Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Japanese (NIKKEI) Logistics Industry Analysis

UpdatedNov 20, 2025
DataAggregated Company Financials
Companies22
  • 7D-2.4%
  • 3M-6.9%
  • 1Y25.1%
  • YTD22.2%

Over the last 7 days, the Logistics industry has dropped 2.4%, driven by a pullback from Nippon Express Holdings of 6.0%. Over the past 12 months, the industry was up 25%. Looking forward, earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 21 Nov 2025JP¥4.3tJP¥9.6tJP¥247.5b13.5x17.5x0.5x
Sun, 19 Oct 2025JP¥4.3tJP¥9.5tJP¥244.8b15x17.7x0.5x
Tue, 16 Sep 2025JP¥4.6tJP¥9.5tJP¥244.9b16.4x18.9x0.5x
Thu, 14 Aug 2025JP¥4.7tJP¥9.5tJP¥244.9b16.3x19x0.5x
Sat, 12 Jul 2025JP¥4.3tJP¥9.4tJP¥244.8b15.1x17.6x0.5x
Mon, 09 Jun 2025JP¥4.0tJP¥9.4tJP¥245.0b14.7x16.5x0.4x
Wed, 07 May 2025JP¥3.9tJP¥9.3tJP¥251.3b12.6x15.6x0.4x
Fri, 04 Apr 2025JP¥3.9tJP¥9.4tJP¥237.7b12.9x16.4x0.4x
Sun, 02 Mar 2025JP¥3.9tJP¥9.4tJP¥237.7b12.4x16.4x0.4x
Tue, 28 Jan 2025JP¥3.8tJP¥9.1tJP¥223.8b13.2x17x0.4x
Thu, 26 Dec 2024JP¥3.8tJP¥9.3tJP¥225.9b12.6x16.8x0.4x
Sat, 23 Nov 2024JP¥3.7tJP¥9.3tJP¥225.9b11.9x16.5x0.4x
Mon, 21 Oct 2024JP¥3.7tJP¥9.1tJP¥228.3b12.3x16.2x0.4x
Wed, 18 Sep 2024JP¥3.6tJP¥9.0tJP¥224.1b12.8x16x0.4x
Fri, 16 Aug 2024JP¥3.5tJP¥9.1tJP¥227.1b12.4x15.2x0.4x
Sun, 14 Jul 2024JP¥3.6tJP¥9.0tJP¥235.2b13.2x15.5x0.4x
Tue, 11 Jun 2024JP¥3.6tJP¥9.0tJP¥234.5b13x15.5x0.4x
Thu, 09 May 2024JP¥3.8tJP¥8.9tJP¥260.6b13.1x14.5x0.4x
Sat, 06 Apr 2024JP¥4.0tJP¥8.9tJP¥267.7b14x14.9x0.4x
Mon, 04 Mar 2024JP¥4.0tJP¥8.9tJP¥266.2b14.1x15.2x0.5x
Wed, 31 Jan 2024JP¥5.3tJP¥10.9tJP¥315.9b14.5x16.8x0.5x
Fri, 29 Dec 2023JP¥5.3tJP¥10.9tJP¥352.1b13.2x15.2x0.5x
Sun, 26 Nov 2023JP¥5.4tJP¥10.9tJP¥352.1b13.3x15.4x0.5x
Tue, 24 Oct 2023JP¥5.2tJP¥11.1tJP¥394.6b11.8x13.1x0.5x
Thu, 21 Sep 2023JP¥5.4tJP¥11.1tJP¥394.8b12.5x13.7x0.5x
Sat, 19 Aug 2023JP¥5.3tJP¥11.1tJP¥394.8b12x13.5x0.5x
Mon, 17 Jul 2023JP¥5.4tJP¥11.3tJP¥467.2b10.9x11.5x0.5x
Wed, 14 Jun 2023JP¥5.4tJP¥11.3tJP¥467.3b10.5x11.5x0.5x
Fri, 12 May 2023JP¥5.4tJP¥11.3tJP¥479.6b10.7x11.3x0.5x
Sun, 09 Apr 2023JP¥5.1tJP¥11.4tJP¥489.4b10.6x10.3x0.4x
Tue, 07 Mar 2023JP¥5.2tJP¥11.4tJP¥491.0b10.2x10.6x0.5x
Thu, 02 Feb 2023JP¥4.4tJP¥9.1tJP¥377.3b10x11.8x0.5x
Sat, 31 Dec 2022JP¥4.3tJP¥9.1tJP¥359.2b10.3x11.9x0.5x
Mon, 28 Nov 2022JP¥4.6tJP¥9.1tJP¥359.2b11.4x12.9x0.5x
Price to Earnings Ratio

12.9x


Total Market Cap: JP¥4.6tTotal Earnings: JP¥359.2bTotal Revenue: JP¥9.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Logistics Industry Price to Earnings3Y Average 14.9x202320242025
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 17.5x which is higher than its 3-year average PE of 14.9x.
  • 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 12% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

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

JP Market-2.37%
Industrials-3.67%
Logistics-2.43%
Air Freight and Logistics-2.43%
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
9143 SG HoldingsLtdJP¥1.58k2.9%
+JP¥27.2b		9.0%PE17.1x
9069 SENKO Group HoldingsJP¥1.87k6.2%
+JP¥18.6b		23.0%PE19x
9302 MITSUI-SOKO HOLDINGSJP¥3.98k5.1%
+JP¥14.5b		55.4%PE30.4x
9065 SankyuJP¥8.60k1.4%
+JP¥6.1b		63.6%PE14.1x
9064 Yamato HoldingsJP¥2.24k0.3%
+JP¥2.2b		30.0%PE16.1x

Latest News

9069
JP¥1,869.00
SENKO Group Holdings
7D
6.2%
1Y
23.0%

SENKO Group Holdings' (TSE:9069) Sluggish Earnings Might Be Just The Beginning Of Its Problems

Nov 20
SENKO Group Holdings' (TSE:9069) Sluggish Earnings Might Be Just The Beginning Of Its Problems
9147
JP¥3,235.00
Nippon Express Holdings
7D
-3.0%
1Y
31.7%

We Like The Quality Of Nippon Express Holdings' (TSE:9147) Earnings

Nov 20
We Like The Quality Of Nippon Express Holdings' (TSE:9147) Earnings
9369
JP¥2,684.00
K.R.S
7D
-0.6%
1Y
23.1%
9304
JP¥1,158.00
Shibusawa Logistics
7D
3.1%
1Y
48.5%

There May Be Underlying Issues With The Quality Of Shibusawa Logistics' (TSE:9304) Earnings

Nov 18
There May Be Underlying Issues With The Quality Of Shibusawa Logistics' (TSE:9304) Earnings
9025
JP¥3,085.00
Konoike TransportLtd
7D
-5.8%
1Y
9.2%
2384
JP¥3,575.00
SBS Holdings
7D
-3.0%
1Y
51.2%
9090
JP¥1,037.00
AZ-COM MARUWA Holdings
7D
-0.1%
1Y
2.5%

AZ-COM MARUWA Holdings' (TSE:9090) Earnings Are Of Questionable Quality

Nov 12
AZ-COM MARUWA Holdings' (TSE:9090) Earnings Are Of Questionable Quality
9143
JP¥1,577.00
SG HoldingsLtd
7D
2.9%
1Y
9.0%
9312
JP¥2,716.00
Keihin
7D
-0.3%
1Y
39.6%
9302
JP¥3,978.00
MITSUI-SOKO HOLDINGS
7D
5.1%
1Y
55.4%
9064
JP¥2,244.00
Yamato Holdings
7D
0.3%
1Y
30.0%

Yamato Holdings Co., Ltd. Just Missed EPS By 91%: Here's What Analysts Think Will Happen Next

Nov 01
Yamato Holdings Co., Ltd. Just Missed EPS By 91%: Here's What Analysts Think Will Happen Next
9065
JP¥8,595.00
Sankyu
7D
1.4%
1Y
63.6%
9381
JP¥2,123.00
AIT
7D
2.0%
1Y
19.9%
9037
JP¥1,650.00
Hamakyorex
7D
1.8%
1Y
33.0%
9145
JP¥821.00
Being Holdings
7D
-3.2%
1Y
38.0%
9327
JP¥245.00
e-LogiTltd
7D
-17.8%
1Y
10.9%