Analysis Article • May 22

Over the last 7 days, the Logistics industry has remained flat, although notably SG HoldingsLtd declined by 3.5%. The past year has been better, since the industry has gained 21% in that time. Earnings are forecast to grow by 14% annually.
Has the Japanese Logistics Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 04 Jun 2026 | JP¥4.7t | JP¥9.9t | JP¥221.7b | 14x | 21.3x | 0.5x |
| Sat, 02 May 2026 | JP¥4.4t | JP¥9.8t | JP¥196.1b | 15.7x | 22.4x | 0.4x |
| Mon, 30 Mar 2026 | JP¥4.3t | JP¥9.7t | JP¥215.5b | 15.9x | 20.2x | 0.4x |
| Wed, 25 Feb 2026 | JP¥4.5t | JP¥9.7t | JP¥215.5b | 16.6x | 21.1x | 0.5x |
| Fri, 23 Jan 2026 | JP¥4.5t | JP¥9.6t | JP¥248.3b | 14.7x | 18x | 0.5x |
| Sun, 21 Dec 2025 | JP¥4.4t | JP¥9.6t | JP¥247.5b | 14x | 17.7x | 0.5x |
| Tue, 18 Nov 2025 | JP¥4.4t | JP¥9.6t | JP¥247.4b | 13.8x | 17.7x | 0.5x |
| Thu, 16 Oct 2025 | JP¥4.3t | JP¥9.5t | JP¥244.8b | 15.2x | 17.7x | 0.5x |
| Sat, 13 Sep 2025 | JP¥4.6t | JP¥9.5t | JP¥244.9b | 16.4x | 18.9x | 0.5x |
| Mon, 11 Aug 2025 | JP¥4.8t | JP¥9.5t | JP¥244.9b | 16.3x | 19.4x | 0.5x |
| Wed, 09 Jul 2025 | JP¥4.2t | JP¥9.4t | JP¥244.8b | 15.2x | 17.3x | 0.5x |
| Fri, 06 Jun 2025 | JP¥4.0t | JP¥9.4t | JP¥245.0b | 14.9x | 16.4x | 0.4x |
| Sun, 04 May 2025 | JP¥3.9t | JP¥9.3t | JP¥251.3b | 12.6x | 15.6x | 0.4x |
| Tue, 01 Apr 2025 | JP¥3.9t | JP¥9.4t | JP¥237.7b | 13.2x | 16.6x | 0.4x |
| Thu, 27 Feb 2025 | JP¥3.9t | JP¥9.4t | JP¥237.7b | 11.7x | 16.4x | 0.4x |
| Sat, 25 Jan 2025 | JP¥3.7t | JP¥9.1t | JP¥223.8b | 12.9x | 16.6x | 0.4x |
| Mon, 23 Dec 2024 | JP¥3.8t | JP¥9.3t | JP¥225.9b | 12x | 16.6x | 0.4x |
| Wed, 20 Nov 2024 | JP¥3.7t | JP¥9.3t | JP¥226.0b | 11.9x | 16.5x | 0.4x |
| Fri, 18 Oct 2024 | JP¥3.7t | JP¥9.1t | JP¥228.3b | 12.3x | 16.3x | 0.4x |
| Sun, 15 Sep 2024 | JP¥3.5t | JP¥9.1t | JP¥228.2b | 12.3x | 15.5x | 0.4x |
| Tue, 13 Aug 2024 | JP¥3.4t | JP¥9.0t | JP¥224.0b | 12.3x | 15.3x | 0.4x |
| Thu, 11 Jul 2024 | JP¥3.5t | JP¥9.0t | JP¥235.2b | 13x | 15x | 0.4x |
| Sat, 08 Jun 2024 | JP¥3.6t | JP¥9.0t | JP¥234.5b | 12.9x | 15.4x | 0.4x |
| Mon, 06 May 2024 | JP¥3.8t | JP¥8.9t | JP¥260.4b | 13.4x | 14.6x | 0.4x |
| Wed, 03 Apr 2024 | JP¥4.0t | JP¥8.9t | JP¥267.7b | 13.9x | 14.8x | 0.4x |
| Fri, 01 Mar 2024 | JP¥4.0t | JP¥8.9t | JP¥266.2b | 14.3x | 15.1x | 0.5x |
| Sun, 28 Jan 2024 | JP¥5.4t | JP¥10.9t | JP¥316.0b | 14.4x | 17.1x | 0.5x |
| Tue, 26 Dec 2023 | JP¥5.3t | JP¥10.9t | JP¥352.1b | 13x | 15.2x | 0.5x |
| Thu, 23 Nov 2023 | JP¥5.4t | JP¥10.9t | JP¥352.1b | 13.3x | 15.3x | 0.5x |
| Sat, 21 Oct 2023 | JP¥5.2t | JP¥11.1t | JP¥394.6b | 11.9x | 13.1x | 0.5x |
| Mon, 18 Sep 2023 | JP¥5.5t | JP¥11.1t | JP¥394.8b | 12.3x | 13.9x | 0.5x |
| Wed, 16 Aug 2023 | JP¥5.5t | JP¥11.1t | JP¥394.8b | 12.3x | 13.9x | 0.5x |
| Fri, 14 Jul 2023 | JP¥5.4t | JP¥11.3t | JP¥467.3b | 10.9x | 11.6x | 0.5x |
| Sun, 11 Jun 2023 | JP¥5.3t | JP¥11.3t | JP¥467.3b | 10.1x | 11.4x | 0.5x |
11.4x
Which industries have driven the changes within the Japanese Industrials industry?
| JP Market | 2.19% | |
| Industrials | -1.55% | |
| Logistics | 0.26% | |
| Air Freight and Logistics | 0.26% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 9064 Yamato Holdings | JP¥1.80k | 1.2% +JP¥7.0b | -9.6% | PE41.7x | |
| 9369 K.R.S | JP¥3.47k | 7.4% +JP¥6.0b | 48.2% | PE32.7x | |
| 9302 MITSUI-SOKO HOLDINGS | JP¥3.85k | 0.7% +JP¥1.9b | -4.2% | PE26.3x | |
| 9319 Chuo WarehouseLtd | JP¥1.77k | 0.6% +JP¥178.0m | 27.8% | PE15.3x |