Analysis Article • 12h
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- 7D-8.5%
- 3M6.8%
- 1Y70.1%
- YTD42.3%
Over the last 7 days, the Electronic Equipment and Components industry has dropped 8.5%, driven by a pullback from Murata Manufacturing of 25%. Meanwhile, Keyence actually outperformed within the industry, gaining 9.3% in the last week. This takes the industry's 12 month performance to a gain of 70%. 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 31 Jul 2026 | JP¥65.6t | JP¥28.2t | JP¥2.2t | 15x | 29.5x | 2.3x |
| Sun, 28 Jun 2026 | JP¥80.9t | JP¥28.0t | JP¥2.2t | 16.5x | 37.4x | 2.9x |
| Tue, 26 May 2026 | JP¥74.4t | JP¥28.0t | JP¥2.2t | 15.9x | 34.4x | 2.7x |
| Thu, 23 Apr 2026 | JP¥57.5t | JP¥27.3t | JP¥1.9t | 16.8x | 29.9x | 2.1x |
| Sat, 21 Mar 2026 | JP¥50.0t | JP¥27.7t | JP¥1.9t | 16.2x | 25.9x | 1.8x |
| Mon, 16 Feb 2026 | JP¥48.3t | JP¥27.7t | JP¥1.9t | 16x | 25x | 1.7x |
| Wed, 14 Jan 2026 | JP¥46.8t | JP¥27.1t | JP¥1.8t | 15.4x | 25.5x | 1.7x |
| Fri, 12 Dec 2025 | JP¥45.6t | JP¥27.1t | JP¥1.8t | 14.8x | 24.8x | 1.7x |
| Sun, 09 Nov 2025 | JP¥44.9t | JP¥27.1t | JP¥1.8t | 14.9x | 24.4x | 1.7x |
| Tue, 07 Oct 2025 | JP¥44.6t | JP¥26.7t | JP¥1.7t | 15x | 26.2x | 1.7x |
| Thu, 04 Sep 2025 | JP¥41.3t | JP¥26.9t | JP¥1.7t | 14.2x | 24.3x | 1.5x |
| Sat, 02 Aug 2025 | JP¥40.3t | JP¥26.9t | JP¥1.7t | 13.3x | 24.3x | 1.5x |
| Mon, 30 Jun 2025 | JP¥39.3t | JP¥26.9t | JP¥1.7t | 12.5x | 23.2x | 1.5x |
| Wed, 28 May 2025 | JP¥38.8t | JP¥26.9t | JP¥1.7t | 12x | 22.9x | 1.4x |
| Fri, 25 Apr 2025 | JP¥37.0t | JP¥26.2t | JP¥1.7t | 11.9x | 21.8x | 1.4x |
| Sun, 23 Mar 2025 | JP¥39.8t | JP¥26.1t | JP¥1.7t | 13x | 23.5x | 1.5x |
| Tue, 18 Feb 2025 | JP¥41.4t | JP¥26.2t | JP¥1.7t | 13.1x | 24.4x | 1.6x |
| Thu, 16 Jan 2025 | JP¥41.3t | JP¥26.2t | JP¥1.7t | 12.9x | 25x | 1.6x |
| Sat, 14 Dec 2024 | JP¥41.8t | JP¥26.0t | JP¥1.6t | 13.3x | 25.5x | 1.6x |
| Mon, 11 Nov 2024 | JP¥43.9t | JP¥26.0t | JP¥1.6t | 13.5x | 26.9x | 1.7x |
| Wed, 09 Oct 2024 | JP¥43.6t | JP¥25.8t | JP¥1.7t | 12.5x | 26.2x | 1.7x |
| Fri, 06 Sep 2024 | JP¥42.7t | JP¥25.8t | JP¥1.7t | 12.4x | 25.6x | 1.7x |
| Sun, 04 Aug 2024 | JP¥41.2t | JP¥25.7t | JP¥1.6t | 12.1x | 25.1x | 1.6x |
| Tue, 02 Jul 2024 | JP¥46.0t | JP¥25.4t | JP¥1.5t | 13.4x | 29.9x | 1.8x |
| Thu, 30 May 2024 | JP¥43.7t | JP¥25.5t | JP¥1.5t | 12.7x | 28.4x | 1.7x |
| Sat, 27 Apr 2024 | JP¥43.7t | JP¥25.4t | JP¥1.5t | 13.8x | 28.7x | 1.7x |
| Mon, 25 Mar 2024 | JP¥45.1t | JP¥25.8t | JP¥1.5t | 14.5x | 29.5x | 1.7x |
| Wed, 21 Feb 2024 | JP¥44.2t | JP¥25.8t | JP¥1.5t | 14x | 28.9x | 1.7x |
| Fri, 19 Jan 2024 | JP¥43.6t | JP¥26.3t | JP¥1.6t | 14.3x | 27.3x | 1.7x |
| Sun, 17 Dec 2023 | JP¥41.3t | JP¥26.3t | JP¥1.6t | 13.6x | 25.9x | 1.6x |
| Tue, 14 Nov 2023 | JP¥40.4t | JP¥26.3t | JP¥1.6t | 13.4x | 25.4x | 1.5x |
| Thu, 12 Oct 2023 | JP¥38.6t | JP¥26.4t | JP¥1.7t | 12.7x | 22.6x | 1.5x |
| Sat, 09 Sep 2023 | JP¥40.0t | JP¥26.4t | JP¥1.7t | 13.3x | 23.4x | 1.5x |
| Mon, 07 Aug 2023 | JP¥39.8t | JP¥26.3t | JP¥1.7t | 12x | 23.4x | 1.5x |
Price to Earnings Ratio
23.4x
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 29.5x 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 2.3x.
Past Earnings Growth
- The earnings for companies in the Electronic industry have grown 9.3% per year over the last three years.
- Revenues for these companies have grown 2.4% 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 | -2.90% | |
| Tech | -13.04% | |
| Electronic Equipment and Components | -8.48% | |
| Electronic Equipment and Instruments | 3.96% | |
| Electronic Manufacturing Services | -0.045% | |
| Technology Distributors | -0.37% | |
| Electronic Components | -17.48% | |
Industry PE
- Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 29.3x.
- Analysts are expecting annual earnings growth of 18.9%, 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 6.4% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6861 Keyence | JP¥81.15k | 13.0% +JP¥2.3t | 42.8% | PE40x | |
| 2737 Tomen Devices | JP¥21.15k | 28.0% +JP¥31.5b | 255.5% | PE6.2x | |
| 3156 Restar | JP¥4.13k | 16.5% +JP¥16.4b | 50.7% | PE15.1x | |
| 8154 Kaga ElectronicsLtd | JP¥4.70k | 7.8% +JP¥16.2b | 59.2% | PE7.2x | |
| 6845 Azbil | JP¥1.67k | 1.9% +JP¥15.6b | 16.5% | PE21.7x |