥26.1tJP¥1.7t12.8x23.3x1.5x
Wed, 12 Feb 2025JP¥40.8tJP¥26.1tJP¥1.7t13x24x1.6x
Fri, 10 Jan 2025JP¥41.6tJP¥26.2tJP¥1.7t13x25.1x1.6x
Sun, 08 Dec 2024JP¥41.6tJP¥26.0tJP¥1.6t13.3x25.4x1.6x
Tue, 05 Nov 2024JP¥42.4tJP¥25.8tJP¥1.6t12.7x26.1x1.6x
Thu, 03 Oct 2024JP¥44.3tJP¥25.8tJP¥1.7t12.5x26.5x1.7x
Sat, 31 Aug 2024JP¥45.0tJP¥25.8tJP¥1.7t12.8x27.3x1.7x
Mon, 29 Jul 2024JP¥44.5tJP¥25.6tJP¥1.6t12.7x28.3x1.7x
Wed, 26 Jun 2024JP¥45.8tJP¥25.4tJP¥1.5t13.2x29.8x1.8x
Fri, 24 May 2024JP¥44.8tJP¥25.5tJP¥1.5t13x29.1x1.8x
Sun, 21 Apr 2024JP¥41.0tJP¥25.4tJP¥1.5t13.6x27.1x1.6x
Tue, 19 Mar 2024JP¥44.5tJP¥25.8tJP¥1.5t14.1x29.1x1.7x
Thu, 15 Feb 2024JP¥43.6tJP¥25.8tJP¥1.5t13.5x28.7x1.7x
Sat, 13 Jan 2024JP¥44.1tJP¥26.3tJP¥1.6t14.2x27.6x1.7x
Mon, 11 Dec 2023JP¥40.2tJP¥26.3tJP¥1.6t13.5x25.2x1.5x
Wed, 08 Nov 2023JP¥40.0tJP¥26.2tJP¥1.6t13.4x24.8x1.5x
Fri, 06 Oct 2023JP¥39.0tJP¥26.4tJP¥1.7t12.5x22.8x1.5x
Sun, 03 Sep 2023JP¥40.5tJP¥26.4tJP¥1.7t12.9x23.7x1.5x
Tue, 01 Aug 2023JP¥41.3tJP¥26.4tJP¥1.8t12.6x22.7x1.6x
Price to Earnings Ratio

22.7x


Total Market Cap: JP¥41.3tTotal Earnings: JP¥1.8tTotal Revenue: JP¥26.4tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Electronic Equipment and Components Industry Price to Earnings3Y Average 26.3x202420252026
Current Industry PE
  • Investors are optimistic on the Japanese Electronic industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 33.1x which is higher than its 3-year average PE of 26.3x.
  • The 3-year average PS ratio of 1.7x is lower than the industry's current PS ratio of 2.6x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have grown 6.0% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

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

JP Market2.14%
Tech2.16%
Electronic Equipment and Components4.33%
Electronic Components6.15%
Electronic Manufacturing Services4.06%
Technology Distributors3.57%
Electronic Equipment and Instruments1.86%
Industry PE
  • Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 29.2x.
    • Analysts are expecting annual earnings growth of 19.5%, which is higher than its past year's earnings growth of 17.1% per year.
  • Investors are most pessimistic about the Technology Distributors industry, which is trading close to its 3-year average of 12.4x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Manufacturing Services industry, expecting annual earnings growth of 25% over the next 5 years.
  • This is better than its past earnings decline of 29% per year.
  • In contrast, the Technology Distributors industry is expected to see its earnings grow by 7.0% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
6981 Murata ManufacturingJP¥8.31k8.9%
+JP¥1.2t		275.6%PE64.7x
4062 IbidenLtdJP¥17.37k10.7%
+JP¥474.4b		454.2%PE76.2x
6861 KeyenceJP¥71.82k1.3%
+JP¥228.0b		24.6%PE39.1x
6971 KyoceraJP¥3.69k3.7%
+JP¥173.9b		122.9%PE34.2x
6976 Taiyo YudenJP¥11.42k3.4%
+JP¥105.9b		320.4%PE100.4x

Latest News

6806
JP¥28,340.00
Hirose ElectricLtd
7D
6.9%
1Y
55.9%
6762
JP¥3,021.00
TDK
7D
1.8%
1Y
66.4%
Narrative Update • Jul 20

6762: Legal Overhang And Subsidiary Acquisition Will Support Dividend Policy

Analysts have increased their fair value estimate for TDK from ¥3,571.76 to ¥3,830.59. They cite updated assumptions that incorporate a slightly lower discount rate, marginally adjusted revenue growth, a modestly higher profit margin, and a higher future P/E multiple.
280A
JP¥960.00
TMH
7D
-13.0%
1Y
-28.1%
6521
JP¥3,290.00
OXIDE
7D
-2.8%
1Y
85.4%
4062
JP¥17,370.00
IbidenLtd
7D
10.7%
1Y
454.2%
6971
JP¥3,689.00
Kyocera
7D
3.7%
1Y
122.9%
268A
JP¥2,134.00
Rigaku Holdings
7D
-5.8%
1Y
178.6%
6976
JP¥11,415.00
Taiyo Yuden
7D
3.4%
1Y
320.4%
7717
JP¥6,310.00
V Technology
7D
-0.9%
1Y
116.1%
6861
JP¥71,820.00
Keyence
7D
1.3%
1Y
24.6%
6841
JP¥5,792.00
Yokogawa Electric
7D
5.9%
1Y
44.4%
5214
JP¥5,517.00
Nippon Electric Glass
7D
-1.1%
1Y
48.2%
6981
JP¥8,311.00
Murata Manufacturing
7D
8.9%
1Y
275.6%
7701
JP¥4,164.00
Shimadzu
7D
-0.4%
1Y
23.6%
2962
JP¥1,277.00
Tecnisco
7D
-8.5%
1Y
322.8%
8275
JP¥977.00
Forval
7D
-3.6%
1Y
-30.2%