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Japanese (NIKKEI) Logistics Industry Analysis
UpdatedJul 25, 2026
DataAggregated Company Financials
Companies23
- 7D0.9%
- 3M16.7%
- 1Y14.0%
- YTD13.9%
Over the last 7 days, the Logistics industry has risen 1.5%, driven by gains in Sankyu and Nippon Express Holdings of 6.4% and 2.0%, respectively. In the last 12 months, the industry was up 15%. Looking forward, earnings are forecast to grow by 16% 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 |
|---|---|---|---|---|---|---|
| Sat, 25 Jul 2026 | JP¥5.0t | JP¥9.9t | JP¥221.5b | 16x | 22.7x | 0.5x |
| Mon, 22 Jun 2026 | JP¥4.7t | JP¥9.9t | JP¥221.7b | 13.9x | 21.1x | 0.5x |
| Wed, 20 May 2026 | JP¥4.7t | JP¥9.9t | JP¥214.7b | 15.3x | 21.9x | 0.5x |
| Fri, 17 Apr 2026 | JP¥4.5t | JP¥9.8t | JP¥216.6b | 15.9x | 20.7x | 0.5x |
| Sun, 15 Mar 2026 | JP¥4.3t | JP¥9.7t | JP¥215.5b | 15.8x | 20x | 0.4x |
| Tue, 10 Feb 2026 | JP¥4.5t | JP¥9.7t | JP¥235.4b | 15.4x | 19.1x | 0.5x |
| Thu, 08 Jan 2026 | JP¥4.5t | JP¥9.6t | JP¥247.5b | 14.5x | 18.1x | 0.5x |
| Sat, 06 Dec 2025 | JP¥4.3t | JP¥9.6t | JP¥247.5b | 13.6x | 17.4x | 0.4x |
| Mon, 03 Nov 2025 | JP¥4.3t | JP¥9.6t | JP¥246.1b | 15.2x | 17.5x | 0.5x |
| Wed, 01 Oct 2025 | JP¥4.5t | JP¥9.5t | JP¥244.9b | 16x | 18.3x | 0.5x |
| Fri, 29 Aug 2025 | JP¥4.6t | JP¥9.5t | JP¥244.9b | 16.6x | 18.8x | 0.5x |
| Sun, 27 Jul 2025 | JP¥4.5t | JP¥9.4t | JP¥244.9b | 15.9x | 18.2x | 0.5x |
| Tue, 24 Jun 2025 | JP¥4.1t | JP¥9.4t | JP¥245.0b | 14.9x | 16.7x | 0.4x |
| Thu, 22 May 2025 | JP¥3.8t | JP¥9.4t | JP¥248.8b | 13.8x | 15.4x | 0.4x |
| Sat, 19 Apr 2025 | JP¥3.9t | JP¥9.2t | JP¥232.9b | 12.9x | 16.7x | 0.4x |
| Mon, 17 Mar 2025 | JP¥4.0t | JP¥9.4t | JP¥237.7b | 12.7x | 16.9x | 0.4x |
| Wed, 12 Feb 2025 | JP¥3.8t | JP¥9.2t | JP¥228.4b | 13.2x | 16.7x | 0.4x |
| Fri, 10 Jan 2025 | JP¥3.8t | JP¥9.3t | JP¥225.9b | 12.2x | 16.7x | 0.4x |
| Sun, 08 Dec 2024 | JP¥3.8t | JP¥9.3t | JP¥225.9b | 11.7x | 16.8x | 0.4x |
| Tue, 05 Nov 2024 | JP¥3.7t | JP¥9.1t | JP¥230.7b | 12.6x | 16x | 0.4x |
| Thu, 03 Oct 2024 | JP¥3.7t | JP¥9.1t | JP¥228.4b | 13.3x | 16.2x | 0.4x |
| Sat, 31 Aug 2024 | JP¥3.7t | JP¥9.1t | JP¥227.4b | 12.6x | 16.1x | 0.4x |
| Mon, 29 Jul 2024 | JP¥3.6t | JP¥9.0t | JP¥235.7b | 13.1x | 15.2x | 0.4x |
| Wed, 26 Jun 2024 | JP¥3.7t | JP¥9.0t | JP¥234.5b | 13.6x | 15.6x | 0.4x |
| Fri, 24 May 2024 | JP¥3.7t | JP¥9.0t | JP¥234.5b | 12.5x | 15.6x | 0.4x |
| Sun, 21 Apr 2024 | JP¥3.9t | JP¥8.9t | JP¥267.3b | 13.5x | 14.4x | 0.4x |
| Tue, 19 Mar 2024 | JP¥4.0t | JP¥8.9t | JP¥267.3b | 13.7x | 14.9x | 0.4x |
| Thu, 15 Feb 2024 | JP¥4.1t | JP¥9.0t | JP¥257.1b | 14.5x | 16x | 0.5x |
| Sat, 13 Jan 2024 | JP¥5.5t | JP¥10.9t | JP¥349.4b | 13.3x | 15.7x | 0.5x |
| Mon, 11 Dec 2023 | JP¥5.3t | JP¥10.9t | JP¥352.1b | 13.1x | 15.2x | 0.5x |
| Wed, 08 Nov 2023 | JP¥5.3t | JP¥11.1t | JP¥372.2b | 12.2x | 14.2x | 0.5x |
| Fri, 06 Oct 2023 | JP¥5.2t | JP¥11.1t | JP¥394.8b | 11.8x | 13.3x | 0.5x |
| Sun, 03 Sep 2023 | JP¥5.5t | JP¥11.1t | JP¥394.8b | 12.3x | 14x | 0.5x |
| Tue, 01 Aug 2023 | JP¥5.5t | JP¥11.2t | JP¥455.6b | 11.4x | 12x | 0.5x |
Price to Earnings Ratio
12x
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 22.7x which is higher than its 3-year average PE of 16.9x.
- 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 21% per year over the last three years,
- Revenues have also declined 4.1% 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 | 2.14% | |
| Industrials | 2.89% | |
| Logistics | 0.91% | |
| Air Freight and Logistics | 0.91% | |
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 | |
|---|---|---|---|---|---|
| 9065 Sankyu | JP¥9.23k | 6.4% +JP¥27.9b | 6.0% | PE14.7x | |
| 9147 Nippon Express Holdings | JP¥5.49k | 2.0% +JP¥25.9b | 62.3% | PE216.3x | |
| 9064 Yamato Holdings | JP¥2.04k | 2.1% +JP¥13.1b | 3.2% | PE47.4x | |
| 9090 AZ-COM MARUWA Holdings | JP¥922.00 | 5.9% +JP¥6.9b | -18.8% | PE16.7x | |
| 9302 MITSUI-SOKO HOLDINGS | JP¥3.64k | 1.5% +JP¥4.1b | -7.2% | PE24.7x |