Analysis Article • May 15

Last week, the Logistics industry hasn't moved much but SG HoldingsLtd is up 7.0% in that time. As for the the longer term, the industry is up 15% over the past 12 months. Looking forward, earnings are forecast to grow by 15% annually.
Has the Japanese Logistics Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 12 Jun 2026 | JP¥4.7t | JP¥9.9t | JP¥221.7b | 13.6x | 21.2x | 0.5x |
| Sun, 10 May 2026 | JP¥4.5t | JP¥9.8t | JP¥196.2b | 16.1x | 22.9x | 0.5x |
| Tue, 07 Apr 2026 | JP¥4.4t | JP¥9.7t | JP¥216.0b | 15.6x | 20.5x | 0.5x |
| Thu, 05 Mar 2026 | JP¥4.4t | JP¥9.7t | JP¥215.5b | 16.1x | 20.3x | 0.5x |
| Sat, 31 Jan 2026 | JP¥4.4t | JP¥9.6t | JP¥248.3b | 14.7x | 17.8x | 0.5x |
| Mon, 29 Dec 2025 | JP¥4.4t | JP¥9.6t | JP¥247.5b | 14.2x | 17.6x | 0.5x |
| Wed, 26 Nov 2025 | JP¥4.4t | JP¥9.6t | JP¥247.5b | 13.6x | 17.9x | 0.5x |
| Fri, 24 Oct 2025 | JP¥4.4t | JP¥9.5t | JP¥244.8b | 15.4x | 18x | 0.5x |
| Sun, 21 Sep 2025 | JP¥4.6t | JP¥9.5t | JP¥244.9b | 16.4x | 18.7x | 0.5x |
| Tue, 19 Aug 2025 | JP¥4.6t | JP¥9.5t | JP¥245.0b | 16.7x | 18.6x | 0.5x |
| Thu, 17 Jul 2025 | JP¥4.3t | JP¥9.4t | JP¥244.9b | 15.3x | 17.4x | 0.5x |
| Sat, 14 Jun 2025 | JP¥4.1t | JP¥9.4t | JP¥245.0b | 15.3x | 16.7x | 0.4x |
| Mon, 12 May 2025 | JP¥4.0t | JP¥9.3t | JP¥244.6b | 12.8x | 16.4x | 0.4x |
| Wed, 09 Apr 2025 | JP¥3.8t | JP¥9.4t | JP¥237.7b | 12x | 15.8x | 0.4x |
| Fri, 07 Mar 2025 | JP¥4.1t | JP¥9.4t | JP¥237.7b | 12.7x | 17.1x | 0.4x |
| Sun, 02 Feb 2025 | JP¥3.8t | JP¥9.1t | JP¥225.9b | 13.4x | 16.9x | 0.4x |
| Tue, 31 Dec 2024 | JP¥3.8t | JP¥9.3t | JP¥225.9b | 12.4x | 16.9x | 0.4x |
| Thu, 28 Nov 2024 | JP¥3.7t | JP¥9.3t | JP¥225.9b | 11.6x | 16.6x | 0.4x |
| Sat, 26 Oct 2024 | JP¥3.6t | JP¥9.1t | JP¥228.3b | 12.1x | 15.8x | 0.4x |
| Mon, 23 Sep 2024 | JP¥3.7t | JP¥9.1t | JP¥228.2b | 12.5x | 16.1x | 0.4x |
| Wed, 21 Aug 2024 | JP¥3.6t | JP¥9.1t | JP¥227.4b | 12.2x | 15.7x | 0.4x |
| Fri, 19 Jul 2024 | JP¥3.7t | JP¥9.0t | JP¥235.2b | 13.5x | 15.7x | 0.4x |
| Sun, 16 Jun 2024 | JP¥3.6t | JP¥9.0t | JP¥234.5b | 12.9x | 15.1x | 0.4x |
| Tue, 14 May 2024 | JP¥3.7t | JP¥8.9t | JP¥244.7b | 12.9x | 15.3x | 0.4x |
| Thu, 11 Apr 2024 | JP¥4.0t | JP¥8.9t | JP¥267.7b | 13.9x | 15x | 0.5x |
| Sat, 09 Mar 2024 | JP¥4.0t | JP¥8.9t | JP¥266.2b | 13.9x | 14.9x | 0.4x |
| Mon, 05 Feb 2024 | JP¥5.4t | JP¥10.9t | JP¥317.3b | 14.8x | 16.9x | 0.5x |
| Wed, 03 Jan 2024 | JP¥5.3t | JP¥10.9t | JP¥352.1b | 13.2x | 15.2x | 0.5x |
| Fri, 01 Dec 2023 | JP¥5.4t | JP¥10.9t | JP¥352.1b | 13.4x | 15.3x | 0.5x |
| Sun, 29 Oct 2023 | JP¥5.3t | JP¥11.1t | JP¥394.6b | 12.1x | 13.6x | 0.5x |
| Tue, 26 Sep 2023 | JP¥5.4t | JP¥11.1t | JP¥394.8b | 12.3x | 13.7x | 0.5x |
| Thu, 24 Aug 2023 | JP¥5.4t | JP¥11.1t | JP¥394.8b | 12.4x | 13.7x | 0.5x |
| Sat, 22 Jul 2023 | JP¥5.4t | JP¥11.3t | JP¥467.2b | 11x | 11.7x | 0.5x |
| Mon, 19 Jun 2023 | JP¥5.4t | JP¥11.3t | JP¥467.3b | 10.7x | 11.6x | 0.5x |
11.6x
Which industries have driven the changes within the Japanese Industrials industry?
| JP Market | -2.89% | |
| Industrials | -4.13% | |
| Logistics | 1.06% | |
| Air Freight and Logistics | 1.06% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 9143 SG HoldingsLtd | JP¥1.50k | 5.3% +JP¥45.4b | -9.7% | PE15.1x | |
| 9304 Shibusawa Logistics | JP¥1.49k | 5.1% +JP¥4.1b | 51.7% | PE13.4x | |
| 9069 SENKO Group Holdings | JP¥1.92k | 0.7% +JP¥2.4b | 3.8% | PE17x | |
| 9302 MITSUI-SOKO HOLDINGS | JP¥3.88k | 0.6% +JP¥1.8b | -1.7% | PE26.5x | |
| 9381 AIT | JP¥2.23k | 3.3% +JP¥1.7b | 27.6% | PE16.5x |