Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Japanese (NIKKEI) Logistics Industry Analysis

UpdatedJun 29, 2026
DataAggregated Company Financials
Companies23
  • 7D0.6%
  • 3M10.0%
  • 1Y14.3%
  • YTD6.3%

Over the last 7 days, the Logistics industry has remained flat, although notably SG HoldingsLtd gained 5.9%. The past year has been better, since the industry has gained 14% in that time. Looking forward, earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

Has the Japanese Logistics Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 29 Jun 2026JP¥4.7tJP¥9.9tJP¥221.7b14.2x21.2x0.5x
Wed, 27 May 2026JP¥4.7tJP¥9.9tJP¥221.7b14.4x21.1x0.5x
Fri, 24 Apr 2026JP¥4.3tJP¥9.8tJP¥216.6b15.7x20x0.4x
Sun, 22 Mar 2026JP¥4.3tJP¥9.7tJP¥215.5b15.7x20.2x0.4x
Tue, 17 Feb 2026JP¥4.5tJP¥9.7tJP¥215.5b16.6x20.7x0.5x
Thu, 15 Jan 2026JP¥4.4tJP¥9.6tJP¥247.8b14.8x17.9x0.5x
Sat, 13 Dec 2025JP¥4.3tJP¥9.6tJP¥247.5b13.8x17.5x0.4x
Mon, 10 Nov 2025JP¥4.3tJP¥9.6tJP¥246.9b15.2x17.6x0.5x
Wed, 08 Oct 2025JP¥4.4tJP¥9.5tJP¥244.7b15.6x18x0.5x
Fri, 05 Sep 2025JP¥4.7tJP¥9.5tJP¥244.9b16.6x19.1x0.5x
Sun, 03 Aug 2025JP¥4.6tJP¥9.4tJP¥250.5b15.9x18.2x0.5x
Tue, 01 Jul 2025JP¥4.2tJP¥9.4tJP¥245.0b15.2x17x0.4x
Thu, 29 May 2025JP¥3.9tJP¥9.4tJP¥245.0b15x15.9x0.4x
Sat, 26 Apr 2025JP¥3.9tJP¥9.2tJP¥232.9b12.7x16.6x0.4x
Mon, 24 Mar 2025JP¥4.1tJP¥9.4tJP¥237.7b13.2x17.3x0.4x
Wed, 19 Feb 2025JP¥3.8tJP¥9.4tJP¥237.7b12.3x16x0.4x
Fri, 17 Jan 2025JP¥3.7tJP¥9.3tJP¥228.1b12.3x16.4x0.4x
Sun, 15 Dec 2024JP¥3.9tJP¥9.3tJP¥225.9b12.6x17.1x0.4x
Tue, 12 Nov 2024JP¥3.7tJP¥9.2tJP¥222.6b12x16.7x0.4x
Thu, 10 Oct 2024JP¥3.8tJP¥9.1tJP¥228.4b12.5x16.5x0.4x
Sat, 07 Sep 2024JP¥3.6tJP¥9.1tJP¥228.2b12.5x15.9x0.4x
Mon, 05 Aug 2024JP¥3.5tJP¥9.0tJP¥225.7b12.6x15.3x0.4x
Wed, 03 Jul 2024JP¥3.6tJP¥9.0tJP¥234.5b13.4x15.4x0.4x
Fri, 31 May 2024JP¥3.6tJP¥9.0tJP¥234.5b12.3x15.3x0.4x
Sun, 28 Apr 2024JP¥3.9tJP¥8.9tJP¥267.3b13.8x14.8x0.4x
Tue, 26 Mar 2024JP¥4.1tJP¥8.9tJP¥267.3b13.9x15.3x0.5x
Thu, 22 Feb 2024JP¥4.1tJP¥8.9tJP¥266.2b14.1x15.4x0.5x
Sat, 20 Jan 2024JP¥5.4tJP¥10.9tJP¥348.9b13.6x15.4x0.5x
Mon, 18 Dec 2023JP¥5.3tJP¥10.9tJP¥352.1b12.9x15.1x0.5x
Wed, 15 Nov 2023JP¥5.3tJP¥11.0tJP¥369.4b12.8x14.4x0.5x
Fri, 13 Oct 2023JP¥5.3tJP¥11.1tJP¥394.9b12.2x13.3x0.5x
Sun, 10 Sep 2023JP¥5.4tJP¥11.1tJP¥394.8b12.4x13.7x0.5x
Tue, 08 Aug 2023JP¥5.5tJP¥11.2tJP¥454.3b11.1x12x0.5x
Thu, 06 Jul 2023JP¥5.4tJP¥11.3tJP¥467.3b10.7x11.6x0.5x
Price to Earnings Ratio

11.6x


Total Market Cap: JP¥5.4tTotal Earnings: JP¥467.3bTotal Revenue: JP¥11.3tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Logistics Industry Price to Earnings3Y Average 16.6x202420252026
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 21.3x which is higher than its 3-year average PE of 16.6x.
  • 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 22% per year over the last three years,
  • Revenues have also declined 4.3% 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-2.24%
Industrials-1.70%
Logistics0.58%
Air Freight and Logistics0.58%
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?

CompanyLast Price7D1YValuation
9143 SG HoldingsLtdJP¥1.55k5.0%
+JP¥44.5b		-3.5%PE15.7x
9064 Yamato HoldingsJP¥1.84k4.9%
+JP¥27.1b		-4.5%PE42.7x
9065 SankyuJP¥8.64k1.5%
+JP¥6.4b		11.8%PE13.8x
9069 SENKO Group HoldingsJP¥1.94k1.8%
+JP¥5.9b		-1.5%PE17.1x
9369 K.R.SJP¥3.18k7.0%
+JP¥5.2b		10.5%PE30x

Latest News

9147
JP¥5,052.00
Nippon Express Holdings
7D
-2.3%
1Y
74.7%
Narrative Update • Jun 26

9147: Share Buybacks And Activist Pressure Will Shape Capital Efficiency Outlook

Analysts have raised their price target for Nippon Express Holdings from approximately ¥3,714 to about ¥4,589, citing adjustments to fair value estimates, changes in discount rate assumptions, revenue growth expectations, profit margin outlook, and future P/E levels. What's in the News On May 20, 2026, Elliott Investment Management L.P. publicly stated that it views Nippon Express Holdings as undervalued and urged the company to pause and re evaluate its M&A strategy, focus on measures to increase profitability, and adjust its balance sheet to seek improved shareholder value.
9064
JP¥1,842.50
Yamato Holdings
7D
4.9%
1Y
-4.5%
9143
JP¥1,550.50
SG HoldingsLtd
7D
5.0%
1Y
-3.5%
9090
JP¥798.00
AZ-COM MARUWA Holdings
7D
3.2%
1Y
-21.8%
9145
JP¥518.00
Being Holdings
7D
-7.7%
1Y
-37.3%
9381
JP¥2,282.00
AIT
7D
3.7%
1Y
28.8%
9065
JP¥8,644.00
Sankyu
7D
1.5%
1Y
11.8%
9302
JP¥3,348.00
MITSUI-SOKO HOLDINGS
7D
-10.9%
1Y
-14.9%
9312
JP¥2,768.00
Keihin
7D
-1.1%
1Y
8.5%
9369
JP¥3,180.00
K.R.S
7D
7.0%
1Y
10.5%
2384
JP¥4,310.00
SBS Holdings
7D
-0.6%
1Y
48.4%
9037
JP¥1,823.00
Hamakyorex
7D
2.8%
1Y
34.4%
Analysis Article • May 19

Impressive Earnings May Not Tell The Whole Story For Hamakyorex (TSE:9037)

Unsurprisingly, Hamakyorex Co., Ltd.'s ( TSE:9037 ) stock price was strong on the back of its healthy earnings report...
9069
JP¥1,935.50
SENKO Group Holdings
7D
1.8%
1Y
-1.5%
Analysis Article • May 15

SENKO Group Holdings Co., Ltd. (TSE:9069) Just Released Its Yearly Earnings: Here's What Analysts Think

It's been a good week for SENKO Group Holdings Co., Ltd. ( TSE:9069 ) shareholders, because the company has just...