Narrative Update • Jul 06

Over the last 7 days, the Electronic Components industry has dropped 19%, driven by a pullback from Murata Manufacturing of 13%. Over the past 12 months, the industry was up 180%. Earnings are forecast to grow by 20% annually.
Has the Japanese Electronic Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 10 Jul 2026 | JP¥44.0t | JP¥12.8t | JP¥969.9b | 24x | 45.4x | 3.4x |
| Sun, 07 Jun 2026 | JP¥46.9t | JP¥12.8t | JP¥970.0b | 26x | 48.4x | 3.7x |
| Tue, 05 May 2026 | JP¥30.5t | JP¥12.8t | JP¥903.9b | 22.6x | 33.7x | 2.4x |
| Thu, 02 Apr 2026 | JP¥23.8t | JP¥12.7t | JP¥837.2b | 20.5x | 28.4x | 1.9x |
| Sat, 28 Feb 2026 | JP¥26.7t | JP¥12.7t | JP¥837.2b | 24.5x | 31.9x | 2.1x |
| Mon, 26 Jan 2026 | JP¥22.0t | JP¥12.4t | JP¥769.0b | 20.5x | 28.5x | 1.8x |
| Wed, 24 Dec 2025 | JP¥21.3t | JP¥12.4t | JP¥769.5b | 19.6x | 27.7x | 1.7x |
| Fri, 21 Nov 2025 | JP¥21.1t | JP¥12.4t | JP¥769.3b | 18.9x | 27.4x | 1.7x |
| Sun, 19 Oct 2025 | JP¥19.6t | JP¥12.1t | JP¥667.9b | 18.1x | 29.3x | 1.6x |
| Tue, 16 Sep 2025 | JP¥18.4t | JP¥12.1t | JP¥667.9b | 17.8x | 27.5x | 1.5x |
| Thu, 14 Aug 2025 | JP¥17.6t | JP¥12.1t | JP¥670.7b | 16.9x | 26.3x | 1.5x |
| Sat, 12 Jul 2025 | JP¥15.6t | JP¥12.2t | JP¥645.5b | 16.1x | 24.2x | 1.3x |
| Mon, 09 Jun 2025 | JP¥15.1t | JP¥12.2t | JP¥645.2b | 14.8x | 23.4x | 1.2x |
| Wed, 07 May 2025 | JP¥14.6t | JP¥12.2t | JP¥684.0b | 14.3x | 21.4x | 1.2x |
| Fri, 04 Apr 2025 | JP¥14.8t | JP¥12.1t | JP¥635.8b | 15x | 23.2x | 1.2x |
| Sun, 02 Mar 2025 | JP¥16.2t | JP¥12.1t | JP¥636.9b | 17.3x | 25.4x | 1.3x |
| Tue, 28 Jan 2025 | JP¥17.3t | JP¥12.1t | JP¥647.2b | 16.4x | 26.8x | 1.4x |
| Thu, 26 Dec 2024 | JP¥17.2t | JP¥12.2t | JP¥636.9b | 17x | 27.1x | 1.4x |
| Sat, 23 Nov 2024 | JP¥17.0t | JP¥12.1t | JP¥640.8b | 17.5x | 26.6x | 1.4x |
| Mon, 21 Oct 2024 | JP¥17.9t | JP¥12.1t | JP¥662.6b | 15.4x | 27.1x | 1.5x |
| Wed, 18 Sep 2024 | JP¥16.9t | JP¥11.9t | JP¥666.6b | 15x | 25.4x | 1.4x |
| Fri, 16 Aug 2024 | JP¥18.0t | JP¥12.1t | JP¥648.0b | 15.4x | 27.8x | 1.5x |
| Sun, 14 Jul 2024 | JP¥21.1t | JP¥11.9t | JP¥562.0b | 19x | 37.6x | 1.8x |
| Tue, 11 Jun 2024 | JP¥18.6t | JP¥11.9t | JP¥561.8b | 19.2x | 33.1x | 1.6x |
| Thu, 09 May 2024 | JP¥17.8t | JP¥12.0t | JP¥563.8b | 18.5x | 31.6x | 1.5x |
| Sat, 06 Apr 2024 | JP¥17.6t | JP¥11.9t | JP¥552.5b | 18.3x | 31.9x | 1.5x |
| Mon, 04 Mar 2024 | JP¥19.0t | JP¥11.9t | JP¥553.0b | 19.5x | 34.4x | 1.6x |
| Wed, 31 Jan 2024 | JP¥19.1t | JP¥12.1t | JP¥629.0b | 17.6x | 30.3x | 1.6x |
| Fri, 29 Dec 2023 | JP¥18.6t | JP¥12.2t | JP¥629.4b | 17x | 29.5x | 1.5x |
| Sun, 26 Nov 2023 | JP¥18.4t | JP¥12.2t | JP¥630.0b | 16.8x | 29.2x | 1.5x |
| Tue, 24 Oct 2023 | JP¥16.7t | JP¥12.4t | JP¥754.1b | 15.3x | 22.2x | 1.4x |
| Thu, 21 Sep 2023 | JP¥17.9t | JP¥12.4t | JP¥754.5b | 17x | 23.7x | 1.4x |
| Sat, 19 Aug 2023 | JP¥17.0t | JP¥12.4t | JP¥755.0b | 16x | 22.5x | 1.4x |
| Mon, 17 Jul 2023 | JP¥17.8t | JP¥12.5t | JP¥903.8b | 13.6x | 19.7x | 1.4x |
19.7x
How does Japanese Electronic Components compare with similar industries?
| JP Market | 0.19% | |
| Tech | -2.68% | |
| Electronic Equipment and Components | -8.76% | |
| Electronic Components | -11.53% | |
| Electronic Manufacturing Services | 1.03% | |
| Technology Distributors | -0.053% | |
| Electronic Equipment and Instruments | -5.10% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6626 SEMITEC | JP¥2.05k | 0.9% +JP¥172.7m | -2.4% | PE7.3x | |
| 6655 Toyo Electric | JP¥815.00 | 4.5% +JP¥148.4m | 14.1% | PE13x | |
| 6964 Sanko | JP¥687.00 | 2.2% +JP¥133.1m | 21.8% | PE10.1x | |
| 6926 Okaya Electric Industries | JP¥186.00 | 0.5% +JP¥22.4m | -12.3% | PS0.4x | |
| 6919 KEL | JP¥1.38k | 0.2% +JP¥21.8m | 3.9% | PE47.9x |