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Japanese (NIKKEI) Electronic Equipment and Components Industry Analysis

UpdatedJul 21, 2026
DataAggregated Company Financials
Companies176
  • 7D-8.2%
  • 3M17.8%
  • 1Y82.7%
  • YTD46.5%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 12%, driven by a pullback from Murata Manufacturing of 16%. This takes the industry's 12 month performance to a gain of 81%. As for the next few years, earnings are expected to grow by 15% 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, 21 Jul 2026JP¥67.6tJP¥28.0tJP¥2.2t15.5x31.2x2.4x
Thu, 18 Jun 2026JP¥82.1tJP¥28.0tJP¥2.2t16.3x38x2.9x
Sat, 16 May 2026JP¥66.4tJP¥27.8tJP¥2.1t16.6x31.2x2.4x
Mon, 13 Apr 2026JP¥53.6tJP¥27.3tJP¥1.9t16.8x27.9x2x
Wed, 11 Mar 2026JP¥50.9tJP¥27.7tJP¥1.9t16.5x26.4x1.8x
Fri, 06 Feb 2026JP¥46.6tJP¥27.4tJP¥1.9t15.6x24.7x1.7x
Sun, 04 Jan 2026JP¥45.9tJP¥27.1tJP¥1.8t15x24.9x1.7x
Tue, 02 Dec 2025JP¥44.8tJP¥27.1tJP¥1.8t14.5x24.4x1.7x
Thu, 30 Oct 2025JP¥46.7tJP¥26.7tJP¥1.7t15x27.4x1.8x
Sat, 27 Sep 2025JP¥42.9tJP¥26.9tJP¥1.7t14.7x25.3x1.6x
Mon, 25 Aug 2025JP¥41.0tJP¥26.9tJP¥1.7t14.3x24.1x1.5x
Wed, 23 Jul 2025JP¥38.0tJP¥26.9tJP¥1.7t12.5x22.4x1.4x
Fri, 20 Jun 2025JP¥38.0tJP¥26.9tJP¥1.7t12.2x22.4x1.4x
Sun, 18 May 2025JP¥39.1tJP¥26.5tJP¥1.7t12.3x22.6x1.5x
Tue, 15 Apr 2025JP¥35.5tJP¥26.1tJP¥1.7t11.3x20.9x1.4x
Thu, 13 Mar 2025JP¥39.5tJP¥26.2tJP¥1.7t12.7x23.3x1.5x
Sat, 08 Feb 2025JP¥40.7tJP¥26.0tJP¥1.7t12.7x24.5x1.6x
Mon, 06 Jan 2025JP¥42.6tJP¥26.2tJP¥1.7t13.4x25.7x1.6x
Wed, 04 Dec 2024JP¥42.4tJP¥26.0tJP¥1.6t13.5x25.8x1.6x
Fri, 01 Nov 2024JP¥43.6tJP¥25.8tJP¥1.6t12.7x26.6x1.7x
Sun, 29 Sep 2024JP¥45.2tJP¥25.8tJP¥1.7t12.7x27.1x1.8x
Tue, 27 Aug 2024JP¥44.2tJP¥25.8tJP¥1.7t12.2x26.8x1.7x
Thu, 25 Jul 2024JP¥46.4tJP¥25.6tJP¥1.6t13x29.8x1.8x
Sat, 22 Jun 2024JP¥45.5tJP¥25.4tJP¥1.5t13x29.6x1.8x
Mon, 20 May 2024JP¥44.3tJP¥25.5tJP¥1.5t12.8x28.8x1.7x
Wed, 17 Apr 2024JP¥42.6tJP¥25.4tJP¥1.5t14x28.2x1.7x
Fri, 15 Mar 2024JP¥43.5tJP¥25.8tJP¥1.5t13.8x28.5x1.7x
Sun, 11 Feb 2024JP¥43.3tJP¥25.8tJP¥1.5t13.7x28.5x1.7x
Tue, 09 Jan 2024JP¥41.0tJP¥26.3tJP¥1.6t13.9x25.7x1.6x
Thu, 07 Dec 2023JP¥41.5tJP¥26.3tJP¥1.6t13.9x26x1.6x
Sat, 04 Nov 2023JP¥39.7tJP¥26.2tJP¥1.6t13.2x24.6x1.5x
Mon, 02 Oct 2023JP¥39.0tJP¥26.4tJP¥1.7t13.1x22.8x1.5x
Wed, 30 Aug 2023JP¥40.0tJP¥26.4tJP¥1.7t12.9x23.4x1.5x
Fri, 28 Jul 2023JP¥41.8tJP¥26.3tJP¥1.8t12.5x23x1.6x
Price to Earnings Ratio

23x


Total Market Cap: JP¥41.8tTotal 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 26.2x202420252026
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 31.2x which is higher than its 3-year average PE of 26.2x.
  • 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 5.9% per year over the last three years.
  • Revenues for these companies have grown 2.0% 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-3.22%
Tech-9.44%
Electronic Equipment and Components-8.22%
Electronic Manufacturing Services-1.00%
Technology Distributors-2.04%
Electronic Equipment and Instruments-5.04%
Electronic Components-10.85%
Industry PE
  • Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 29.1x.
    • Analysts are expecting annual earnings growth of 19.3%, 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 6.9% 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
6841 Yokogawa ElectricJP¥5.70k4.2%
+JP¥58.6b		50.8%PE24.8x
6951 JEOLJP¥8.28k4.9%
+JP¥18.8b		96.3%PE18.3x
8060 Canon Marketing JapanJP¥3.60k2.1%
+JP¥15.2b		40.1%PE16.5x
6436 AmanoJP¥3.86k3.0%
+JP¥7.9b		-14.0%PE13.3x
6859 EspecJP¥4.18k7.2%
+JP¥5.9b		35.1%PE15.1x

Latest News

6762
JP¥3,070.00
TDK
7D
-5.1%
1Y
85.4%
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.
4062
JP¥16,370.00
IbidenLtd
7D
-9.0%
1Y
423.9%
6951
JP¥8,281.00
JEOL
7D
4.9%
1Y
96.3%
6859
JP¥4,180.00
Espec
7D
7.2%
1Y
35.1%
6971
JP¥3,560.00
Kyocera
7D
-2.7%
1Y
122.9%
6976
JP¥10,875.00
Taiyo Yuden
7D
-8.3%
1Y
325.8%
6806
JP¥27,140.00
Hirose ElectricLtd
7D
0.6%
1Y
55.1%
6861
JP¥72,250.00
Keyence
7D
-4.2%
1Y
32.4%
6645
JP¥5,339.00
OMRON
7D
-5.2%
1Y
45.7%
6787
JP¥23,520.00
Meiko Electronics
7D
-8.6%
1Y
244.9%
3107
JP¥3,474.00
Daiwabo Holdings
7D
1.8%
1Y
30.1%
6841
JP¥5,702.00
Yokogawa Electric
7D
4.2%
1Y
50.8%
8060
JP¥3,603.00
Canon Marketing Japan
7D
2.1%
1Y
40.1%
6981
JP¥7,954.00
Murata Manufacturing
7D
-12.6%
1Y
270.9%
6807
JP¥2,450.00
Japan Aviation Electronics Industry
7D
3.3%
1Y
2.6%
6436
JP¥3,863.00
Amano
7D
3.0%
1Y
-14.0%