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, 13 May 2026	JP¥4.5t	JP¥9.8t	JP¥207.0b	14.6x	21.6x	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
Sat, 20 May 2023	JP¥5.5t	JP¥11.3t	JP¥467.3b	10.6x	11.7x	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 21.6x which is higher than its 3-year average PE of 16.2x.

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 24% per year over the last three years,
Revenues have also declined 4.5% 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	3.17%
Industrials	2.99%
Logistics	1.77%
Air Freight and Logistics	1.77%

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¥4.43k	7.4% +JP¥74.4b	70.0%	PE398.7x
2384 SBS Holdings	JP¥4.46k	6.2% +JP¥10.3b	53.2%	PE15x
9304 Shibusawa Logistics	JP¥1.42k	11.9% +JP¥8.5b	58.7%	PE12.6x
9324 Yasuda Logistics	JP¥2.37k	7.8% +JP¥5.0b	27.4%	PE10.2x
9065 Sankyu	JP¥8.52k	0.4% +JP¥1.5b	22.3%	PE13.3x

Nippon Express Holdings, Inc. (TSE:9147) entered into an agreement to acquire Metro Supply Chain Group Inc. from Ldc Logistics Holdings Inc. and La Caisse de dépôt et placement du Québec for an enterprise value of CAD 2.2 billion.

Nippon Express Holdings, Inc. (TSE:9147) entered into an agreement to acquire Metro Supply Chain Group Inc. from Ldc Logistics Holdings Inc. and La Caisse de dépôt et placement du Québec for an enterprise value of CAD 2.2 billion on April 17, 2026. A cash consideration will be paid by Nippon Express Holdings, Inc. The purchase price consists of Enterprise value of CAD 1.8 billion and addition, the actual purchase price will be determined after adjustments in relation to net debt and net working capital of Metro Supply Chain Group are made at time of completion of the Transaction and an earn-out payment of up to CAD 400 million will be paid in cash to the Sellers. Until completion, Metro Supply Chain will continue to operate as usual with no disruption to the business. As part of the transaction, NX Group has made firm commitments to maintain Metro Supply Chain's management team and headquarters in Montréal, with day-to-day decision-making remaining local. For the period ended September 2025, Metro Supply has net assets of CAD 139.3 million, Total Assets of CAD 844.4 million, revenue of CAD1.377 billion, Operating Profit of CAD 56.433 million, Net income of CAD 2.196 million. The transaction is subject to customary regulatory approvals and is expected to close from July, 2026 to December, 2026. JPMorgan Chase & Co. acted as financial advisor for Metro Supply Chain Group Inc. Osler, Hoskin & Harcourt LLP acted as legal advisor for Metro Supply Chain Group Inc. Stikeman Elliott LLP acted as legal advisor for Ldc Logistics Holdings Inc. Borden Ladner Gervais LLP acted as legal advisor for La Caisse de dépôt et placement du Québec.

Japanese (NIKKEI) Logistics Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

Earnings Update: SG Holdings Co.,Ltd. (TSE:9143) Just Reported Its Annual Results And Analysts Are Updating Their Forecasts

The Keihin Co., Ltd., Annual General Meeting, Jun 26, 2026

Hamakyorex Co., Ltd., Annual General Meeting, Jun 17, 2026

New minor risk - Financial position

Full year 2026 earnings released: EPS: JP¥112 (vs JP¥84.30 in FY 2025)

Kantsu HD Co.,Ltd. to Report Q3, 2027 Results on Jan 14, 2027

Chuo Warehouse Co.,Ltd. to Report Fiscal Year 2026 Results on May 13, 2026

New minor risk - Earnings quality

Sankyu Inc. to Report Fiscal Year 2026 Results on May 14, 2026

New minor risk - Dividend sustainability

MITSUI-SOKO HOLDINGS Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026

Less than half of directors are independent

K.R.S. Corporation (TSE:9369) agreed to acquire 51.60% stake in Coldrush Logistics Private Limited for ¥2.8 billion.

Nippon Express Holdings, Inc. (TSE:9147) entered into an agreement to acquire Metro Supply Chain Group Inc. from Ldc Logistics Holdings Inc. and La Caisse de dépôt et placement du Québec for an enterprise value of CAD 2.2 billion.

Now 23% undervalued

Full year 2025 earnings: EPS misses analyst expectations