Narrative Update • Jul 30

The Technology Distributors industry is up 9.8% in the last week, with Macnica Holdings up 30%. This means that the industry has gained 45% over the past year. Looking forward, earnings are forecast to grow by 7.2% annually.
Has the Japanese Technology Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 05 Aug 2026 | JP¥3.7t | JP¥8.9t | JP¥273.9b | 14.5x | 13.4x | 0.4x |
| Fri, 03 Jul 2026 | JP¥3.4t | JP¥8.5t | JP¥258.9b | 13.6x | 13.2x | 0.4x |
| Sun, 31 May 2026 | JP¥3.4t | JP¥8.5t | JP¥258.9b | 13.7x | 13.2x | 0.4x |
| Tue, 28 Apr 2026 | JP¥3.2t | JP¥8.2t | JP¥237.0b | 12.6x | 13.4x | 0.4x |
| Thu, 26 Mar 2026 | JP¥3.1t | JP¥8.5t | JP¥236.6b | 13.1x | 13.1x | 0.4x |
| Sat, 21 Feb 2026 | JP¥3.2t | JP¥8.5t | JP¥236.6b | 12.9x | 13.6x | 0.4x |
| Mon, 19 Jan 2026 | JP¥3.2t | JP¥8.2t | JP¥224.8b | 13.6x | 14.1x | 0.4x |
| Wed, 17 Dec 2025 | JP¥3.0t | JP¥8.2t | JP¥224.7b | 12.2x | 13.4x | 0.4x |
| Fri, 14 Nov 2025 | JP¥2.9t | JP¥8.2t | JP¥223.9b | 11.7x | 13x | 0.4x |
| Sun, 12 Oct 2025 | JP¥2.7t | JP¥8.1t | JP¥212.2b | 12.5x | 12.8x | 0.3x |
| Tue, 09 Sep 2025 | JP¥2.8t | JP¥8.1t | JP¥212.2b | 13.3x | 13.3x | 0.3x |
| Thu, 07 Aug 2025 | JP¥2.7t | JP¥8.0t | JP¥215.3b | 11.4x | 12.6x | 0.3x |
| Sat, 05 Jul 2025 | JP¥2.5t | JP¥8.0t | JP¥220.7b | 10.7x | 11.3x | 0.3x |
| Mon, 02 Jun 2025 | JP¥2.5t | JP¥8.0t | JP¥220.6b | 10.8x | 11.2x | 0.3x |
| Wed, 30 Apr 2025 | JP¥2.4t | JP¥7.6t | JP¥214.2b | 10.9x | 11.2x | 0.3x |
| Fri, 28 Mar 2025 | JP¥2.5t | JP¥7.5t | JP¥214.3b | 12.5x | 11.8x | 0.3x |
| Sun, 23 Feb 2025 | JP¥2.5t | JP¥7.5t | JP¥214.0b | 11.6x | 11.5x | 0.3x |
| Tue, 21 Jan 2025 | JP¥2.5t | JP¥7.4t | JP¥198.0b | 11.2x | 12.4x | 0.3x |
| Thu, 19 Dec 2024 | JP¥2.4t | JP¥7.1t | JP¥194.1b | 11.7x | 12.5x | 0.3x |
| Sat, 16 Nov 2024 | JP¥2.5t | JP¥7.3t | JP¥199.4b | 12.1x | 12.3x | 0.3x |
| Mon, 14 Oct 2024 | JP¥2.5t | JP¥7.3t | JP¥212.7b | 11.1x | 11.8x | 0.3x |
| Wed, 11 Sep 2024 | JP¥2.6t | JP¥7.3t | JP¥212.6b | 10.7x | 12.1x | 0.4x |
| Fri, 09 Aug 2024 | JP¥2.4t | JP¥7.2t | JP¥211.1b | 9.9x | 11.3x | 0.3x |
| Sun, 07 Jul 2024 | JP¥2.8t | JP¥7.3t | JP¥212.1b | 12.4x | 13.3x | 0.4x |
| Tue, 04 Jun 2024 | JP¥2.8t | JP¥7.3t | JP¥213.1b | 11.4x | 13x | 0.4x |
| Thu, 02 May 2024 | JP¥2.8t | JP¥7.4t | JP¥212.1b | 12.7x | 13.1x | 0.4x |
| Sat, 30 Mar 2024 | JP¥2.8t | JP¥7.4t | JP¥213.2b | 11.8x | 13x | 0.4x |
| Mon, 26 Feb 2024 | JP¥3.0t | JP¥7.8t | JP¥226.9b | 11.8x | 13.4x | 0.4x |
| Wed, 24 Jan 2024 | JP¥3.2t | JP¥8.1t | JP¥252.3b | 12.1x | 12.6x | 0.4x |
| Fri, 22 Dec 2023 | JP¥2.9t | JP¥8.1t | JP¥252.5b | 11.4x | 11.5x | 0.4x |
| Sun, 19 Nov 2023 | JP¥2.8t | JP¥8.1t | JP¥252.5b | 11x | 10.9x | 0.3x |
| Tue, 17 Oct 2023 | JP¥2.7t | JP¥8.1t | JP¥247.9b | 10.1x | 11.1x | 0.3x |
| Thu, 14 Sep 2023 | JP¥2.7t | JP¥8.1t | JP¥248.6b | 10.2x | 10.8x | 0.3x |
| Sat, 12 Aug 2023 | JP¥2.6t | JP¥8.1t | JP¥248.8b | 9.7x | 10.4x | 0.3x |
10.4x
How does Japanese Technology Distributors compare with similar industries?
| JP Market | 0.13% | |
| Tech | 7.12% | |
| Electronic Equipment and Components | 7.09% | |
| Technology Distributors | 9.75% | |
| Electronic Equipment and Instruments | 12.45% | |
| Electronic Manufacturing Services | 8.76% | |
| Electronic Components | 2.90% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3132 Macnica Holdings | JP¥3.85k | 30.3% +JP¥160.0b | 85.0% | PE20.5x | |
| 2737 Tomen Devices | JP¥33.50k | 136.7% +JP¥131.6b | 463.0% | PE9.8x | |
| 8154 Kaga ElectronicsLtd | JP¥5.00k | 16.1% +JP¥33.1b | 69.7% | PE7.7x | |
| 2760 Tokyo Electron Device | JP¥4.54k | 30.8% +JP¥31.5b | 70.0% | PE14.4x | |
| 7609 Daitron | JP¥4.33k | 40.4% +JP¥26.3b | 119.8% | PE15.4x |