Header cover image

Japanese (NIKKEI) Logistics Industry Analysis

UpdatedNov 11, 2025
DataAggregated Company Financials
Companies22
  • 7D0.8%
  • 3M-6.5%
  • 1Y25.6%
  • YTD22.5%

The Logistics industry is up 1.8% in the last week, with SG HoldingsLtd up 3.3%. This means that the industry has gained 27% over the past year. As for the next few years, earnings are expected to grow by 12% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 12 Nov 2025JP¥4.4tJP¥9.6tJP¥246.9b15.6x17.8x0.5x
Fri, 10 Oct 2025JP¥4.4tJP¥9.5tJP¥244.7b15.6x18x0.5x
Sun, 07 Sep 2025JP¥4.6tJP¥9.5tJP¥244.9b16.6x18.8x0.5x
Tue, 05 Aug 2025JP¥4.6tJP¥9.4tJP¥250.5b15.8x18.2x0.5x
Thu, 03 Jul 2025JP¥4.2tJP¥9.4tJP¥245.0b15.3x17.1x0.4x
Sat, 31 May 2025JP¥3.9tJP¥9.4tJP¥245.0b14.5x16x0.4x
Mon, 28 Apr 2025JP¥3.9tJP¥9.2tJP¥232.9b12.7x16.6x0.4x
Wed, 26 Mar 2025JP¥4.1tJP¥9.4tJP¥237.7b13.3x17.3x0.4x
Fri, 21 Feb 2025JP¥3.9tJP¥9.4tJP¥237.7b11.8x16.2x0.4x
Sun, 19 Jan 2025JP¥3.6tJP¥9.1tJP¥223.8b12.3x16.3x0.4x
Tue, 17 Dec 2024JP¥3.8tJP¥9.3tJP¥225.9b12.3x16.8x0.4x
Thu, 14 Nov 2024JP¥3.7tJP¥9.2tJP¥224.1b12.1x16.5x0.4x
Sat, 12 Oct 2024JP¥3.7tJP¥9.1tJP¥228.4b12.4x16.4x0.4x
Mon, 09 Sep 2024JP¥3.6tJP¥9.1tJP¥228.2b12.5x15.9x0.4x
Wed, 07 Aug 2024JP¥3.4tJP¥9.0tJP¥225.7b11.8x15x0.4x
Fri, 05 Jul 2024JP¥3.6tJP¥9.0tJP¥234.5b13.5x15.4x0.4x
Sun, 02 Jun 2024JP¥3.7tJP¥9.0tJP¥234.5b12.6x15.7x0.4x
Tue, 30 Apr 2024JP¥3.9tJP¥8.9tJP¥267.3b13.8x14.8x0.4x
Thu, 28 Mar 2024JP¥4.1tJP¥8.9tJP¥267.3b14.4x15.4x0.5x
Sat, 24 Feb 2024JP¥4.1tJP¥8.9tJP¥266.2b14.2x15.4x0.5x
Mon, 22 Jan 2024JP¥5.4tJP¥10.9tJP¥348.9b13.6x15.4x0.5x
Wed, 20 Dec 2023JP¥5.3tJP¥10.9tJP¥352.1b12.7x15x0.5x
Fri, 17 Nov 2023JP¥5.3tJP¥10.9tJP¥352.1b13x15.2x0.5x
Sun, 15 Oct 2023JP¥5.2tJP¥11.1tJP¥394.6b12x13.1x0.5x
Tue, 12 Sep 2023JP¥5.4tJP¥11.1tJP¥394.8b12.3x13.6x0.5x
Thu, 10 Aug 2023JP¥5.5tJP¥11.2tJP¥453.5b11.4x12.2x0.5x
Sat, 08 Jul 2023JP¥5.4tJP¥11.3tJP¥467.3b11.1x11.5x0.5x
Mon, 05 Jun 2023JP¥5.4tJP¥11.3tJP¥467.3b10.5x11.5x0.5x
Wed, 03 May 2023JP¥5.3tJP¥11.3tJP¥479.9b10.9x11x0.5x
Fri, 31 Mar 2023JP¥5.2tJP¥11.4tJP¥491.0b10.5x10.5x0.5x
Sun, 26 Feb 2023JP¥5.2tJP¥11.4tJP¥491.0b10.2x10.6x0.5x
Tue, 24 Jan 2023JP¥4.2tJP¥9.1tJP¥359.5b10x11.8x0.5x
Thu, 22 Dec 2022JP¥4.4tJP¥9.1tJP¥359.2b10.7x12.3x0.5x
Sat, 19 Nov 2022JP¥4.5tJP¥9.1tJP¥359.1b11x12.6x0.5x
Price to Earnings Ratio

12.6x


Total Market Cap: JP¥4.5tTotal Earnings: JP¥359.1bTotal 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 17.8x 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 Market0.49%
Industrials1.20%
Logistics0.85%
Air Freight and Logistics0.85%
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?

CompanyLast Price7D1YValuation
9143 SG HoldingsLtdJP¥1.48k3.3%
+JP¥56.7b
-0.9%PE16x
9065 SankyuJP¥8.51k3.1%
+JP¥13.2b
61.7%PE14.1x
2384 SBS HoldingsJP¥3.53k4.7%
+JP¥6.4b
46.6%PE23.7x
9025 Konoike TransportLtdJP¥3.25k2.0%
+JP¥3.4b
22.7%PE14x
9064 Yamato HoldingsJP¥2.22k0.5%
+JP¥3.3b
38.5%PE15.9x

Latest News