Narrative Update • Jul 24
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Japanese (NIKKEI) Logistics Industry Analysis
UpdatedAug 05, 2026
DataAggregated Company Financials
Companies23
- 7D-4.8%
- 3M9.9%
- 1Y5.7%
- YTD9.1%
Over the last 7 days, the Logistics industry has dropped 4.8%, driven by pullbacks in Yamato Holdings and SG HoldingsLtd of 14% and 8.9%, respectively. On the other hand Shibusawa Logistics is actually up 10%. Over the past 12 months, the industry was up 5.7%. As for the next few years, earnings are expected to grow by 15% per annum.
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, 05 Aug 2026 | JP¥4.8t | JP¥9.9t | JP¥224.1b | 15.1x | 21.5x | 0.5x |
| Fri, 03 Jul 2026 | JP¥4.8t | JP¥9.9t | JP¥221.7b | 15x | 21.6x | 0.5x |
| Sun, 31 May 2026 | JP¥4.7t | JP¥9.9t | JP¥221.7b | 14.3x | 21.4x | 0.5x |
| Tue, 28 Apr 2026 | JP¥4.3t | JP¥9.8t | JP¥216.6b | 15.7x | 20x | 0.4x |
| Thu, 26 Mar 2026 | JP¥4.4t | JP¥9.7t | JP¥215.5b | 15.9x | 20.2x | 0.4x |
| Sat, 21 Feb 2026 | JP¥4.5t | JP¥9.7t | JP¥215.5b | 16.4x | 20.7x | 0.5x |
| Mon, 19 Jan 2026 | JP¥4.5t | JP¥9.6t | JP¥248.3b | 14.7x | 18.1x | 0.5x |
| Wed, 17 Dec 2025 | JP¥4.4t | JP¥9.6t | JP¥247.5b | 13.9x | 17.6x | 0.5x |
| Fri, 14 Nov 2025 | JP¥4.5t | JP¥9.6t | JP¥243.2b | 15.8x | 18.3x | 0.5x |
| Sun, 12 Oct 2025 | JP¥4.4t | JP¥9.5t | JP¥244.7b | 15.2x | 17.9x | 0.5x |
| Tue, 09 Sep 2025 | JP¥4.7t | JP¥9.5t | JP¥244.9b | 16.5x | 19x | 0.5x |
| Thu, 07 Aug 2025 | JP¥4.6t | JP¥9.4t | JP¥251.1b | 16.3x | 18.5x | 0.5x |
| Sat, 05 Jul 2025 | JP¥4.2t | JP¥9.4t | JP¥244.8b | 15.3x | 17.2x | 0.4x |
| Mon, 02 Jun 2025 | JP¥3.9t | JP¥9.4t | JP¥245.0b | 14.6x | 16x | 0.4x |
| Wed, 30 Apr 2025 | JP¥3.9t | JP¥9.2t | JP¥232.9b | 12.7x | 16.7x | 0.4x |
| Fri, 28 Mar 2025 | JP¥4.1t | JP¥9.4t | JP¥237.7b | 13.7x | 17.3x | 0.4x |
| Sun, 23 Feb 2025 | JP¥3.9t | JP¥9.4t | JP¥237.7b | 11.9x | 16.2x | 0.4x |
| Tue, 21 Jan 2025 | JP¥3.7t | JP¥9.1t | JP¥223.8b | 12.3x | 16.3x | 0.4x |
| Thu, 19 Dec 2024 | JP¥3.8t | JP¥9.3t | JP¥225.9b | 12.2x | 16.7x | 0.4x |
| Sat, 16 Nov 2024 | JP¥3.7t | JP¥9.3t | JP¥225.9b | 12.5x | 16.3x | 0.4x |
| Mon, 14 Oct 2024 | JP¥3.7t | JP¥9.1t | JP¥228.4b | 12.4x | 16.4x | 0.4x |
| Wed, 11 Sep 2024 | JP¥3.6t | JP¥9.1t | JP¥228.2b | 12.4x | 15.8x | 0.4x |
| Fri, 09 Aug 2024 | JP¥3.4t | JP¥9.0t | JP¥224.0b | 12x | 15.1x | 0.4x |
| Sun, 07 Jul 2024 | JP¥3.6t | JP¥9.0t | JP¥234.5b | 13.5x | 15.2x | 0.4x |
| Tue, 04 Jun 2024 | JP¥3.7t | JP¥9.0t | JP¥234.5b | 12.8x | 15.7x | 0.4x |
| Thu, 02 May 2024 | JP¥3.9t | JP¥8.9t | JP¥260.4b | 13.2x | 14.8x | 0.4x |
| Sat, 30 Mar 2024 | JP¥4.0t | JP¥8.9t | JP¥267.3b | 14x | 15x | 0.5x |
| Mon, 26 Feb 2024 | JP¥4.1t | JP¥8.9t | JP¥266.2b | 14.2x | 15.4x | 0.5x |
| Wed, 24 Jan 2024 | JP¥5.4t | JP¥10.9t | JP¥348.9b | 13.8x | 15.5x | 0.5x |
| Fri, 22 Dec 2023 | JP¥5.3t | JP¥10.9t | JP¥352.1b | 12.8x | 15x | 0.5x |
| Sun, 19 Nov 2023 | JP¥5.4t | JP¥10.9t | JP¥352.1b | 13.1x | 15.3x | 0.5x |
| Tue, 17 Oct 2023 | JP¥5.2t | JP¥11.1t | JP¥394.6b | 12x | 13.1x | 0.5x |
| Thu, 14 Sep 2023 | JP¥5.4t | JP¥11.1t | JP¥394.8b | 12.2x | 13.6x | 0.5x |
| Sat, 12 Aug 2023 | JP¥5.5t | JP¥11.1t | JP¥394.8b | 12.2x | 14x | 0.5x |
Price to Earnings Ratio
14x
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 21.5x 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 Market | 0.13% | |
| Industrials | 1.45% | |
| Logistics | -4.84% | |
| Air Freight and Logistics | -4.84% | |
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 | |
|---|---|---|---|---|---|
| 9304 Shibusawa Logistics | JP¥1.88k | 10.4% +JP¥10.2b | 68.5% | PE17.1x | |
| 9369 K.R.S | JP¥2.98k | 2.2% +JP¥1.6b | -12.8% | PE30.3x | |
| 6549 DM SolutionsLtd | JP¥1.22k | 8.9% +JP¥552.1m | 55.8% | PE10.5x | |
| 9145 Being Holdings | JP¥590.00 | 3.5% +JP¥482.0m | -40.1% | PE11.3x | |
| 9312 Keihin | JP¥2.88k | 1.0% +JP¥182.8m | 3.3% | PE7.4x |