Analysis Article • May 19

The Logistics is pretty flat in the last 7 days, but SG HoldingsLtd has stood out, gaining 5.1%. As for the the longer term, the industry is up 14% over the past 12 months. 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 |
|---|---|---|---|---|---|---|
| Mon, 15 Jun 2026 | JP¥4.7t | JP¥9.9t | JP¥221.7b | 13.6x | 21.1x | 0.5x |
| Wed, 13 May 2026 | JP¥4.4t | JP¥9.8t | JP¥206.0b | 14.5x | 21.5x | 0.5x |
| Fri, 10 Apr 2026 | JP¥4.5t | JP¥9.7t | JP¥216.0b | 15.4x | 21x | 0.5x |
| Sun, 08 Mar 2026 | JP¥4.4t | JP¥9.7t | JP¥215.5b | 16.3x | 20.5x | 0.5x |
| Tue, 03 Feb 2026 | JP¥4.4t | JP¥9.6t | JP¥249.3b | 14.5x | 17.7x | 0.5x |
| Thu, 01 Jan 2026 | JP¥4.4t | JP¥9.6t | JP¥247.5b | 14.1x | 17.6x | 0.5x |
| Sat, 29 Nov 2025 | JP¥4.5t | JP¥9.6t | JP¥247.5b | 13.8x | 18x | 0.5x |
| Mon, 27 Oct 2025 | JP¥4.4t | JP¥9.5t | JP¥244.8b | 15.3x | 17.9x | 0.5x |
| Wed, 24 Sep 2025 | JP¥4.6t | JP¥9.5t | JP¥244.9b | 16.4x | 18.6x | 0.5x |
| Fri, 22 Aug 2025 | JP¥4.6t | JP¥9.5t | JP¥244.9b | 17x | 19x | 0.5x |
| Sun, 20 Jul 2025 | JP¥4.3t | JP¥9.4t | JP¥244.9b | 15.5x | 17.6x | 0.5x |
| Tue, 17 Jun 2025 | JP¥4.1t | JP¥9.4t | JP¥245.0b | 15.4x | 16.7x | 0.4x |
| Thu, 15 May 2025 | JP¥3.9t | JP¥9.4t | JP¥248.7b | 12.6x | 15.6x | 0.4x |
| Sat, 12 Apr 2025 | JP¥3.8t | JP¥9.4t | JP¥237.7b | 12.2x | 16.1x | 0.4x |
| Mon, 10 Mar 2025 | JP¥4.0t | JP¥9.4t | JP¥237.7b | 12.7x | 16.9x | 0.4x |
| Wed, 05 Feb 2025 | JP¥3.8t | JP¥9.2t | JP¥224.5b | 13.2x | 16.9x | 0.4x |
| Fri, 03 Jan 2025 | JP¥3.8t | JP¥9.3t | JP¥225.9b | 12.4x | 16.9x | 0.4x |
| Sun, 01 Dec 2024 | JP¥3.8t | JP¥9.3t | JP¥225.9b | 11.7x | 16.8x | 0.4x |
| Tue, 29 Oct 2024 | JP¥3.7t | JP¥9.1t | JP¥228.3b | 12.5x | 16x | 0.4x |
| Thu, 26 Sep 2024 | JP¥3.7t | JP¥9.1t | JP¥228.2b | 12.7x | 16.3x | 0.4x |
| Sat, 24 Aug 2024 | JP¥3.6t | JP¥9.1t | JP¥227.4b | 12.3x | 15.8x | 0.4x |
| Mon, 22 Jul 2024 | JP¥3.6t | JP¥9.0t | JP¥235.2b | 13.4x | 15.5x | 0.4x |
| Wed, 19 Jun 2024 | JP¥3.6t | JP¥9.0t | JP¥234.5b | 13.1x | 15.2x | 0.4x |
| Fri, 17 May 2024 | JP¥3.6t | JP¥9.0t | JP¥233.5b | 12.6x | 15.4x | 0.4x |
| Sun, 14 Apr 2024 | JP¥4.0t | JP¥8.9t | JP¥267.7b | 13.8x | 15x | 0.4x |
| Tue, 12 Mar 2024 | JP¥3.9t | JP¥8.9t | JP¥266.2b | 13.7x | 14.8x | 0.4x |
| Thu, 08 Feb 2024 | JP¥4.2t | JP¥9.0t | JP¥259.8b | 14.6x | 16.1x | 0.5x |
| Sat, 06 Jan 2024 | JP¥5.4t | JP¥10.9t | JP¥352.1b | 13.3x | 15.4x | 0.5x |
| Mon, 04 Dec 2023 | JP¥5.4t | JP¥10.9t | JP¥352.1b | 13.2x | 15.2x | 0.5x |
| Wed, 01 Nov 2023 | JP¥5.3t | JP¥11.1t | JP¥379.6b | 12.4x | 14.1x | 0.5x |
| Fri, 29 Sep 2023 | JP¥5.3t | JP¥11.1t | JP¥394.8b | 12.4x | 13.5x | 0.5x |
| Sun, 27 Aug 2023 | JP¥5.4t | JP¥11.1t | JP¥394.8b | 12.3x | 13.7x | 0.5x |
| Tue, 25 Jul 2023 | JP¥5.5t | JP¥11.3t | JP¥467.2b | 11.1x | 11.7x | 0.5x |
| Thu, 22 Jun 2023 | JP¥5.4t | JP¥11.3t | JP¥467.3b | 10.8x | 11.6x | 0.5x |
11.6x
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¥1.48k | 2.4% +JP¥20.3b | -10.8% | PE14.9x | |
| 9304 Shibusawa Logistics | JP¥1.49k | 3.7% +JP¥3.0b | 49.4% | PE13.4x | |
| 9069 SENKO Group Holdings | JP¥1.96k | 0.6% +JP¥2.0b | 6.2% | PE17.4x | |
| 9324 Yasuda Logistics | JP¥2.30k | 3.0% +JP¥2.0b | 24.4% | PE9.9x | |
| 9381 AIT | JP¥2.24k | 3.6% +JP¥1.8b | 27.9% | PE16.6x |