Narrative Update • Jul 30

In the last week, the Technology Distributors industry is up 2.5%, with Tomen Devices up 28%. This means that the industry has gained 39% over the past year. As for the next few years, earnings are expected to grow by 6.7% per annum.
Has the Japanese Technology Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 02 Aug 2026 | JP¥3.5t | JP¥8.9t | JP¥273.0b | 13.3x | 12.9x | 0.4x |
| Tue, 30 Jun 2026 | JP¥3.4t | JP¥8.5t | JP¥258.9b | 13.4x | 13.1x | 0.4x |
| Thu, 28 May 2026 | JP¥3.4t | JP¥8.5t | JP¥258.9b | 13.3x | 13x | 0.4x |
| Sat, 25 Apr 2026 | JP¥3.2t | JP¥8.1t | JP¥235.2b | 12.3x | 13.4x | 0.4x |
| Mon, 23 Mar 2026 | JP¥3.1t | JP¥8.5t | JP¥236.6b | 13x | 12.9x | 0.4x |
| Wed, 18 Feb 2026 | JP¥3.2t | JP¥8.5t | JP¥236.6b | 13.2x | 13.6x | 0.4x |
| Fri, 16 Jan 2026 | JP¥3.2t | JP¥8.2t | JP¥224.8b | 13.5x | 14.1x | 0.4x |
| Sun, 14 Dec 2025 | JP¥3.1t | JP¥8.2t | JP¥224.7b | 12.1x | 13.6x | 0.4x |
| Tue, 11 Nov 2025 | JP¥2.9t | JP¥8.2t | JP¥223.7b | 12.2x | 13x | 0.4x |
| Thu, 09 Oct 2025 | JP¥2.8t | JP¥8.1t | JP¥212.2b | 12.8x | 13.1x | 0.3x |
| Sat, 06 Sep 2025 | JP¥2.8t | JP¥8.1t | JP¥212.2b | 13.4x | 13.2x | 0.3x |
| Mon, 04 Aug 2025 | JP¥2.7t | JP¥8.0t | JP¥215.1b | 11.7x | 12.3x | 0.3x |
| Wed, 02 Jul 2025 | JP¥2.5t | JP¥8.0t | JP¥220.6b | 11.2x | 11.5x | 0.3x |
| Fri, 30 May 2025 | JP¥2.5t | JP¥8.0t | JP¥220.6b | 10.8x | 11.2x | 0.3x |
| Sun, 27 Apr 2025 | JP¥2.4t | JP¥7.6t | JP¥213.2b | 11x | 11.1x | 0.3x |
| Tue, 25 Mar 2025 | JP¥2.5t | JP¥7.5t | JP¥214.3b | 12.3x | 11.6x | 0.3x |
| Thu, 20 Feb 2025 | JP¥2.5t | JP¥7.5t | JP¥214.0b | 11.8x | 11.7x | 0.3x |
| Sat, 18 Jan 2025 | JP¥2.4t | JP¥7.4t | JP¥198.0b | 11.1x | 12.3x | 0.3x |
| Mon, 16 Dec 2024 | JP¥2.4t | JP¥7.3t | JP¥197.6b | 11.6x | 12.3x | 0.3x |
| Wed, 13 Nov 2024 | JP¥2.4t | JP¥7.3t | JP¥199.4b | 12.3x | 12.3x | 0.3x |
| Fri, 11 Oct 2024 | JP¥2.5t | JP¥7.3t | JP¥212.7b | 11x | 11.9x | 0.3x |
| Sun, 08 Sep 2024 | JP¥2.6t | JP¥7.3t | JP¥212.6b | 10.8x | 12x | 0.4x |
| Tue, 06 Aug 2024 | JP¥2.2t | JP¥7.2t | JP¥212.4b | 8.9x | 10.2x | 0.3x |
| Thu, 04 Jul 2024 | JP¥2.8t | JP¥7.3t | JP¥212.1b | 12.5x | 13.4x | 0.4x |
| Sat, 01 Jun 2024 | JP¥2.8t | JP¥7.3t | JP¥213.1b | 11.3x | 12.9x | 0.4x |
| Mon, 29 Apr 2024 | JP¥2.8t | JP¥7.4t | JP¥213.1b | 12x | 13.2x | 0.4x |
| Wed, 27 Mar 2024 | JP¥3.0t | JP¥7.8t | JP¥226.9b | 12x | 13.3x | 0.4x |
| Fri, 23 Feb 2024 | JP¥3.0t | JP¥7.8t | JP¥226.9b | 11.8x | 13.4x | 0.4x |
| Sun, 21 Jan 2024 | JP¥3.2t | JP¥8.1t | JP¥252.3b | 12.2x | 12.5x | 0.4x |
| Tue, 19 Dec 2023 | JP¥2.9t | JP¥8.1t | JP¥252.5b | 11.3x | 11.3x | 0.4x |
| Thu, 16 Nov 2023 | JP¥2.7t | JP¥8.1t | JP¥252.2b | 10.8x | 10.8x | 0.3x |
| Sat, 14 Oct 2023 | JP¥2.7t | JP¥8.1t | JP¥247.9b | 10.1x | 11.1x | 0.3x |
| Mon, 11 Sep 2023 | JP¥2.7t | JP¥8.1t | JP¥248.6b | 10.2x | 10.9x | 0.3x |
| Wed, 09 Aug 2023 | JP¥2.6t | JP¥8.1t | JP¥248.7b | 9.8x | 10.3x | 0.3x |
10.3x
How does Japanese Technology Distributors compare with similar industries?
| JP Market | -0.42% | |
| Tech | -3.15% | |
| Electronic Equipment and Components | -0.22% | |
| Technology Distributors | 2.48% | |
| Electronic Equipment and Instruments | 7.59% | |
| Electronic Manufacturing Services | 0.35% | |
| Electronic Components | -5.78% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2737 Tomen Devices | JP¥21.15k | 28.0% +JP¥31.5b | 255.5% | PE6.2x | |
| 3156 Restar | JP¥4.13k | 16.5% +JP¥16.4b | 50.7% | PE15.1x | |
| 8154 Kaga ElectronicsLtd | JP¥4.70k | 7.8% +JP¥16.2b | 59.2% | PE7.2x | |
| 8084 Ryoden | JP¥4.36k | 12.7% +JP¥10.6b | 48.2% | PE16.5x | |
| 7433 Hakuto | JP¥4.94k | 7.6% +JP¥6.6b | 30.0% | PE18.6x |