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Japanese (NIKKEI) Logistics Industry Analysis
UpdatedMay 21, 2026
DataAggregated Company Financials
Companies23
- 7D4.8%
- 3M2.0%
- 1Y23.3%
- YTD5.4%
Over the last 7 days, the Logistics industry has risen 6.0%, driven by gains from Nippon Express Holdings of 10%. In the same time, Chuo WarehouseLtd was down 9.8%. This takes the industry's 12 month performance to a gain of 24%. Looking forward, earnings are forecast to grow by 14% annually.
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 |
|---|---|---|---|---|---|---|
| Thu, 21 May 2026 | JP¥4.7t | JP¥9.9t | JP¥221.7b | 14.7x | 21x | 0.5x |
| Sat, 18 Apr 2026 | JP¥4.5t | JP¥9.8t | JP¥216.6b | 15.9x | 20.5x | 0.5x |
| Mon, 16 Mar 2026 | JP¥4.3t | JP¥9.7t | JP¥215.5b | 15.8x | 20x | 0.4x |
| Wed, 11 Feb 2026 | JP¥4.5t | JP¥9.7t | JP¥236.6b | 16x | 19.2x | 0.5x |
| Fri, 09 Jan 2026 | JP¥4.4t | JP¥9.6t | JP¥247.5b | 14.6x | 17.9x | 0.5x |
| Sun, 07 Dec 2025 | JP¥4.3t | JP¥9.6t | JP¥247.5b | 13.6x | 17.4x | 0.4x |
| Tue, 04 Nov 2025 | JP¥4.3t | JP¥9.6t | JP¥246.1b | 15.2x | 17.5x | 0.5x |
| Thu, 02 Oct 2025 | JP¥4.4t | JP¥9.5t | JP¥244.9b | 15.6x | 18.1x | 0.5x |
| Sat, 30 Aug 2025 | JP¥4.6t | JP¥9.5t | JP¥244.9b | 16.2x | 18.6x | 0.5x |
| Mon, 28 Jul 2025 | JP¥4.5t | JP¥9.4t | JP¥244.9b | 15.9x | 18.2x | 0.5x |
| Wed, 25 Jun 2025 | JP¥4.1t | JP¥9.4t | JP¥245.0b | 14.9x | 16.7x | 0.4x |
| Fri, 23 May 2025 | JP¥3.8t | JP¥9.4t | JP¥245.0b | 14.7x | 15.7x | 0.4x |
| Sun, 20 Apr 2025 | JP¥3.9t | JP¥9.2t | JP¥232.9b | 12.9x | 16.6x | 0.4x |
| Tue, 18 Mar 2025 | JP¥4.1t | JP¥9.4t | JP¥237.7b | 13x | 17.1x | 0.4x |
| Thu, 13 Feb 2025 | JP¥3.8t | JP¥9.2t | JP¥228.4b | 13.2x | 16.8x | 0.4x |
| Sat, 11 Jan 2025 | JP¥3.8t | JP¥9.3t | JP¥225.9b | 12.2x | 16.6x | 0.4x |
| Mon, 09 Dec 2024 | JP¥3.8t | JP¥9.3t | JP¥225.9b | 11.7x | 16.8x | 0.4x |
| Wed, 06 Nov 2024 | JP¥3.7t | JP¥9.1t | JP¥230.7b | 12.3x | 16x | 0.4x |
| Fri, 04 Oct 2024 | JP¥3.7t | JP¥9.1t | JP¥228.4b | 13x | 16.4x | 0.4x |
| Sun, 01 Sep 2024 | JP¥3.7t | JP¥9.1t | JP¥227.4b | 12.6x | 16.1x | 0.4x |
| Tue, 30 Jul 2024 | JP¥3.7t | JP¥9.0t | JP¥235.7b | 13.4x | 15.5x | 0.4x |
| Thu, 27 Jun 2024 | JP¥3.7t | JP¥9.0t | JP¥234.5b | 13.6x | 15.6x | 0.4x |
| Sat, 25 May 2024 | JP¥3.7t | JP¥9.0t | JP¥234.5b | 12.6x | 15.6x | 0.4x |
| Mon, 22 Apr 2024 | JP¥3.9t | JP¥8.9t | JP¥267.3b | 13.5x | 14.4x | 0.4x |
| Wed, 20 Mar 2024 | JP¥4.0t | JP¥8.9t | JP¥267.3b | 14x | 15.1x | 0.5x |
| Fri, 16 Feb 2024 | JP¥4.1t | JP¥9.0t | JP¥257.1b | 14.3x | 15.8x | 0.4x |
| Sun, 14 Jan 2024 | JP¥5.5t | JP¥10.9t | JP¥348.9b | 13.8x | 15.7x | 0.5x |
| Tue, 12 Dec 2023 | JP¥5.4t | JP¥10.9t | JP¥352.1b | 13.1x | 15.3x | 0.5x |
| Thu, 09 Nov 2023 | JP¥5.3t | JP¥11.0t | JP¥370.7b | 12x | 14.2x | 0.5x |
| Sat, 07 Oct 2023 | JP¥5.2t | JP¥11.1t | JP¥394.8b | 11.9x | 13.2x | 0.5x |
| Mon, 04 Sep 2023 | JP¥5.5t | JP¥11.1t | JP¥394.8b | 12.3x | 14x | 0.5x |
| Wed, 02 Aug 2023 | JP¥5.5t | JP¥11.2t | JP¥455.3b | 11.4x | 12x | 0.5x |
| Fri, 30 Jun 2023 | JP¥5.4t | JP¥11.3t | JP¥467.3b | 10.8x | 11.6x | 0.5x |
| Sun, 28 May 2023 | JP¥5.4t | JP¥11.3t | JP¥467.3b | 10.5x | 11.5x | 0.5x |
Price to Earnings Ratio
11.5x
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 21.9x which is higher than its 3-year average PE of 16.3x.
- 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 23% per year over the last three years,
- Revenues have also declined 4.4% 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 | -3.06% | |
| Industrials | -6.49% | |
| Logistics | 4.78% | |
| Air Freight and Logistics | 4.78% | |
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 | |
|---|---|---|---|---|---|
| 9147 Nippon Express Holdings | JP¥4.89k | 6.5% +JP¥72.7b | 87.2% | PE194.9x | |
| 9143 SG HoldingsLtd | JP¥1.51k | 4.7% +JP¥40.0b | 7.8% | PE15.2x | |
| 9065 Sankyu | JP¥9.22k | 3.3% +JP¥14.7b | 34.0% | PE14.7x | |
| 2384 SBS Holdings | JP¥4.91k | 7.7% +JP¥13.9b | 78.5% | PE10.3x | |
| 9369 K.R.S | JP¥3.39k | 18.2% +JP¥13.0b | 68.3% | PE31.9x |