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Japanese (NIKKEI) Logistics Industry Analysis

UpdatedAug 08, 2026
DataAggregated Company Financials
Companies23
  • 7D-3.3%
  • 3M7.5%
  • 1Y2.3%
  • YTD9.5%

Over the last 7 days, the Logistics industry has dropped 3.3%, driven by declines in Sankyu and Yamato Holdings of 9.7% and 6.5%, respectively. Over the last year, the industry has been flat overall. Earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 08 Aug 2026JP¥4.8tJP¥9.9tJP¥227.9b15.1x21.2x0.5x
Mon, 06 Jul 2026JP¥4.9tJP¥9.9tJP¥221.5b15.1x22.1x0.5x
Wed, 03 Jun 2026JP¥4.7tJP¥9.9tJP¥221.7b14x21.1x0.5x
Fri, 01 May 2026JP¥4.4tJP¥9.8tJP¥216.6b15.8x20.3x0.5x
Sun, 29 Mar 2026JP¥4.3tJP¥9.7tJP¥215.5b15.9x20.2x0.4x
Tue, 24 Feb 2026JP¥4.5tJP¥9.7tJP¥215.5b16.4x20.7x0.5x
Thu, 22 Jan 2026JP¥4.4tJP¥9.6tJP¥248.3b14.8x17.9x0.5x
Sat, 20 Dec 2025JP¥4.4tJP¥9.6tJP¥247.5b14x17.7x0.5x
Mon, 17 Nov 2025JP¥4.4tJP¥9.6tJP¥247.4b14x17.8x0.5x
Wed, 15 Oct 2025JP¥4.3tJP¥9.5tJP¥244.7b15.2x17.7x0.5x
Fri, 12 Sep 2025JP¥4.6tJP¥9.5tJP¥244.9b16.3x18.9x0.5x
Sun, 10 Aug 2025JP¥4.8tJP¥9.5tJP¥244.8b16.7x19.4x0.5x
Tue, 08 Jul 2025JP¥4.2tJP¥9.4tJP¥244.8b15.2x17.3x0.5x
Thu, 05 Jun 2025JP¥3.9tJP¥9.4tJP¥245.0b14.7x16.1x0.4x
Sat, 03 May 2025JP¥3.9tJP¥9.3tJP¥251.3b12.6x15.6x0.4x
Mon, 31 Mar 2025JP¥4.0tJP¥9.4tJP¥237.7b13.4x17x0.4x
Wed, 26 Feb 2025JP¥3.9tJP¥9.4tJP¥237.7b11.8x16.5x0.4x
Fri, 24 Jan 2025JP¥3.7tJP¥9.1tJP¥223.8b12.8x16.5x0.4x
Sun, 22 Dec 2024JP¥3.8tJP¥9.3tJP¥225.9b12x16.6x0.4x
Tue, 19 Nov 2024JP¥3.7tJP¥9.3tJP¥225.9b11.9x16.4x0.4x
Thu, 17 Oct 2024JP¥3.7tJP¥9.1tJP¥228.3b12.4x16.3x0.4x
Sat, 14 Sep 2024JP¥3.5tJP¥9.1tJP¥228.2b12.3x15.5x0.4x
Mon, 12 Aug 2024JP¥3.4tJP¥9.0tJP¥224.0b12.3x15.3x0.4x
Wed, 10 Jul 2024JP¥3.5tJP¥9.0tJP¥235.2b13.4x15x0.4x
Fri, 07 Jun 2024JP¥3.6tJP¥9.0tJP¥234.5b12.9x15.5x0.4x
Sun, 05 May 2024JP¥3.8tJP¥8.9tJP¥260.4b13.4x14.6x0.4x
Tue, 02 Apr 2024JP¥4.0tJP¥8.9tJP¥267.7b14x14.9x0.4x
Thu, 29 Feb 2024JP¥4.0tJP¥8.9tJP¥266.2b14x15.1x0.5x
Sat, 27 Jan 2024JP¥5.4tJP¥10.9tJP¥348.9b13.6x15.5x0.5x
Mon, 25 Dec 2023JP¥5.3tJP¥10.9tJP¥352.1b13.1x15.1x0.5x
Wed, 22 Nov 2023JP¥5.3tJP¥10.9tJP¥352.1b13.2x15.2x0.5x
Fri, 20 Oct 2023JP¥5.2tJP¥11.1tJP¥394.6b11.9x13.1x0.5x
Sun, 17 Sep 2023JP¥5.5tJP¥11.1tJP¥394.8b12.3x13.9x0.5x
Tue, 15 Aug 2023JP¥5.5tJP¥11.1tJP¥394.8b12.4x14x0.5x
Price to Earnings Ratio

14x


Total Market Cap: JP¥5.5tTotal Earnings: JP¥394.8bTotal Revenue: JP¥11.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Logistics Industry Price to Earnings3Y Average 17x202420252026
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 21.2x which is higher than its 3-year average PE of 17.0x.
  • 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 17% per year over the last three years,
  • Revenues have also declined 3.7% 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 Market1.75%
Industrials2.51%
Logistics-3.29%
Air Freight and Logistics-3.29%
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
9069 SENKO Group HoldingsJP¥2.25k1.9%
+JP¥7.1b		9.6%PE19.5x
2384 SBS HoldingsJP¥4.60k3.1%
+JP¥5.6b		35.1%PE9.2x
9304 Shibusawa LogisticsJP¥1.90k4.5%
+JP¥4.7b		66.8%PE17.3x
9369 K.R.SJP¥2.96k1.9%
+JP¥1.4b		-16.6%PE30.1x
6549 DM SolutionsLtdJP¥1.25k7.0%
+JP¥452.7m		58.0%PE10.8x

Latest News

9143
JP¥1,541.00
SG HoldingsLtd
7D
-2.6%
1Y
-12.1%
9369
JP¥2,955.00
K.R.S
7D
1.9%
1Y
-16.6%
9147
JP¥5,200.00
Nippon Express Holdings
7D
-1.5%
1Y
50.7%
Narrative Update • Aug 07

9147: Buyback And Activist Pressure Will Likely Leave Shares Overextended

Analysts have lifted their fair value estimate for Nippon Express Holdings from ¥2,980 to ¥3,320, citing updated assumptions for discount rates, revenue growth, profit margins, and future P/E levels. What’s in the News for Nippon Express Holdings On May 13, 2026, the Board of Directors approved a share repurchase program for up to 17,000,000 shares (about 7% of share capital) with a budget of ¥50,000 million, with plans to cancel all repurchased shares.
9025
JP¥2,862.00
Konoike TransportLtd
7D
-4.3%
1Y
-14.6%
9090
JP¥845.00
AZ-COM MARUWA Holdings
7D
-8.3%
1Y
-32.9%
9064
JP¥1,935.50
Yamato Holdings
7D
-6.5%
1Y
-21.9%
Analysis Article • Aug 05

Here's What Analysts Are Forecasting For Yamato Holdings Co., Ltd. (TSE:9064) After Its First-Quarter Results

It's been a mediocre week for Yamato Holdings Co., Ltd. ( TSE:9064 ) shareholders, with the stock dropping 14% to...
9302
JP¥3,248.00
MITSUI-SOKO HOLDINGS
7D
-10.0%
1Y
-22.2%
9324
JP¥2,474.00
Yasuda Logistics
7D
-2.7%
1Y
16.9%
9065
JP¥8,549.00
Sankyu
7D
-9.7%
1Y
-2.1%
9304
JP¥1,901.00
Shibusawa Logistics
7D
4.5%
1Y
66.8%
9037
JP¥1,840.00
Hamakyorex
7D
0.3%
1Y
18.8%
9069
JP¥2,248.00
SENKO Group Holdings
7D
1.9%
1Y
9.6%
6549
JP¥1,252.00
DM SolutionsLtd
7D
7.0%
1Y
58.0%
9327
JP¥187.00
e-LogiTltd
7D
1.1%
1Y
-52.3%
2384
JP¥4,600.00
SBS Holdings
7D
3.1%
1Y
35.1%