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Japanese (NIKKEI) Logistics Industry Analysis

UpdatedMay 25, 2026
DataAggregated Company Financials
Companies23
  • 7D2.0%
  • 3M5.0%
  • 1Y24.1%
  • YTD6.4%

The Logistics industry is up 2.0% in the last week, with Nippon Express Holdings up 4.0%. This takes the industry's 12 month performance to a gain of 24%. As for the next few years, earnings are expected to grow by 14% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 25 May 2026JP¥4.7tJP¥9.9tJP¥221.7b14.6x21.2x0.5x
Wed, 22 Apr 2026JP¥4.4tJP¥9.8tJP¥216.6b15.9x20.5x0.5x
Fri, 20 Mar 2026JP¥4.3tJP¥9.7tJP¥215.5b15.7x20.2x0.4x
Sun, 15 Feb 2026JP¥4.5tJP¥9.7tJP¥215.6b16.4x20.7x0.5x
Tue, 13 Jan 2026JP¥4.4tJP¥9.6tJP¥247.8b14.8x17.8x0.5x
Thu, 11 Dec 2025JP¥4.3tJP¥9.6tJP¥247.5b13.7x17.5x0.4x
Sat, 08 Nov 2025JP¥4.3tJP¥9.6tJP¥246.8b15x17.5x0.5x
Mon, 06 Oct 2025JP¥4.4tJP¥9.5tJP¥244.7b15.5x17.9x0.5x
Wed, 03 Sep 2025JP¥4.6tJP¥9.5tJP¥244.9b16.4x18.8x0.5x
Fri, 01 Aug 2025JP¥4.5tJP¥9.4tJP¥249.9b15.7x18.2x0.5x
Sun, 29 Jun 2025JP¥4.1tJP¥9.4tJP¥245.0b15.1x16.9x0.4x
Tue, 27 May 2025JP¥3.9tJP¥9.4tJP¥245.0b14.7x15.9x0.4x
Thu, 24 Apr 2025JP¥3.9tJP¥9.2tJP¥232.9b12.8x16.7x0.4x
Sat, 22 Mar 2025JP¥4.1tJP¥9.4tJP¥237.7b13.2x17.3x0.4x
Mon, 17 Feb 2025JP¥3.8tJP¥9.4tJP¥237.7b12.7x16x0.4x
Wed, 15 Jan 2025JP¥3.7tJP¥9.1tJP¥218.5b11.8x17.1x0.4x
Fri, 13 Dec 2024JP¥3.9tJP¥9.3tJP¥225.9b12.7x17.2x0.4x
Sun, 10 Nov 2024JP¥3.7tJP¥9.2tJP¥222.6b12.2x16.7x0.4x
Tue, 08 Oct 2024JP¥3.7tJP¥9.1tJP¥228.4b12.8x16.4x0.4x
Thu, 05 Sep 2024JP¥3.6tJP¥9.1tJP¥227.4b12.5x16x0.4x
Sat, 03 Aug 2024JP¥3.5tJP¥9.0tJP¥225.7b12.6x15.3x0.4x
Mon, 01 Jul 2024JP¥3.6tJP¥9.0tJP¥234.5b13.7x15.5x0.4x
Wed, 29 May 2024JP¥3.6tJP¥9.0tJP¥234.5b12.5x15.4x0.4x
Fri, 26 Apr 2024JP¥3.9tJP¥8.9tJP¥267.3b13.8x14.7x0.4x
Sun, 24 Mar 2024JP¥4.1tJP¥8.9tJP¥267.3b13.9x15.3x0.5x
Tue, 20 Feb 2024JP¥4.1tJP¥8.9tJP¥266.2b14.3x15.5x0.5x
Thu, 18 Jan 2024JP¥5.4tJP¥10.9tJP¥348.9b13.7x15.4x0.5x
Sat, 16 Dec 2023JP¥5.3tJP¥10.9tJP¥352.1b12.9x15.1x0.5x
Mon, 13 Nov 2023JP¥5.4tJP¥11.0tJP¥369.4b13x14.5x0.5x
Wed, 11 Oct 2023JP¥5.3tJP¥11.1tJP¥394.8b12.1x13.3x0.5x
Fri, 08 Sep 2023JP¥5.5tJP¥11.1tJP¥394.8b12.4x13.8x0.5x
Sun, 06 Aug 2023JP¥5.4tJP¥11.2tJP¥454.3b11.1x11.9x0.5x
Tue, 04 Jul 2023JP¥5.4tJP¥11.3tJP¥467.3b10.8x11.6x0.5x
Thu, 01 Jun 2023JP¥5.3tJP¥11.3tJP¥467.3b10.2x11.3x0.5x
Price to Earnings Ratio

11.3x


Total Market Cap: JP¥5.3tTotal Earnings: JP¥467.3bTotal Revenue: JP¥11.3tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Logistics Industry Price to Earnings3Y Average 16.3x202420252026
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 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 22% per year over the last three years,
  • Revenues have also declined 4.3% 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 Market1.18%
Industrials-2.31%
Logistics1.98%
Air Freight and Logistics1.98%
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¥4.90k4.0%
+JP¥45.3b		87.7%PE195.2x
9143 SG HoldingsLtdJP¥1.49k2.8%
+JP¥24.5b		6.7%PE15x
9369 K.R.SJP¥3.59k26.4%
+JP¥18.6b		71.8%PE33.8x
2384 SBS HoldingsJP¥4.87k8.5%
+JP¥15.1b		79.3%PE10.2x
9064 Yamato HoldingsJP¥1.77k2.2%
+JP¥12.2b		-10.3%PE41.1x

Latest News

9147
JP¥4,897.00
Nippon Express Holdings
7D
4.0%
1Y
87.7%
Analysis Article • May 22

Nippon Express Holdings' (TSE:9147) Problems Go Beyond Weak Profit

The market shrugged off Nippon Express Holdings, Inc.'s ( TSE:9147 ) weak earnings report last week. Our analysis...
9304
JP¥1,434.00
Shibusawa Logistics
7D
0.8%
1Y
51.3%
9369
JP¥3,585.00
K.R.S
7D
26.4%
1Y
71.8%
9319
JP¥1,799.00
Chuo WarehouseLtd
7D
-9.0%
1Y
27.6%
Analysis Article • May 20

Chuo WarehouseLtd's (TSE:9319) Shareholders May Want To Dig Deeper Than Statutory Profit

Chuo Warehouse Co.,Ltd. ( TSE:9319 ) just released a solid earnings report, and the stock displayed some strength...
9064
JP¥1,771.00
Yamato Holdings
7D
2.2%
1Y
-10.3%
9145
JP¥534.00
Being Holdings
7D
-14.6%
1Y
-21.2%
2384
JP¥4,865.00
SBS Holdings
7D
8.5%
1Y
79.3%
9037
JP¥1,910.00
Hamakyorex
7D
3.0%
1Y
48.1%
Analysis Article • May 19

Impressive Earnings May Not Tell The Whole Story For Hamakyorex (TSE:9037)

Unsurprisingly, Hamakyorex Co., Ltd.'s ( TSE:9037 ) stock price was strong on the back of its healthy earnings report...
9312
JP¥2,869.00
Keihin
7D
-5.9%
1Y
18.2%
Analysis Article • May 19

Keihin (TSE:9312) Strong Profits May Be Masking Some Underlying Issues

Following the solid earnings report from The Keihin Co., Ltd. ( TSE:9312 ), the market responded by bidding up the...
9090
JP¥823.00
AZ-COM MARUWA Holdings
7D
-2.8%
1Y
-19.2%
Analysis Article • May 18

AZ-COM MARUWA Holdings' (TSE:9090) Profits Appear To Have Quality Issues

The market shrugged off AZ-COM MARUWA Holdings Inc.'s ( TSE:9090 ) solid earnings report. We did some digging and...
9065
JP¥8,980.00
Sankyu
7D
-1.1%
1Y
29.6%
Analysis Article • May 18

Sankyu Inc. (TSE:9065) Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This Year

It's been a good week for Sankyu Inc. ( TSE:9065 ) shareholders, because the company has just released its latest...
9302
JP¥3,941.00
MITSUI-SOKO HOLDINGS
7D
-1.0%
1Y
9.0%
9324
JP¥2,361.00
Yasuda Logistics
7D
3.2%
1Y
29.4%
Analysis Article • May 15

Yasuda Logistics' (TSE:9324) Solid Profits Have Weak Fundamentals

Yasuda Logistics Corporation ( TSE:9324 ) announced strong profits, but the stock was stagnant. We did some digging...
9069
JP¥1,966.50
SENKO Group Holdings
7D
-3.2%
1Y
10.4%
Analysis Article • May 15

SENKO Group Holdings Co., Ltd. (TSE:9069) Just Released Its Yearly Earnings: Here's What Analysts Think

It's been a good week for SENKO Group Holdings Co., Ltd. ( TSE:9069 ) shareholders, because the company has just...
9025
JP¥2,731.00
Konoike TransportLtd
7D
-1.1%
1Y
-2.6%
9143
JP¥1,485.00
SG HoldingsLtd
7D
2.8%
1Y
6.7%
Analysis Article • May 12

Earnings Update: SG Holdings Co.,Ltd. (TSE:9143) Just Reported Its Annual Results And Analysts Are Updating Their Forecasts

SG Holdings Co.,Ltd. ( TSE:9143 ) shareholders are probably feeling a little disappointed, since its shares fell 5.3...