Analysis Article • May 15
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Japanese (NIKKEI) Logistics Industry Analysis
UpdatedJun 27, 2026
DataAggregated Company Financials
Companies23
- 7D0.6%
- 3M7.5%
- 1Y14.4%
- YTD6.3%
Over the last 7 days, the Logistics industry has dropped 1.2%, driven by a pullback from Nippon Express Holdings of 2.5%. On the other hand SG HoldingsLtd is actually up 5.2%. Over the past 12 months, the industry was up 12%. Earnings are forecast to grow by 15% annually.
Industry Valuation and Performance
Has the Japanese Logistics Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 27 Jun 2026 | JP¥4.7t | JP¥9.9t | JP¥221.7b | 14.2x | 21.3x | 0.5x |
| Mon, 25 May 2026 | JP¥4.7t | JP¥9.9t | JP¥221.7b | 14.6x | 21.2x | 0.5x |
| Wed, 22 Apr 2026 | JP¥4.4t | JP¥9.8t | JP¥216.6b | 15.9x | 20.5x | 0.5x |
| Fri, 20 Mar 2026 | JP¥4.3t | JP¥9.7t | JP¥215.5b | 15.7x | 20.2x | 0.4x |
| Sun, 15 Feb 2026 | JP¥4.5t | JP¥9.7t | JP¥215.6b | 16.4x | 20.7x | 0.5x |
| Tue, 13 Jan 2026 | JP¥4.4t | JP¥9.6t | JP¥247.8b | 14.8x | 17.8x | 0.5x |
| Thu, 11 Dec 2025 | JP¥4.3t | JP¥9.6t | JP¥247.5b | 13.7x | 17.5x | 0.4x |
| Sat, 08 Nov 2025 | JP¥4.3t | JP¥9.6t | JP¥246.8b | 15x | 17.5x | 0.5x |
| Mon, 06 Oct 2025 | JP¥4.4t | JP¥9.5t | JP¥244.7b | 15.5x | 17.9x | 0.5x |
| Wed, 03 Sep 2025 | JP¥4.6t | JP¥9.5t | JP¥244.9b | 16.4x | 18.8x | 0.5x |
| Fri, 01 Aug 2025 | JP¥4.5t | JP¥9.4t | JP¥249.9b | 15.7x | 18.2x | 0.5x |
| Sun, 29 Jun 2025 | JP¥4.1t | JP¥9.4t | JP¥245.0b | 15.1x | 16.9x | 0.4x |
| Tue, 27 May 2025 | JP¥3.9t | JP¥9.4t | JP¥245.0b | 14.7x | 15.9x | 0.4x |
| Thu, 24 Apr 2025 | JP¥3.9t | JP¥9.2t | JP¥232.9b | 12.8x | 16.7x | 0.4x |
| Sat, 22 Mar 2025 | JP¥4.1t | JP¥9.4t | JP¥237.7b | 13.2x | 17.3x | 0.4x |
| Mon, 17 Feb 2025 | JP¥3.8t | JP¥9.4t | JP¥237.7b | 12.7x | 16x | 0.4x |
| Wed, 15 Jan 2025 | JP¥3.7t | JP¥9.1t | JP¥218.5b | 11.8x | 17.1x | 0.4x |
| Fri, 13 Dec 2024 | JP¥3.9t | JP¥9.3t | JP¥225.9b | 12.7x | 17.2x | 0.4x |
| Sun, 10 Nov 2024 | JP¥3.7t | JP¥9.2t | JP¥222.6b | 12.2x | 16.7x | 0.4x |
| Tue, 08 Oct 2024 | JP¥3.7t | JP¥9.1t | JP¥228.4b | 12.8x | 16.4x | 0.4x |
| Thu, 05 Sep 2024 | JP¥3.6t | JP¥9.1t | JP¥227.4b | 12.5x | 16x | 0.4x |
| Sat, 03 Aug 2024 | JP¥3.5t | JP¥9.0t | JP¥225.7b | 12.6x | 15.3x | 0.4x |
| Mon, 01 Jul 2024 | JP¥3.6t | JP¥9.0t | JP¥234.5b | 13.7x | 15.5x | 0.4x |
| Wed, 29 May 2024 | JP¥3.6t | JP¥9.0t | JP¥234.5b | 12.5x | 15.4x | 0.4x |
| Fri, 26 Apr 2024 | JP¥3.9t | JP¥8.9t | JP¥267.3b | 13.8x | 14.7x | 0.4x |
| Sun, 24 Mar 2024 | JP¥4.1t | JP¥8.9t | JP¥267.3b | 13.9x | 15.3x | 0.5x |
| Tue, 20 Feb 2024 | JP¥4.1t | JP¥8.9t | JP¥266.2b | 14.3x | 15.5x | 0.5x |
| Thu, 18 Jan 2024 | JP¥5.4t | JP¥10.9t | JP¥348.9b | 13.7x | 15.4x | 0.5x |
| Sat, 16 Dec 2023 | JP¥5.3t | JP¥10.9t | JP¥352.1b | 12.9x | 15.1x | 0.5x |
| Mon, 13 Nov 2023 | JP¥5.4t | JP¥11.0t | JP¥369.4b | 13x | 14.5x | 0.5x |
| Wed, 11 Oct 2023 | JP¥5.3t | JP¥11.1t | JP¥394.8b | 12.1x | 13.3x | 0.5x |
| Fri, 08 Sep 2023 | JP¥5.5t | JP¥11.1t | JP¥394.8b | 12.4x | 13.8x | 0.5x |
| Sun, 06 Aug 2023 | JP¥5.4t | JP¥11.2t | JP¥454.3b | 11.1x | 11.9x | 0.5x |
| Tue, 04 Jul 2023 | JP¥5.4t | JP¥11.3t | JP¥467.3b | 10.8x | 11.6x | 0.5x |
Price to Earnings Ratio
11.6x
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 20.9x which is higher than its 3-year average PE of 16.6x.
- 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 22% per year over the last three years,
- Revenues have also declined 4.3% 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 Market | -2.31% | |
| Industrials | -1.88% | |
| Logistics | 0.58% | |
| Air Freight and Logistics | 0.58% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 9143 SG HoldingsLtd | JP¥1.56k | 5.9% +JP¥51.6b | -2.8% | PE15.8x | |
| 9064 Yamato Holdings | JP¥1.82k | 2.8% +JP¥15.5b | -5.9% | PE42.2x | |
| 9069 SENKO Group Holdings | JP¥1.92k | 2.0% +JP¥6.5b | -1.4% | PE17x | |
| 9369 K.R.S | JP¥3.18k | 2.6% +JP¥2.0b | 10.1% | PE29.9x | |
| 9304 Shibusawa Logistics | JP¥1.59k | 2.2% +JP¥1.9b | 54.2% | PE14.3x |