Analysis Article • Aug 15

Over the last 7 days, the Logistics industry has risen 5.0%, driven by gains from SG HoldingsLtd of 1.5%. This means that the industry has gained 11% over the past year. As for the next few years, earnings are expected to grow by 15% per annum.
Has the Japanese Logistics Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 18 Aug 2026 | JP¥5.1t | JP¥10.1t | JP¥246.0b | 15.5x | 20.6x | 0.5x |
| Thu, 16 Jul 2026 | JP¥5.0t | JP¥9.9t | JP¥221.5b | 15.7x | 22.6x | 0.5x |
| Sat, 13 Jun 2026 | JP¥4.7t | JP¥9.9t | JP¥221.7b | 13.6x | 21.1x | 0.5x |
| Mon, 11 May 2026 | JP¥4.5t | JP¥9.8t | JP¥207.0b | 15.1x | 21.8x | 0.5x |
| Wed, 08 Apr 2026 | JP¥4.5t | JP¥9.7t | JP¥216.0b | 15.6x | 20.7x | 0.5x |
| Fri, 06 Mar 2026 | JP¥4.4t | JP¥9.7t | JP¥215.5b | 16.2x | 20.6x | 0.5x |
| Sun, 01 Feb 2026 | JP¥4.4t | JP¥9.6t | JP¥249.3b | 14.5x | 17.7x | 0.5x |
| Tue, 30 Dec 2025 | JP¥4.4t | JP¥9.6t | JP¥247.5b | 14.2x | 17.7x | 0.5x |
| Thu, 27 Nov 2025 | JP¥4.4t | JP¥9.6t | JP¥247.5b | 13.6x | 17.9x | 0.5x |
| Sat, 25 Oct 2025 | JP¥4.4t | JP¥9.5t | JP¥244.8b | 15.3x | 17.9x | 0.5x |
| Mon, 22 Sep 2025 | JP¥4.6t | JP¥9.5t | JP¥244.9b | 16.4x | 18.7x | 0.5x |
| Wed, 20 Aug 2025 | JP¥4.6t | JP¥9.5t | JP¥245.0b | 16.8x | 18.7x | 0.5x |
| Fri, 18 Jul 2025 | JP¥4.3t | JP¥9.4t | JP¥244.9b | 15.6x | 17.7x | 0.5x |
| Sun, 15 Jun 2025 | JP¥4.1t | JP¥9.4t | JP¥245.0b | 15.3x | 16.7x | 0.4x |
| Tue, 13 May 2025 | JP¥4.0t | JP¥9.3t | JP¥244.6b | 12.9x | 16.3x | 0.4x |
| Thu, 10 Apr 2025 | JP¥3.7t | JP¥9.4t | JP¥237.7b | 11.7x | 15.5x | 0.4x |
| Sat, 08 Mar 2025 | JP¥4.0t | JP¥9.4t | JP¥237.7b | 12.7x | 16.9x | 0.4x |
| Mon, 03 Feb 2025 | JP¥3.8t | JP¥9.1t | JP¥225.9b | 13.4x | 16.9x | 0.4x |
| Wed, 01 Jan 2025 | JP¥3.8t | JP¥9.3t | JP¥225.9b | 12.4x | 16.9x | 0.4x |
| Fri, 29 Nov 2024 | JP¥3.8t | JP¥9.3t | JP¥225.9b | 11.7x | 16.7x | 0.4x |
| Sun, 27 Oct 2024 | JP¥3.6t | JP¥9.1t | JP¥228.3b | 12.1x | 15.8x | 0.4x |
| Tue, 24 Sep 2024 | JP¥3.7t | JP¥9.1t | JP¥228.2b | 12.5x | 16.1x | 0.4x |
| Thu, 22 Aug 2024 | JP¥3.6t | JP¥9.1t | JP¥227.4b | 12.2x | 15.7x | 0.4x |
| Sat, 20 Jul 2024 | JP¥3.6t | JP¥9.0t | JP¥235.2b | 13.4x | 15.5x | 0.4x |
| Mon, 17 Jun 2024 | JP¥3.6t | JP¥9.0t | JP¥234.5b | 12.9x | 15.1x | 0.4x |
| Wed, 15 May 2024 | JP¥3.7t | JP¥8.9t | JP¥244.7b | 13x | 15.2x | 0.4x |
| Fri, 12 Apr 2024 | JP¥4.0t | JP¥8.9t | JP¥267.7b | 13.8x | 14.9x | 0.4x |
| Sun, 10 Mar 2024 | JP¥4.0t | JP¥8.9t | JP¥266.2b | 13.9x | 14.9x | 0.4x |
| Tue, 06 Feb 2024 | JP¥4.3t | JP¥9.0t | JP¥246.7b | 14.7x | 17.5x | 0.5x |
| Thu, 04 Jan 2024 | JP¥5.3t | JP¥10.9t | JP¥352.1b | 13.2x | 15.2x | 0.5x |
| Sat, 02 Dec 2023 | JP¥5.4t | JP¥10.9t | JP¥352.1b | 13.2x | 15.2x | 0.5x |
| Mon, 30 Oct 2023 | JP¥5.3t | JP¥11.1t | JP¥379.6b | 12.2x | 14.1x | 0.5x |
| Wed, 27 Sep 2023 | JP¥5.4t | JP¥11.1t | JP¥394.8b | 12.4x | 13.6x | 0.5x |
| Fri, 25 Aug 2023 | JP¥5.4t | JP¥11.1t | JP¥394.8b | 12.3x | 13.7x | 0.5x |
13.7x
Which industries have driven the changes within the Japanese Industrials industry?
| JP Market | 2.94% | |
| Industrials | 2.81% | |
| Logistics | 5.01% | |
| Air Freight and Logistics | 5.01% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 9143 SG HoldingsLtd | JP¥1.63k | 1.5% +JP¥14.6b | -0.7% | PE15.9x | |
| 9147 Nippon Express Holdings | JP¥5.61k | 0.7% +JP¥9.3b | 80.2% | PE72.6x | |
| 9069 SENKO Group Holdings | JP¥2.31k | 2.1% +JP¥8.0b | 14.4% | PE18.7x | |
| 9304 Shibusawa Logistics | JP¥1.97k | 4.5% +JP¥4.8b | 79.1% | PE14.9x | |
| 9090 AZ-COM MARUWA Holdings | JP¥877.00 | 4.0% +JP¥4.6b | -27.6% | PE16.9x |