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

Japanese (NIKKEI) Logistics Industry Analysis

UpdatedJul 26, 2026
DataAggregated Company Financials
Companies23
  • 7D0.9%
  • 3M16.7%
  • 1Y14.0%
  • YTD13.9%

Last week, the Logistics industry hasn't moved much but Sankyu is up 6.4% in that time. As for the the longer term, the industry is up 14% over the past 12 months. Earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 26 Jul 2026JP¥5.0tJP¥9.9tJP¥221.5b16x22.7x0.5x
Tue, 23 Jun 2026JP¥4.7tJP¥9.9tJP¥221.7b14x21.1x0.5x
Thu, 21 May 2026JP¥4.7tJP¥9.9tJP¥221.7b14.7x21x0.5x
Sat, 18 Apr 2026JP¥4.5tJP¥9.8tJP¥216.6b15.9x20.5x0.5x
Mon, 16 Mar 2026JP¥4.3tJP¥9.7tJP¥215.5b15.8x20x0.4x
Wed, 11 Feb 2026JP¥4.5tJP¥9.7tJP¥236.6b16x19.2x0.5x
Fri, 09 Jan 2026JP¥4.4tJP¥9.6tJP¥247.5b14.6x17.9x0.5x
Sun, 07 Dec 2025JP¥4.3tJP¥9.6tJP¥247.5b13.6x17.4x0.4x
Tue, 04 Nov 2025JP¥4.3tJP¥9.6tJP¥246.1b15.2x17.5x0.5x
Thu, 02 Oct 2025JP¥4.4tJP¥9.5tJP¥244.9b15.6x18.1x0.5x
Sat, 30 Aug 2025JP¥4.6tJP¥9.5tJP¥244.9b16.2x18.6x0.5x
Mon, 28 Jul 2025JP¥4.5tJP¥9.4tJP¥244.9b15.9x18.2x0.5x
Wed, 25 Jun 2025JP¥4.1tJP¥9.4tJP¥245.0b14.9x16.7x0.4x
Fri, 23 May 2025JP¥3.8tJP¥9.4tJP¥245.0b14.7x15.7x0.4x
Sun, 20 Apr 2025JP¥3.9tJP¥9.2tJP¥232.9b12.9x16.6x0.4x
Tue, 18 Mar 2025JP¥4.1tJP¥9.4tJP¥237.7b13x17.1x0.4x
Thu, 13 Feb 2025JP¥3.8tJP¥9.2tJP¥228.4b13.2x16.8x0.4x
Sat, 11 Jan 2025JP¥3.8tJP¥9.3tJP¥225.9b12.2x16.6x0.4x
Mon, 09 Dec 2024JP¥3.8tJP¥9.3tJP¥225.9b11.7x16.8x0.4x
Wed, 06 Nov 2024JP¥3.7tJP¥9.1tJP¥230.7b12.3x16x0.4x
Fri, 04 Oct 2024JP¥3.7tJP¥9.1tJP¥228.4b13x16.4x0.4x
Sun, 01 Sep 2024JP¥3.7tJP¥9.1tJP¥227.4b12.6x16.1x0.4x
Tue, 30 Jul 2024JP¥3.7tJP¥9.0tJP¥235.7b13.4x15.5x0.4x
Thu, 27 Jun 2024JP¥3.7tJP¥9.0tJP¥234.5b13.6x15.6x0.4x
Sat, 25 May 2024JP¥3.7tJP¥9.0tJP¥234.5b12.6x15.6x0.4x
Mon, 22 Apr 2024JP¥3.9tJP¥8.9tJP¥267.3b13.5x14.4x0.4x
Wed, 20 Mar 2024JP¥4.0tJP¥8.9tJP¥267.3b14x15.1x0.5x
Fri, 16 Feb 2024JP¥4.1tJP¥9.0tJP¥257.1b14.3x15.8x0.4x
Sun, 14 Jan 2024JP¥5.5tJP¥10.9tJP¥348.9b13.8x15.7x0.5x
Tue, 12 Dec 2023JP¥5.4tJP¥10.9tJP¥352.1b13.1x15.3x0.5x
Thu, 09 Nov 2023JP¥5.3tJP¥11.0tJP¥370.7b12x14.2x0.5x
Sat, 07 Oct 2023JP¥5.2tJP¥11.1tJP¥394.8b11.9x13.2x0.5x
Mon, 04 Sep 2023JP¥5.5tJP¥11.1tJP¥394.8b12.3x14x0.5x
Wed, 02 Aug 2023JP¥5.5tJP¥11.2tJP¥455.3b11.4x12x0.5x
Price to Earnings Ratio

12x


Total Market Cap: JP¥5.5tTotal Earnings: JP¥455.3bTotal Revenue: JP¥11.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Logistics Industry Price to Earnings3Y Average 16.9x202420252026
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 22.7x which is higher than its 3-year average PE of 16.9x.
  • 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 21% per year over the last three years,
  • Revenues have also declined 4.0% 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 Market2.14%
Industrials2.89%
Logistics0.91%
Air Freight and Logistics0.91%
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
9065 SankyuJP¥9.23k6.4%
+JP¥27.9b		6.0%PE14.7x
9147 Nippon Express HoldingsJP¥5.49k2.0%
+JP¥25.9b		62.3%PE216.3x
9064 Yamato HoldingsJP¥2.04k2.1%
+JP¥13.1b		3.2%PE47.4x
9090 AZ-COM MARUWA HoldingsJP¥922.005.9%
+JP¥6.9b		-18.8%PE16.7x
9302 MITSUI-SOKO HOLDINGSJP¥3.64k1.5%
+JP¥4.1b		-7.2%PE24.7x

Latest News

9324
JP¥2,546.00
Yasuda Logistics
7D
-1.1%
1Y
33.9%
9090
JP¥922.00
AZ-COM MARUWA Holdings
7D
5.9%
1Y
-18.8%
9143
JP¥1,588.50
SG HoldingsLtd
7D
-1.9%
1Y
-4.0%
9037
JP¥1,799.00
Hamakyorex
7D
-1.2%
1Y
25.0%
9302
JP¥3,643.00
MITSUI-SOKO HOLDINGS
7D
1.5%
1Y
-7.2%
9065
JP¥9,230.00
Sankyu
7D
6.4%
1Y
6.0%
9304
JP¥1,800.00
Shibusawa Logistics
7D
-9.0%
1Y
63.8%
9025
JP¥2,881.00
Konoike TransportLtd
7D
1.7%
1Y
-6.8%
9064
JP¥2,044.50
Yamato Holdings
7D
2.1%
1Y
3.2%
9069
JP¥2,187.50
SENKO Group Holdings
7D
-0.3%
1Y
5.9%
9147
JP¥5,493.00
Nippon Express Holdings
7D
2.0%
1Y
62.3%
Narrative Update • Jul 24

9147: Fair Outlook Will Balance Share Buybacks And Global Charter Expansion

The analyst price target for Nippon Express Holdings has been revised from ¥4,700 to ¥5,700, with analysts pointing to updated assumptions for revenue growth, profit margins, the discount rate, and the future P/E as key drivers of this change. What's in the News for Nippon Express Holdings Nippon Express Holdings launched the NX Group "Global Charter Desk" as a centralized hub for air charter arrangements, with 24 hour support across five major hubs.
9326
JP¥488.00
Kantsu HDLtd
7D
-4.3%
1Y
34.8%
9381
JP¥2,351.00
AIT
7D
3.2%
1Y
27.3%
9369
JP¥2,919.00
K.R.S
7D
-1.8%
1Y
-15.6%
9027
JP¥5,320.00
Loginet Japan
7D
13.8%
1Y
36.4%
2384
JP¥4,415.00
SBS Holdings
7D
-3.2%
1Y
42.6%