Analysis Article • Aug 05
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Japanese (NIKKEI) Logistics Industry Analysis
UpdatedAug 09, 2026
DataAggregated Company Financials
Companies23
- 7D-3.3%
- 3M7.5%
- 1Y2.3%
- YTD9.6%
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. Looking forward, earnings are forecast to grow by 16% 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 |
|---|---|---|---|---|---|---|
| Sun, 09 Aug 2026 | JP¥4.8t | JP¥10.1t | JP¥244.1b | 15.1x | 19.8x | 0.5x |
| Tue, 07 Jul 2026 | JP¥5.0t | JP¥9.9t | JP¥221.5b | 15.4x | 22.5x | 0.5x |
| Thu, 04 Jun 2026 | JP¥4.7t | JP¥9.9t | JP¥221.7b | 14x | 21.3x | 0.5x |
| Sat, 02 May 2026 | JP¥4.4t | JP¥9.8t | JP¥196.1b | 15.7x | 22.4x | 0.4x |
| Mon, 30 Mar 2026 | JP¥4.3t | JP¥9.7t | JP¥215.5b | 15.9x | 20.2x | 0.4x |
| Wed, 25 Feb 2026 | JP¥4.5t | JP¥9.7t | JP¥215.5b | 16.6x | 21.1x | 0.5x |
| Fri, 23 Jan 2026 | JP¥4.5t | JP¥9.6t | JP¥248.3b | 14.7x | 18x | 0.5x |
| Sun, 21 Dec 2025 | JP¥4.4t | JP¥9.6t | JP¥247.5b | 14x | 17.7x | 0.5x |
| Tue, 18 Nov 2025 | JP¥4.4t | JP¥9.6t | JP¥247.4b | 13.8x | 17.7x | 0.5x |
| Thu, 16 Oct 2025 | JP¥4.3t | JP¥9.5t | JP¥244.8b | 15.2x | 17.7x | 0.5x |
| Sat, 13 Sep 2025 | JP¥4.6t | JP¥9.5t | JP¥244.9b | 16.4x | 18.9x | 0.5x |
| Mon, 11 Aug 2025 | JP¥4.8t | JP¥9.5t | JP¥244.9b | 16.3x | 19.4x | 0.5x |
| Wed, 09 Jul 2025 | JP¥4.2t | JP¥9.4t | JP¥244.8b | 15.2x | 17.3x | 0.5x |
| Fri, 06 Jun 2025 | JP¥4.0t | JP¥9.4t | JP¥245.0b | 14.9x | 16.4x | 0.4x |
| Sun, 04 May 2025 | JP¥3.9t | JP¥9.3t | JP¥251.3b | 12.6x | 15.6x | 0.4x |
| Tue, 01 Apr 2025 | JP¥3.9t | JP¥9.4t | JP¥237.7b | 13.2x | 16.6x | 0.4x |
| Thu, 27 Feb 2025 | JP¥3.9t | JP¥9.4t | JP¥237.7b | 11.7x | 16.4x | 0.4x |
| Sat, 25 Jan 2025 | JP¥3.7t | JP¥9.1t | JP¥223.8b | 12.9x | 16.6x | 0.4x |
| Mon, 23 Dec 2024 | JP¥3.8t | JP¥9.3t | JP¥225.9b | 12x | 16.6x | 0.4x |
| Wed, 20 Nov 2024 | JP¥3.7t | JP¥9.3t | JP¥226.0b | 11.9x | 16.5x | 0.4x |
| Fri, 18 Oct 2024 | JP¥3.7t | JP¥9.1t | JP¥228.3b | 12.3x | 16.3x | 0.4x |
| Sun, 15 Sep 2024 | JP¥3.5t | JP¥9.1t | JP¥228.2b | 12.3x | 15.5x | 0.4x |
| Tue, 13 Aug 2024 | JP¥3.4t | JP¥9.0t | JP¥224.0b | 12.3x | 15.3x | 0.4x |
| Thu, 11 Jul 2024 | JP¥3.5t | JP¥9.0t | JP¥235.2b | 13x | 15x | 0.4x |
| Sat, 08 Jun 2024 | JP¥3.6t | JP¥9.0t | JP¥234.5b | 12.9x | 15.4x | 0.4x |
| Mon, 06 May 2024 | JP¥3.8t | JP¥8.9t | JP¥260.4b | 13.4x | 14.6x | 0.4x |
| Wed, 03 Apr 2024 | JP¥4.0t | JP¥8.9t | JP¥267.7b | 13.9x | 14.8x | 0.4x |
| Fri, 01 Mar 2024 | JP¥4.0t | JP¥8.9t | JP¥266.2b | 14.3x | 15.1x | 0.5x |
| Sun, 28 Jan 2024 | JP¥5.4t | JP¥10.9t | JP¥316.0b | 14.4x | 17.1x | 0.5x |
| Tue, 26 Dec 2023 | JP¥5.3t | JP¥10.9t | JP¥352.1b | 13x | 15.2x | 0.5x |
| Thu, 23 Nov 2023 | JP¥5.4t | JP¥10.9t | JP¥352.1b | 13.3x | 15.3x | 0.5x |
| Sat, 21 Oct 2023 | JP¥5.2t | JP¥11.1t | JP¥394.6b | 11.9x | 13.1x | 0.5x |
| Mon, 18 Sep 2023 | JP¥5.5t | JP¥11.1t | JP¥394.8b | 12.3x | 13.9x | 0.5x |
| Wed, 16 Aug 2023 | JP¥5.5t | JP¥11.1t | JP¥394.8b | 12.3x | 13.9x | 0.5x |
Price to Earnings Ratio
13.9x
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 Market | 1.75% | |
| Industrials | 2.51% | |
| Logistics | -3.28% | |
| Air Freight and Logistics | -3.28% | |
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 | |
|---|---|---|---|---|---|
| 9069 SENKO Group Holdings | JP¥2.25k | 1.9% +JP¥7.1b | 9.6% | PE19.5x | |
| 2384 SBS Holdings | JP¥4.60k | 3.1% +JP¥5.6b | 35.1% | PE9.2x | |
| 9304 Shibusawa Logistics | JP¥1.90k | 4.5% +JP¥4.7b | 66.8% | PE17.3x | |
| 9369 K.R.S | JP¥2.96k | 1.9% +JP¥1.4b | -16.6% | PE30.1x | |
| 6549 DM SolutionsLtd | JP¥1.25k | 7.0% +JP¥452.7m | 58.0% | PE10.8x |