Analysis Article • May 15
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Japanese (NIKKEI) Logistics Industry Analysis
UpdatedJul 07, 2026
DataAggregated Company Financials
Companies23
- 7D5.7%
- 3M11.6%
- 1Y18.0%
- YTD12.6%
The Logistics industry is up 4.1% in the last week, with Nippon Express Holdings up 11%. This means that the industry has gained 17% over the past year. As for the next few years, earnings are expected to grow by 16% per annum.
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 |
|---|---|---|---|---|---|---|
| Tue, 07 Jul 2026 | JP¥5.0t | JP¥9.9t | JP¥221.5b | 15.4x | 22.5x | 0.5x |
| Thu, 04 Jun 2026 | JP¥4.7t | JP¥9.9t | JP¥221.7b | 14x | 21.3x | 0.5x |
| Sat, 02 May 2026 | JP¥4.4t | JP¥9.8t | JP¥196.1b | 15.7x | 22.4x | 0.4x |
| Mon, 30 Mar 2026 | JP¥4.3t | JP¥9.7t | JP¥215.5b | 15.9x | 20.2x | 0.4x |
| Wed, 25 Feb 2026 | JP¥4.5t | JP¥9.7t | JP¥215.5b | 16.6x | 21.1x | 0.5x |
| Fri, 23 Jan 2026 | JP¥4.5t | JP¥9.6t | JP¥248.3b | 14.7x | 18x | 0.5x |
| Sun, 21 Dec 2025 | JP¥4.4t | JP¥9.6t | JP¥247.5b | 14x | 17.7x | 0.5x |
| Tue, 18 Nov 2025 | JP¥4.4t | JP¥9.6t | JP¥247.4b | 13.8x | 17.7x | 0.5x |
| Thu, 16 Oct 2025 | JP¥4.3t | JP¥9.5t | JP¥244.8b | 15.2x | 17.7x | 0.5x |
| Sat, 13 Sep 2025 | JP¥4.6t | JP¥9.5t | JP¥244.9b | 16.4x | 18.9x | 0.5x |
| Mon, 11 Aug 2025 | JP¥4.8t | JP¥9.5t | JP¥244.9b | 16.3x | 19.4x | 0.5x |
| Wed, 09 Jul 2025 | JP¥4.2t | JP¥9.4t | JP¥244.8b | 15.2x | 17.3x | 0.5x |
| Fri, 06 Jun 2025 | JP¥4.0t | JP¥9.4t | JP¥245.0b | 14.9x | 16.4x | 0.4x |
| Sun, 04 May 2025 | JP¥3.9t | JP¥9.3t | JP¥251.3b | 12.6x | 15.6x | 0.4x |
| Tue, 01 Apr 2025 | JP¥3.9t | JP¥9.4t | JP¥237.7b | 13.2x | 16.6x | 0.4x |
| Thu, 27 Feb 2025 | JP¥3.9t | JP¥9.4t | JP¥237.7b | 11.7x | 16.4x | 0.4x |
| Sat, 25 Jan 2025 | JP¥3.7t | JP¥9.1t | JP¥223.8b | 12.9x | 16.6x | 0.4x |
| Mon, 23 Dec 2024 | JP¥3.8t | JP¥9.3t | JP¥225.9b | 12x | 16.6x | 0.4x |
| Wed, 20 Nov 2024 | JP¥3.7t | JP¥9.3t | JP¥226.0b | 11.9x | 16.5x | 0.4x |
| Fri, 18 Oct 2024 | JP¥3.7t | JP¥9.1t | JP¥228.3b | 12.3x | 16.3x | 0.4x |
| Sun, 15 Sep 2024 | JP¥3.5t | JP¥9.1t | JP¥228.2b | 12.3x | 15.5x | 0.4x |
| Tue, 13 Aug 2024 | JP¥3.4t | JP¥9.0t | JP¥224.0b | 12.3x | 15.3x | 0.4x |
| Thu, 11 Jul 2024 | JP¥3.5t | JP¥9.0t | JP¥235.2b | 13x | 15x | 0.4x |
| Sat, 08 Jun 2024 | JP¥3.6t | JP¥9.0t | JP¥234.5b | 12.9x | 15.4x | 0.4x |
| Mon, 06 May 2024 | JP¥3.8t | JP¥8.9t | JP¥260.4b | 13.4x | 14.6x | 0.4x |
| Wed, 03 Apr 2024 | JP¥4.0t | JP¥8.9t | JP¥267.7b | 13.9x | 14.8x | 0.4x |
| Fri, 01 Mar 2024 | JP¥4.0t | JP¥8.9t | JP¥266.2b | 14.3x | 15.1x | 0.5x |
| Sun, 28 Jan 2024 | JP¥5.4t | JP¥10.9t | JP¥316.0b | 14.4x | 17.1x | 0.5x |
| Tue, 26 Dec 2023 | JP¥5.3t | JP¥10.9t | JP¥352.1b | 13x | 15.2x | 0.5x |
| Thu, 23 Nov 2023 | JP¥5.4t | JP¥10.9t | JP¥352.1b | 13.3x | 15.3x | 0.5x |
| Sat, 21 Oct 2023 | JP¥5.2t | JP¥11.1t | JP¥394.6b | 11.9x | 13.1x | 0.5x |
| Mon, 18 Sep 2023 | JP¥5.5t | JP¥11.1t | JP¥394.8b | 12.3x | 13.9x | 0.5x |
| Wed, 16 Aug 2023 | JP¥5.5t | JP¥11.1t | JP¥394.8b | 12.3x | 13.9x | 0.5x |
| Fri, 14 Jul 2023 | JP¥5.4t | JP¥11.3t | JP¥467.3b | 10.9x | 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 22.1x which is higher than its 3-year average PE of 16.7x.
- 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 | 2.56% | |
| Industrials | 3.77% | |
| Logistics | 5.71% | |
| Air Freight and Logistics | 5.71% | |
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 | |
|---|---|---|---|---|---|
| 9147 Nippon Express Holdings | JP¥5.50k | 9.0% +JP¥110.6b | 75.0% | PE219.3x | |
| 9064 Yamato Holdings | JP¥1.97k | 7.6% +JP¥44.3b | 1.9% | PE45.8x | |
| 9143 SG HoldingsLtd | JP¥1.61k | 4.2% +JP¥39.1b | 3.1% | PE16.3x | |
| 9304 Shibusawa Logistics | JP¥1.82k | 14.6% +JP¥13.2b | 78.4% | PE16.3x | |
| 9302 MITSUI-SOKO HOLDINGS | JP¥3.54k | 4.6% +JP¥11.9b | -7.3% | PE24.2x |