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

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 22.5x which is higher than its 3-year average PE of 16.8x. The industry is trading close to its 3-year average PS ratio of 0.45x.

Which industries have driven the changes within the Japanese Industrials industry?

There are no additional sub-industries under this industry.

Japanese (NIKKEI) Logistics Industry Analysis

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Mon, 20 Jul 2026	JP¥5.0t	JP¥9.9t	JP¥221.4b	15.8x	22.5x	0.5x
Wed, 17 Jun 2026	JP¥4.7t	JP¥9.9t	JP¥221.7b	13.7x	21x	0.5x
Fri, 15 May 2026	JP¥4.6t	JP¥9.9t	JP¥213.4b	14.8x	21.4x	0.5x
Sun, 12 Apr 2026	JP¥4.5t	JP¥9.7t	JP¥216.6b	16.1x	20.8x	0.5x
Tue, 10 Mar 2026	JP¥4.3t	JP¥9.7t	JP¥215.5b	16.2x	20.1x	0.4x
Thu, 05 Feb 2026	JP¥4.4t	JP¥9.7t	JP¥239.6b	15.2x	18.4x	0.5x
Sat, 03 Jan 2026	JP¥4.4t	JP¥9.6t	JP¥247.5b	14.1x	17.6x	0.5x
Mon, 01 Dec 2025	JP¥4.5t	JP¥9.6t	JP¥247.5b	13.8x	18x	0.5x
Wed, 29 Oct 2025	JP¥4.4t	JP¥9.5t	JP¥244.8b	15.2x	17.9x	0.5x
Fri, 26 Sep 2025	JP¥4.5t	JP¥9.5t	JP¥244.9b	16.3x	18.5x	0.5x
Sun, 24 Aug 2025	JP¥4.7t	JP¥9.5t	JP¥244.9b	16.2x	19x	0.5x
Tue, 22 Jul 2025	JP¥4.3t	JP¥9.4t	JP¥244.9b	15.5x	17.7x	0.5x
Thu, 19 Jun 2025	JP¥4.1t	JP¥9.4t	JP¥245.0b	15.1x	16.5x	0.4x
Sat, 17 May 2025	JP¥3.9t	JP¥9.4t	JP¥248.7b	12.6x	15.6x	0.4x
Mon, 14 Apr 2025	JP¥3.8t	JP¥9.4t	JP¥237.5b	12.2x	16x	0.4x
Wed, 12 Mar 2025	JP¥4.0t	JP¥9.4t	JP¥237.7b	12.5x	16.8x	0.4x
Fri, 07 Feb 2025	JP¥3.8t	JP¥9.2t	JP¥224.9b	13.2x	16.9x	0.4x
Sun, 05 Jan 2025	JP¥3.8t	JP¥9.3t	JP¥225.9b	12.4x	16.9x	0.4x
Tue, 03 Dec 2024	JP¥3.8t	JP¥9.3t	JP¥225.9b	11.9x	16.7x	0.4x
Thu, 31 Oct 2024	JP¥3.7t	JP¥9.1t	JP¥228.2b	12.2x	16.1x	0.4x
Sat, 28 Sep 2024	JP¥3.7t	JP¥9.1t	JP¥228.2b	13.2x	16.4x	0.4x
Mon, 26 Aug 2024	JP¥3.6t	JP¥9.1t	JP¥227.4b	12.3x	15.8x	0.4x
Wed, 24 Jul 2024	JP¥3.7t	JP¥9.0t	JP¥235.2b	13.4x	15.6x	0.4x
Fri, 21 Jun 2024	JP¥3.6t	JP¥9.0t	JP¥234.5b	13.5x	15.3x	0.4x
Sun, 19 May 2024	JP¥3.6t	JP¥9.0t	JP¥233.0b	12.6x	15.6x	0.4x
Tue, 16 Apr 2024	JP¥4.0t	JP¥8.9t	JP¥267.2b	14.3x	15x	0.5x
Thu, 14 Mar 2024	JP¥3.9t	JP¥8.9t	JP¥266.2b	13.6x	14.7x	0.4x
Sat, 10 Feb 2024	JP¥4.2t	JP¥9.0t	JP¥258.3b	14.4x	16.2x	0.5x
Mon, 08 Jan 2024	JP¥5.4t	JP¥10.9t	JP¥352.1b	13.3x	15.4x	0.5x
Wed, 06 Dec 2023	JP¥5.4t	JP¥10.9t	JP¥352.1b	13.2x	15.2x	0.5x
Fri, 03 Nov 2023	JP¥5.4t	JP¥11.1t	JP¥372.0b	12.5x	14.6x	0.5x
Sun, 01 Oct 2023	JP¥5.3t	JP¥11.1t	JP¥394.8b	12.2x	13.3x	0.5x
Tue, 29 Aug 2023	JP¥5.5t	JP¥11.1t	JP¥394.8b	12.5x	13.8x	0.5x
Thu, 27 Jul 2023	JP¥5.5t	JP¥11.3t	JP¥467.2b	11.3x	11.8x	0.5x


JP Market	-3.51%
Industrials	-2.23%
Logistics	2.47%
Air Freight and Logistics	2.47%

Company	Last Price	7D	1Y	Valuation
9143 SG HoldingsLtd	JP¥1.62k	3.2% +JP¥29.5b	0.9%	PE16.4x
9069 SENKO Group Holdings	JP¥2.20k	7.0% +JP¥23.9b	8.2%	PE19x
9064 Yamato Holdings	JP¥2.00k	3.0% +JP¥18.7b	4.2%	PE46.4x
2384 SBS Holdings	JP¥4.56k	9.7% +JP¥16.1b	51.7%	PE9.6x
9147 Nippon Express Holdings	JP¥5.39k	1.2% +JP¥14.8b	65.7%	PE212x

Announcement • Jun 24

Chuo Warehouse Co., Ltd. Appoints Members of the Independent Committee, Effective June 24, 2026

Chuo Warehouse Co. Ltd. had elected members of the Independent Committee at the Board of Directors meeting held on June 24, 2026. The four members appointed as Independent Committee members were Yuko Yoshimatsu, Hiroshi Hitomi, Makio Muramoto, and Chihiro Katakura. Yuko Yoshimatsu was registered as an attorney at law in December 2008, joined Ebisu Law Office in December 2008, joined Kyoto Seikei Law Office in April 2011 (to present), served as Outside Audit and Supervisory Board Member of the Company in June 2015, Outside Director of the Company in June 2022, and Outside Director (Audit and Supervisory Committee Member) of the Company in June 2026 (to present). Hiroshi Hitomi joined the Bank of Kyoto Ltd. in April 1985, served as General Manager of Shugakuin Branch in June 2003, General Manager of Osaka Chuo Branch in May 2005, General Manager of Head Office Business Department I in June 2009, Director (assigned to serve as General Manager of Corporate Planning Division) in June 2012, Director (assigned to serve as General Manager of Head Office Business Department) in June 2014, Managing Director (assigned to serve as General Manager of Head Office Business Department) in June 2015, Managing Director in June 2016, Senior Managing Director in June 2017, Representative Director and Senior Managing Director in June 2020, Representative Director and Chairman of Kyoyu Shoji Co. Ltd. in June 2021 (to present), Outside Audit and Supervisory Board Member of the Company in June 2022, and Outside Director (Audit and Supervisory Committee Member) of the Company in June 2026 (to present). Makio Muramoto joined Yasuda Trust and Banking Company Ltd. (currently Mizuho Trust & Banking Co. Ltd.) in April 1984, served as Deputy General Manager of Retail Planning Department and General Manager of Call Center of Mizuho Asset Trust & Banking Co. Ltd. in April 2002, Deputy General Manager of Retail Planning Department and General Manager of Call Center of Mizuho Trust & Banking Co. Ltd. in March 2003, Deputy General Manager of Private Banking Planning Department in April 2005, General Manager of Hachioji Branch in March 2006, General Manager of Real Estate Sales III Department in October 2007, General Manager of Corporate Business Department in April 2010, Executive Officer and General Manager of Corporate Business Department in April 2011, Executive Officer and General Manager of Osaka Branch in April 2012, Executive Officer and General Manager of Fukuoka Branch in April 2013, Managing Executive Officer and officer in charge of sales in April 2014, Managing Executive Officer and officer in charge of sales branches in April 2016, Director and Vice President of Mizuho Realty Co. Ltd. in April 2017, Director and President of Heisei Building Co. Ltd. in April 2021, Outside Director of the Company in June 2025, and Outside Director (Audit and Supervisory Committee Member) of the Company in June 2026 (to present). Chihiro Katakura joined Deloitte Touche Tohmatsu (currently Deloitte Touche Tohmatsu LLC) in April 2005, registered as a Certified Public Accountant in July 2008, established Katakura Certified Public Accountant Office and appointed Representative in October 2024 (to present), Outside Director of ROUND ONE Corporation in June 2025 (to present), and Outside Director (Audit and Supervisory Committee Member) of the Company in June 2026 (to present). The term of appointment was until the conclusion of the Company's Ordinary General Meeting of Shareholders scheduled to be held in June 2027.

Japanese (NIKKEI) Logistics Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

First quarter 2027 earnings released: EPS: JP¥33.58 (vs JP¥37.03 in 1Q 2026)

Yamato Holdings Establishes Corporate Value Enhancement Committee

Nippon Express Holdings Debuts Global Charter Desk to Accelerate Urgent Air Cargo Requests

SENKO Group Holdings Co., Ltd. to Report Q1, 2027 Results on Aug 12, 2026

Investor sentiment improves as stock rises 18%

Second quarter 2026 earnings released: EPS: JP¥27.24 (vs JP¥35.00 in 2Q 2025)

MITSUI-SOKO HOLDINGS Moves Forward With Expanded Buyback After Accumulating 5.3 Million Reacquisitions

Hamakyorex Co., Ltd. to Report Q1, 2027 Results on Jul 30, 2026

Chuo Warehouse Co., Ltd. Appoints Members of the Independent Committee, Effective June 24, 2026

SG Holdings Co.,Ltd. to Report Q1, 2027 Results on Aug 07, 2026

DM Solutions Co.,Ltd to Report Q1, 2027 Results on Aug 07, 2026

Full year 2026 earnings: EPS misses analyst expectations

e-LogiT co.,ltd. to Report Q2, 2027 Results on Nov 13, 2026

Now 20% undervalued after recent price drop

PHYZ Holdings Inc. to Report Q1, 2027 Results on Jul 31, 2026

New major risk - Revenue and earnings growth