Narrative Update • Jul 30

In the last week, the Technology Distributors industry is up 7.3%, with Macnica Holdings up 10%. This means that the industry has gained 45% over the past year. 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 |
|---|---|---|---|---|---|---|
| Tue, 11 Aug 2026 | JP¥3.8t | JP¥9.0t | JP¥281.0b | 14.7x | 13.6x | 0.4x |
| Thu, 09 Jul 2026 | JP¥3.4t | JP¥8.5t | JP¥258.8b | 13.3x | 13.1x | 0.4x |
| Sat, 06 Jun 2026 | JP¥3.6t | JP¥8.5t | JP¥258.9b | 14.1x | 13.7x | 0.4x |
| Mon, 04 May 2026 | JP¥3.2t | JP¥8.2t | JP¥236.1b | 13.1x | 13.4x | 0.4x |
| Wed, 01 Apr 2026 | JP¥3.0t | JP¥8.5t | JP¥236.5b | 11.8x | 12.7x | 0.4x |
| Fri, 27 Feb 2026 | JP¥3.3t | JP¥8.5t | JP¥236.6b | 13.4x | 13.9x | 0.4x |
| Sun, 25 Jan 2026 | JP¥3.2t | JP¥8.2t | JP¥224.8b | 13.9x | 14.2x | 0.4x |
| Tue, 23 Dec 2025 | JP¥3.0t | JP¥8.2t | JP¥224.7b | 12.4x | 13.6x | 0.4x |
| Thu, 20 Nov 2025 | JP¥2.9t | JP¥8.2t | JP¥224.6b | 11.2x | 12.7x | 0.3x |
| Sat, 18 Oct 2025 | JP¥2.7t | JP¥8.1t | JP¥212.6b | 11.9x | 12.8x | 0.3x |
| Mon, 15 Sep 2025 | JP¥2.9t | JP¥8.1t | JP¥212.2b | 13.1x | 13.5x | 0.4x |
| Wed, 13 Aug 2025 | JP¥2.7t | JP¥8.1t | JP¥212.5b | 12.6x | 12.9x | 0.3x |
| Fri, 11 Jul 2025 | JP¥2.5t | JP¥8.1t | JP¥220.9b | 10.8x | 11.3x | 0.3x |
| Sun, 08 Jun 2025 | JP¥2.5t | JP¥8.0t | JP¥220.6b | 10.9x | 11.2x | 0.3x |
| Tue, 06 May 2025 | JP¥2.4t | JP¥7.6t | JP¥214.2b | 10.9x | 11.1x | 0.3x |
| Thu, 03 Apr 2025 | JP¥2.4t | JP¥7.6t | JP¥214.5b | 11.2x | 11.2x | 0.3x |
| Sat, 01 Mar 2025 | JP¥2.4t | JP¥7.5t | JP¥214.0b | 11.6x | 11.4x | 0.3x |
| Mon, 27 Jan 2025 | JP¥2.5t | JP¥7.4t | JP¥198.0b | 11.4x | 12.6x | 0.3x |
| Wed, 25 Dec 2024 | JP¥2.5t | JP¥7.3t | JP¥197.5b | 11.1x | 12.4x | 0.3x |
| Fri, 22 Nov 2024 | JP¥2.4t | JP¥7.3t | JP¥197.7b | 12.1x | 12.2x | 0.3x |
| Sun, 20 Oct 2024 | JP¥2.5t | JP¥7.3t | JP¥212.7b | 11.1x | 11.7x | 0.3x |
| Tue, 17 Sep 2024 | JP¥2.6t | JP¥7.3t | JP¥212.9b | 10.9x | 12x | 0.4x |
| Thu, 15 Aug 2024 | JP¥2.5t | JP¥7.3t | JP¥212.3b | 10.3x | 11.8x | 0.3x |
| Sat, 13 Jul 2024 | JP¥2.8t | JP¥7.3t | JP¥212.2b | 12x | 13.3x | 0.4x |
| Mon, 10 Jun 2024 | JP¥2.7t | JP¥7.3t | JP¥212.1b | 10.7x | 12.8x | 0.4x |
| Wed, 08 May 2024 | JP¥2.8t | JP¥7.4t | JP¥212.1b | 12.8x | 13.1x | 0.4x |
| Fri, 05 Apr 2024 | JP¥2.8t | JP¥7.4t | JP¥213.1b | 11.3x | 13.4x | 0.4x |
| Sun, 03 Mar 2024 | JP¥3.1t | JP¥7.8t | JP¥226.9b | 11.9x | 13.6x | 0.4x |
| Tue, 30 Jan 2024 | JP¥3.1t | JP¥8.1t | JP¥252.3b | 12.9x | 12.5x | 0.4x |
| Thu, 28 Dec 2023 | JP¥2.9t | JP¥8.1t | JP¥252.5b | 11.5x | 11.6x | 0.4x |
| Sat, 25 Nov 2023 | JP¥2.8t | JP¥8.1t | JP¥252.5b | 11.1x | 11.1x | 0.3x |
| Mon, 23 Oct 2023 | JP¥2.7t | JP¥8.1t | JP¥247.9b | 10x | 10.9x | 0.3x |
| Wed, 20 Sep 2023 | JP¥2.7t | JP¥8.1t | JP¥248.6b | 10.4x | 11x | 0.3x |
| Fri, 18 Aug 2023 | JP¥2.6t | JP¥8.1t | JP¥248.7b | 9.6x | 10.4x | 0.3x |
10.4x
How does Japanese Technology Distributors compare with similar industries?
| JP Market | 3.28% | |
| Tech | 3.26% | |
| Electronic Equipment and Components | 4.90% | |
| Technology Distributors | 7.27% | |
| Electronic Manufacturing Services | 11.85% | |
| Electronic Components | 5.63% | |
| Electronic Equipment and Instruments | 3.67% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3132 Macnica Holdings | JP¥3.59k | 10.1% +JP¥58.9b | 68.4% | PE19.1x | |
| 2737 Tomen Devices | JP¥29.37k | 12.3% +JP¥21.9b | 387.9% | PE8.6x | |
| 3156 Restar | JP¥5.12k | 17.8% +JP¥21.8b | 84.5% | PE11.3x | |
| 8060 Canon Marketing Japan | JP¥3.68k | 2.8% +JP¥20.4b | 28.9% | PE16.8x | |
| 7609 Daitron | JP¥4.49k | 25.3% +JP¥19.1b | 121.5% | PE16x |