Narrative Update • Jul 30

The Technology Distributors is pretty flat in the last 7 days, but Tomen Devices has stood out, gaining 28%. As for the the longer term, the industry is up 36% over the past 12 months. Earnings are forecast to grow by 6.4% annually.
Has the Japanese Technology Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 01 Aug 2026 | JP¥3.5t | JP¥8.6t | JP¥266.4b | 13x | 13x | 0.4x |
| Mon, 29 Jun 2026 | JP¥3.4t | JP¥8.5t | JP¥258.9b | 13.5x | 13.1x | 0.4x |
| Wed, 27 May 2026 | JP¥3.4t | JP¥8.5t | JP¥258.5b | 13.6x | 13.2x | 0.4x |
| Fri, 24 Apr 2026 | JP¥3.1t | JP¥8.1t | JP¥235.2b | 12.2x | 13.3x | 0.4x |
| Sun, 22 Mar 2026 | JP¥3.1t | JP¥8.5t | JP¥236.6b | 13x | 12.9x | 0.4x |
| Tue, 17 Feb 2026 | JP¥3.2t | JP¥8.5t | JP¥236.6b | 13.2x | 13.6x | 0.4x |
| Thu, 15 Jan 2026 | JP¥3.1t | JP¥8.2t | JP¥224.8b | 13.3x | 14x | 0.4x |
| Sat, 13 Dec 2025 | JP¥3.1t | JP¥8.2t | JP¥224.7b | 12.1x | 13.6x | 0.4x |
| Mon, 10 Nov 2025 | JP¥2.9t | JP¥8.2t | JP¥223.7b | 11.9x | 12.8x | 0.3x |
| Wed, 08 Oct 2025 | JP¥2.8t | JP¥8.1t | JP¥212.2b | 12.9x | 13.2x | 0.3x |
| Fri, 05 Sep 2025 | JP¥2.8t | JP¥8.1t | JP¥212.6b | 13.1x | 13x | 0.3x |
| Sun, 03 Aug 2025 | JP¥2.7t | JP¥8.0t | JP¥215.2b | 11.7x | 12.4x | 0.3x |
| Tue, 01 Jul 2025 | JP¥2.5t | JP¥8.0t | JP¥220.6b | 11.2x | 11.5x | 0.3x |
| Thu, 29 May 2025 | JP¥2.4t | JP¥8.0t | JP¥220.6b | 10.8x | 11.1x | 0.3x |
| Sat, 26 Apr 2025 | JP¥2.4t | JP¥7.6t | JP¥213.2b | 11x | 11.1x | 0.3x |
| Mon, 24 Mar 2025 | JP¥2.5t | JP¥7.5t | JP¥214.3b | 12.4x | 11.7x | 0.3x |
| Wed, 19 Feb 2025 | JP¥2.5t | JP¥7.5t | JP¥214.0b | 11.8x | 11.7x | 0.3x |
| Fri, 17 Jan 2025 | JP¥2.4t | JP¥7.4t | JP¥198.0b | 11.2x | 12.3x | 0.3x |
| Sun, 15 Dec 2024 | JP¥2.4t | JP¥7.3t | JP¥197.6b | 11.6x | 12.3x | 0.3x |
| Tue, 12 Nov 2024 | JP¥2.4t | JP¥7.3t | JP¥199.4b | 12.2x | 12.3x | 0.3x |
| Thu, 10 Oct 2024 | JP¥2.5t | JP¥7.3t | JP¥212.7b | 11x | 11.8x | 0.3x |
| Sat, 07 Sep 2024 | JP¥2.6t | JP¥7.3t | JP¥212.6b | 10.8x | 12x | 0.4x |
| Mon, 05 Aug 2024 | JP¥2.5t | JP¥7.2t | JP¥212.3b | 10.4x | 11.7x | 0.3x |
| Wed, 03 Jul 2024 | JP¥2.8t | JP¥7.3t | JP¥212.1b | 12x | 13.4x | 0.4x |
| Fri, 31 May 2024 | JP¥2.7t | JP¥7.3t | JP¥213.1b | 11.2x | 12.7x | 0.4x |
| Sun, 28 Apr 2024 | JP¥2.8t | JP¥7.4t | JP¥213.1b | 12x | 13.2x | 0.4x |
| Tue, 26 Mar 2024 | JP¥3.0t | JP¥7.8t | JP¥226.9b | 12x | 13.1x | 0.4x |
| Thu, 22 Feb 2024 | JP¥3.0t | JP¥7.8t | JP¥226.9b | 11.7x | 13.1x | 0.4x |
| Sat, 20 Jan 2024 | JP¥3.2t | JP¥8.1t | JP¥252.3b | 12.2x | 12.5x | 0.4x |
| Mon, 18 Dec 2023 | JP¥2.9t | JP¥8.1t | JP¥252.5b | 11.3x | 11.4x | 0.4x |
| Wed, 15 Nov 2023 | JP¥2.7t | JP¥8.1t | JP¥252.2b | 10.8x | 10.7x | 0.3x |
| Fri, 13 Oct 2023 | JP¥2.8t | JP¥8.1t | JP¥248.1b | 10.2x | 11.2x | 0.3x |
| Sun, 10 Sep 2023 | JP¥2.7t | JP¥8.1t | JP¥248.6b | 10.2x | 10.9x | 0.3x |
| Tue, 08 Aug 2023 | JP¥2.6t | JP¥8.0t | JP¥248.3b | 9.8x | 10.4x | 0.3x |
10.4x
How does Japanese Technology Distributors compare with similar industries?
| JP Market | -2.90% | |
| Tech | -13.04% | |
| Electronic Equipment and Components | -8.48% | |
| Technology Distributors | -0.37% | |
| Electronic Equipment and Instruments | 3.96% | |
| Electronic Manufacturing Services | -0.045% | |
| Electronic Components | -17.48% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2737 Tomen Devices | JP¥21.15k | 28.0% +JP¥31.5b | 255.5% | PE6.2x | |
| 3156 Restar | JP¥4.13k | 16.5% +JP¥16.4b | 50.7% | PE15.1x | |
| 8154 Kaga ElectronicsLtd | JP¥4.70k | 7.8% +JP¥16.2b | 59.2% | PE7.2x | |
| 8084 Ryoden | JP¥4.36k | 12.7% +JP¥10.6b | 48.2% | PE17.8x | |
| 7433 Hakuto | JP¥4.94k | 7.6% +JP¥6.6b | 30.0% | PE18.6x |