Narrative Update • Jul 30

The Technology Distributors is pretty flat in the last 7 days, but Restar has stood out, gaining 15%. As for the the longer term, the industry is up 46% over the past 12 months. Looking forward, earnings are forecast to grow by 6.9% annually.
Has the Japanese Technology Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 14 Aug 2026 | JP¥3.9t | JP¥9.0t | JP¥282.8b | 13.8x | 13.7x | 0.4x |
| Sun, 12 Jul 2026 | JP¥3.4t | JP¥8.5t | JP¥258.8b | 13.4x | 13.3x | 0.4x |
| Tue, 09 Jun 2026 | JP¥3.4t | JP¥8.5t | JP¥258.9b | 13.4x | 13.3x | 0.4x |
| Thu, 07 May 2026 | JP¥3.2t | JP¥8.2t | JP¥236.1b | 13.1x | 13.4x | 0.4x |
| Sat, 04 Apr 2026 | JP¥3.0t | JP¥8.1t | JP¥231.2b | 12.1x | 12.8x | 0.4x |
| Mon, 02 Mar 2026 | JP¥3.3t | JP¥8.5t | JP¥236.6b | 13.9x | 14.1x | 0.4x |
| Wed, 28 Jan 2026 | JP¥3.1t | JP¥8.2t | JP¥224.8b | 13.7x | 13.9x | 0.4x |
| Fri, 26 Dec 2025 | JP¥3.1t | JP¥8.2t | JP¥224.7b | 12.7x | 13.7x | 0.4x |
| Sun, 23 Nov 2025 | JP¥2.9t | JP¥8.2t | JP¥224.6b | 11.2x | 12.9x | 0.4x |
| Tue, 21 Oct 2025 | JP¥2.7t | JP¥8.1t | JP¥211.9b | 11.8x | 12.8x | 0.3x |
| Thu, 18 Sep 2025 | JP¥2.8t | JP¥8.1t | JP¥212.2b | 13.2x | 13.4x | 0.4x |
| Sat, 16 Aug 2025 | JP¥2.7t | JP¥8.1t | JP¥212.6b | 12.6x | 12.8x | 0.3x |
| Mon, 14 Jul 2025 | JP¥2.5t | JP¥8.1t | JP¥220.9b | 10.8x | 11.4x | 0.3x |
| Wed, 11 Jun 2025 | JP¥2.5t | JP¥8.0t | JP¥220.6b | 10.7x | 11.2x | 0.3x |
| Fri, 09 May 2025 | JP¥2.3t | JP¥7.6t | JP¥203.9b | 11.1x | 11.5x | 0.3x |
| Sun, 06 Apr 2025 | JP¥2.2t | JP¥7.6t | JP¥214.5b | 10.6x | 10.4x | 0.3x |
| Tue, 04 Mar 2025 | JP¥2.5t | JP¥7.5t | JP¥214.0b | 11.6x | 11.6x | 0.3x |
| Thu, 30 Jan 2025 | JP¥2.5t | JP¥7.4t | JP¥198.0b | 11.5x | 12.8x | 0.3x |
| Sat, 28 Dec 2024 | JP¥2.5t | JP¥7.3t | JP¥197.5b | 11.5x | 12.7x | 0.3x |
| Mon, 25 Nov 2024 | JP¥2.4t | JP¥7.3t | JP¥197.7b | 12.2x | 12.3x | 0.3x |
| Wed, 23 Oct 2024 | JP¥2.5t | JP¥7.3t | JP¥212.7b | 11.6x | 11.7x | 0.3x |
| Fri, 20 Sep 2024 | JP¥2.6t | JP¥7.3t | JP¥212.7b | 11.1x | 12.1x | 0.4x |
| Sun, 18 Aug 2024 | JP¥2.6t | JP¥7.3t | JP¥212.6b | 11.3x | 12.1x | 0.4x |
| Tue, 16 Jul 2024 | JP¥2.8t | JP¥7.3t | JP¥212.2b | 12x | 13.2x | 0.4x |
| Thu, 13 Jun 2024 | JP¥2.7t | JP¥7.3t | JP¥212.1b | 10.8x | 12.8x | 0.4x |
| Sat, 11 May 2024 | JP¥2.8t | JP¥7.3t | JP¥212.5b | 12.8x | 13x | 0.4x |
| Mon, 08 Apr 2024 | JP¥2.8t | JP¥7.4t | JP¥213.1b | 11.3x | 13.3x | 0.4x |
| Wed, 06 Mar 2024 | JP¥3.0t | JP¥7.8t | JP¥226.9b | 11.8x | 13.4x | 0.4x |
| Fri, 02 Feb 2024 | JP¥3.1t | JP¥8.1t | JP¥250.6b | 12.8x | 12.4x | 0.4x |
| Sun, 31 Dec 2023 | JP¥2.9t | JP¥8.1t | JP¥252.4b | 12.1x | 11.6x | 0.4x |
| Tue, 28 Nov 2023 | JP¥2.8t | JP¥8.1t | JP¥252.5b | 11.3x | 11.1x | 0.3x |
| Thu, 26 Oct 2023 | JP¥2.7t | JP¥8.1t | JP¥247.9b | 10.3x | 10.9x | 0.3x |
| Sat, 23 Sep 2023 | JP¥2.7t | JP¥8.1t | JP¥248.6b | 10.3x | 10.9x | 0.3x |
| Mon, 21 Aug 2023 | JP¥2.6t | JP¥8.1t | JP¥248.7b | 9.5x | 10.3x | 0.3x |
10.3x
How does Japanese Technology Distributors compare with similar industries?
| JP Market | 2.71% | |
| Tech | 4.69% | |
| Electronic Equipment and Components | 4.63% | |
| Technology Distributors | 1.47% | |
| Electronic Components | 7.96% | |
| Electronic Manufacturing Services | 2.70% | |
| Electronic Equipment and Instruments | 0.79% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3156 Restar | JP¥5.52k | 25.0% +JP¥31.1b | 112.5% | PE12.2x | |
| 3132 Macnica Holdings | JP¥3.79k | 4.6% +JP¥29.6b | 83.5% | PE20.1x | |
| 2737 Tomen Devices | JP¥31.30k | 8.7% +JP¥17.0b | 406.5% | PE9.1x | |
| 8154 Kaga ElectronicsLtd | JP¥5.11k | 5.5% +JP¥12.6b | 59.7% | PE7.3x | |
| 7609 Daitron | JP¥4.78k | 13.0% +JP¥11.6b | 134.0% | PE17x |