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Japanese (NIKKEI) Logistics Industry Analysis

UpdatedSep 01, 2026
DataAggregated Company Financials
Companies23
  • 7D-0.2%
  • 3M7.7%
  • 1Y10.1%
  • YTD13.7%

The Logistics industry has stayed flat over the last week. As for the the longer term, the industry is up 10% over the past 12 months. As for the next few years, earnings are expected to grow by 15% per annum.

Industry Valuation and Performance

Has the Japanese Logistics Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 02 Sep 2026JP¥5.0tJP¥10.1tJP¥245.8b15.1x20.4x0.5x
Fri, 31 Jul 2026JP¥5.1tJP¥9.9tJP¥221.5b16x22.8x0.5x
Sun, 28 Jun 2026JP¥4.7tJP¥9.9tJP¥221.7b14.2x21.3x0.5x
Tue, 26 May 2026JP¥4.7tJP¥9.9tJP¥221.7b14.4x21.1x0.5x
Thu, 23 Apr 2026JP¥4.4tJP¥9.8tJP¥216.6b15.8x20.2x0.4x
Sat, 21 Mar 2026JP¥4.3tJP¥9.7tJP¥215.5b15.7x20.2x0.4x
Mon, 16 Feb 2026JP¥4.5tJP¥9.7tJP¥215.6b16.5x20.7x0.5x
Wed, 14 Jan 2026JP¥4.4tJP¥9.6tJP¥247.8b14.8x17.9x0.5x
Fri, 12 Dec 2025JP¥4.3tJP¥9.6tJP¥247.5b13.7x17.4x0.4x
Sun, 09 Nov 2025JP¥4.3tJP¥9.6tJP¥246.9b15.2x17.6x0.5x
Tue, 07 Oct 2025JP¥4.4tJP¥9.5tJP¥244.7b15.7x18x0.5x
Thu, 04 Sep 2025JP¥4.6tJP¥9.5tJP¥244.9b16.5x19x0.5x
Sat, 02 Aug 2025JP¥4.6tJP¥9.4tJP¥249.9b15.9x18.2x0.5x
Mon, 30 Jun 2025JP¥4.1tJP¥9.4tJP¥245.0b15.1x16.9x0.4x
Wed, 28 May 2025JP¥3.9tJP¥9.4tJP¥245.0b14.9x15.9x0.4x
Fri, 25 Apr 2025JP¥3.8tJP¥9.2tJP¥232.9b12.6x16.5x0.4x
Sun, 23 Mar 2025JP¥4.1tJP¥9.4tJP¥237.7b13.2x17.3x0.4x
Tue, 18 Feb 2025JP¥3.8tJP¥9.4tJP¥237.7b12.1x16.2x0.4x
Thu, 16 Jan 2025JP¥3.7tJP¥9.3tJP¥228.1b12.2x16.4x0.4x
Sat, 14 Dec 2024JP¥3.9tJP¥9.3tJP¥225.9b12.6x17.1x0.4x
Mon, 11 Nov 2024JP¥3.7tJP¥9.2tJP¥222.6b12.2x16.7x0.4x
Wed, 09 Oct 2024JP¥3.8tJP¥9.1tJP¥228.4b12.6x16.5x0.4x
Fri, 06 Sep 2024JP¥3.6tJP¥9.1tJP¥228.2b12.5x16x0.4x
Sun, 04 Aug 2024JP¥3.5tJP¥9.0tJP¥225.7b12.6x15.3x0.4x
Tue, 02 Jul 2024JP¥3.6tJP¥9.0tJP¥234.5b13.4x15.4x0.4x
Thu, 30 May 2024JP¥3.6tJP¥9.0tJP¥234.5b12.4x15.4x0.4x
Sat, 27 Apr 2024JP¥3.9tJP¥8.9tJP¥267.3b13.8x14.8x0.4x
Mon, 25 Mar 2024JP¥4.1tJP¥8.9tJP¥267.3b13.9x15.3x0.5x
Wed, 21 Feb 2024JP¥4.1tJP¥8.9tJP¥266.2b14.3x15.5x0.5x
Fri, 19 Jan 2024JP¥5.4tJP¥10.9tJP¥348.9b13.6x15.4x0.5x
Sun, 17 Dec 2023JP¥5.3tJP¥10.9tJP¥352.1b12.9x15.1x0.5x
Tue, 14 Nov 2023JP¥5.4tJP¥11.0tJP¥369.4b12.9x14.5x0.5x
Thu, 12 Oct 2023JP¥5.2tJP¥11.1tJP¥394.8b12x13.2x0.5x
Sat, 09 Sep 2023JP¥5.4tJP¥11.1tJP¥394.8b12.4x13.7x0.5x
Price to Earnings Ratio

13.7x


Total Market Cap: JP¥5.4tTotal Earnings: JP¥394.8bTotal Revenue: JP¥11.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Logistics Industry Price to Earnings3Y Average 17.1x202420252026
Current Industry PE
  • Investors are optimistic on the Japanese Logistics industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 20.4x which is higher than its 3-year average PE of 17.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.45x.
Past Earnings Growth
  • The earnings for companies in the Logistics industry have declined 15% per year over the last three years,
  • Revenues have also declined 3.0% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the Japanese Industrials industry?

JP Market1.86%
Industrials1.65%
Logistics-0.21%
Air Freight and Logistics-0.21%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
9147 Nippon Express HoldingsJP¥5.87k2.7%
+JP¥36.6b		79.1%PE76.5x
9064 Yamato HoldingsJP¥1.97k0.9%
+JP¥5.9b		-22.1%PE47.2x
2384 SBS HoldingsJP¥5.24k2.5%
+JP¥5.2b		52.3%PE10.4x
9304 Shibusawa LogisticsJP¥2.13k3.3%
+JP¥3.8b		90.4%PE15.7x
9302 MITSUI-SOKO HOLDINGSJP¥3.36k1.4%
+JP¥3.4b		-20.6%PE21.6x

Latest News

9302
JP¥3,359.00
MITSUI-SOKO HOLDINGS
7D
1.4%
1Y
-20.6%
2384
JP¥5,240.00
SBS Holdings
7D
2.5%
1Y
52.3%
9069
JP¥2,256.50
SENKO Group Holdings
7D
-0.9%
1Y
11.7%
9065
JP¥8,388.00
Sankyu
7D
-0.4%
1Y
1.5%
9147
JP¥5,866.00
Nippon Express Holdings
7D
2.7%
1Y
79.1%
Narrative Update • Aug 21

9147: Supply Chain Visibility And Buybacks Will Likely Support Fair Value

The analyst price target for Nippon Express Holdings has been revised from ¥4,788.75 to ¥5,077.50, with analysts citing updated assumptions for discount rates, revenue growth, profit margins, and future P/E as key drivers of the change. What's in the News for Nippon Express Holdings Nippon Express Holdings launched the NX-VISTA platform, which centralizes customers' order, shipping and inventory data to provide end to end supply chain visibility from order through to delivery.
9381
JP¥2,343.00
AIT
7D
-0.6%
1Y
16.7%
9025
JP¥2,941.00
Konoike TransportLtd
7D
0.5%
1Y
-14.0%
9064
JP¥1,967.50
Yamato Holdings
7D
0.9%
1Y
-22.1%
Analysis Article • Aug 11

Yamato Holdings' (TSE:9064) Problems Go Beyond Weak Profit

The market wasn't impressed with the soft earnings from Yamato Holdings Co., Ltd. ( TSE:9064 ) recently. We did some...
9304
JP¥2,133.00
Shibusawa Logistics
7D
3.3%
1Y
90.4%
9143
JP¥1,518.50
SG HoldingsLtd
7D
-2.2%
1Y
-6.4%
9312
JP¥2,874.00
Keihin
7D
-0.7%
1Y
5.7%
9090
JP¥905.00
AZ-COM MARUWA Holdings
7D
2.3%
1Y
-25.8%
9037
JP¥1,876.00
Hamakyorex
7D
1.1%
1Y
22.3%
9326
JP¥493.00
Kantsu HDLtd
7D
-1.2%
1Y
34.3%
9327
JP¥189.00
e-LogiTltd
7D
-1.0%
1Y
-46.6%