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Japanese (NIKKEI) Logistics Industry Analysis

UpdatedAug 06, 2026
DataAggregated Company Financials
Companies23
  • 7D-6.9%
  • 3M6.3%
  • 1Y3.4%
  • YTD8.1%

Over the last 7 days, the Logistics industry has dropped 6.9%, driven by declines in Yamato Holdings and SG HoldingsLtd of 14% and 9.1%, respectively. Meanwhile, Shibusawa Logistics actually outperformed within the industry, gaining 11% in the last week. This takes the industry's 12 month performance to a gain of 3.4%. 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
Thu, 06 Aug 2026JP¥4.8tJP¥9.9tJP¥227.9b15.1x20.9x0.5x
Sat, 04 Jul 2026JP¥4.9tJP¥9.9tJP¥221.7b15.1x22.1x0.5x
Mon, 01 Jun 2026JP¥4.8tJP¥9.9tJP¥221.7b14.3x21.5x0.5x
Wed, 29 Apr 2026JP¥4.5tJP¥9.8tJP¥216.6b15.9x20.6x0.5x
Fri, 27 Mar 2026JP¥4.3tJP¥9.7tJP¥215.5b15.8x20.2x0.4x
Sun, 22 Feb 2026JP¥4.5tJP¥9.7tJP¥215.5b16.4x20.7x0.5x
Tue, 20 Jan 2026JP¥4.5tJP¥9.6tJP¥248.3b14.7x18x0.5x
Thu, 18 Dec 2025JP¥4.3tJP¥9.6tJP¥247.5b13.9x17.5x0.4x
Sat, 15 Nov 2025JP¥4.4tJP¥9.6tJP¥243.2b14.8x18.1x0.5x
Mon, 13 Oct 2025JP¥4.4tJP¥9.5tJP¥244.7b15.2x17.9x0.5x
Wed, 10 Sep 2025JP¥4.6tJP¥9.5tJP¥244.9b16.4x18.9x0.5x
Fri, 08 Aug 2025JP¥4.7tJP¥9.5tJP¥251.9b16.5x18.8x0.5x
Sun, 06 Jul 2025JP¥4.2tJP¥9.4tJP¥244.8b15.3x17.2x0.4x
Tue, 03 Jun 2025JP¥3.9tJP¥9.4tJP¥245.0b14.6x16x0.4x
Thu, 01 May 2025JP¥3.9tJP¥9.2tJP¥232.9b12.7x16.7x0.4x
Sat, 29 Mar 2025JP¥4.0tJP¥9.4tJP¥237.7b13.4x17x0.4x
Mon, 24 Feb 2025JP¥3.9tJP¥9.4tJP¥237.7b11.9x16.2x0.4x
Wed, 22 Jan 2025JP¥3.7tJP¥9.1tJP¥223.8b12.6x16.5x0.4x
Fri, 20 Dec 2024JP¥3.8tJP¥9.3tJP¥225.9b12.1x16.8x0.4x
Sun, 17 Nov 2024JP¥3.7tJP¥9.3tJP¥225.9b12.5x16.3x0.4x
Tue, 15 Oct 2024JP¥3.7tJP¥9.1tJP¥228.4b12.4x16.4x0.4x
Thu, 12 Sep 2024JP¥3.6tJP¥9.1tJP¥228.2b12.2x15.6x0.4x
Sat, 10 Aug 2024JP¥3.4tJP¥9.0tJP¥224.0b12.3x15.3x0.4x
Mon, 08 Jul 2024JP¥3.6tJP¥9.0tJP¥234.5b13.5x15.2x0.4x
Wed, 05 Jun 2024JP¥3.7tJP¥9.0tJP¥234.5b12.8x15.7x0.4x
Fri, 03 May 2024JP¥3.8tJP¥8.9tJP¥260.4b13.4x14.6x0.4x
Sun, 31 Mar 2024JP¥4.0tJP¥8.9tJP¥267.7b13.8x14.9x0.4x
Tue, 27 Feb 2024JP¥4.1tJP¥8.9tJP¥266.2b14.1x15.2x0.5x
Thu, 25 Jan 2024JP¥5.4tJP¥10.9tJP¥348.9b13.6x15.4x0.5x
Sat, 23 Dec 2023JP¥5.3tJP¥10.9tJP¥352.1b13.1x15.1x0.5x
Mon, 20 Nov 2023JP¥5.4tJP¥10.9tJP¥352.1b13.1x15.3x0.5x
Wed, 18 Oct 2023JP¥5.2tJP¥11.1tJP¥394.6b12x13.1x0.5x
Fri, 15 Sep 2023JP¥5.4tJP¥11.1tJP¥394.8b12.3x13.7x0.5x
Sun, 13 Aug 2023JP¥5.5tJP¥11.1tJP¥394.8b12.2x14x0.5x
Price to Earnings Ratio

14x


Total Market Cap: JP¥5.5tTotal Earnings: JP¥394.8bTotal Revenue: JP¥11.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Logistics Industry Price to Earnings3Y Average 17x202420252026
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 20.9x which is higher than its 3-year average PE of 17.0x.
  • 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 17% per year over the last three years,
  • Revenues have also declined 3.7% 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 Market2.17%
Industrials2.54%
Logistics-6.89%
Air Freight and Logistics-6.89%
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
9304 Shibusawa LogisticsJP¥1.87k4.7%
+JP¥4.8b		69.0%PE17x
9369 K.R.SJP¥2.98k2.3%
+JP¥1.7b		-14.2%PE30.3x
6549 DM SolutionsLtdJP¥1.20k7.2%
+JP¥447.2m		51.3%PE10.4x
9312 KeihinJP¥2.90k2.0%
+JP¥378.7m		3.5%PE7.5x
9145 Being HoldingsJP¥594.001.5%
+JP¥216.9m		-39.7%PE11.3x

Latest News

9025
JP¥2,811.00
Konoike TransportLtd
7D
-7.1%
1Y
-15.3%
9090
JP¥820.00
AZ-COM MARUWA Holdings
7D
-12.4%
1Y
-34.9%
9064
JP¥1,900.00
Yamato Holdings
7D
-11.2%
1Y
-21.2%
Analysis Article • 19h

Here's What Analysts Are Forecasting For Yamato Holdings Co., Ltd. (TSE:9064) After Its First-Quarter Results

It's been a mediocre week for Yamato Holdings Co., Ltd. ( TSE:9064 ) shareholders, with the stock dropping 14% to...
9145
JP¥594.00
Being Holdings
7D
1.5%
1Y
-39.7%
9302
JP¥3,214.00
MITSUI-SOKO HOLDINGS
7D
-11.9%
1Y
-22.6%
9065
JP¥8,720.00
Sankyu
7D
-7.1%
1Y
-0.03%
9304
JP¥1,870.00
Shibusawa Logistics
7D
4.7%
1Y
69.0%
9143
JP¥1,530.00
SG HoldingsLtd
7D
-6.1%
1Y
-12.8%
9147
JP¥5,104.00
Nippon Express Holdings
7D
-3.2%
1Y
48.3%
Narrative Update • Jul 24

9147: Fair Outlook Will Balance Share Buybacks And Global Charter Expansion

The analyst price target for Nippon Express Holdings has been revised from ¥4,700 to ¥5,700, with analysts pointing to updated assumptions for revenue growth, profit margins, the discount rate, and the future P/E as key drivers of this change. What's in the News for Nippon Express Holdings Nippon Express Holdings launched the NX Group "Global Charter Desk" as a centralized hub for air charter arrangements, with 24 hour support across five major hubs.
9326
JP¥498.00
Kantsu HDLtd
7D
1.2%
1Y
35.0%
9369
JP¥2,977.00
K.R.S
7D
2.3%
1Y
-14.2%
6549
JP¥1,200.00
DM SolutionsLtd
7D
7.2%
1Y
51.3%
9327
JP¥186.00
e-LogiTltd
7D
1.1%
1Y
-50.7%
9312
JP¥2,898.00
Keihin
7D
2.0%
1Y
3.5%
2384
JP¥4,255.00
SBS Holdings
7D
-5.4%
1Y
25.7%