Japanese (NIKKEI) Logistics Industry Analysis

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
Wed, 08 Jul 2026	JP¥4.9t	JP¥9.9t	JP¥221.5b	15.3x	22.3x	0.5x
Fri, 05 Jun 2026	JP¥4.7t	JP¥9.9t	JP¥221.7b	13.8x	21x	0.5x
Sun, 03 May 2026	JP¥4.4t	JP¥9.8t	JP¥196.1b	15.7x	22.4x	0.4x
Tue, 31 Mar 2026	JP¥4.2t	JP¥9.7t	JP¥215.5b	15.6x	19.7x	0.4x
Thu, 26 Feb 2026	JP¥4.6t	JP¥9.7t	JP¥215.5b	16.6x	21.2x	0.5x
Sat, 24 Jan 2026	JP¥4.5t	JP¥9.6t	JP¥248.3b	14.9x	18x	0.5x
Mon, 22 Dec 2025	JP¥4.4t	JP¥9.6t	JP¥247.5b	14x	17.7x	0.5x
Wed, 19 Nov 2025	JP¥4.3t	JP¥9.6t	JP¥247.5b	13.5x	17.5x	0.4x
Fri, 17 Oct 2025	JP¥4.3t	JP¥9.5t	JP¥244.8b	15x	17.7x	0.5x
Sun, 14 Sep 2025	JP¥4.6t	JP¥9.5t	JP¥244.9b	16.4x	18.9x	0.5x
Tue, 12 Aug 2025	JP¥4.8t	JP¥9.5t	JP¥244.9b	16.3x	19.4x	0.5x
Thu, 10 Jul 2025	JP¥4.3t	JP¥9.4t	JP¥244.8b	15.2x	17.6x	0.5x
Sat, 07 Jun 2025	JP¥4.1t	JP¥9.4t	JP¥245.0b	15.1x	16.7x	0.4x
Mon, 05 May 2025	JP¥3.9t	JP¥9.3t	JP¥251.3b	12.6x	15.6x	0.4x
Wed, 02 Apr 2025	JP¥4.0t	JP¥9.4t	JP¥237.7b	13.3x	16.6x	0.4x
Fri, 28 Feb 2025	JP¥3.9t	JP¥9.4t	JP¥237.7b	12.6x	16.6x	0.4x
Sun, 26 Jan 2025	JP¥3.7t	JP¥9.1t	JP¥223.8b	12.9x	16.6x	0.4x
Tue, 24 Dec 2024	JP¥3.8t	JP¥9.3t	JP¥225.9b	12.1x	16.8x	0.4x
Thu, 21 Nov 2024	JP¥3.7t	JP¥9.3t	JP¥226.0b	11.8x	16.4x	0.4x
Sat, 19 Oct 2024	JP¥3.7t	JP¥9.1t	JP¥228.3b	12.3x	16.2x	0.4x
Mon, 16 Sep 2024	JP¥3.5t	JP¥9.1t	JP¥228.2b	12.3x	15.5x	0.4x
Wed, 14 Aug 2024	JP¥3.4t	JP¥9.1t	JP¥226.8b	12.3x	14.9x	0.4x
Fri, 12 Jul 2024	JP¥3.6t	JP¥9.0t	JP¥235.2b	13x	15.4x	0.4x
Sun, 09 Jun 2024	JP¥3.6t	JP¥9.0t	JP¥234.5b	12.9x	15.4x	0.4x
Tue, 07 May 2024	JP¥3.8t	JP¥8.9t	JP¥260.4b	13.4x	14.6x	0.4x
Thu, 04 Apr 2024	JP¥4.0t	JP¥8.9t	JP¥267.7b	13.9x	14.8x	0.4x
Sat, 02 Mar 2024	JP¥4.0t	JP¥8.9t	JP¥266.2b	14.1x	15.2x	0.5x
Mon, 29 Jan 2024	JP¥5.4t	JP¥10.9t	JP¥316.0b	14.4x	17.1x	0.5x
Wed, 27 Dec 2023	JP¥5.3t	JP¥10.9t	JP¥352.1b	13x	15.2x	0.5x
Fri, 24 Nov 2023	JP¥5.4t	JP¥10.9t	JP¥352.1b	13.3x	15.3x	0.5x
Sun, 22 Oct 2023	JP¥5.2t	JP¥11.1t	JP¥394.6b	11.9x	13.1x	0.5x
Tue, 19 Sep 2023	JP¥5.5t	JP¥11.1t	JP¥394.8b	12.3x	13.9x	0.5x
Thu, 17 Aug 2023	JP¥5.4t	JP¥11.1t	JP¥394.8b	12.2x	13.7x	0.5x
Sat, 15 Jul 2023	JP¥5.4t	JP¥11.3t	JP¥467.3b	10.9x	11.5x	0.5x

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 22.3x which is higher than its 3-year average PE of 16.7x.

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	1.05%
Industrials	2.61%
Logistics	5.13%
Air Freight and Logistics	5.13%

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
9147 Nippon Express Holdings	JP¥5.48k	8.6% +JP¥95.5b	70.5%	PE215.7x
9143 SG HoldingsLtd	JP¥1.61k	7.0% +JP¥63.0b	1.0%	PE16.3x
9064 Yamato Holdings	JP¥1.97k	7.1% +JP¥41.2b	0.3%	PE45.7x
9069 SENKO Group Holdings	JP¥2.02k	6.2% +JP¥20.1b	-1.4%	PE17.8x
9304 Shibusawa Logistics	JP¥1.85k	15.4% +JP¥14.0b	80.5%	PE16.6x

Nippon Express Accelerates ¥50 Billion Buyback Program After Strong Year-to-Date Rally

Nippon Express Holdings is accelerating a share buyback of up to ¥50 billion authorized by its board, having already repurchased more than 3 million shares worth about ¥15.2 billion through market purchases on the Tokyo Stock Exchange, with capacity to buy back up to 17 million shares through November 2026. The size and pace of this buyback affects Nippon Express Holdings’ capital structure and concentrates ownership among remaining shareholders, while also signaling that management sees value in returning a sizeable pool of capital directly to investors rather than deploying it elsewhere. The stock last traded at ¥5,415, with a return of 60.1% year to date, which frames the buyback decision against a backdrop of strong recent share price performance. A key consideration is whether this level of capital return leaves Nippon Express Holdings with enough financial flexibility for future investment needs if conditions or business priorities change.

Japanese (NIKKEI) Logistics Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

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

Investor sentiment improves as stock rises 18%

Nippon Express Accelerates ¥50 Billion Buyback Program After Strong Year-to-Date Rally

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

High number of new and inexperienced directors

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

Loginet Japan Co., Ltd., Annual General Meeting, Jun 24, 2026

Full year 2026 earnings: EPS misses analyst expectations

Full year 2026 earnings released: EPS: JP¥79.78 (vs JP¥77.15 in FY 2025)

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

Upcoming dividend of JP¥6.00 per share

Now 20% undervalued after recent price drop

Yasuda Logistics Corporation to Report Q1, 2027 Results on Aug 04, 2026

New major risk - Revenue and earnings growth

Full year 2026 earnings: EPS misses analyst expectations