Analysis Article • Aug 05
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Japanese (NIKKEI) Logistics Industry Analysis
UpdatedAug 10, 2026
DataAggregated Company Financials
Companies23
- 7D-3.3%
- 3M8.5%
- 1Y2.3%
- YTD9.6%
Over the last 7 days, the Logistics industry has dropped 3.3%, driven by pullbacks in Sankyu and Yamato Holdings of 9.7% and 6.5%, respectively. As for the longer term, the industry's performance has been flat for the past year. 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 |
|---|---|---|---|---|---|---|
| Mon, 10 Aug 2026 | JP¥4.8t | JP¥10.1t | JP¥245.4b | 14.7x | 19.7x | 0.5x |
| Wed, 08 Jul 2026 | JP¥4.9t | JP¥9.9t | JP¥221.5b | 15.3x | 22.3x | 0.5x |
| Fri, 05 Jun 2026 | JP¥4.7t | JP¥9.9t | JP¥221.7b | 13.8x | 21x | 0.5x |
| Sun, 03 May 2026 | JP¥4.4t | JP¥9.8t | JP¥196.1b | 15.7x | 22.4x | 0.4x |
| Tue, 31 Mar 2026 | JP¥4.2t | JP¥9.7t | JP¥215.5b | 15.6x | 19.7x | 0.4x |
| Thu, 26 Feb 2026 | JP¥4.6t | JP¥9.7t | JP¥215.5b | 16.6x | 21.2x | 0.5x |
| Sat, 24 Jan 2026 | JP¥4.5t | JP¥9.6t | JP¥248.3b | 14.9x | 18x | 0.5x |
| Mon, 22 Dec 2025 | JP¥4.4t | JP¥9.6t | JP¥247.5b | 14x | 17.7x | 0.5x |
| Wed, 19 Nov 2025 | JP¥4.3t | JP¥9.6t | JP¥247.5b | 13.5x | 17.5x | 0.4x |
| Fri, 17 Oct 2025 | JP¥4.3t | JP¥9.5t | JP¥244.8b | 15x | 17.7x | 0.5x |
| Sun, 14 Sep 2025 | JP¥4.6t | JP¥9.5t | JP¥244.9b | 16.4x | 18.9x | 0.5x |
| Tue, 12 Aug 2025 | JP¥4.8t | JP¥9.5t | JP¥244.9b | 16.3x | 19.4x | 0.5x |
| Thu, 10 Jul 2025 | JP¥4.3t | JP¥9.4t | JP¥244.8b | 15.2x | 17.6x | 0.5x |
| Sat, 07 Jun 2025 | JP¥4.1t | JP¥9.4t | JP¥245.0b | 15.1x | 16.7x | 0.4x |
| Mon, 05 May 2025 | JP¥3.9t | JP¥9.3t | JP¥251.3b | 12.6x | 15.6x | 0.4x |
| Wed, 02 Apr 2025 | JP¥4.0t | JP¥9.4t | JP¥237.7b | 13.3x | 16.6x | 0.4x |
| Fri, 28 Feb 2025 | JP¥3.9t | JP¥9.4t | JP¥237.7b | 12.6x | 16.6x | 0.4x |
| Sun, 26 Jan 2025 | JP¥3.7t | JP¥9.1t | JP¥223.8b | 12.9x | 16.6x | 0.4x |
| Tue, 24 Dec 2024 | JP¥3.8t | JP¥9.3t | JP¥225.9b | 12.1x | 16.8x | 0.4x |
| Thu, 21 Nov 2024 | JP¥3.7t | JP¥9.3t | JP¥226.0b | 11.8x | 16.4x | 0.4x |
| Sat, 19 Oct 2024 | JP¥3.7t | JP¥9.1t | JP¥228.3b | 12.3x | 16.2x | 0.4x |
| Mon, 16 Sep 2024 | JP¥3.5t | JP¥9.1t | JP¥228.2b | 12.3x | 15.5x | 0.4x |
| Wed, 14 Aug 2024 | JP¥3.4t | JP¥9.1t | JP¥226.8b | 12.3x | 14.9x | 0.4x |
| Fri, 12 Jul 2024 | JP¥3.6t | JP¥9.0t | JP¥235.2b | 13x | 15.4x | 0.4x |
| Sun, 09 Jun 2024 | JP¥3.6t | JP¥9.0t | JP¥234.5b | 12.9x | 15.4x | 0.4x |
| Tue, 07 May 2024 | JP¥3.8t | JP¥8.9t | JP¥260.4b | 13.4x | 14.6x | 0.4x |
| Thu, 04 Apr 2024 | JP¥4.0t | JP¥8.9t | JP¥267.7b | 13.9x | 14.8x | 0.4x |
| Sat, 02 Mar 2024 | JP¥4.0t | JP¥8.9t | JP¥266.2b | 14.1x | 15.2x | 0.5x |
| Mon, 29 Jan 2024 | JP¥5.4t | JP¥10.9t | JP¥316.0b | 14.4x | 17.1x | 0.5x |
| Wed, 27 Dec 2023 | JP¥5.3t | JP¥10.9t | JP¥352.1b | 13x | 15.2x | 0.5x |
| Fri, 24 Nov 2023 | JP¥5.4t | JP¥10.9t | JP¥352.1b | 13.3x | 15.3x | 0.5x |
| Sun, 22 Oct 2023 | JP¥5.2t | JP¥11.1t | JP¥394.6b | 11.9x | 13.1x | 0.5x |
| Tue, 19 Sep 2023 | JP¥5.5t | JP¥11.1t | JP¥394.8b | 12.3x | 13.9x | 0.5x |
| Thu, 17 Aug 2023 | JP¥5.4t | JP¥11.1t | JP¥394.8b | 12.2x | 13.7x | 0.5x |
Price to Earnings Ratio
13.7x
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 19.8x 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 15% per year over the last three years,
- Revenues have also declined 3.1% 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 | -3.29% | |
| 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 9147 Nippon Express Holdings | JP¥5.58k | 7.6% +JP¥94.8b | 61.5% | PE72.1x | |
| 9143 SG HoldingsLtd | JP¥1.61k | 3.8% +JP¥35.5b | -8.3% | PE15.7x | |
| 2384 SBS Holdings | JP¥4.92k | 13.5% +JP¥23.2b | 44.5% | PE9.8x | |
| 9069 SENKO Group Holdings | JP¥2.26k | 1.9% +JP¥7.1b | 10.2% | PE19.6x | |
| 9037 Hamakyorex | JP¥1.85k | 1.6% +JP¥2.1b | 19.4% | PE12.2x |