Narrative Update • Aug 26

The Technology Distributors industry is up 3.8% in the last week, with Macnica Holdings up 7.5%. In the last 12 months, the industry was up 45%. As for the next few years, earnings are expected to grow by 6.8% per annum.
Has the Japanese Technology Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 29 Aug 2026 | JP¥3.8t | JP¥9.1t | JP¥286.0b | 13.3x | 13.4x | 0.4x |
| Mon, 27 Jul 2026 | JP¥3.5t | JP¥8.5t | JP¥258.5b | 13.3x | 13.4x | 0.4x |
| Wed, 24 Jun 2026 | JP¥3.4t | JP¥8.5t | JP¥258.9b | 13.7x | 13.2x | 0.4x |
| Fri, 22 May 2026 | JP¥3.4t | JP¥8.5t | JP¥258.5b | 12.9x | 13.2x | 0.4x |
| Sun, 19 Apr 2026 | JP¥3.1t | JP¥8.1t | JP¥231.2b | 12.3x | 13.5x | 0.4x |
| Tue, 17 Mar 2026 | JP¥3.0t | JP¥8.5t | JP¥236.6b | 13.6x | 12.9x | 0.4x |
| Thu, 12 Feb 2026 | JP¥3.2t | JP¥8.4t | JP¥230.9b | 13.6x | 14x | 0.4x |
| Sat, 10 Jan 2026 | JP¥3.1t | JP¥8.2t | JP¥224.8b | 13.1x | 13.7x | 0.4x |
| Mon, 08 Dec 2025 | JP¥3.0t | JP¥8.2t | JP¥224.7b | 12x | 13.2x | 0.4x |
| Wed, 05 Nov 2025 | JP¥2.9t | JP¥8.1t | JP¥214.5b | 11.9x | 13.4x | 0.4x |
| Fri, 03 Oct 2025 | JP¥2.7t | JP¥8.1t | JP¥211.8b | 12.5x | 12.9x | 0.3x |
| Sun, 31 Aug 2025 | JP¥2.8t | JP¥8.1t | JP¥212.6b | 12.8x | 13x | 0.3x |
| Tue, 29 Jul 2025 | JP¥2.6t | JP¥8.1t | JP¥220.9b | 10.9x | 11.7x | 0.3x |
| Thu, 26 Jun 2025 | JP¥2.5t | JP¥8.0t | JP¥220.6b | 10.8x | 11.4x | 0.3x |
| Sat, 24 May 2025 | JP¥2.4t | JP¥8.0t | JP¥220.6b | 10.5x | 10.9x | 0.3x |
| Mon, 21 Apr 2025 | JP¥2.3t | JP¥7.6t | JP¥214.4b | 10.7x | 10.8x | 0.3x |
| Wed, 19 Mar 2025 | JP¥2.5t | JP¥7.5t | JP¥214.3b | 12.3x | 11.6x | 0.3x |
| Fri, 14 Feb 2025 | JP¥2.5t | JP¥7.5t | JP¥214.2b | 11.9x | 11.8x | 0.3x |
| Sun, 12 Jan 2025 | JP¥2.5t | JP¥7.4t | JP¥197.9b | 11.6x | 12.5x | 0.3x |
| Tue, 10 Dec 2024 | JP¥2.4t | JP¥7.3t | JP¥197.6b | 11.8x | 12.3x | 0.3x |
| Thu, 07 Nov 2024 | JP¥2.4t | JP¥7.2t | JP¥201.1b | 11.5x | 12x | 0.3x |
| Sat, 05 Oct 2024 | JP¥2.6t | JP¥7.3t | JP¥212.7b | 11x | 12.3x | 0.4x |
| Mon, 02 Sep 2024 | JP¥2.6t | JP¥7.3t | JP¥212.6b | 11.5x | 12.4x | 0.4x |
| Wed, 31 Jul 2024 | JP¥2.6t | JP¥7.3t | JP¥217.3b | 10.6x | 12.2x | 0.4x |
| Fri, 28 Jun 2024 | JP¥2.8t | JP¥7.3t | JP¥212.1b | 11.7x | 13.2x | 0.4x |
| Sun, 26 May 2024 | JP¥2.8t | JP¥7.3t | JP¥213.1b | 11.4x | 13x | 0.4x |
| Tue, 23 Apr 2024 | JP¥2.7t | JP¥7.4t | JP¥213.3b | 11.5x | 12.8x | 0.4x |
| Thu, 21 Mar 2024 | JP¥3.0t | JP¥7.8t | JP¥226.9b | 11.9x | 13x | 0.4x |
| Sat, 17 Feb 2024 | JP¥3.0t | JP¥7.8t | JP¥226.6b | 11.7x | 13.2x | 0.4x |
| Mon, 15 Jan 2024 | JP¥3.1t | JP¥8.1t | JP¥252.4b | 12.3x | 12.2x | 0.4x |
| Wed, 13 Dec 2023 | JP¥2.9t | JP¥8.1t | JP¥252.5b | 11.2x | 11.3x | 0.4x |
| Fri, 10 Nov 2023 | JP¥2.7t | JP¥8.1t | JP¥251.3b | 10.8x | 10.6x | 0.3x |
| Sun, 08 Oct 2023 | JP¥2.7t | JP¥8.1t | JP¥248.1b | 10x | 10.8x | 0.3x |
| Tue, 05 Sep 2023 | JP¥2.7t | JP¥8.1t | JP¥248.6b | 10.4x | 11x | 0.3x |
11x
How does Japanese Technology Distributors compare with similar industries?
| JP Market | 1.23% | |
| Tech | 0.98% | |
| Electronic Equipment and Components | 2.11% | |
| Technology Distributors | 3.77% | |
| Electronic Components | 2.35% | |
| Electronic Equipment and Instruments | 1.60% | |
| Electronic Manufacturing Services | -2.43% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3132 Macnica Holdings | JP¥3.58k | 7.4% +JP¥43.7b | 76.3% | PE19x | |
| 2737 Tomen Devices | JP¥31.95k | 12.7% +JP¥24.5b | 410.4% | PE9.3x | |
| 8060 Canon Marketing Japan | JP¥3.69k | 2.2% +JP¥16.3b | 28.8% | PE16.8x | |
| 3107 Daiwabo Holdings | JP¥3.78k | 4.4% +JP¥13.9b | 20.3% | PE10.7x | |
| 3156 Restar | JP¥5.15k | 8.3% +JP¥11.1b | 97.0% | PE11.3x |