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

Japanese (NIKKEI) Logistics Industry Analysis

UpdatedSep 21, 2026
DataAggregated Company Financials
Companies23
  • 7D3.0%
  • 3M7.7%
  • 1Y9.5%
  • YTD13.4%

Over the last 7 days, the Logistics industry has risen 3.0%, driven by gains from every company within the industry. In the last 12 months, the industry was up 9.5%. Earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 22 Sep 2026JP¥5.0tJP¥10.1tJP¥245.8b15.1x20.3x0.5x
Thu, 20 Aug 2026JP¥5.0tJP¥10.1tJP¥245.8b15.3x20.2x0.5x
Sat, 18 Jul 2026JP¥5.0tJP¥9.9tJP¥221.5b15.8x22.5x0.5x
Mon, 15 Jun 2026JP¥4.7tJP¥9.9tJP¥221.7b13.6x21.1x0.5x
Wed, 13 May 2026JP¥4.4tJP¥9.8tJP¥206.0b14.5x21.5x0.5x
Fri, 10 Apr 2026JP¥4.5tJP¥9.7tJP¥216.0b15.4x21x0.5x
Sun, 08 Mar 2026JP¥4.4tJP¥9.7tJP¥215.5b16.3x20.5x0.5x
Tue, 03 Feb 2026JP¥4.4tJP¥9.6tJP¥249.3b14.5x17.7x0.5x
Thu, 01 Jan 2026JP¥4.4tJP¥9.6tJP¥247.5b14.1x17.6x0.5x
Sat, 29 Nov 2025JP¥4.5tJP¥9.6tJP¥247.5b13.8x18x0.5x
Mon, 27 Oct 2025JP¥4.4tJP¥9.5tJP¥244.8b15.3x17.9x0.5x
Wed, 24 Sep 2025JP¥4.6tJP¥9.5tJP¥244.9b16.4x18.6x0.5x
Fri, 22 Aug 2025JP¥4.6tJP¥9.5tJP¥244.9b17x19x0.5x
Sun, 20 Jul 2025JP¥4.3tJP¥9.4tJP¥244.9b15.5x17.6x0.5x
Tue, 17 Jun 2025JP¥4.1tJP¥9.4tJP¥245.0b15.4x16.7x0.4x
Thu, 15 May 2025JP¥3.9tJP¥9.4tJP¥248.7b12.6x15.6x0.4x
Sat, 12 Apr 2025JP¥3.8tJP¥9.4tJP¥237.7b12.2x16.1x0.4x
Mon, 10 Mar 2025JP¥4.0tJP¥9.4tJP¥237.7b12.7x16.9x0.4x
Wed, 05 Feb 2025JP¥3.8tJP¥9.2tJP¥224.5b13.2x16.9x0.4x
Fri, 03 Jan 2025JP¥3.8tJP¥9.3tJP¥225.9b12.4x16.9x0.4x
Sun, 01 Dec 2024JP¥3.8tJP¥9.3tJP¥225.9b11.7x16.8x0.4x
Tue, 29 Oct 2024JP¥3.7tJP¥9.1tJP¥228.3b12.5x16x0.4x
Thu, 26 Sep 2024JP¥3.7tJP¥9.1tJP¥228.2b12.7x16.3x0.4x
Sat, 24 Aug 2024JP¥3.6tJP¥9.1tJP¥227.4b12.3x15.8x0.4x
Mon, 22 Jul 2024JP¥3.6tJP¥9.0tJP¥235.2b13.4x15.5x0.4x
Wed, 19 Jun 2024JP¥3.6tJP¥9.0tJP¥234.5b13.1x15.2x0.4x
Fri, 17 May 2024JP¥3.6tJP¥9.0tJP¥233.5b12.6x15.4x0.4x
Sun, 14 Apr 2024JP¥4.0tJP¥8.9tJP¥267.7b13.8x15x0.4x
Tue, 12 Mar 2024JP¥3.9tJP¥8.9tJP¥266.2b13.7x14.8x0.4x
Thu, 08 Feb 2024JP¥4.2tJP¥9.0tJP¥259.8b14.6x16.1x0.5x
Sat, 06 Jan 2024JP¥5.4tJP¥10.9tJP¥352.1b13.3x15.4x0.5x
Mon, 04 Dec 2023JP¥5.4tJP¥10.9tJP¥352.1b13.2x15.2x0.5x
Wed, 01 Nov 2023JP¥5.3tJP¥11.1tJP¥379.6b12.4x14.1x0.5x
Fri, 29 Sep 2023JP¥5.3tJP¥11.1tJP¥394.8b12.4x13.5x0.5x
Price to Earnings Ratio

13.5x


Total Market Cap: JP¥5.3tTotal Earnings: JP¥394.8bTotal Revenue: JP¥11.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Logistics Industry Price to Earnings3Y Average 17.3x202420252026
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 17.3x.
  • 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 15% per year over the last three years,
  • Revenues have also declined 3.0% 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 Market1.53%
Industrials2.60%
Logistics3.01%
Air Freight and Logistics3.01%
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
9147 Nippon Express HoldingsJP¥5.66k3.3%
+JP¥43.3b		66.9%PE73.8x
2384 SBS HoldingsJP¥5.26k7.0%
+JP¥13.7b		44.7%PE10.5x
9069 SENKO Group HoldingsJP¥2.37k3.5%
+JP¥13.3b		15.0%PE19.2x
9065 SankyuJP¥8.13k0.9%
+JP¥3.6b		0.1%PE12x
9302 MITSUI-SOKO HOLDINGSJP¥3.41k1.2%
+JP¥3.0b		-18.3%PE22x

Latest News

9037
JP¥1,844.00
Hamakyorex
7D
1.5%
1Y
18.7%
9090
JP¥905.00
AZ-COM MARUWA Holdings
7D
-0.2%
1Y
-20.8%
9319
JP¥1,808.00
Chuo WarehouseLtd
7D
-0.1%
1Y
24.4%
9069
JP¥2,367.50
SENKO Group Holdings
7D
3.5%
1Y
15.0%
9065
JP¥8,131.00
Sankyu
7D
0.9%
1Y
0.1%
9302
JP¥3,409.00
MITSUI-SOKO HOLDINGS
7D
1.2%
1Y
-18.3%
9025
JP¥2,965.00
Konoike TransportLtd
7D
1.7%
1Y
-9.7%
9143
JP¥1,494.00
SG HoldingsLtd
7D
0.3%
1Y
-6.2%
9147
JP¥5,662.00
Nippon Express Holdings
7D
3.3%
1Y
66.9%
Narrative Update • Sep 18

9147: Ongoing Buybacks And Earnings Assumptions Will Likely Leave Shares Overextended

Analysts have updated their fair value estimate for Nippon Express Holdings from ¥3,320 to about ¥3,669, reflecting refreshed assumptions around revenue growth, profit margins, the discount rate, and the future P/E multiple. What's in the News for Nippon Express Holdings Nippon Express Holdings has launched NX-VISTA, a platform that centralizes customer order, shipping and inventory data to provide end-to-end visibility of shipments and supply chains.
2384
JP¥5,260.00
SBS Holdings
7D
7.0%
1Y
44.7%
9326
JP¥472.00
Kantsu HDLtd
7D
-1.0%
1Y
-2.1%