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Japanese (NIKKEI) Logistics Industry Analysis
UpdatedFeb 16, 2026
DataAggregated Company Financials
Companies22
- 7D0.4%
- 3M3.3%
- 1Y24.0%
- YTD1.0%
Over the last 7 days, the Logistics industry has remained flat, although notably Nippon Express Holdings declined by 3.9%. The past year has been better, since the industry has gained 24% in that time. Earnings are forecast to grow by 15% annually.
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 |
|---|---|---|---|---|---|---|
| Mon, 16 Feb 2026 | JP¥4.5t | JP¥9.7t | JP¥215.6b | 16.5x | 20.7x | 0.5x |
| Wed, 14 Jan 2026 | JP¥4.4t | JP¥9.6t | JP¥247.8b | 14.8x | 17.9x | 0.5x |
| Fri, 12 Dec 2025 | JP¥4.3t | JP¥9.6t | JP¥247.5b | 13.7x | 17.4x | 0.4x |
| Sun, 09 Nov 2025 | JP¥4.3t | JP¥9.6t | JP¥246.9b | 15.2x | 17.6x | 0.5x |
| Tue, 07 Oct 2025 | JP¥4.4t | JP¥9.5t | JP¥244.7b | 15.7x | 18x | 0.5x |
| Thu, 04 Sep 2025 | JP¥4.6t | JP¥9.5t | JP¥244.9b | 16.5x | 19x | 0.5x |
| Sat, 02 Aug 2025 | JP¥4.6t | JP¥9.4t | JP¥249.9b | 15.9x | 18.2x | 0.5x |
| Mon, 30 Jun 2025 | JP¥4.1t | JP¥9.4t | JP¥245.0b | 15.1x | 16.9x | 0.4x |
| Wed, 28 May 2025 | JP¥3.9t | JP¥9.4t | JP¥245.0b | 14.9x | 15.9x | 0.4x |
| Fri, 25 Apr 2025 | JP¥3.8t | JP¥9.2t | JP¥232.9b | 12.6x | 16.5x | 0.4x |
| Sun, 23 Mar 2025 | JP¥4.1t | JP¥9.4t | JP¥237.7b | 13.2x | 17.3x | 0.4x |
| Tue, 18 Feb 2025 | JP¥3.8t | JP¥9.4t | JP¥237.7b | 12.1x | 16.2x | 0.4x |
| Thu, 16 Jan 2025 | JP¥3.7t | JP¥9.3t | JP¥228.1b | 12.2x | 16.4x | 0.4x |
| Sat, 14 Dec 2024 | JP¥3.9t | JP¥9.3t | JP¥225.9b | 12.6x | 17.1x | 0.4x |
| Mon, 11 Nov 2024 | JP¥3.7t | JP¥9.2t | JP¥222.6b | 12.2x | 16.7x | 0.4x |
| Wed, 09 Oct 2024 | JP¥3.8t | JP¥9.1t | JP¥228.4b | 12.6x | 16.5x | 0.4x |
| Fri, 06 Sep 2024 | JP¥3.6t | JP¥9.1t | JP¥228.2b | 12.5x | 16x | 0.4x |
| Sun, 04 Aug 2024 | JP¥3.5t | JP¥9.0t | JP¥225.7b | 12.6x | 15.3x | 0.4x |
| Tue, 02 Jul 2024 | JP¥3.6t | JP¥9.0t | JP¥234.5b | 13.4x | 15.4x | 0.4x |
| Thu, 30 May 2024 | JP¥3.6t | JP¥9.0t | JP¥234.5b | 12.4x | 15.4x | 0.4x |
| Sat, 27 Apr 2024 | JP¥3.9t | JP¥8.9t | JP¥267.3b | 13.8x | 14.8x | 0.4x |
| Mon, 25 Mar 2024 | JP¥4.1t | JP¥8.9t | JP¥267.3b | 13.9x | 15.3x | 0.5x |
| Wed, 21 Feb 2024 | JP¥4.1t | JP¥8.9t | JP¥266.2b | 14.3x | 15.5x | 0.5x |
| Fri, 19 Jan 2024 | JP¥5.4t | JP¥10.9t | JP¥348.9b | 13.6x | 15.4x | 0.5x |
| Sun, 17 Dec 2023 | JP¥5.3t | JP¥10.9t | JP¥352.1b | 12.9x | 15.1x | 0.5x |
| Tue, 14 Nov 2023 | JP¥5.4t | JP¥11.0t | JP¥369.4b | 12.9x | 14.5x | 0.5x |
| Thu, 12 Oct 2023 | JP¥5.2t | JP¥11.1t | JP¥394.8b | 12x | 13.2x | 0.5x |
| Sat, 09 Sep 2023 | JP¥5.4t | JP¥11.1t | JP¥394.8b | 12.4x | 13.7x | 0.5x |
| Mon, 07 Aug 2023 | JP¥5.4t | JP¥11.2t | JP¥454.3b | 11.1x | 11.9x | 0.5x |
| Wed, 05 Jul 2023 | JP¥5.4t | JP¥11.3t | JP¥467.3b | 10.8x | 11.6x | 0.5x |
| Fri, 02 Jun 2023 | JP¥5.3t | JP¥11.3t | JP¥467.3b | 10.4x | 11.4x | 0.5x |
| Sun, 30 Apr 2023 | JP¥5.2t | JP¥11.3t | JP¥479.9b | 10.8x | 10.9x | 0.5x |
| Tue, 28 Mar 2023 | JP¥5.1t | JP¥11.4t | JP¥491.0b | 10.1x | 10.3x | 0.4x |
| Thu, 23 Feb 2023 | JP¥5.2t | JP¥11.4t | JP¥491.0b | 10.3x | 10.5x | 0.5x |
Price to Earnings Ratio
10.5x
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 20.7x which is higher than its 3-year average PE of 15.4x.
- 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 24% per year over the last three years,
- Revenues have also declined 5.3% 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 | 3.26% | |
| Industrials | 3.33% | |
| Logistics | 0.41% | |
| Air Freight and Logistics | 0.41% | |
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 | |
|---|---|---|---|---|---|
| 9143 SG HoldingsLtd | JP¥1.50k | 1.9% +JP¥16.7b | 4.9% | PE17.5x | |
| 2384 SBS Holdings | JP¥4.15k | 4.0% +JP¥6.4b | 56.6% | PE14x | |
| 9065 Sankyu | JP¥9.64k | 1.2% +JP¥5.6b | 65.4% | PE15.1x | |
| 9324 Yasuda Logistics | JP¥2.62k | 7.8% +JP¥5.5b | 36.7% | PE20x | |
| 9025 Konoike TransportLtd | JP¥3.48k | 1.6% +JP¥2.9b | 19.0% | PE14.5x |