Analysis Article • May 20

Over the last 7 days, the Logistics industry has risen 4.8%, driven by gains from Nippon Express Holdings of 6.5%. In the last 12 months, the industry was up 23%. Earnings are forecast to grow by 14% annually.
Has the Japanese Logistics Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 22 May 2026 | JP¥4.7t | JP¥9.9t | JP¥221.7b | 14.9x | 21.3x | 0.5x |
| Sun, 19 Apr 2026 | JP¥4.5t | JP¥9.8t | JP¥216.6b | 15.9x | 20.5x | 0.5x |
| Tue, 17 Mar 2026 | JP¥4.3t | JP¥9.7t | JP¥215.5b | 15.8x | 20x | 0.4x |
| Thu, 12 Feb 2026 | JP¥4.5t | JP¥9.7t | JP¥236.6b | 16x | 19.2x | 0.5x |
| Sat, 10 Jan 2026 | JP¥4.4t | JP¥9.6t | JP¥247.8b | 14.8x | 17.8x | 0.5x |
| Mon, 08 Dec 2025 | JP¥4.3t | JP¥9.6t | JP¥247.5b | 13.6x | 17.4x | 0.4x |
| Wed, 05 Nov 2025 | JP¥4.3t | JP¥9.6t | JP¥246.1b | 14.9x | 17.5x | 0.5x |
| Fri, 03 Oct 2025 | JP¥4.4t | JP¥9.5t | JP¥244.7b | 15.4x | 17.9x | 0.5x |
| Sun, 31 Aug 2025 | JP¥4.6t | JP¥9.5t | JP¥244.9b | 16.2x | 18.6x | 0.5x |
| Tue, 29 Jul 2025 | JP¥4.4t | JP¥9.4t | JP¥244.9b | 15.9x | 18x | 0.5x |
| Thu, 26 Jun 2025 | JP¥4.1t | JP¥9.4t | JP¥245.0b | 14.9x | 16.7x | 0.4x |
| Sat, 24 May 2025 | JP¥3.8t | JP¥9.4t | JP¥245.0b | 14.7x | 15.7x | 0.4x |
| Mon, 21 Apr 2025 | JP¥3.9t | JP¥9.2t | JP¥232.9b | 12.9x | 16.6x | 0.4x |
| Wed, 19 Mar 2025 | JP¥4.1t | JP¥9.4t | JP¥237.7b | 13x | 17.1x | 0.4x |
| Fri, 14 Feb 2025 | JP¥3.9t | JP¥9.2t | JP¥228.4b | 13.2x | 16.9x | 0.4x |
| Sun, 12 Jan 2025 | JP¥3.8t | JP¥9.3t | JP¥225.9b | 12.2x | 16.6x | 0.4x |
| Tue, 10 Dec 2024 | JP¥3.9t | JP¥9.3t | JP¥225.9b | 11.9x | 17.1x | 0.4x |
| Thu, 07 Nov 2024 | JP¥3.7t | JP¥9.1t | JP¥224.1b | 12.2x | 16.4x | 0.4x |
| Sat, 05 Oct 2024 | JP¥3.7t | JP¥9.1t | JP¥228.4b | 12.7x | 16.3x | 0.4x |
| Mon, 02 Sep 2024 | JP¥3.7t | JP¥9.1t | JP¥227.4b | 12.6x | 16.1x | 0.4x |
| Wed, 31 Jul 2024 | JP¥3.6t | JP¥9.0t | JP¥235.7b | 13.4x | 15.5x | 0.4x |
| Fri, 28 Jun 2024 | JP¥3.6t | JP¥9.0t | JP¥234.5b | 13.8x | 15.5x | 0.4x |
| Sun, 26 May 2024 | JP¥3.7t | JP¥9.0t | JP¥234.5b | 12.6x | 15.6x | 0.4x |
| Tue, 23 Apr 2024 | JP¥3.9t | JP¥8.9t | JP¥267.3b | 13.5x | 14.4x | 0.4x |
| Thu, 21 Mar 2024 | JP¥4.0t | JP¥8.9t | JP¥267.3b | 14x | 15.1x | 0.5x |
| Sat, 17 Feb 2024 | JP¥4.1t | JP¥8.9t | JP¥266.3b | 14.5x | 15.4x | 0.5x |
| Mon, 15 Jan 2024 | JP¥5.5t | JP¥10.9t | JP¥348.9b | 13.8x | 15.7x | 0.5x |
| Wed, 13 Dec 2023 | JP¥5.4t | JP¥10.9t | JP¥352.1b | 13.1x | 15.2x | 0.5x |
| Fri, 10 Nov 2023 | JP¥5.3t | JP¥11.0t | JP¥370.6b | 12.9x | 14.4x | 0.5x |
| Sun, 08 Oct 2023 | JP¥5.2t | JP¥11.1t | JP¥394.8b | 11.9x | 13.2x | 0.5x |
| Tue, 05 Sep 2023 | JP¥5.6t | JP¥11.1t | JP¥394.8b | 12.3x | 14.2x | 0.5x |
| Thu, 03 Aug 2023 | JP¥5.4t | JP¥11.2t | JP¥455.3b | 11.4x | 11.9x | 0.5x |
| Sat, 01 Jul 2023 | JP¥5.4t | JP¥11.3t | JP¥467.3b | 10.8x | 11.5x | 0.5x |
| Mon, 29 May 2023 | JP¥5.4t | JP¥11.3t | JP¥467.3b | 10.5x | 11.5x | 0.5x |
11.5x
Which industries have driven the changes within the Japanese Industrials industry?
| JP Market | -0.49% | |
| Industrials | -3.90% | |
| Logistics | 3.43% | |
| Air Freight and Logistics | 3.43% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 9147 Nippon Express Holdings | JP¥4.90k | 3.9% +JP¥44.9b | 87.6% | PE195.2x | |
| 9143 SG HoldingsLtd | JP¥1.49k | 3.1% +JP¥26.6b | 6.9% | PE15x | |
| 9369 K.R.S | JP¥3.61k | 27.3% +JP¥19.2b | 73.0% | PE34x | |
| 2384 SBS Holdings | JP¥4.87k | 8.5% +JP¥15.1b | 79.3% | PE10.2x | |
| 9064 Yamato Holdings | JP¥1.77k | 2.1% +JP¥11.7b | -10.4% | PE41x |