Analysis Article • May 19

The Logistics industry has been flat over the last week, but Sankyu has lost 3.1%. The past year has been better, since the industry has gained 15% in that time. As for the next few years, earnings are expected to grow by 15% per annum.
Has the Japanese Logistics Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 10 Jun 2026 | JP¥4.7t | JP¥9.9t | JP¥221.7b | 13.5x | 21.1x | 0.5x |
| Fri, 08 May 2026 | JP¥4.4t | JP¥9.8t | JP¥196.1b | 15.7x | 22.4x | 0.4x |
| Sun, 05 Apr 2026 | JP¥4.4t | JP¥9.7t | JP¥216.0b | 15.6x | 20.4x | 0.5x |
| Tue, 03 Mar 2026 | JP¥4.7t | JP¥9.7t | JP¥215.5b | 17.1x | 21.6x | 0.5x |
| Thu, 29 Jan 2026 | JP¥4.4t | JP¥9.6t | JP¥248.3b | 14.5x | 17.7x | 0.5x |
| Sat, 27 Dec 2025 | JP¥4.4t | JP¥9.6t | JP¥247.5b | 14.2x | 17.7x | 0.5x |
| Mon, 24 Nov 2025 | JP¥4.4t | JP¥9.6t | JP¥247.5b | 13.7x | 17.9x | 0.5x |
| Wed, 22 Oct 2025 | JP¥4.4t | JP¥9.5t | JP¥244.8b | 15.3x | 17.9x | 0.5x |
| Fri, 19 Sep 2025 | JP¥4.6t | JP¥9.5t | JP¥244.9b | 16.5x | 18.8x | 0.5x |
| Sun, 17 Aug 2025 | JP¥4.6t | JP¥9.5t | JP¥245.0b | 16.8x | 18.8x | 0.5x |
| Tue, 15 Jul 2025 | JP¥4.3t | JP¥9.4t | JP¥244.7b | 15.4x | 17.6x | 0.5x |
| Thu, 12 Jun 2025 | JP¥4.0t | JP¥9.4t | JP¥245.0b | 15x | 16.4x | 0.4x |
| Sat, 10 May 2025 | JP¥4.0t | JP¥9.3t | JP¥251.5b | 12.8x | 15.9x | 0.4x |
| Mon, 07 Apr 2025 | JP¥3.8t | JP¥9.4t | JP¥237.7b | 12.2x | 16.1x | 0.4x |
| Wed, 05 Mar 2025 | JP¥4.0t | JP¥9.4t | JP¥237.7b | 12.6x | 16.8x | 0.4x |
| Fri, 31 Jan 2025 | JP¥3.8t | JP¥9.1t | JP¥223.8b | 13.3x | 17x | 0.4x |
| Sun, 29 Dec 2024 | JP¥3.8t | JP¥9.3t | JP¥225.9b | 12.5x | 17x | 0.4x |
| Tue, 26 Nov 2024 | JP¥3.8t | JP¥9.3t | JP¥225.9b | 11.9x | 16.7x | 0.4x |
| Thu, 24 Oct 2024 | JP¥3.6t | JP¥9.1t | JP¥228.3b | 12.1x | 15.8x | 0.4x |
| Sat, 21 Sep 2024 | JP¥3.7t | JP¥9.1t | JP¥228.2b | 12.5x | 16.1x | 0.4x |
| Mon, 19 Aug 2024 | JP¥3.5t | JP¥9.1t | JP¥227.1b | 12.6x | 15.4x | 0.4x |
| Wed, 17 Jul 2024 | JP¥3.6t | JP¥9.0t | JP¥235.2b | 13x | 15.4x | 0.4x |
| Fri, 14 Jun 2024 | JP¥3.5t | JP¥9.0t | JP¥234.5b | 12.7x | 15.1x | 0.4x |
| Sun, 12 May 2024 | JP¥3.7t | JP¥8.9t | JP¥244.4b | 12.9x | 15.1x | 0.4x |
| Tue, 09 Apr 2024 | JP¥4.0t | JP¥8.9t | JP¥267.7b | 14x | 15x | 0.5x |
| Thu, 07 Mar 2024 | JP¥4.0t | JP¥8.9t | JP¥266.2b | 14x | 15x | 0.4x |
| Sat, 03 Feb 2024 | JP¥5.4t | JP¥10.9t | JP¥317.1b | 14.8x | 16.9x | 0.5x |
| Mon, 01 Jan 2024 | JP¥5.3t | JP¥10.9t | JP¥352.1b | 13.2x | 15.2x | 0.5x |
| Wed, 29 Nov 2023 | JP¥5.4t | JP¥10.9t | JP¥352.1b | 13.3x | 15.3x | 0.5x |
| Fri, 27 Oct 2023 | JP¥5.2t | JP¥11.1t | JP¥394.6b | 11.9x | 13.2x | 0.5x |
| Sun, 24 Sep 2023 | JP¥5.4t | JP¥11.1t | JP¥394.8b | 12.3x | 13.6x | 0.5x |
| Tue, 22 Aug 2023 | JP¥5.3t | JP¥11.1t | JP¥394.8b | 12.1x | 13.5x | 0.5x |
| Thu, 20 Jul 2023 | JP¥5.5t | JP¥11.3t | JP¥467.2b | 11.2x | 11.7x | 0.5x |
| Sat, 17 Jun 2023 | JP¥5.4t | JP¥11.3t | JP¥467.3b | 10.7x | 11.6x | 0.5x |
11.6x
Which industries have driven the changes within the Japanese Industrials industry?
| JP Market | -0.98% | |
| Industrials | -1.08% | |
| Logistics | -0.15% | |
| Air Freight and Logistics | -0.15% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 9143 SG HoldingsLtd | JP¥1.44k | 1.9% +JP¥16.1b | -10.0% | PE14.6x | |
| 9069 SENKO Group Holdings | JP¥1.95k | 2.9% +JP¥9.2b | 3.4% | PE17.2x | |
| 9302 MITSUI-SOKO HOLDINGS | JP¥3.87k | 1.8% +JP¥5.3b | -3.2% | PE26.5x | |
| 9304 Shibusawa Logistics | JP¥1.44k | 3.7% +JP¥3.0b | 47.9% | PE13x | |
| 9319 Chuo WarehouseLtd | JP¥1.81k | 4.2% +JP¥1.3b | 30.4% | PE15.6x |