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Japanese (NIKKEI) Logistics Industry Analysis

UpdatedJul 14, 2026
DataAggregated Company Financials
Companies23
  • 7D-1.7%
  • 3M8.2%
  • 1Y14.5%
  • YTD10.6%

Over the last 7 days, the Logistics industry has dropped 1.7%, driven by Nippon Express Holdings declining 4.1%. Meanwhile, SENKO Group Holdings actually outperformed within the industry, gaining 5.5% in the last week. Over the past 12 months, the industry was up 14%. 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 14 Jul 2026JP¥4.9tJP¥9.9tJP¥221.5b15.6x22.1x0.5x
Thu, 11 Jun 2026JP¥4.7tJP¥9.9tJP¥221.7b13.6x21.1x0.5x
Sat, 09 May 2026JP¥4.5tJP¥9.8tJP¥196.2b16.1x22.9x0.5x
Mon, 06 Apr 2026JP¥4.4tJP¥9.7tJP¥216.0b15.6x20.5x0.5x
Wed, 04 Mar 2026JP¥4.4tJP¥9.7tJP¥215.5b16.4x20.6x0.5x
Fri, 30 Jan 2026JP¥4.4tJP¥9.6tJP¥248.3b14.6x17.7x0.5x
Sun, 28 Dec 2025JP¥4.4tJP¥9.6tJP¥247.5b14.2x17.7x0.5x
Tue, 25 Nov 2025JP¥4.4tJP¥9.6tJP¥247.5b13.7x17.9x0.5x
Thu, 23 Oct 2025JP¥4.4tJP¥9.5tJP¥244.8b15.3x18.1x0.5x
Sat, 20 Sep 2025JP¥4.6tJP¥9.5tJP¥244.9b16.4x18.7x0.5x
Mon, 18 Aug 2025JP¥4.6tJP¥9.5tJP¥245.0b16.8x18.8x0.5x
Wed, 16 Jul 2025JP¥4.3tJP¥9.4tJP¥244.7b15.2x17.5x0.5x
Fri, 13 Jun 2025JP¥4.1tJP¥9.4tJP¥245.0b15.1x16.6x0.4x
Sun, 11 May 2025JP¥4.0tJP¥9.3tJP¥244.6b12.8x16.4x0.4x
Tue, 08 Apr 2025JP¥3.7tJP¥9.4tJP¥237.7b11.4x15.5x0.4x
Thu, 06 Mar 2025JP¥4.0tJP¥9.4tJP¥237.7b12.7x16.9x0.4x
Sat, 01 Feb 2025JP¥3.8tJP¥9.1tJP¥223.8b13.4x17x0.4x
Mon, 30 Dec 2024JP¥3.8tJP¥9.3tJP¥225.9b12.5x17x0.4x
Wed, 27 Nov 2024JP¥3.8tJP¥9.3tJP¥225.9b11.8x16.7x0.4x
Fri, 25 Oct 2024JP¥3.6tJP¥9.1tJP¥228.3b12.2x15.9x0.4x
Sun, 22 Sep 2024JP¥3.7tJP¥9.1tJP¥228.2b12.5x16.1x0.4x
Tue, 20 Aug 2024JP¥3.5tJP¥9.1tJP¥227.2b12.1x15.2x0.4x
Thu, 18 Jul 2024JP¥3.7tJP¥9.0tJP¥235.2b13.3x15.6x0.4x
Sat, 15 Jun 2024JP¥3.5tJP¥9.0tJP¥234.5b12.9x15.1x0.4x
Mon, 13 May 2024JP¥3.7tJP¥8.9tJP¥244.7b12.9x15.1x0.4x
Wed, 10 Apr 2024JP¥4.0tJP¥8.9tJP¥267.7b14x15x0.5x
Fri, 08 Mar 2024JP¥4.0tJP¥8.9tJP¥266.2b13.8x15x0.4x
Sun, 04 Feb 2024JP¥5.4tJP¥10.9tJP¥317.2b14.8x16.9x0.5x
Tue, 02 Jan 2024JP¥5.3tJP¥10.9tJP¥352.1b13.2x15.2x0.5x
Thu, 30 Nov 2023JP¥5.4tJP¥10.9tJP¥352.1b13.2x15.2x0.5x
Sat, 28 Oct 2023JP¥5.3tJP¥11.1tJP¥394.6b12.1x13.6x0.5x
Mon, 25 Sep 2023JP¥5.4tJP¥11.1tJP¥394.8b12.3x13.6x0.5x
Wed, 23 Aug 2023JP¥5.3tJP¥11.1tJP¥394.8b12.1x13.5x0.5x
Fri, 21 Jul 2023JP¥5.4tJP¥11.3tJP¥467.2b11x11.6x0.5x
Price to Earnings Ratio

11.6x


Total Market Cap: JP¥5.4tTotal Earnings: JP¥467.2bTotal Revenue: JP¥11.3tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Logistics Industry Price to Earnings3Y Average 16.8x202420252026
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 22.1x which is higher than its 3-year average PE of 16.8x.
  • 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 22% per year over the last three years,
  • Revenues have also declined 4.3% 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-2.63%
Industrials-3.58%
Logistics-1.68%
Air Freight and Logistics-1.68%
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
9069 SENKO Group HoldingsJP¥2.10k4.3%
+JP¥14.9b		3.5%PE18.6x
9304 Shibusawa LogisticsJP¥2.01k10.8%
+JP¥11.2b		91.3%PE18.1x
9090 AZ-COM MARUWA HoldingsJP¥858.005.5%
+JP¥6.1b		-21.6%PE15.5x
2384 SBS HoldingsJP¥4.27k1.5%
+JP¥2.6b		41.2%PE8.9x
9324 Yasuda LogisticsJP¥2.48k2.6%
+JP¥1.8b		35.7%PE10.6x

Latest News

9147
JP¥5,395.00
Nippon Express Holdings
7D
-1.5%
1Y
67.9%
Narrative Update • Jul 10

9147: Buyback Program Will Likely Struggle To Offset Overvaluation Risks

Analysts have raised their price target for Nippon Express Holdings by ¥200 to ¥4,788.75, citing updated assumptions around a slightly different discount rate, modestly revised revenue growth and profit margin expectations, and a higher future P/E multiple. What’s in the News for Nippon Express Holdings Nippon Express is carrying out a share buyback under a board-approved ¥50b program, with over 3,021,200 shares already repurchased for about ¥15.2b via Tokyo Stock Exchange market purchases so far.
9069
JP¥2,102.50
SENKO Group Holdings
7D
4.3%
1Y
3.5%
9304
JP¥2,009.00
Shibusawa Logistics
7D
10.8%
1Y
91.3%
9369
JP¥3,265.00
K.R.S
7D
1.1%
1Y
-0.3%
9302
JP¥3,555.00
MITSUI-SOKO HOLDINGS
7D
-0.08%
1Y
-6.3%
9037
JP¥1,829.00
Hamakyorex
7D
-0.05%
1Y
30.1%
9064
JP¥1,965.50
Yamato Holdings
7D
-0.7%
1Y
3.2%
9143
JP¥1,583.00
SG HoldingsLtd
7D
-1.6%
1Y
0.9%
9027
JP¥4,620.00
Loginet Japan
7D
4.5%
1Y
33.9%
9090
JP¥858.00
AZ-COM MARUWA Holdings
7D
5.5%
1Y
-21.6%
9381
JP¥2,376.00
AIT
7D
-0.04%
1Y
30.1%
9065
JP¥8,732.00
Sankyu
7D
-1.1%
1Y
5.0%
9325
JP¥1,120.00
PHYZ Holdings
7D
-0.5%
1Y
0.09%
9324
JP¥2,481.00
Yasuda Logistics
7D
2.6%
1Y
35.7%
2384
JP¥4,270.00
SBS Holdings
7D
1.5%
1Y
41.2%
9025
JP¥2,818.00
Konoike TransportLtd
7D
0.7%
1Y
-10.0%