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Japanese (NIKKEI) Logistics Industry Analysis

UpdatedJul 13, 2025
DataAggregated Company Financials
Companies21
  • 7D2.9%
  • 3M18.9%
  • 1Y26.4%
  • YTD21.4%

Over the last 7 days, the Logistics industry has risen 2.9%, driven by gains from Nippon Express Holdings of 6.7%. This takes the industry's 12 month performance to a gain of 26%. Earnings are forecast to grow by 9.6% annually.

Industry Valuation and Performance

Has the Japanese Logistics Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 14 Jul 2025JP¥4.3tJP¥9.4tJP¥244.8b15.2x17.7x0.5x
Wed, 11 Jun 2025JP¥4.0tJP¥9.4tJP¥245.0b15.1x16.4x0.4x
Fri, 09 May 2025JP¥3.9tJP¥9.3tJP¥251.4b12.7x15.6x0.4x
Sun, 06 Apr 2025JP¥3.8tJP¥9.4tJP¥237.7b12.2x16.1x0.4x
Tue, 04 Mar 2025JP¥4.0tJP¥9.4tJP¥237.7b12.5x16.7x0.4x
Thu, 30 Jan 2025JP¥3.8tJP¥9.1tJP¥223.8b13.2x17x0.4x
Sat, 28 Dec 2024JP¥3.8tJP¥9.3tJP¥225.9b12.5x17x0.4x
Mon, 25 Nov 2024JP¥3.7tJP¥9.3tJP¥225.9b11.9x16.5x0.4x
Wed, 23 Oct 2024JP¥3.7tJP¥9.1tJP¥228.3b12.2x16x0.4x
Fri, 20 Sep 2024JP¥3.6tJP¥9.1tJP¥228.2b12.6x15.9x0.4x
Sun, 18 Aug 2024JP¥3.5tJP¥9.1tJP¥227.1b12.6x15.4x0.4x
Tue, 16 Jul 2024JP¥3.6tJP¥9.0tJP¥235.2b13.2x15.5x0.4x
Thu, 13 Jun 2024JP¥3.6tJP¥9.0tJP¥234.5b12.9x15.3x0.4x
Sat, 11 May 2024JP¥3.7tJP¥8.9tJP¥244.4b13.2x15.1x0.4x
Mon, 08 Apr 2024JP¥4.0tJP¥8.9tJP¥267.7b14x14.9x0.4x
Wed, 06 Mar 2024JP¥3.9tJP¥8.9tJP¥266.2b14x14.8x0.4x
Fri, 02 Feb 2024JP¥5.3tJP¥10.9tJP¥315.9b14.8x16.9x0.5x
Sun, 31 Dec 2023JP¥5.3tJP¥10.9tJP¥352.1b13.2x15.2x0.5x
Tue, 28 Nov 2023JP¥5.4tJP¥10.9tJP¥352.1b13.4x15.4x0.5x
Thu, 26 Oct 2023JP¥5.2tJP¥11.1tJP¥394.6b11.8x13.2x0.5x
Sat, 23 Sep 2023JP¥5.4tJP¥11.1tJP¥394.8b12.3x13.6x0.5x
Mon, 21 Aug 2023JP¥5.3tJP¥11.1tJP¥394.8b12x13.5x0.5x
Wed, 19 Jul 2023JP¥5.4tJP¥11.3tJP¥467.2b10.9x11.7x0.5x
Fri, 16 Jun 2023JP¥5.4tJP¥11.3tJP¥467.3b10.6x11.6x0.5x
Sun, 14 May 2023JP¥5.4tJP¥11.3tJP¥475.9b10.8x11.4x0.5x
Tue, 11 Apr 2023JP¥5.1tJP¥11.4tJP¥489.4b10.5x10.3x0.4x
Thu, 09 Mar 2023JP¥5.2tJP¥11.4tJP¥491.0b10.4x10.5x0.5x
Sat, 04 Feb 2023JP¥5.1tJP¥11.0tJP¥442.1b9.6x11.5x0.5x
Mon, 02 Jan 2023JP¥4.3tJP¥9.1tJP¥359.2b10.3x11.9x0.5x
Wed, 30 Nov 2022JP¥4.6tJP¥9.1tJP¥359.2b11.2x12.7x0.5x
Fri, 28 Oct 2022JP¥4.4tJP¥9.0tJP¥335.4b11.2x13x0.5x
Sun, 25 Sep 2022JP¥4.4tJP¥9.0tJP¥334.8b11.9x13.2x0.5x
Tue, 23 Aug 2022JP¥4.7tJP¥9.0tJP¥334.8b12.4x14.1x0.5x
Thu, 21 Jul 2022JP¥3.3tJP¥5.9tJP¥262.5b10.1x12.7x0.6x
Price to Earnings Ratio

12.7x


Total Market Cap: JP¥3.3tTotal Earnings: JP¥262.5bTotal Revenue: JP¥5.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Logistics Industry Price to Earnings3Y Average 14.3x202320242025
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 17.7x which is higher than its 3-year average PE of 14.3x.
  • 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 2.3% per year over the last three years.
  • Meanwhile revenues for these companies have grown 17% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the Japanese Industrials industry?

JP Market-0.075%
Industrials0.54%
Logistics2.88%
Air Freight and Logistics2.88%
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
9147 Nippon Express HoldingsJP¥3.22k6.7%
+JP¥50.1b		31.7%PE24.9x
9064 Yamato HoldingsJP¥1.97k2.5%
+JP¥15.5b		6.6%PE16.5x
9065 SankyuJP¥8.16k3.7%
+JP¥15.0b		51.1%PE13.8x
9025 Konoike TransportLtdJP¥3.14k7.8%
+JP¥12.0b		29.5%PE11.9x
9069 SENKO Group HoldingsJP¥2.08k2.5%
+JP¥8.5b		87.0%PE19.1x

Latest News

9064
JP¥1,974.50
Yamato Holdings
7D
2.5%
1Y
6.6%

Yamato Holdings (TSE:9064) Is Paying Out A Dividend Of ¥23.00

Jul 10
Yamato Holdings (TSE:9064) Is Paying Out A Dividend Of ¥23.00
9090
JP¥1,128.00
AZ-COM MARUWA Holdings
7D
4.6%
1Y
-8.5%

AZ-COM MARUWA Holdings (TSE:9090) Is Due To Pay A Dividend Of ¥16.00

Jul 10
AZ-COM MARUWA Holdings (TSE:9090) Is Due To Pay A Dividend Of ¥16.00
9143
JP¥1,603.50
SG HoldingsLtd
7D
0.6%
1Y
8.5%

SG HoldingsLtd (TSE:9143) Is Due To Pay A Dividend Of ¥26.00

Jul 10
SG HoldingsLtd (TSE:9143) Is Due To Pay A Dividend Of ¥26.00
9065
JP¥8,162.00
Sankyu
7D
3.7%
1Y
51.1%

Sankyu's (TSE:9065) Dividend Will Be ¥116.00

Jul 10
Sankyu's (TSE:9065) Dividend Will Be ¥116.00
9069
JP¥2,083.00
SENKO Group Holdings
7D
2.5%
1Y
87.0%

SENKO Group Holdings (TSE:9069) Is Paying Out A Larger Dividend Than Last Year

Jul 10
SENKO Group Holdings (TSE:9069) Is Paying Out A Larger Dividend Than Last Year
9025
JP¥3,140.00
Konoike TransportLtd
7D
7.8%
1Y
29.5%

Konoike TransportLtd (TSE:9025) Has Announced A Dividend Of ¥55.00

Jul 09
Konoike TransportLtd (TSE:9025) Has Announced A Dividend Of ¥55.00
9369
JP¥3,310.00
K.R.S
7D
4.4%
1Y
84.5%
9302
JP¥3,780.00
MITSUI-SOKO HOLDINGS
7D
-0.3%
1Y
138.0%
2384
JP¥3,040.00
SBS Holdings
7D
-1.6%
1Y
12.4%
9087
JP¥1,105.00
Takase
7D
-0.5%
1Y
-15.0%
9147
JP¥3,215.00
Nippon Express Holdings
7D
6.7%
1Y
31.7%
9381
JP¥1,815.00
AIT
7D
-0.5%
1Y
-3.9%

AIT (TSE:9381) Is Increasing Its Dividend To ¥45.00

Jun 18
AIT (TSE:9381) Is Increasing Its Dividend To ¥45.00