Analysis Article • May 22

The Logistics is pretty flat in the last 7 days, but Nippon Express Holdings has stood out, gaining 7.4%. The past year has been better, since the industry has gained 23% in that time. Looking forward, 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 |
|---|---|---|---|---|---|---|
| Mon, 01 Jun 2026 | JP¥4.8t | JP¥9.9t | JP¥221.7b | 14.3x | 21.5x | 0.5x |
| Wed, 29 Apr 2026 | JP¥4.5t | JP¥9.8t | JP¥216.6b | 15.9x | 20.6x | 0.5x |
| Fri, 27 Mar 2026 | JP¥4.3t | JP¥9.7t | JP¥215.5b | 15.8x | 20.2x | 0.4x |
| Sun, 22 Feb 2026 | JP¥4.5t | JP¥9.7t | JP¥215.5b | 16.4x | 20.7x | 0.5x |
| Tue, 20 Jan 2026 | JP¥4.5t | JP¥9.6t | JP¥248.3b | 14.7x | 18x | 0.5x |
| Thu, 18 Dec 2025 | JP¥4.3t | JP¥9.6t | JP¥247.5b | 13.9x | 17.5x | 0.4x |
| Sat, 15 Nov 2025 | JP¥4.4t | JP¥9.6t | JP¥243.2b | 14.8x | 18.1x | 0.5x |
| Mon, 13 Oct 2025 | JP¥4.4t | JP¥9.5t | JP¥244.7b | 15.2x | 17.9x | 0.5x |
| Wed, 10 Sep 2025 | JP¥4.6t | JP¥9.5t | JP¥244.9b | 16.4x | 18.9x | 0.5x |
| Fri, 08 Aug 2025 | JP¥4.7t | JP¥9.5t | JP¥251.9b | 16.5x | 18.8x | 0.5x |
| Sun, 06 Jul 2025 | JP¥4.2t | JP¥9.4t | JP¥244.8b | 15.3x | 17.2x | 0.4x |
| Tue, 03 Jun 2025 | JP¥3.9t | JP¥9.4t | JP¥245.0b | 14.6x | 16x | 0.4x |
| Thu, 01 May 2025 | JP¥3.9t | JP¥9.2t | JP¥232.9b | 12.7x | 16.7x | 0.4x |
| Sat, 29 Mar 2025 | JP¥4.0t | JP¥9.4t | JP¥237.7b | 13.4x | 17x | 0.4x |
| Mon, 24 Feb 2025 | JP¥3.9t | JP¥9.4t | JP¥237.7b | 11.9x | 16.2x | 0.4x |
| Wed, 22 Jan 2025 | JP¥3.7t | JP¥9.1t | JP¥223.8b | 12.6x | 16.5x | 0.4x |
| Fri, 20 Dec 2024 | JP¥3.8t | JP¥9.3t | JP¥225.9b | 12.1x | 16.8x | 0.4x |
| Sun, 17 Nov 2024 | JP¥3.7t | JP¥9.3t | JP¥225.9b | 12.5x | 16.3x | 0.4x |
| Tue, 15 Oct 2024 | JP¥3.7t | JP¥9.1t | JP¥228.4b | 12.4x | 16.4x | 0.4x |
| Thu, 12 Sep 2024 | JP¥3.6t | JP¥9.1t | JP¥228.2b | 12.2x | 15.6x | 0.4x |
| Sat, 10 Aug 2024 | JP¥3.4t | JP¥9.0t | JP¥224.0b | 12.3x | 15.3x | 0.4x |
| Mon, 08 Jul 2024 | JP¥3.6t | JP¥9.0t | JP¥234.5b | 13.5x | 15.2x | 0.4x |
| Wed, 05 Jun 2024 | JP¥3.7t | JP¥9.0t | JP¥234.5b | 12.8x | 15.7x | 0.4x |
| Fri, 03 May 2024 | JP¥3.8t | JP¥8.9t | JP¥260.4b | 13.4x | 14.6x | 0.4x |
| Sun, 31 Mar 2024 | JP¥4.0t | JP¥8.9t | JP¥267.7b | 13.8x | 14.9x | 0.4x |
| Tue, 27 Feb 2024 | JP¥4.1t | JP¥8.9t | JP¥266.2b | 14.1x | 15.2x | 0.5x |
| Thu, 25 Jan 2024 | JP¥5.4t | JP¥10.9t | JP¥348.9b | 13.6x | 15.4x | 0.5x |
| Sat, 23 Dec 2023 | JP¥5.3t | JP¥10.9t | JP¥352.1b | 13.1x | 15.1x | 0.5x |
| Mon, 20 Nov 2023 | JP¥5.4t | JP¥10.9t | JP¥352.1b | 13.1x | 15.3x | 0.5x |
| Wed, 18 Oct 2023 | JP¥5.2t | JP¥11.1t | JP¥394.6b | 12x | 13.1x | 0.5x |
| Fri, 15 Sep 2023 | JP¥5.4t | JP¥11.1t | JP¥394.8b | 12.3x | 13.7x | 0.5x |
| Sun, 13 Aug 2023 | JP¥5.5t | JP¥11.1t | JP¥394.8b | 12.2x | 14x | 0.5x |
| Tue, 11 Jul 2023 | JP¥5.4t | JP¥11.3t | JP¥467.3b | 11.1x | 11.5x | 0.5x |
| Thu, 08 Jun 2023 | JP¥5.3t | JP¥11.3t | JP¥467.3b | 10.2x | 11.4x | 0.5x |
11.4x
Which industries have driven the changes within the Japanese Industrials industry?
| JP Market | 1.91% | |
| Industrials | 0.36% | |
| Logistics | 0.94% | |
| Air Freight and Logistics | 0.94% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 9147 Nippon Express Holdings | JP¥5.27k | 6.2% +JP¥74.7b | 96.1% | PE210.2x | |
| 9064 Yamato Holdings | JP¥1.79k | 1.0% +JP¥5.9b | -9.4% | PE41.5x | |
| 9065 Sankyu | JP¥8.92k | 0.3% +JP¥1.3b | 27.6% | PE14.2x | |
| 9319 Chuo WarehouseLtd | JP¥1.77k | 2.4% +JP¥747.8m | 31.9% | PE15.3x | |
| 9145 Being Holdings | JP¥559.00 | 2.8% +JP¥361.5m | -20.1% | PE10.7x |