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

Japanese (NIKKEI) Logistics Industry Analysis

UpdatedFeb 12, 2026
DataAggregated Company Financials
Companies22
  • 7D3.3%
  • 3M2.6%
  • 1Y24.9%
  • YTD2.8%

The Logistics industry is up 3.1% in the last week, with Nippon Express Holdings up 4.6%. This takes the industry's 12 month performance to a gain of 25%. 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
Thu, 12 Feb 2026JP¥4.5tJP¥9.7tJP¥236.6b16x19.2x0.5x
Sat, 10 Jan 2026JP¥4.4tJP¥9.6tJP¥247.8b14.8x17.8x0.5x
Mon, 08 Dec 2025JP¥4.3tJP¥9.6tJP¥247.5b13.6x17.4x0.4x
Wed, 05 Nov 2025JP¥4.3tJP¥9.6tJP¥246.1b14.9x17.5x0.5x
Fri, 03 Oct 2025JP¥4.4tJP¥9.5tJP¥244.7b15.4x17.9x0.5x
Sun, 31 Aug 2025JP¥4.6tJP¥9.5tJP¥244.9b16.2x18.6x0.5x
Tue, 29 Jul 2025JP¥4.4tJP¥9.4tJP¥244.9b15.9x18x0.5x
Thu, 26 Jun 2025JP¥4.1tJP¥9.4tJP¥245.0b14.9x16.7x0.4x
Sat, 24 May 2025JP¥3.8tJP¥9.4tJP¥245.0b14.7x15.7x0.4x
Mon, 21 Apr 2025JP¥3.9tJP¥9.2tJP¥232.9b12.9x16.6x0.4x
Wed, 19 Mar 2025JP¥4.1tJP¥9.4tJP¥237.7b13x17.1x0.4x
Fri, 14 Feb 2025JP¥3.9tJP¥9.2tJP¥228.4b13.2x16.9x0.4x
Sun, 12 Jan 2025JP¥3.8tJP¥9.3tJP¥225.9b12.2x16.6x0.4x
Tue, 10 Dec 2024JP¥3.9tJP¥9.3tJP¥225.9b11.9x17.1x0.4x
Thu, 07 Nov 2024JP¥3.7tJP¥9.1tJP¥224.1b12.2x16.4x0.4x
Sat, 05 Oct 2024JP¥3.7tJP¥9.1tJP¥228.4b12.7x16.3x0.4x
Mon, 02 Sep 2024JP¥3.7tJP¥9.1tJP¥227.4b12.6x16.1x0.4x
Wed, 31 Jul 2024JP¥3.6tJP¥9.0tJP¥235.7b13.4x15.5x0.4x
Fri, 28 Jun 2024JP¥3.6tJP¥9.0tJP¥234.5b13.8x15.5x0.4x
Sun, 26 May 2024JP¥3.7tJP¥9.0tJP¥234.5b12.6x15.6x0.4x
Tue, 23 Apr 2024JP¥3.9tJP¥8.9tJP¥267.3b13.5x14.4x0.4x
Thu, 21 Mar 2024JP¥4.0tJP¥8.9tJP¥267.3b14x15.1x0.5x
Sat, 17 Feb 2024JP¥4.1tJP¥8.9tJP¥266.3b14.5x15.4x0.5x
Mon, 15 Jan 2024JP¥5.5tJP¥10.9tJP¥348.9b13.8x15.7x0.5x
Wed, 13 Dec 2023JP¥5.4tJP¥10.9tJP¥352.1b13.1x15.2x0.5x
Fri, 10 Nov 2023JP¥5.3tJP¥11.0tJP¥370.6b12.9x14.4x0.5x
Sun, 08 Oct 2023JP¥5.2tJP¥11.1tJP¥394.8b11.9x13.2x0.5x
Tue, 05 Sep 2023JP¥5.6tJP¥11.1tJP¥394.8b12.3x14.2x0.5x
Thu, 03 Aug 2023JP¥5.4tJP¥11.2tJP¥455.3b11.4x11.9x0.5x
Sat, 01 Jul 2023JP¥5.4tJP¥11.3tJP¥467.3b10.8x11.5x0.5x
Mon, 29 May 2023JP¥5.4tJP¥11.3tJP¥467.3b10.5x11.5x0.5x
Wed, 26 Apr 2023JP¥5.2tJP¥11.4tJP¥489.8b10.8x10.7x0.5x
Fri, 24 Mar 2023JP¥5.1tJP¥11.4tJP¥491.0b10.2x10.3x0.4x
Sun, 19 Feb 2023JP¥5.2tJP¥11.4tJP¥491.0b9.9x10.6x0.5x
Price to Earnings Ratio

10.6x


Total Market Cap: JP¥5.2tTotal Earnings: JP¥491.0bTotal Revenue: JP¥11.4tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Logistics Industry Price to Earnings3Y Average 15.4x202420252026
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 19.2x which is higher than its 3-year average PE of 15.4x.
  • 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 19% per year over the last three years,
  • Revenues have also declined 4.2% 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 Market5.06%
Industrials6.67%
Logistics3.26%
Air Freight and Logistics3.26%
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¥3.75k4.1%
+JP¥35.9b		49.9%PE36.3x
9065 SankyuJP¥9.72k4.7%
+JP¥21.9b		68.6%PE15.3x
9064 Yamato HoldingsJP¥1.93k3.0%
+JP¥18.1b		0.9%PE17.9x
9302 MITSUI-SOKO HOLDINGSJP¥3.92k9.1%
+JP¥15.6b		56.5%PE28.2x
9069 SENKO Group HoldingsJP¥2.00k3.8%
+JP¥12.2b		30.1%PE19.8x

Latest News

9069
JP¥1,998.00
SENKO Group Holdings
7D
3.8%
1Y
30.1%

Is SENKO Group Holdings (TSE:9069) Using Too Much Debt?

Feb 11
Is SENKO Group Holdings (TSE:9069) Using Too Much Debt?
9064
JP¥1,934.00
Yamato Holdings
7D
3.0%
1Y
0.9%

Impressive Earnings May Not Tell The Whole Story For Yamato Holdings (TSE:9064)

Feb 10
Impressive Earnings May Not Tell The Whole Story For Yamato Holdings (TSE:9064)
9324
JP¥2,558.00
Yasuda Logistics
7D
8.6%
1Y
31.4%

Yasuda Logistics (TSE:9324) Has Announced That It Will Be Increasing Its Dividend To ¥39.00

Feb 09
Yasuda Logistics (TSE:9324) Has Announced That It Will Be Increasing Its Dividend To ¥39.00
9143
JP¥1,489.50
SG HoldingsLtd
7D
-0.03%
1Y
1.4%
9302
JP¥3,924.00
MITSUI-SOKO HOLDINGS
7D
9.1%
1Y
56.5%
9325
JP¥1,119.00
PHYZ Holdings
7D
-1.1%
1Y
17.7%
9147
JP¥3,745.00
Nippon Express Holdings
7D
4.1%
1Y
49.9%

Here's Why Nippon Express Holdings (TSE:9147) Can Manage Its Debt Responsibly

Feb 05
Here's Why Nippon Express Holdings (TSE:9147) Can Manage Its Debt Responsibly
9065
JP¥9,717.00
Sankyu
7D
4.7%
1Y
68.6%
9327
JP¥226.00
e-LogiTltd
7D
-0.4%
1Y
-24.9%
2384
JP¥4,050.00
SBS Holdings
7D
4.0%
1Y
66.1%
9025
JP¥3,485.00
Konoike TransportLtd
7D
3.3%
1Y
14.4%

There's Been No Shortage Of Growth Recently For Konoike TransportLtd's (TSE:9025) Returns On Capital

Dec 07
There's Been No Shortage Of Growth Recently For Konoike TransportLtd's (TSE:9025) Returns On Capital