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Japanese (NIKKEI) Logistics Industry Analysis
UpdatedMay 05, 2026
DataAggregated Company Financials
Companies23
- 7D-1.5%
- 3M-0.3%
- 1Y15.5%
- YTD-0.7%
Over the last 7 days, the Logistics industry has risen 1.7%, driven by gains from Nippon Express Holdings of 8.6%. 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 15% 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 |
|---|---|---|---|---|---|---|
| Tue, 05 May 2026 | JP¥4.4t | JP¥9.8t | JP¥196.1b | 15.7x | 22.4x | 0.4x |
| Thu, 02 Apr 2026 | JP¥4.4t | JP¥9.7t | JP¥216.0b | 15.5x | 20.2x | 0.4x |
| Sat, 28 Feb 2026 | JP¥4.7t | JP¥9.7t | JP¥215.5b | 17.1x | 21.6x | 0.5x |
| Mon, 26 Jan 2026 | JP¥4.5t | JP¥9.6t | JP¥248.3b | 14.9x | 18x | 0.5x |
| Wed, 24 Dec 2025 | JP¥4.4t | JP¥9.6t | JP¥247.5b | 14.2x | 17.7x | 0.5x |
| Fri, 21 Nov 2025 | JP¥4.3t | JP¥9.6t | JP¥247.5b | 13.6x | 17.6x | 0.5x |
| Sun, 19 Oct 2025 | JP¥4.3t | JP¥9.5t | JP¥244.8b | 15x | 17.7x | 0.5x |
| Tue, 16 Sep 2025 | JP¥4.6t | JP¥9.5t | JP¥244.9b | 16.4x | 18.9x | 0.5x |
| Thu, 14 Aug 2025 | JP¥4.7t | JP¥9.5t | JP¥244.9b | 16.3x | 19x | 0.5x |
| Sat, 12 Jul 2025 | JP¥4.3t | JP¥9.4t | JP¥244.8b | 15.1x | 17.6x | 0.5x |
| Mon, 09 Jun 2025 | JP¥4.0t | JP¥9.4t | JP¥245.0b | 14.7x | 16.5x | 0.4x |
| Wed, 07 May 2025 | JP¥3.9t | JP¥9.3t | JP¥251.3b | 12.6x | 15.6x | 0.4x |
| Fri, 04 Apr 2025 | JP¥3.9t | JP¥9.4t | JP¥237.7b | 12.9x | 16.4x | 0.4x |
| Sun, 02 Mar 2025 | JP¥3.9t | JP¥9.4t | JP¥237.7b | 12.4x | 16.4x | 0.4x |
| Tue, 28 Jan 2025 | JP¥3.8t | JP¥9.1t | JP¥223.8b | 13.2x | 17x | 0.4x |
| Thu, 26 Dec 2024 | JP¥3.8t | JP¥9.3t | JP¥225.9b | 12.6x | 16.8x | 0.4x |
| Sat, 23 Nov 2024 | JP¥3.7t | JP¥9.3t | JP¥225.9b | 11.9x | 16.5x | 0.4x |
| Mon, 21 Oct 2024 | JP¥3.7t | JP¥9.1t | JP¥228.3b | 12.3x | 16.2x | 0.4x |
| Wed, 18 Sep 2024 | JP¥3.6t | JP¥9.0t | JP¥224.1b | 12.8x | 16x | 0.4x |
| Fri, 16 Aug 2024 | JP¥3.5t | JP¥9.1t | JP¥227.1b | 12.4x | 15.2x | 0.4x |
| Sun, 14 Jul 2024 | JP¥3.6t | JP¥9.0t | JP¥235.2b | 13.2x | 15.5x | 0.4x |
| Tue, 11 Jun 2024 | JP¥3.6t | JP¥9.0t | JP¥234.5b | 13x | 15.5x | 0.4x |
| Thu, 09 May 2024 | JP¥3.8t | JP¥8.9t | JP¥260.6b | 13.1x | 14.5x | 0.4x |
| Sat, 06 Apr 2024 | JP¥4.0t | JP¥8.9t | JP¥267.7b | 14x | 14.9x | 0.4x |
| Mon, 04 Mar 2024 | JP¥4.0t | JP¥8.9t | JP¥266.2b | 14.1x | 15.2x | 0.5x |
| Wed, 31 Jan 2024 | JP¥5.3t | JP¥10.9t | JP¥315.9b | 14.5x | 16.8x | 0.5x |
| Fri, 29 Dec 2023 | JP¥5.3t | JP¥10.9t | JP¥352.1b | 13.2x | 15.2x | 0.5x |
| Sun, 26 Nov 2023 | JP¥5.4t | JP¥10.9t | JP¥352.1b | 13.3x | 15.4x | 0.5x |
| Tue, 24 Oct 2023 | JP¥5.2t | JP¥11.1t | JP¥394.6b | 11.8x | 13.1x | 0.5x |
| Thu, 21 Sep 2023 | JP¥5.4t | JP¥11.1t | JP¥394.8b | 12.5x | 13.7x | 0.5x |
| Sat, 19 Aug 2023 | JP¥5.3t | JP¥11.1t | JP¥394.8b | 12x | 13.5x | 0.5x |
| Mon, 17 Jul 2023 | JP¥5.4t | JP¥11.3t | JP¥467.2b | 10.9x | 11.5x | 0.5x |
| Wed, 14 Jun 2023 | JP¥5.4t | JP¥11.3t | JP¥467.3b | 10.5x | 11.5x | 0.5x |
| Fri, 12 May 2023 | JP¥5.4t | JP¥11.3t | JP¥479.6b | 10.7x | 11.3x | 0.5x |
Price to Earnings Ratio
11.3x
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 22.4x which is higher than its 3-year average PE of 16.1x.
- 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 26% per year over the last three years,
- Revenues have also declined 4.9% 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 | -0.81% | |
| Industrials | -0.36% | |
| Logistics | -1.46% | |
| Air Freight and Logistics | -1.46% | |
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 | |
|---|---|---|---|---|---|
| 2384 SBS Holdings | JP¥4.20k | 2.6% +JP¥4.2b | 43.6% | PE14.2x | |
| 9325 PHYZ Holdings | JP¥1.19k | 1.8% +JP¥225.5m | 32.0% | PE15x | |
| 9312 Keihin | JP¥2.98k | 1.0% +JP¥189.3m | 32.3% | PE7.8x | |
| 9145 Being Holdings | JP¥596.00 | 0.7% +JP¥96.4m | -8.0% | PE10.2x | |
| 9087 Takase | JP¥1.83k | 1.9% +JP¥66.2m | 58.3% | PE18.7x |
