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Japanese (NIKKEI) Logistics Industry Analysis
UpdatedMar 05, 2026
DataAggregated Company Financials
Companies22
- 7D-3.8%
- 3M1.1%
- 1Y15.7%
- YTD-0.9%
Over the last 7 days, the Logistics industry has dropped 3.8%, driven by SG HoldingsLtd declining 5.9%. Meanwhile, Chuo WarehouseLtd actually outperformed within the industry, gaining 5.7% in the last week. This takes the industry's 12 month performance to a gain of 16%. As for the next few years, earnings are expected to grow by 14% 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 |
|---|---|---|---|---|---|---|
| Thu, 05 Mar 2026 | JP¥4.4t | JP¥9.7t | JP¥215.5b | 16.1x | 20.3x | 0.5x |
| Sat, 31 Jan 2026 | JP¥4.4t | JP¥9.6t | JP¥248.3b | 14.7x | 17.8x | 0.5x |
| Mon, 29 Dec 2025 | JP¥4.4t | JP¥9.6t | JP¥247.5b | 14.2x | 17.6x | 0.5x |
| Wed, 26 Nov 2025 | JP¥4.4t | JP¥9.6t | JP¥247.5b | 13.6x | 17.9x | 0.5x |
| Fri, 24 Oct 2025 | JP¥4.4t | JP¥9.5t | JP¥244.8b | 15.4x | 18x | 0.5x |
| Sun, 21 Sep 2025 | JP¥4.6t | JP¥9.5t | JP¥244.9b | 16.4x | 18.7x | 0.5x |
| Tue, 19 Aug 2025 | JP¥4.6t | JP¥9.5t | JP¥245.0b | 16.7x | 18.6x | 0.5x |
| Thu, 17 Jul 2025 | JP¥4.3t | JP¥9.4t | JP¥244.9b | 15.3x | 17.4x | 0.5x |
| Sat, 14 Jun 2025 | JP¥4.1t | JP¥9.4t | JP¥245.0b | 15.3x | 16.7x | 0.4x |
| Mon, 12 May 2025 | JP¥4.0t | JP¥9.3t | JP¥244.6b | 12.8x | 16.4x | 0.4x |
| Wed, 09 Apr 2025 | JP¥3.8t | JP¥9.4t | JP¥237.7b | 12x | 15.8x | 0.4x |
| Fri, 07 Mar 2025 | JP¥4.1t | JP¥9.4t | JP¥237.7b | 12.7x | 17.1x | 0.4x |
| Sun, 02 Feb 2025 | JP¥3.8t | JP¥9.1t | JP¥225.9b | 13.4x | 16.9x | 0.4x |
| Tue, 31 Dec 2024 | JP¥3.8t | JP¥9.3t | JP¥225.9b | 12.4x | 16.9x | 0.4x |
| Thu, 28 Nov 2024 | JP¥3.7t | JP¥9.3t | JP¥225.9b | 11.6x | 16.6x | 0.4x |
| Sat, 26 Oct 2024 | JP¥3.6t | JP¥9.1t | JP¥228.3b | 12.1x | 15.8x | 0.4x |
| Mon, 23 Sep 2024 | JP¥3.7t | JP¥9.1t | JP¥228.2b | 12.5x | 16.1x | 0.4x |
| Wed, 21 Aug 2024 | JP¥3.6t | JP¥9.1t | JP¥227.4b | 12.2x | 15.7x | 0.4x |
| Fri, 19 Jul 2024 | JP¥3.7t | JP¥9.0t | JP¥235.2b | 13.5x | 15.7x | 0.4x |
| Sun, 16 Jun 2024 | JP¥3.6t | JP¥9.0t | JP¥234.5b | 12.9x | 15.1x | 0.4x |
| Tue, 14 May 2024 | JP¥3.7t | JP¥8.9t | JP¥244.7b | 12.9x | 15.3x | 0.4x |
| Thu, 11 Apr 2024 | JP¥4.0t | JP¥8.9t | JP¥267.7b | 13.9x | 15x | 0.5x |
| Sat, 09 Mar 2024 | JP¥4.0t | JP¥8.9t | JP¥266.2b | 13.9x | 14.9x | 0.4x |
| Mon, 05 Feb 2024 | JP¥5.4t | JP¥10.9t | JP¥317.3b | 14.8x | 16.9x | 0.5x |
| Wed, 03 Jan 2024 | JP¥5.3t | JP¥10.9t | JP¥352.1b | 13.2x | 15.2x | 0.5x |
| Fri, 01 Dec 2023 | JP¥5.4t | JP¥10.9t | JP¥352.1b | 13.4x | 15.3x | 0.5x |
| Sun, 29 Oct 2023 | JP¥5.3t | JP¥11.1t | JP¥394.6b | 12.1x | 13.6x | 0.5x |
| Tue, 26 Sep 2023 | JP¥5.4t | JP¥11.1t | JP¥394.8b | 12.3x | 13.7x | 0.5x |
| Thu, 24 Aug 2023 | JP¥5.4t | JP¥11.1t | JP¥394.8b | 12.4x | 13.7x | 0.5x |
| Sat, 22 Jul 2023 | JP¥5.4t | JP¥11.3t | JP¥467.2b | 11x | 11.7x | 0.5x |
| Mon, 19 Jun 2023 | JP¥5.4t | JP¥11.3t | JP¥467.3b | 10.7x | 11.6x | 0.5x |
| Wed, 17 May 2023 | JP¥5.5t | JP¥11.4t | JP¥477.4b | 10.8x | 11.5x | 0.5x |
| Fri, 14 Apr 2023 | JP¥5.1t | JP¥11.4t | JP¥489.4b | 10.6x | 10.4x | 0.4x |
| Sun, 12 Mar 2023 | JP¥5.2t | JP¥11.4t | JP¥491.0b | 10.6x | 10.5x | 0.5x |
Price to Earnings Ratio
10.5x
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 20.3x which is higher than its 3-year average PE of 15.6x.
- 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 24% per year over the last three years,
- Revenues have also declined 5.3% 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 | -5.39% | |
| Industrials | -4.77% | |
| Logistics | -3.85% | |
| Air Freight and Logistics | -3.85% | |
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 | |
|---|---|---|---|---|---|
| 9319 Chuo WarehouseLtd | JP¥1.82k | 5.3% +JP¥1.6b | 20.8% | PE18.2x | |
| 2384 SBS Holdings | JP¥4.14k | 0.6% +JP¥992.9m | 41.0% | PE13.9x | |
| 9304 Shibusawa Logistics | JP¥1.39k | 0.5% +JP¥393.2m | 68.1% | PE11.5x | |
| 9381 AIT | JP¥2.25k | 0.4% +JP¥234.9m | 38.4% | PE17.2x | |
| 9087 Takase | JP¥1.77k | 0.3% +JP¥10.1m | 50.9% | PE18.8x |