Narrative Update • Jul 30

In the last week, the Technology Distributors industry is up 9.8%, with Macnica Holdings up 30%. In the last 12 months, the industry was up 45%. 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 |
|---|---|---|---|---|---|---|
| Thu, 06 Aug 2026 | JP¥3.9t | JP¥8.9t | JP¥273.9b | 15x | 14.1x | 0.4x |
| Sat, 04 Jul 2026 | JP¥3.5t | JP¥8.5t | JP¥258.8b | 13.7x | 13.4x | 0.4x |
| Mon, 01 Jun 2026 | JP¥3.4t | JP¥8.5t | JP¥258.9b | 13.7x | 13.2x | 0.4x |
| Wed, 29 Apr 2026 | JP¥3.2t | JP¥8.2t | JP¥236.5b | 12.6x | 13.4x | 0.4x |
| Fri, 27 Mar 2026 | JP¥3.1t | JP¥8.5t | JP¥236.6b | 12.8x | 13.1x | 0.4x |
| Sun, 22 Feb 2026 | JP¥3.2t | JP¥8.5t | JP¥236.6b | 12.9x | 13.6x | 0.4x |
| Tue, 20 Jan 2026 | JP¥3.1t | JP¥8.2t | JP¥224.8b | 13.7x | 14x | 0.4x |
| Thu, 18 Dec 2025 | JP¥3.0t | JP¥8.2t | JP¥224.7b | 12.4x | 13.4x | 0.4x |
| Sat, 15 Nov 2025 | JP¥2.9t | JP¥8.2t | JP¥224.5b | 11.6x | 12.9x | 0.4x |
| Mon, 13 Oct 2025 | JP¥2.7t | JP¥8.1t | JP¥212.2b | 12.5x | 12.8x | 0.3x |
| Wed, 10 Sep 2025 | JP¥2.8t | JP¥8.1t | JP¥212.2b | 13.3x | 13.3x | 0.3x |
| Fri, 08 Aug 2025 | JP¥2.7t | JP¥8.1t | JP¥219.1b | 11.3x | 12.4x | 0.3x |
| Sun, 06 Jul 2025 | JP¥2.5t | JP¥8.1t | JP¥220.9b | 10.7x | 11.3x | 0.3x |
| Tue, 03 Jun 2025 | JP¥2.5t | JP¥8.0t | JP¥220.6b | 10.7x | 11.2x | 0.3x |
| Thu, 01 May 2025 | JP¥2.4t | JP¥7.6t | JP¥214.2b | 11x | 11.2x | 0.3x |
| Sat, 29 Mar 2025 | JP¥2.5t | JP¥7.5t | JP¥214.3b | 12.1x | 11.6x | 0.3x |
| Mon, 24 Feb 2025 | JP¥2.5t | JP¥7.5t | JP¥214.0b | 11.6x | 11.5x | 0.3x |
| Wed, 22 Jan 2025 | JP¥2.5t | JP¥7.4t | JP¥198.0b | 11.2x | 12.4x | 0.3x |
| Fri, 20 Dec 2024 | JP¥2.4t | JP¥7.3t | JP¥197.6b | 11.4x | 12.4x | 0.3x |
| Sun, 17 Nov 2024 | JP¥2.5t | JP¥7.3t | JP¥199.4b | 12.1x | 12.3x | 0.3x |
| Tue, 15 Oct 2024 | JP¥2.5t | JP¥7.3t | JP¥212.7b | 11.1x | 11.8x | 0.3x |
| Thu, 12 Sep 2024 | JP¥2.5t | JP¥7.3t | JP¥212.6b | 10.5x | 11.9x | 0.3x |
| Sat, 10 Aug 2024 | JP¥2.4t | JP¥7.2t | JP¥211.3b | 10.6x | 11.4x | 0.3x |
| Mon, 08 Jul 2024 | JP¥2.8t | JP¥7.3t | JP¥212.1b | 12.4x | 13.3x | 0.4x |
| Wed, 05 Jun 2024 | JP¥2.8t | JP¥7.3t | JP¥212.1b | 10.8x | 13x | 0.4x |
| Fri, 03 May 2024 | JP¥2.8t | JP¥7.4t | JP¥212.1b | 12.8x | 13.1x | 0.4x |
| Sun, 31 Mar 2024 | JP¥2.8t | JP¥7.4t | JP¥213.1b | 11.8x | 13x | 0.4x |
| Tue, 27 Feb 2024 | JP¥3.0t | JP¥7.8t | JP¥226.9b | 11.8x | 13.3x | 0.4x |
| Thu, 25 Jan 2024 | JP¥3.1t | JP¥8.1t | JP¥252.3b | 12.3x | 12.5x | 0.4x |
| Sat, 23 Dec 2023 | JP¥2.9t | JP¥8.1t | JP¥252.5b | 11.5x | 11.5x | 0.4x |
| Mon, 20 Nov 2023 | JP¥2.8t | JP¥8.1t | JP¥252.5b | 11x | 10.9x | 0.3x |
| Wed, 18 Oct 2023 | JP¥2.7t | JP¥8.1t | JP¥247.9b | 10.1x | 11.1x | 0.3x |
| Fri, 15 Sep 2023 | JP¥2.7t | JP¥8.1t | JP¥248.6b | 10.3x | 10.9x | 0.3x |
| Sun, 13 Aug 2023 | JP¥2.6t | JP¥8.1t | JP¥248.7b | 9.7x | 10.4x | 0.3x |
10.4x
How does Japanese Technology Distributors compare with similar industries?
| JP Market | 2.17% | |
| Tech | 17.13% | |
| Electronic Equipment and Components | 16.92% | |
| Technology Distributors | 15.76% | |
| Electronic Components | 21.66% | |
| Electronic Manufacturing Services | 11.99% | |
| Electronic Equipment and Instruments | 11.44% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3132 Macnica Holdings | JP¥3.70k | 19.2% +JP¥106.6b | 75.2% | PE19.7x | |
| 2737 Tomen Devices | JP¥31.30k | 82.5% +JP¥96.2b | 418.2% | PE9.1x | |
| 8154 Kaga ElectronicsLtd | JP¥4.98k | 11.4% +JP¥24.3b | 69.5% | PE7.6x | |
| 7609 Daitron | JP¥4.21k | 33.5% +JP¥22.3b | 108.9% | PE15x | |
| 2760 Tokyo Electron Device | JP¥4.47k | 19.1% +JP¥21.1b | 65.1% | PE14.2x |