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Japanese (NIKKEI) Electronic Equipment and Components Industry Analysis

UpdatedFeb 19, 2026
DataAggregated Company Financials
Companies179
  • 7D4.3%
  • 3M15.4%
  • 1Y26.7%
  • YTD9.8%

Keyence is up 5.7%, leading the way for the Electronic Equipment and Components industry, which has gained 4.3%. This takes the industry's 12 month performance to a gain of 27%. Earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 20 Feb 2026JP¥50.9tJP¥27.7tJP¥1.9t17x26.4x1.8x
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
Sun, 09 Jul 2023JP¥41.7tJP¥26.3tJP¥1.8t12.7x22.9x1.6x
Tue, 06 Jun 2023JP¥43.6tJP¥26.3tJP¥1.8t12.5x23.9x1.7x
Thu, 04 May 2023JP¥39.5tJP¥26.0tJP¥1.9t11.7x21.3x1.5x
Sat, 01 Apr 2023JP¥39.4tJP¥26.0tJP¥2.0t11.2x20x1.5x
Mon, 27 Feb 2023JP¥36.7tJP¥26.0tJP¥2.0t11.2x18.6x1.4x
Price to Earnings Ratio

18.6x


Total Market Cap: JP¥36.7tTotal Earnings: JP¥2.0tTotal Revenue: JP¥26.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Electronic Equipment and Components Industry Price to Earnings3Y Average 24.8x202420252026
Current Industry PE
  • Investors are relatively neutral on the Japanese Electronic industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 24.8x.
  • The 3-year average PS ratio of 1.6x is lower than the industry's current PS ratio of 1.8x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 2.1% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Trends

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

JP Market-0.84%
Tech0.17%
Electronic Equipment and Components4.28%
Electronic Components5.84%
Electronic Equipment and Instruments3.24%
Technology Distributors0.037%
Electronic Manufacturing Services-0.14%
Industry PE
  • Investors are most optimistic about the Electronic Manufacturing Services industry which is trading above its 3-year average PE ratio of 15.8x.
    • Analysts are expecting annual earnings growth of 41.6%, which is higher than its past year's earnings decline of 33.6% per year.
  • Investors are most pessimistic about the Technology Distributors industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 11.8x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Manufacturing Services industry, expecting annual earnings growth of 42% over the next 5 years.
  • This is better than its past earnings decline of 34% per year.
  • In contrast, the Electronic Equipment and Instruments industry is expected to see its earnings grow by 9.0% 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¥60.22k5.7%
+JP¥790.6b		-4.1%PE34.9x
6981 Murata ManufacturingJP¥3.67k11.3%
+JP¥675.3b		34.8%PE35.2x
4062 IbidenLtdJP¥9.64k13.3%
+JP¥316.7b		431.9%PE67.4x
6762 TDKJP¥2.38k6.1%
+JP¥261.0b		41.0%PE24.1x
268A Rigaku HoldingsJP¥1.64k26.8%
+JP¥77.0b		44.7%PE31.9x

Latest News

6762
JP¥2,383.50
TDK
7D
6.1%
1Y
41.0%

6762: Conviction List Removal Will Limit Upside Despite Raised Earnings Guidance

Analysts have adjusted their valuation framework for TDK, with a revised price target of ¥1,794.10 that reflects slightly different assumptions on discount rate, revenue growth, profit margin and future P/E, alongside the recent removal of the stock from a regional conviction list by one major broker. Analyst Commentary Recent Street research around TDK highlights a more cautious tone, with some bearish analysts rethinking how much upside they are willing to ascribe to the shares.
4062
JP¥9,638.00
IbidenLtd
7D
13.3%
1Y
431.9%
7746
JP¥1,003.00
Okamoto Glass
7D
-27.8%
1Y
469.9%
6856
JP¥19,540.00
HORIBA
7D
-3.6%
1Y
99.8%

The HORIBA, Ltd. (TSE:6856) Yearly Results Are Out And Analysts Have Published New Forecasts

Feb 15
The HORIBA, Ltd. (TSE:6856) Yearly Results Are Out And Analysts Have Published New Forecasts
7762
JP¥1,754.00
Citizen Watch
7D
17.7%
1Y
98.0%

Citizen Watch Co., Ltd. Just Recorded A 152% EPS Beat: Here's What Analysts Are Forecasting Next

Feb 15
Citizen Watch Co., Ltd. Just Recorded A 152% EPS Beat: Here's What Analysts Are Forecasting Next
8060
JP¥6,822.00
Canon Marketing Japan
7D
-2.8%
1Y
36.0%

Risks To Shareholder Returns Are Elevated At These Prices For Canon Marketing Japan Inc. (TSE:8060)

Feb 15
Risks To Shareholder Returns Are Elevated At These Prices For Canon Marketing Japan Inc. (TSE:8060)
268A
JP¥1,640.00
Rigaku Holdings
7D
26.8%
1Y
44.7%
5344
JP¥55,630.00
MaruwaLtd
7D
9.9%
1Y
50.3%
6976
JP¥4,665.00
Taiyo Yuden
7D
13.0%
1Y
77.8%
4980
JP¥2,380.50
Dexerials
7D
-1.6%
1Y
5.3%
3107
JP¥3,072.00
Daiwabo Holdings
7D
-3.8%
1Y
16.6%

Daiwabo Holdings Co., Ltd. Just Recorded A 17% Revenue Beat: Here's What Analysts Think

Feb 10
Daiwabo Holdings Co., Ltd. Just Recorded A 17% Revenue Beat: Here's What Analysts Think
7701
JP¥4,205.00
Shimadzu
7D
-1.3%
1Y
8.0%

Shimadzu Corporation Just Beat EPS By 20%: Here's What Analysts Think Will Happen Next

Feb 09
Shimadzu Corporation Just Beat EPS By 20%: Here's What Analysts Think Will Happen Next
3153
JP¥3,455.00
Yashima Denki
7D
-5.0%
1Y
98.2%

Yashima Denki's (TSE:3153) Upcoming Dividend Will Be Larger Than Last Year's

Feb 07
Yashima Denki's (TSE:3153) Upcoming Dividend Will Be Larger Than Last Year's
6971
JP¥2,656.00
Kyocera
7D
-1.0%
1Y
54.0%

Kyocera (TSE:6971) Has Announced A Dividend Of ¥25.00

Feb 06
Kyocera (TSE:6971) Has Announced A Dividend Of ¥25.00
6981
JP¥3,666.00
Murata Manufacturing
7D
11.3%
1Y
34.8%
6861
JP¥60,220.00
Keyence
7D
5.7%
1Y
-4.1%

Keyence (TSE:6861) Is Due To Pay A Dividend Of ¥275.00

Feb 02
Keyence (TSE:6861) Is Due To Pay A Dividend Of ¥275.00