Analysis Article • May 15

The Logistics industry is up 1.1% in the last week, with SG HoldingsLtd up 5.1%. This takes the industry's 12 month performance to a gain of 15%. 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 |
|---|---|---|---|---|---|---|
| Sat, 13 Jun 2026 | JP¥4.7t | JP¥9.9t | JP¥221.7b | 13.6x | 21.1x | 0.5x |
| Mon, 11 May 2026 | JP¥4.5t | JP¥9.8t | JP¥207.0b | 15.1x | 21.8x | 0.5x |
| Wed, 08 Apr 2026 | JP¥4.5t | JP¥9.7t | JP¥216.0b | 15.6x | 20.7x | 0.5x |
| Fri, 06 Mar 2026 | JP¥4.4t | JP¥9.7t | JP¥215.5b | 16.2x | 20.6x | 0.5x |
| Sun, 01 Feb 2026 | JP¥4.4t | JP¥9.6t | JP¥249.3b | 14.5x | 17.7x | 0.5x |
| Tue, 30 Dec 2025 | JP¥4.4t | JP¥9.6t | JP¥247.5b | 14.2x | 17.7x | 0.5x |
| Thu, 27 Nov 2025 | JP¥4.4t | JP¥9.6t | JP¥247.5b | 13.6x | 17.9x | 0.5x |
| Sat, 25 Oct 2025 | JP¥4.4t | JP¥9.5t | JP¥244.8b | 15.3x | 17.9x | 0.5x |
| Mon, 22 Sep 2025 | JP¥4.6t | JP¥9.5t | JP¥244.9b | 16.4x | 18.7x | 0.5x |
| Wed, 20 Aug 2025 | JP¥4.6t | JP¥9.5t | JP¥245.0b | 16.8x | 18.7x | 0.5x |
| Fri, 18 Jul 2025 | JP¥4.3t | JP¥9.4t | JP¥244.9b | 15.6x | 17.7x | 0.5x |
| Sun, 15 Jun 2025 | JP¥4.1t | JP¥9.4t | JP¥245.0b | 15.3x | 16.7x | 0.4x |
| Tue, 13 May 2025 | JP¥4.0t | JP¥9.3t | JP¥244.6b | 12.9x | 16.3x | 0.4x |
| Thu, 10 Apr 2025 | JP¥3.7t | JP¥9.4t | JP¥237.7b | 11.7x | 15.5x | 0.4x |
| Sat, 08 Mar 2025 | JP¥4.0t | JP¥9.4t | JP¥237.7b | 12.7x | 16.9x | 0.4x |
| Mon, 03 Feb 2025 | JP¥3.8t | JP¥9.1t | JP¥225.9b | 13.4x | 16.9x | 0.4x |
| Wed, 01 Jan 2025 | JP¥3.8t | JP¥9.3t | JP¥225.9b | 12.4x | 16.9x | 0.4x |
| Fri, 29 Nov 2024 | JP¥3.8t | JP¥9.3t | JP¥225.9b | 11.7x | 16.7x | 0.4x |
| Sun, 27 Oct 2024 | JP¥3.6t | JP¥9.1t | JP¥228.3b | 12.1x | 15.8x | 0.4x |
| Tue, 24 Sep 2024 | JP¥3.7t | JP¥9.1t | JP¥228.2b | 12.5x | 16.1x | 0.4x |
| Thu, 22 Aug 2024 | JP¥3.6t | JP¥9.1t | JP¥227.4b | 12.2x | 15.7x | 0.4x |
| Sat, 20 Jul 2024 | JP¥3.6t | JP¥9.0t | JP¥235.2b | 13.4x | 15.5x | 0.4x |
| Mon, 17 Jun 2024 | JP¥3.6t | JP¥9.0t | JP¥234.5b | 12.9x | 15.1x | 0.4x |
| Wed, 15 May 2024 | JP¥3.7t | JP¥8.9t | JP¥244.7b | 13x | 15.2x | 0.4x |
| Fri, 12 Apr 2024 | JP¥4.0t | JP¥8.9t | JP¥267.7b | 13.8x | 14.9x | 0.4x |
| Sun, 10 Mar 2024 | JP¥4.0t | JP¥8.9t | JP¥266.2b | 13.9x | 14.9x | 0.4x |
| Tue, 06 Feb 2024 | JP¥4.3t | JP¥9.0t | JP¥246.7b | 14.7x | 17.5x | 0.5x |
| Thu, 04 Jan 2024 | JP¥5.3t | JP¥10.9t | JP¥352.1b | 13.2x | 15.2x | 0.5x |
| Sat, 02 Dec 2023 | JP¥5.4t | JP¥10.9t | JP¥352.1b | 13.2x | 15.2x | 0.5x |
| Mon, 30 Oct 2023 | JP¥5.3t | JP¥11.1t | JP¥379.6b | 12.2x | 14.1x | 0.5x |
| Wed, 27 Sep 2023 | JP¥5.4t | JP¥11.1t | JP¥394.8b | 12.4x | 13.6x | 0.5x |
| Fri, 25 Aug 2023 | JP¥5.4t | JP¥11.1t | JP¥394.8b | 12.3x | 13.7x | 0.5x |
| Sun, 23 Jul 2023 | JP¥5.4t | JP¥11.3t | JP¥467.2b | 11x | 11.7x | 0.5x |
| Tue, 20 Jun 2023 | JP¥5.4t | JP¥11.3t | JP¥467.3b | 10.8x | 11.5x | 0.5x |
11.5x
Which industries have driven the changes within the Japanese Industrials industry?
| JP Market | -1.44% | |
| Industrials | -3.82% | |
| Logistics | 0.19% | |
| Air Freight and Logistics | 0.19% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 9143 SG HoldingsLtd | JP¥1.49k | 5.1% +JP¥43.6b | -9.9% | PE15.1x | |
| 9304 Shibusawa Logistics | JP¥1.49k | 5.1% +JP¥4.1b | 51.7% | PE13.4x | |
| 9069 SENKO Group Holdings | JP¥1.92k | 0.8% +JP¥2.6b | 3.8% | PE17x | |
| 9381 AIT | JP¥2.23k | 3.4% +JP¥1.7b | 27.7% | PE16.5x | |
| 9302 MITSUI-SOKO HOLDINGS | JP¥3.88k | 0.4% +JP¥1.3b | -1.8% | PE26.5x |