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Japanese (NIKKEI) Logistics Industry Analysis
UpdatedJul 23, 2026
DataAggregated Company Financials
Companies23
- 7D0.4%
- 3M16.1%
- 1Y17.0%
- YTD13.8%
The Logistics is pretty flat in the last 7 days, but Sankyu has stood out, gaining 5.9%. The past year has been better, since the industry has gained 17% in that time. Earnings are forecast to grow by 16% annually.
Industry Valuation and Performance
Has the Japanese Logistics Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 23 Jul 2026 | JP¥5.0t | JP¥9.9t | JP¥221.5b | 15.8x | 22.7x | 0.5x |
| Sat, 20 Jun 2026 | JP¥4.7t | JP¥9.9t | JP¥221.7b | 13.9x | 21.1x | 0.5x |
| Mon, 18 May 2026 | JP¥4.6t | JP¥9.9t | JP¥214.7b | 14.9x | 21.5x | 0.5x |
| Wed, 15 Apr 2026 | JP¥4.5t | JP¥9.7t | JP¥216.6b | 16.1x | 20.9x | 0.5x |
| Fri, 13 Mar 2026 | JP¥4.3t | JP¥9.7t | JP¥215.5b | 15.9x | 20.1x | 0.4x |
| Sun, 08 Feb 2026 | JP¥4.5t | JP¥9.7t | JP¥235.4b | 15.7x | 19x | 0.5x |
| Tue, 06 Jan 2026 | JP¥4.4t | JP¥9.6t | JP¥247.5b | 14.2x | 17.9x | 0.5x |
| Thu, 04 Dec 2025 | JP¥4.3t | JP¥9.6t | JP¥247.5b | 13.6x | 17.5x | 0.4x |
| Sat, 01 Nov 2025 | JP¥4.3t | JP¥9.5t | JP¥246.6b | 14.9x | 17.5x | 0.5x |
| Mon, 29 Sep 2025 | JP¥4.6t | JP¥9.5t | JP¥244.9b | 16.3x | 18.7x | 0.5x |
| Wed, 27 Aug 2025 | JP¥4.6t | JP¥9.5t | JP¥244.9b | 16.7x | 18.7x | 0.5x |
| Fri, 25 Jul 2025 | JP¥4.4t | JP¥9.4t | JP¥244.9b | 15.6x | 18x | 0.5x |
| Sun, 22 Jun 2025 | JP¥4.1t | JP¥9.4t | JP¥245.0b | 15.1x | 16.6x | 0.4x |
| Tue, 20 May 2025 | JP¥3.9t | JP¥9.4t | JP¥248.6b | 14.1x | 15.6x | 0.4x |
| Thu, 17 Apr 2025 | JP¥3.8t | JP¥9.2t | JP¥232.9b | 12.7x | 16.2x | 0.4x |
| Sat, 15 Mar 2025 | JP¥4.0t | JP¥9.4t | JP¥237.7b | 12.7x | 16.9x | 0.4x |
| Mon, 10 Feb 2025 | JP¥3.8t | JP¥9.2t | JP¥228.4b | 13.2x | 16.7x | 0.4x |
| Wed, 08 Jan 2025 | JP¥3.8t | JP¥9.3t | JP¥225.9b | 12.5x | 16.9x | 0.4x |
| Fri, 06 Dec 2024 | JP¥3.8t | JP¥9.3t | JP¥225.9b | 11.9x | 16.9x | 0.4x |
| Sun, 03 Nov 2024 | JP¥3.7t | JP¥9.1t | JP¥230.5b | 12.6x | 16x | 0.4x |
| Tue, 01 Oct 2024 | JP¥3.7t | JP¥9.1t | JP¥228.4b | 13x | 16.2x | 0.4x |
| Thu, 29 Aug 2024 | JP¥3.7t | JP¥9.1t | JP¥227.4b | 12.6x | 16.1x | 0.4x |
| Sat, 27 Jul 2024 | JP¥3.6t | JP¥9.0t | JP¥235.2b | 13.1x | 15.2x | 0.4x |
| Mon, 24 Jun 2024 | JP¥3.6t | JP¥9.0t | JP¥234.5b | 13.6x | 15.4x | 0.4x |
| Wed, 22 May 2024 | JP¥3.7t | JP¥8.9t | JP¥234.0b | 12.6x | 15.6x | 0.4x |
| Fri, 19 Apr 2024 | JP¥3.9t | JP¥8.9t | JP¥267.3b | 13.7x | 14.7x | 0.4x |
| Sun, 17 Mar 2024 | JP¥4.0t | JP¥8.9t | JP¥267.3b | 13.6x | 14.8x | 0.4x |
| Tue, 13 Feb 2024 | JP¥4.2t | JP¥9.0t | JP¥257.1b | 14.6x | 16.3x | 0.5x |
| Thu, 11 Jan 2024 | JP¥5.5t | JP¥10.9t | JP¥352.1b | 13.4x | 15.7x | 0.5x |
| Sat, 09 Dec 2023 | JP¥5.3t | JP¥10.9t | JP¥352.1b | 13.1x | 15.1x | 0.5x |
| Mon, 06 Nov 2023 | JP¥5.4t | JP¥11.1t | JP¥371.9b | 12.5x | 14.5x | 0.5x |
| Wed, 04 Oct 2023 | JP¥5.2t | JP¥11.1t | JP¥394.8b | 11.8x | 13.3x | 0.5x |
| Fri, 01 Sep 2023 | JP¥5.5t | JP¥11.1t | JP¥394.8b | 12.2x | 13.9x | 0.5x |
| Sun, 30 Jul 2023 | JP¥5.5t | JP¥11.2t | JP¥455.6b | 11.4x | 12.1x | 0.5x |
Price to Earnings Ratio
12.1x
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 22.7x 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.
Past Earnings Growth
- The earnings for companies in the Logistics industry have declined 21% per year over the last three years,
- Revenues have also declined 4.1% 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 | -1.62% | |
| Industrials | -0.66% | |
| Logistics | 0.38% | |
| Air Freight and Logistics | 0.38% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 9065 Sankyu | JP¥9.16k | 5.9% +JP¥25.6b | 6.3% | PE14.6x | |
| 9064 Yamato Holdings | JP¥2.04k | 3.5% +JP¥22.0b | 3.7% | PE47.2x | |
| 9147 Nippon Express Holdings | JP¥5.49k | 1.1% +JP¥14.6b | 64.2% | PE216.1x | |
| 9069 SENKO Group Holdings | JP¥2.17k | 2.4% +JP¥8.4b | 6.2% | PE18.8x | |
| 9090 AZ-COM MARUWA Holdings | JP¥913.00 | 6.8% +JP¥7.8b | -19.8% | PE16.5x |