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Japanese (NIKKEI) Logistics Industry Analysis

UpdatedDec 29, 2025
DataAggregated Company Financials
Companies22
  • 7D-0.1%
  • 3M-3.2%
  • 1Y22.1%
  • YTD23.3%

In the last week, Logistics has been flat. The past year has been better, since the industry has gained 22% in that time. Looking forward, earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

Has the Japanese Logistics Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 29 Dec 2025JP¥4.4tJP¥9.6tJP¥247.5b14.2x17.6x0.5x
Wed, 26 Nov 2025JP¥4.4tJP¥9.6tJP¥247.5b13.6x17.9x0.5x
Fri, 24 Oct 2025JP¥4.4tJP¥9.5tJP¥244.8b15.4x18x0.5x
Sun, 21 Sep 2025JP¥4.6tJP¥9.5tJP¥244.9b16.4x18.7x0.5x
Tue, 19 Aug 2025JP¥4.6tJP¥9.5tJP¥245.0b16.7x18.6x0.5x
Thu, 17 Jul 2025JP¥4.3tJP¥9.4tJP¥244.9b15.3x17.4x0.5x
Sat, 14 Jun 2025JP¥4.1tJP¥9.4tJP¥245.0b15.3x16.7x0.4x
Mon, 12 May 2025JP¥4.0tJP¥9.3tJP¥244.6b12.8x16.4x0.4x
Wed, 09 Apr 2025JP¥3.8tJP¥9.4tJP¥237.7b12x15.8x0.4x
Fri, 07 Mar 2025JP¥4.1tJP¥9.4tJP¥237.7b12.7x17.1x0.4x
Sun, 02 Feb 2025JP¥3.8tJP¥9.1tJP¥225.9b13.4x16.9x0.4x
Tue, 31 Dec 2024JP¥3.8tJP¥9.3tJP¥225.9b12.4x16.9x0.4x
Thu, 28 Nov 2024JP¥3.7tJP¥9.3tJP¥225.9b11.6x16.6x0.4x
Sat, 26 Oct 2024JP¥3.6tJP¥9.1tJP¥228.3b12.1x15.8x0.4x
Mon, 23 Sep 2024JP¥3.7tJP¥9.1tJP¥228.2b12.5x16.1x0.4x
Wed, 21 Aug 2024JP¥3.6tJP¥9.1tJP¥227.4b12.2x15.7x0.4x
Fri, 19 Jul 2024JP¥3.7tJP¥9.0tJP¥235.2b13.5x15.7x0.4x
Sun, 16 Jun 2024JP¥3.6tJP¥9.0tJP¥234.5b12.9x15.1x0.4x
Tue, 14 May 2024JP¥3.7tJP¥8.9tJP¥244.7b12.9x15.3x0.4x
Thu, 11 Apr 2024JP¥4.0tJP¥8.9tJP¥267.7b13.9x15x0.5x
Sat, 09 Mar 2024JP¥4.0tJP¥8.9tJP¥266.2b13.9x14.9x0.4x
Mon, 05 Feb 2024JP¥5.4tJP¥10.9tJP¥317.3b14.8x16.9x0.5x
Wed, 03 Jan 2024JP¥5.3tJP¥10.9tJP¥352.1b13.2x15.2x0.5x
Fri, 01 Dec 2023JP¥5.4tJP¥10.9tJP¥352.1b13.4x15.3x0.5x
Sun, 29 Oct 2023JP¥5.3tJP¥11.1tJP¥394.6b12.1x13.6x0.5x
Tue, 26 Sep 2023JP¥5.4tJP¥11.1tJP¥394.8b12.3x13.7x0.5x
Thu, 24 Aug 2023JP¥5.4tJP¥11.1tJP¥394.8b12.4x13.7x0.5x
Sat, 22 Jul 2023JP¥5.4tJP¥11.3tJP¥467.2b11x11.7x0.5x
Mon, 19 Jun 2023JP¥5.4tJP¥11.3tJP¥467.3b10.7x11.6x0.5x
Wed, 17 May 2023JP¥5.5tJP¥11.4tJP¥477.4b10.8x11.5x0.5x
Fri, 14 Apr 2023JP¥5.1tJP¥11.4tJP¥489.4b10.6x10.4x0.4x
Sun, 12 Mar 2023JP¥5.2tJP¥11.4tJP¥491.0b10.6x10.5x0.5x
Tue, 07 Feb 2023JP¥5.1tJP¥11.0tJP¥441.9b9.8x11.5x0.5x
Thu, 05 Jan 2023JP¥4.2tJP¥9.1tJP¥359.2b10x11.7x0.5x
Price to Earnings Ratio

11.7x


Total Market Cap: JP¥4.2tTotal Earnings: JP¥359.2bTotal Revenue: JP¥9.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Logistics Industry Price to Earnings3Y Average 15.1x20242025
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 17.7x which is higher than its 3-year average PE of 15.1x.
  • 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 12% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the Japanese Industrials industry?

JP Market1.22%
Industrials0.82%
Logistics-0.12%
Air Freight and Logistics-0.12%
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
9064 Yamato HoldingsJP¥2.22k1.3%
+JP¥9.3b		23.4%PE15.9x
9069 SENKO Group HoldingsJP¥1.96k1.6%
+JP¥5.3b		30.4%PE19.5x
9025 Konoike TransportLtdJP¥3.20k2.6%
+JP¥4.2b		2.9%PE13.6x
9147 Nippon Express HoldingsJP¥3.34k0.2%
+JP¥1.9b		38.1%PE32.4x
2384 SBS HoldingsJP¥3.85k1.1%
+JP¥1.6b		61.0%PE13.1x

Latest News

9143
JP¥1,432.50
SG HoldingsLtd
7D
-2.7%
1Y
-5.7%

Take Care Before Diving Into The Deep End On SG Holdings Co.,Ltd. (TSE:9143)

Dec 27
Take Care Before Diving Into The Deep End On SG Holdings Co.,Ltd. (TSE:9143)
9064
JP¥2,215.00
Yamato Holdings
7D
1.3%
1Y
23.4%

Yamato Holdings (TSE:9064) Is Due To Pay A Dividend Of ¥23.00

Dec 25
Yamato Holdings (TSE:9064) Is Due To Pay A Dividend Of ¥23.00
2384
JP¥3,845.00
SBS Holdings
7D
1.1%
1Y
61.0%
9147
JP¥3,340.00
Nippon Express Holdings
7D
0.2%
1Y
38.1%
9065
JP¥8,603.00
Sankyu
7D
0.2%
1Y
57.2%

Here's Why We Think Sankyu (TSE:9065) Might Deserve Your Attention Today

Dec 12
Here's Why We Think Sankyu (TSE:9065) Might Deserve Your Attention Today
9324
JP¥2,208.00
Yasuda Logistics
7D
-1.5%
1Y
22.7%
9025
JP¥3,200.00
Konoike TransportLtd
7D
2.6%
1Y
2.9%

There's Been No Shortage Of Growth Recently For Konoike TransportLtd's (TSE:9025) Returns On Capital

Dec 07
There's Been No Shortage Of Growth Recently For Konoike TransportLtd's (TSE:9025) Returns On Capital
9090
JP¥1,005.00
AZ-COM MARUWA Holdings
7D
-0.5%
1Y
-10.7%
9302
JP¥3,775.00
MITSUI-SOKO HOLDINGS
7D
-1.8%
1Y
50.8%
9069
JP¥1,964.50
SENKO Group Holdings
7D
1.6%
1Y
30.4%
9037
JP¥1,748.00
Hamakyorex
7D
-1.7%
1Y
29.0%

Hamakyorex (TSE:9037) Is Increasing Its Dividend To ¥20.00

Dec 03
Hamakyorex (TSE:9037) Is Increasing Its Dividend To ¥20.00
9304
JP¥1,278.00
Shibusawa Logistics
7D
1.6%
1Y
64.9%
9369
JP¥2,823.00
K.R.S
7D
2.2%
1Y
20.2%
9312
JP¥2,802.00
Keihin
7D
-1.5%
1Y
40.9%
9381
JP¥2,130.00
AIT
7D
-0.5%
1Y
23.3%
9326
JP¥421.00
KantsuLtd
7D
-2.3%
1Y
12.3%

KantsuLtd (TSE:9326) Has Affirmed Its Dividend Of ¥10.00

Oct 16
KantsuLtd (TSE:9326) Has Affirmed Its Dividend Of ¥10.00