Narrative Update • Aug 26

In the last week, the Technology Distributors industry is up 3.7%, with Macnica Holdings up 7.4%. In the last 12 months, the industry was up 46%. Earnings are forecast to grow by 6.8% annually.
Has the Japanese Technology Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 31 Aug 2026 | JP¥3.8t | JP¥9.1t | JP¥286.0b | 13.6x | 13.4x | 0.4x |
| Wed, 29 Jul 2026 | JP¥3.4t | JP¥8.6t | JP¥264.3b | 13.5x | 12.8x | 0.4x |
| Fri, 26 Jun 2026 | JP¥3.4t | JP¥8.5t | JP¥258.9b | 13.7x | 13.3x | 0.4x |
| Sun, 24 May 2026 | JP¥3.4t | JP¥8.5t | JP¥258.5b | 12.9x | 13.3x | 0.4x |
| Tue, 21 Apr 2026 | JP¥3.1t | JP¥8.1t | JP¥231.2b | 12.2x | 13.5x | 0.4x |
| Thu, 19 Mar 2026 | JP¥3.1t | JP¥8.5t | JP¥236.6b | 13.7x | 13.3x | 0.4x |
| Sat, 14 Feb 2026 | JP¥3.2t | JP¥8.4t | JP¥230.7b | 13.3x | 13.8x | 0.4x |
| Mon, 12 Jan 2026 | JP¥3.1t | JP¥8.2t | JP¥224.8b | 13.1x | 13.7x | 0.4x |
| Wed, 10 Dec 2025 | JP¥3.0t | JP¥8.2t | JP¥224.7b | 12.2x | 13.4x | 0.4x |
| Fri, 07 Nov 2025 | JP¥2.9t | JP¥8.1t | JP¥213.4b | 12x | 13.5x | 0.4x |
| Sun, 05 Oct 2025 | JP¥2.7t | JP¥8.1t | JP¥212.2b | 12.6x | 12.9x | 0.3x |
| Tue, 02 Sep 2025 | JP¥2.8t | JP¥8.1t | JP¥212.6b | 13x | 13x | 0.3x |
| Thu, 31 Jul 2025 | JP¥2.6t | JP¥8.1t | JP¥216.1b | 10.8x | 12x | 0.3x |
| Sat, 28 Jun 2025 | JP¥2.5t | JP¥8.0t | JP¥220.6b | 10.9x | 11.5x | 0.3x |
| Mon, 26 May 2025 | JP¥2.4t | JP¥8.0t | JP¥220.6b | 10.5x | 10.9x | 0.3x |
| Wed, 23 Apr 2025 | JP¥2.3t | JP¥7.6t | JP¥214.4b | 10.7x | 10.7x | 0.3x |
| Fri, 21 Mar 2025 | JP¥2.5t | JP¥7.5t | JP¥214.3b | 12.4x | 11.7x | 0.3x |
| Sun, 16 Feb 2025 | JP¥2.5t | JP¥7.5t | JP¥213.9b | 11.7x | 11.7x | 0.3x |
| Tue, 14 Jan 2025 | JP¥2.5t | JP¥7.4t | JP¥197.9b | 11.6x | 12.5x | 0.3x |
| Thu, 12 Dec 2024 | JP¥2.4t | JP¥7.3t | JP¥197.6b | 11.7x | 12.3x | 0.3x |
| Sat, 09 Nov 2024 | JP¥2.4t | JP¥7.3t | JP¥200.3b | 11.6x | 12.2x | 0.3x |
| Mon, 07 Oct 2024 | JP¥2.6t | JP¥7.3t | JP¥212.7b | 11x | 12.3x | 0.4x |
| Wed, 04 Sep 2024 | JP¥2.6t | JP¥7.3t | JP¥212.6b | 11.4x | 12.4x | 0.4x |
| Fri, 02 Aug 2024 | JP¥2.6t | JP¥7.3t | JP¥211.0b | 10.2x | 12.5x | 0.4x |
| Sun, 30 Jun 2024 | JP¥2.8t | JP¥7.3t | JP¥212.1b | 12x | 13.2x | 0.4x |
| Tue, 28 May 2024 | JP¥2.8t | JP¥7.3t | JP¥213.1b | 11.4x | 13.1x | 0.4x |
| Thu, 25 Apr 2024 | JP¥2.8t | JP¥7.4t | JP¥212.4b | 11.8x | 13.3x | 0.4x |
| Sat, 23 Mar 2024 | JP¥3.0t | JP¥7.8t | JP¥226.9b | 12.1x | 13.2x | 0.4x |
| Mon, 19 Feb 2024 | JP¥3.0t | JP¥7.8t | JP¥226.9b | 11.7x | 13.2x | 0.4x |
| Wed, 17 Jan 2024 | JP¥3.2t | JP¥8.1t | JP¥252.3b | 12.2x | 12.5x | 0.4x |
| Fri, 15 Dec 2023 | JP¥2.9t | JP¥8.1t | JP¥252.5b | 11.2x | 11.4x | 0.4x |
| Sun, 12 Nov 2023 | JP¥2.7t | JP¥8.1t | JP¥252.1b | 10.7x | 10.7x | 0.3x |
| Tue, 10 Oct 2023 | JP¥2.7t | JP¥8.1t | JP¥248.1b | 10x | 10.8x | 0.3x |
| Thu, 07 Sep 2023 | JP¥2.8t | JP¥8.1t | JP¥248.6b | 10.4x | 11.2x | 0.3x |
11.2x
How does Japanese Technology Distributors compare with similar industries?
| JP Market | 1.54% | |
| Tech | 0.68% | |
| Electronic Equipment and Components | 3.26% | |
| Technology Distributors | 3.69% | |
| Electronic Equipment and Instruments | 3.27% | |
| Electronic Components | 3.21% | |
| Electronic Manufacturing Services | 2.47% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3132 Macnica Holdings | JP¥3.73k | 9.2% +JP¥56.2b | 85.1% | PE19.8x | |
| 8060 Canon Marketing Japan | JP¥3.72k | 5.6% +JP¥40.6b | 29.8% | PE16.9x | |
| 2737 Tomen Devices | JP¥34.40k | 14.1% +JP¥28.9b | 451.3% | PE10.1x | |
| 3156 Restar | JP¥5.51k | 15.6% +JP¥20.9b | 113.4% | PE12.1x | |
| 3107 Daiwabo Holdings | JP¥3.81k | 3.5% +JP¥11.0b | 22.3% | PE10.7x |