Narrative Update • Jul 30

Over the last 7 days, the Technology Distributors industry has dropped 1.7%, driven by Canon Marketing Japan declining 1.0%. On the other hand Macnica Holdings is actually up 7.2%. Over the past 12 months, the industry was up 42%. As for the next few years, earnings are expected to grow by 6.5% per annum.
Has the Japanese Technology Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 27 Aug 2026 | JP¥3.8t | JP¥9.1t | JP¥286.0b | 13.3x | 13.2x | 0.4x |
| Sat, 25 Jul 2026 | JP¥3.5t | JP¥8.5t | JP¥258.7b | 13.3x | 13.4x | 0.4x |
| Mon, 22 Jun 2026 | JP¥3.5t | JP¥8.5t | JP¥258.9b | 13.8x | 13.4x | 0.4x |
| Wed, 20 May 2026 | JP¥3.5t | JP¥8.4t | JP¥256.8b | 13.3x | 13.5x | 0.4x |
| Fri, 17 Apr 2026 | JP¥3.1t | JP¥8.1t | JP¥231.2b | 12.5x | 13.6x | 0.4x |
| Sun, 15 Mar 2026 | JP¥3.0t | JP¥8.5t | JP¥236.6b | 13.6x | 12.9x | 0.4x |
| Tue, 10 Feb 2026 | JP¥3.2t | JP¥8.4t | JP¥232.0b | 13.4x | 13.7x | 0.4x |
| Thu, 08 Jan 2026 | JP¥3.1t | JP¥8.2t | JP¥224.8b | 12.9x | 13.8x | 0.4x |
| Sat, 06 Dec 2025 | JP¥3.0t | JP¥8.2t | JP¥224.7b | 12x | 13.2x | 0.4x |
| Mon, 03 Nov 2025 | JP¥2.9t | JP¥8.1t | JP¥214.5b | 12x | 13.4x | 0.4x |
| Wed, 01 Oct 2025 | JP¥2.8t | JP¥8.1t | JP¥211.5b | 12.9x | 13.2x | 0.3x |
| Fri, 29 Aug 2025 | JP¥2.8t | JP¥8.1t | JP¥212.6b | 12.9x | 13x | 0.3x |
| Sun, 27 Jul 2025 | JP¥2.6t | JP¥8.1t | JP¥220.9b | 10.7x | 11.7x | 0.3x |
| Tue, 24 Jun 2025 | JP¥2.5t | JP¥8.0t | JP¥220.6b | 10.6x | 11.2x | 0.3x |
| Thu, 22 May 2025 | JP¥2.4t | JP¥7.6t | JP¥210.7b | 10.5x | 11.4x | 0.3x |
| Sat, 19 Apr 2025 | JP¥2.3t | JP¥7.6t | JP¥214.4b | 10.7x | 10.8x | 0.3x |
| Mon, 17 Mar 2025 | JP¥2.5t | JP¥7.5t | JP¥214.3b | 12x | 11.5x | 0.3x |
| Wed, 12 Feb 2025 | JP¥2.5t | JP¥7.5t | JP¥213.8b | 11.5x | 11.7x | 0.3x |
| Fri, 10 Jan 2025 | JP¥2.5t | JP¥7.4t | JP¥197.9b | 11.5x | 12.6x | 0.3x |
| Sun, 08 Dec 2024 | JP¥2.4t | JP¥7.3t | JP¥197.6b | 11.9x | 12.3x | 0.3x |
| Tue, 05 Nov 2024 | JP¥2.4t | JP¥7.2t | JP¥201.1b | 11.6x | 11.8x | 0.3x |
| Thu, 03 Oct 2024 | JP¥2.6t | JP¥7.3t | JP¥212.7b | 11x | 12.3x | 0.4x |
| Sat, 31 Aug 2024 | JP¥2.6t | JP¥7.3t | JP¥212.6b | 11.5x | 12.4x | 0.4x |
| Mon, 29 Jul 2024 | JP¥2.6t | JP¥7.3t | JP¥217.3b | 10.7x | 12.1x | 0.4x |
| Wed, 26 Jun 2024 | JP¥2.8t | JP¥7.3t | JP¥212.1b | 11.6x | 13.1x | 0.4x |
| Fri, 24 May 2024 | JP¥2.8t | JP¥7.3t | JP¥213.1b | 11.2x | 13x | 0.4x |
| Sun, 21 Apr 2024 | JP¥2.7t | JP¥7.4t | JP¥213.3b | 11.5x | 12.8x | 0.4x |
| Tue, 19 Mar 2024 | JP¥2.9t | JP¥7.8t | JP¥226.9b | 11.7x | 12.9x | 0.4x |
| Thu, 15 Feb 2024 | JP¥3.0t | JP¥7.8t | JP¥225.8b | 11.7x | 13.3x | 0.4x |
| Sat, 13 Jan 2024 | JP¥3.1t | JP¥8.1t | JP¥252.4b | 12.3x | 12.2x | 0.4x |
| Mon, 11 Dec 2023 | JP¥2.8t | JP¥8.1t | JP¥252.5b | 11.1x | 11.1x | 0.3x |
| Wed, 08 Nov 2023 | JP¥2.7t | JP¥8.1t | JP¥251.7b | 10.9x | 10.6x | 0.3x |
| Fri, 06 Oct 2023 | JP¥2.7t | JP¥8.1t | JP¥248.6b | 9.9x | 11x | 0.3x |
| Sun, 03 Sep 2023 | JP¥2.7t | JP¥8.1t | JP¥248.6b | 10.2x | 10.9x | 0.3x |
10.9x
How does Japanese Technology Distributors compare with similar industries?
| JP Market | 2.37% | |
| Tech | 1.31% | |
| Electronic Equipment and Components | 1.07% | |
| Technology Distributors | 3.66% | |
| Electronic Equipment and Instruments | 2.39% | |
| Electronic Components | -0.15% | |
| Electronic Manufacturing Services | -1.64% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3132 Macnica Holdings | JP¥3.59k | 7.2% +JP¥43.0b | 74.9% | PE19.1x | |
| 2737 Tomen Devices | JP¥31.95k | 10.3% +JP¥20.3b | 415.3% | PE9.3x | |
| 3156 Restar | JP¥5.26k | 11.2% +JP¥14.9b | 97.5% | PE11.6x | |
| 3107 Daiwabo Holdings | JP¥3.69k | 4.3% +JP¥13.1b | 16.7% | PE10.4x | |
| 8154 Kaga ElectronicsLtd | JP¥5.02k | 3.2% +JP¥7.4b | 46.4% | PE7.2x |