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Japanese (NIKKEI) Electronic Equipment and Components Industry Analysis

UpdatedAug 04, 2026
DataAggregated Company Financials
Companies175
  • 7D-2.2%
  • 3M13.0%
  • 1Y78.6%
  • YTD50.5%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 2.2%, driven by Murata Manufacturing declining 1.0%. In contrast, Keyence has gained 17%. In the past year, the industry has gained 79%. Looking forward, earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 04 Aug 2026JP¥69.3tJP¥28.9tJP¥2.3t15.7x29.9x2.4x
Thu, 02 Jul 2026JP¥86.3tJP¥28.0tJP¥2.2t16.5x39.9x3.1x
Sat, 30 May 2026JP¥80.0tJP¥28.0tJP¥2.2t16.2x37x2.9x
Mon, 27 Apr 2026JP¥57.4tJP¥27.4tJP¥1.9t16.2x29.4x2.1x
Wed, 25 Mar 2026JP¥48.2tJP¥27.7tJP¥1.9t16.1x25x1.7x
Fri, 20 Feb 2026JP¥51.8tJP¥27.7tJP¥1.9t17.2x26.9x1.9x
Sun, 18 Jan 2026JP¥48.4tJP¥27.1tJP¥1.8t15.7x26.3x1.8x
Tue, 16 Dec 2025JP¥46.0tJP¥27.1tJP¥1.8t15.2x25x1.7x
Thu, 13 Nov 2025JP¥45.5tJP¥27.1tJP¥1.8t14.9x24.7x1.7x
Sat, 11 Oct 2025JP¥44.1tJP¥26.7tJP¥1.7t14.6x25.9x1.7x
Mon, 08 Sep 2025JP¥41.8tJP¥26.9tJP¥1.7t14.5x24.5x1.6x
Wed, 06 Aug 2025JP¥40.2tJP¥26.9tJP¥1.6t13.2x24.4x1.5x
Fri, 04 Jul 2025JP¥38.4tJP¥26.9tJP¥1.7t12.3x22.7x1.4x
Sun, 01 Jun 2025JP¥39.0tJP¥26.9tJP¥1.7t12.1x23x1.5x
Tue, 29 Apr 2025JP¥37.8tJP¥26.2tJP¥1.7t12.2x22.2x1.4x
Thu, 27 Mar 2025JP¥39.8tJP¥26.1tJP¥1.7t12.9x23.5x1.5x
Sat, 22 Feb 2025JP¥40.7tJP¥26.2tJP¥1.7t12.8x24x1.6x
Mon, 20 Jan 2025JP¥41.5tJP¥26.2tJP¥1.7t12.8x25.1x1.6x
Wed, 18 Dec 2024JP¥41.8tJP¥25.5tJP¥1.6t13.1x25.8x1.6x
Fri, 15 Nov 2024JP¥42.0tJP¥26.0tJP¥1.6t13.3x25.8x1.6x
Sun, 13 Oct 2024JP¥43.9tJP¥25.8tJP¥1.7t12.5x26.4x1.7x
Tue, 10 Sep 2024JP¥41.9tJP¥25.8tJP¥1.7t12.1x25.1x1.6x
Thu, 08 Aug 2024JP¥40.9tJP¥25.7tJP¥1.6t11.6x25x1.6x
Sat, 06 Jul 2024JP¥48.1tJP¥25.6tJP¥1.6t13.4x30.8x1.9x
Mon, 03 Jun 2024JP¥43.9tJP¥25.5tJP¥1.5t12.9x28.6x1.7x
Wed, 01 May 2024JP¥44.1tJP¥25.5tJP¥1.5t14x29.1x1.7x
Fri, 29 Mar 2024JP¥44.1tJP¥25.8tJP¥1.5t14.3x28.9x1.7x
Sun, 25 Feb 2024JP¥44.8tJP¥25.8tJP¥1.5t14x29.3x1.7x
Tue, 23 Jan 2024JP¥44.6tJP¥26.3tJP¥1.6t14.6x27.9x1.7x
Thu, 21 Dec 2023JP¥41.7tJP¥26.3tJP¥1.6t14x26.1x1.6x
Sat, 18 Nov 2023JP¥41.6tJP¥26.3tJP¥1.6t13.5x26x1.6x
Mon, 16 Oct 2023JP¥39.3tJP¥26.4tJP¥1.7t12.8x23x1.5x
Wed, 13 Sep 2023JP¥39.8tJP¥26.4tJP¥1.7t13.3x23.3x1.5x
Fri, 11 Aug 2023JP¥39.9tJP¥26.4tJP¥1.7t12.7x23.3x1.5x
Price to Earnings Ratio

23.3x


Total Market Cap: JP¥39.9tTotal Earnings: JP¥1.7tTotal 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 29.9x 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 2.4x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have grown 11% per year over the last three years.
  • Revenues for these companies have grown 3.1% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

JP Market-2.54%
Tech-3.64%
Electronic Equipment and Components-2.24%
Electronic Equipment and Instruments4.35%
Technology Distributors1.75%
Electronic Manufacturing Services-1.05%
Electronic Components-7.25%
Industry PE
  • Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 29.4x.
    • Analysts are expecting annual earnings growth of 18.6%, which is lower than the prior year's growth of 23.7% 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
6861 KeyenceJP¥83.15k17.2%
+JP¥3.0t		47.4%PE41x
4062 IbidenLtdJP¥16.43k10.6%
+JP¥440.2b		377.5%PE72.1x
6762 TDKJP¥3.04k3.9%
+JP¥215.4b		67.7%PE24.6x
6971 KyoceraJP¥3.73k3.1%
+JP¥113.1b		100.2%PE29.5x
2737 Tomen DevicesJP¥31.15k106.4%
+JP¥109.2b		424.4%PE9.1x

Latest News

2737
JP¥31,150.00
Tomen Devices
7D
106.4%
1Y
424.4%
6861
JP¥83,150.00
Keyence
7D
17.2%
1Y
47.4%
6770
JP¥2,046.50
Alps Alpine
7D
-7.3%
1Y
25.9%
6971
JP¥3,730.00
Kyocera
7D
3.1%
1Y
100.2%
Analysis Article • 20h

Results: Kyocera Corporation Exceeded Expectations And The Consensus Has Updated Its Estimates

Kyocera Corporation ( TSE:6971 ) defied analyst predictions to release its quarterly results, which were ahead of...
6817
JP¥1,137.00
Sumida
7D
-12.6%
1Y
9.9%
6762
JP¥3,041.00
TDK
7D
3.9%
1Y
67.7%
Narrative Update • Aug 03

6762: Legal Overhang And Physical AI Spending Will Limit Future Upside

Analysts have raised their TDK price target from ¥1,900 to about ¥2,233, citing updated assumptions for future P/E, profit margin and discount rate, as well as revised expectations for revenue growth. What’s in the News for TDK TDK and LG Innotek agreed on a partnership in physical AI solutions that combines TDK sensor technology with LG Innotek optical and module design capabilities to develop next generation vision and tactile sensing modules for robots.
5214
JP¥4,635.00
Nippon Electric Glass
7D
-13.9%
1Y
14.2%
6754
JP¥3,599.00
Anritsu
7D
-1.4%
1Y
108.3%
Analysis Article • Aug 02

Results: Anritsu Corporation Exceeded Expectations And The Consensus Has Updated Its Estimates

Anritsu Corporation ( TSE:6754 ) just released its first-quarter report and things are looking bullish. Anritsu...
6981
JP¥7,083.00
Murata Manufacturing
7D
-1.0%
1Y
208.0%
6807
JP¥2,315.00
Japan Aviation Electronics Industry
7D
-7.1%
1Y
-5.3%
Analysis Article • Jul 31

Japan Aviation Electronics Industry, Limited Just Missed Earnings - But Analysts Have Updated Their Models

Last week, you might have seen that Japan Aviation Electronics Industry, Limited ( TSE:6807 ) released its...
6703
JP¥2,864.00
Oki Electric Industry
7D
-12.5%
1Y
76.9%
6645
JP¥5,613.00
OMRON
7D
8.7%
1Y
43.7%
3132
JP¥3,449.00
Macnica Holdings
7D
11.9%
1Y
69.8%
Narrative Update • Jul 30

Sustainable growth on the cards

Q1 FY3/27 results update Strong start, set to continue – Q1 FY3/27 results were above expectations, indicating the early-to-mid-cycle stage in the semiconductor cycle, and the company’s skills in winning newly transferred commercial distribution channels in overseas markets. With record-high quarterly order levels demonstrating strong earnings visibility with no immediate concerns over procurement, we believe the earnings outlook remains positive.
4062
JP¥16,430.00
IbidenLtd
7D
10.6%
1Y
377.5%
7701
JP¥4,070.00
Shimadzu
7D
-1.6%
1Y
22.3%
6856
JP¥26,940.00
HORIBA
7D
9.1%
1Y
142.2%