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Japanese (NIKKEI) Electronic Equipment and Components Industry Analysis

UpdatedJun 29, 2026
DataAggregated Company Financials
Companies176
  • 7D-4.7%
  • 3M70.8%
  • 1Y111.7%
  • YTD75.3%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 4.7%, driven by Murata Manufacturing declining 12%. In contrast, Taiyo Yuden has gained 6.0%. This takes the industry's 12 month performance to a gain of 112%. As for the next few years, earnings are expected to grow by 16% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 30 Jun 2026JP¥80.9tJP¥28.0tJP¥2.2t16.5x37.4x2.9x
Thu, 28 May 2026JP¥72.5tJP¥28.0tJP¥2.2t16x33.5x2.6x
Sat, 25 Apr 2026JP¥57.4tJP¥27.2tJP¥1.9t16.2x29.9x2.1x
Mon, 23 Mar 2026JP¥50.0tJP¥27.7tJP¥1.9t16.2x25.9x1.8x
Wed, 18 Feb 2026JP¥50.0tJP¥27.7tJP¥1.9t16.9x25.9x1.8x
Fri, 16 Jan 2026JP¥47.9tJP¥27.1tJP¥1.8t15.6x26x1.8x
Sun, 14 Dec 2025JP¥46.6tJP¥27.1tJP¥1.8t15.2x25.3x1.7x
Tue, 11 Nov 2025JP¥45.1tJP¥27.1tJP¥1.8t14.9x24.5x1.7x
Thu, 09 Oct 2025JP¥44.1tJP¥26.7tJP¥1.7t14.9x25.9x1.7x
Sat, 06 Sep 2025JP¥41.8tJP¥26.9tJP¥1.7t14.5x24.6x1.6x
Mon, 04 Aug 2025JP¥40.3tJP¥26.9tJP¥1.6t13.2x24.5x1.5x
Wed, 02 Jul 2025JP¥39.3tJP¥26.9tJP¥1.7t12.5x23.2x1.5x
Fri, 30 May 2025JP¥39.5tJP¥26.9tJP¥1.7t12x23.3x1.5x
Sun, 27 Apr 2025JP¥37.9tJP¥26.2tJP¥1.7t12.1x22.3x1.4x
Tue, 25 Mar 2025JP¥39.6tJP¥26.1tJP¥1.7t13.1x23.4x1.5x
Thu, 20 Feb 2025JP¥41.4tJP¥26.2tJP¥1.7t13.1x24.4x1.6x
Sat, 18 Jan 2025JP¥41.5tJP¥26.2tJP¥1.7t12.8x25.1x1.6x
Mon, 16 Dec 2024JP¥41.8tJP¥26.0tJP¥1.6t13.3x25.5x1.6x
Wed, 13 Nov 2024JP¥43.1tJP¥26.0tJP¥1.6t13.3x26.4x1.7x
Fri, 11 Oct 2024JP¥44.2tJP¥25.8tJP¥1.7t12.5x26.5x1.7x
Sun, 08 Sep 2024JP¥41.9tJP¥25.8tJP¥1.7t12.2x25.1x1.6x
Tue, 06 Aug 2024JP¥35.9tJP¥25.7tJP¥1.6t10.3x21.9x1.4x
Thu, 04 Jul 2024JP¥48.1tJP¥25.6tJP¥1.6t13.5x30.8x1.9x
Sat, 01 Jun 2024JP¥44.0tJP¥25.5tJP¥1.5t12.9x28.6x1.7x
Mon, 29 Apr 2024JP¥43.7tJP¥25.5tJP¥1.5t13.8x28.8x1.7x
Wed, 27 Mar 2024JP¥44.7tJP¥25.8tJP¥1.5t14.5x29.3x1.7x
Fri, 23 Feb 2024JP¥44.8tJP¥25.8tJP¥1.5t14x29.3x1.7x
Sun, 21 Jan 2024JP¥44.0tJP¥26.3tJP¥1.6t14.4x27.5x1.7x
Tue, 19 Dec 2023JP¥41.0tJP¥26.3tJP¥1.6t13.6x25.7x1.6x
Thu, 16 Nov 2023JP¥41.5tJP¥26.3tJP¥1.6t13.5x26x1.6x
Sat, 14 Oct 2023JP¥39.3tJP¥26.4tJP¥1.7t12.8x23x1.5x
Mon, 11 Sep 2023JP¥40.0tJP¥26.4tJP¥1.7t13.3x23.4x1.5x
Wed, 09 Aug 2023JP¥39.7tJP¥26.3tJP¥1.7t12.1x23.4x1.5x
Fri, 07 Jul 2023JP¥42.2tJP¥26.3tJP¥1.8t12.9x23.2x1.6x
Price to Earnings Ratio

23.2x


Total Market Cap: JP¥42.2tTotal Earnings: JP¥1.8tTotal Revenue: JP¥26.3tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Electronic Equipment and Components Industry Price to Earnings3Y Average 26x202420252026
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 37.4x which is higher than its 3-year average PE of 26.0x.
  • The 3-year average PS ratio of 1.7x is lower than the industry's current PS ratio of 2.9x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have grown 5.8% per year over the last three years.
  • Revenues for these companies have grown 2.1% 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-2.24%
Tech-5.47%
Electronic Equipment and Components-4.73%
Electronic Equipment and Instruments-0.20%
Technology Distributors-1.68%
Electronic Manufacturing Services-2.52%
Electronic Components-7.43%
Industry PE
  • Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 28.6x.
    • Analysts are expecting annual earnings growth of 20.2%, 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 12.3x.
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
6976 Taiyo YudenJP¥18.61k6.0%
+JP¥132.6b		634.1%PE157.2x
7701 ShimadzuJP¥4.06k5.0%
+JP¥55.8b		13.8%PE19.4x
6861 KeyenceJP¥78.20k0.3%
+JP¥50.9b		35.2%PE42.6x
6740 Japan DisplayJP¥60.0013.2%
+JP¥43.3b		200.0%PS2.8x
6703 Oki Electric IndustryJP¥3.77k11.1%
+JP¥32.5b		133.9%PE15.2x

Latest News

6787
JP¥31,650.00
Meiko Electronics
7D
-14.6%
1Y
365.4%
6645
JP¥5,653.00
OMRON
7D
-7.3%
1Y
45.2%
3107
JP¥3,513.00
Daiwabo Holdings
7D
5.1%
1Y
35.5%
6845
JP¥1,706.00
Azbil
7D
0.9%
1Y
24.5%
Narrative Update • Jun 26

6845: Future Capital Returns Will Rely On Dividends And Buybacks

Analysts have adjusted their price target for Azbil from ¥1,570 to ¥1,710, citing updated assumptions for revenue growth, profit margins, the discount rate and the stock's future P/E multiple. What's in the News for Azbil Azbil proposed a year end dividend of ¥19.00 per share for the fiscal year ended March 31, 2026, compared with ¥13.00 per share paid a year earlier, with total dividends of ¥9,839 million sourced from retained earnings.
6981
JP¥10,740.00
Murata Manufacturing
7D
-12.3%
1Y
398.6%
7701
JP¥4,064.00
Shimadzu
7D
5.0%
1Y
13.8%
6971
JP¥3,509.00
Kyocera
7D
-4.4%
1Y
102.4%
6703
JP¥3,765.00
Oki Electric Industry
7D
11.1%
1Y
133.9%
6740
JP¥60.00
Japan Display
7D
13.2%
1Y
200.0%
6762
JP¥3,593.00
TDK
7D
-11.6%
1Y
111.9%
4980
JP¥4,277.00
Dexerials
7D
-13.3%
1Y
91.6%
6861
JP¥78,200.00
Keyence
7D
0.3%
1Y
35.2%
6976
JP¥18,610.00
Taiyo Yuden
7D
6.0%
1Y
634.1%
Analysis Article • Jun 18

Taiyo Yuden (TSE:6976) Stock Looks Expensive Even After Its New Automotive MLCC Launch

Taiyo Yuden (TSE:6976) has moved into mass production of a new automotive multilayer ceramic capacitor that more than doubles capacitance compared with a previous model, targeting increasingly complex vehicle electronics and safety systems. See our latest analysis for Taiyo Yuden. The new automotive MLCC comes as Taiyo Yuden’s share price has moved sharply higher in recent months, with a 30 day share price return of 158.82% and a year to date share price return of 447.37%, while the 1 year...
7717
JP¥9,350.00
V Technology
7D
10.0%
1Y
204.6%
4062
JP¥23,700.00
IbidenLtd
7D
-10.3%
1Y
646.8%
268A
JP¥2,522.00
Rigaku Holdings
7D
-11.5%
1Y
227.5%