Analysis Article • Aug 15

Over the last 7 days, the Logistics industry has risen 1.4%, driven by gains in Nippon Express Holdings and SENKO Group Holdings of 1.1% and 3.6%, respectively. In the last 12 months, the industry was up 11%. As for the next few years, earnings are expected to grow by 14% per annum.
Has the Japanese Logistics Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 19 Aug 2026 | JP¥5.0t | JP¥10.1t | JP¥246.0b | 15.5x | 20.5x | 0.5x |
| Fri, 17 Jul 2026 | JP¥5.0t | JP¥9.9t | JP¥221.5b | 15.7x | 22.4x | 0.5x |
| Sun, 14 Jun 2026 | JP¥4.7t | JP¥9.9t | JP¥221.7b | 13.6x | 21.1x | 0.5x |
| Tue, 12 May 2026 | JP¥4.5t | JP¥9.8t | JP¥207.0b | 14.6x | 21.6x | 0.5x |
| Thu, 09 Apr 2026 | JP¥4.5t | JP¥9.7t | JP¥216.0b | 15.7x | 21.1x | 0.5x |
| Sat, 07 Mar 2026 | JP¥4.4t | JP¥9.7t | JP¥215.5b | 16.3x | 20.5x | 0.5x |
| Mon, 02 Feb 2026 | JP¥4.4t | JP¥9.6t | JP¥249.3b | 14.5x | 17.7x | 0.5x |
| Wed, 31 Dec 2025 | JP¥4.4t | JP¥9.6t | JP¥247.5b | 14.2x | 17.6x | 0.5x |
| Fri, 28 Nov 2025 | JP¥4.5t | JP¥9.6t | JP¥247.5b | 13.8x | 18.1x | 0.5x |
| Sun, 26 Oct 2025 | JP¥4.4t | JP¥9.5t | JP¥244.8b | 15.3x | 17.9x | 0.5x |
| Tue, 23 Sep 2025 | JP¥4.6t | JP¥9.5t | JP¥244.9b | 16.4x | 18.6x | 0.5x |
| Thu, 21 Aug 2025 | JP¥4.6t | JP¥9.5t | JP¥244.9b | 16.8x | 18.9x | 0.5x |
| Sat, 19 Jul 2025 | JP¥4.3t | JP¥9.4t | JP¥244.9b | 15.5x | 17.6x | 0.5x |
| Mon, 16 Jun 2025 | JP¥4.1t | JP¥9.4t | JP¥245.0b | 15.3x | 16.7x | 0.4x |
| Wed, 14 May 2025 | JP¥4.0t | JP¥9.4t | JP¥248.3b | 12.7x | 15.9x | 0.4x |
| Fri, 11 Apr 2025 | JP¥3.9t | JP¥9.4t | JP¥237.7b | 12.2x | 16.3x | 0.4x |
| Sun, 09 Mar 2025 | JP¥4.0t | JP¥9.4t | JP¥237.7b | 12.7x | 16.9x | 0.4x |
| Tue, 04 Feb 2025 | JP¥3.7t | JP¥9.1t | JP¥225.9b | 13.2x | 16.5x | 0.4x |
| Thu, 02 Jan 2025 | JP¥3.8t | JP¥9.3t | JP¥225.9b | 12.4x | 16.9x | 0.4x |
| Sat, 30 Nov 2024 | JP¥3.8t | JP¥9.3t | JP¥225.9b | 11.7x | 16.8x | 0.4x |
| Mon, 28 Oct 2024 | JP¥3.6t | JP¥9.1t | JP¥228.3b | 12.1x | 15.8x | 0.4x |
| Wed, 25 Sep 2024 | JP¥3.7t | JP¥9.1t | JP¥228.2b | 12.5x | 16.1x | 0.4x |
| Fri, 23 Aug 2024 | JP¥3.5t | JP¥9.1t | JP¥227.4b | 12.3x | 15.6x | 0.4x |
| Sun, 21 Jul 2024 | JP¥3.6t | JP¥9.0t | JP¥235.2b | 13.4x | 15.5x | 0.4x |
| Tue, 18 Jun 2024 | JP¥3.5t | JP¥9.0t | JP¥234.5b | 13x | 15.1x | 0.4x |
| Thu, 16 May 2024 | JP¥3.6t | JP¥8.9t | JP¥244.7b | 12.9x | 14.9x | 0.4x |
| Sat, 13 Apr 2024 | JP¥4.0t | JP¥8.9t | JP¥267.7b | 13.8x | 15x | 0.4x |
| Mon, 11 Mar 2024 | JP¥4.0t | JP¥8.9t | JP¥266.2b | 13.9x | 14.9x | 0.4x |
| Wed, 07 Feb 2024 | JP¥4.2t | JP¥9.0t | JP¥246.7b | 14.6x | 17x | 0.5x |
| Fri, 05 Jan 2024 | JP¥5.4t | JP¥10.9t | JP¥352.1b | 13.3x | 15.5x | 0.5x |
| Sun, 03 Dec 2023 | JP¥5.4t | JP¥10.9t | JP¥352.1b | 13.2x | 15.2x | 0.5x |
| Tue, 31 Oct 2023 | JP¥5.4t | JP¥11.1t | JP¥379.6b | 12.1x | 14.1x | 0.5x |
| Thu, 28 Sep 2023 | JP¥5.4t | JP¥11.1t | JP¥394.8b | 12.5x | 13.7x | 0.5x |
| Sat, 26 Aug 2023 | JP¥5.4t | JP¥11.1t | JP¥394.8b | 12.3x | 13.7x | 0.5x |
13.7x
Which industries have driven the changes within the Japanese Industrials industry?
| JP Market | 1.21% | |
| Industrials | 0.41% | |
| Logistics | 1.43% | |
| Air Freight and Logistics | 1.43% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 9147 Nippon Express Holdings | JP¥5.64k | 1.1% +JP¥14.6b | 80.9% | PE72.9x | |
| 9069 SENKO Group Holdings | JP¥2.34k | 3.6% +JP¥13.5b | 15.5% | PE18.9x | |
| 9065 Sankyu | JP¥8.62k | 2.2% +JP¥9.2b | 2.5% | PE12.7x | |
| 9304 Shibusawa Logistics | JP¥2.02k | 7.3% +JP¥7.8b | 81.4% | PE15.3x | |
| 9143 SG HoldingsLtd | JP¥1.62k | 0.7% +JP¥6.3b | -1.9% | PE15.8x |