Capital Allocation Trends At Seino Holdings (TSE:9076) Aren't Ideal
Apr 15
Japanese (NIKKEI) Cargo Ground Transportation Industry Analysis
UpdatedApr 19, 2024
DataAggregated Company Financials
Companies21
- 7D-0.7%
- 3M5.4%
- 1Y35.5%
- YTDn/a
The Cargo Ground Transportation industry is up 1.9% in the last week, with Seino Holdings up 2.8%. In the last 12 months, the industry was up 38%. Earnings are forecast to grow by 12% annually.
Industry Valuation and Performance
Has the Japanese Cargo Ground Transportation Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 20 Apr 2024 | JP¥1.2t | JP¥2.2t | JP¥83.4b | 11.7x | 14.5x | 0.6x |
| Mon, 18 Mar 2024 | JP¥1.2t | JP¥2.2t | JP¥83.4b | 12x | 14x | 0.5x |
| Wed, 14 Feb 2024 | JP¥1.2t | JP¥2.2t | JP¥82.5b | 11.7x | 14.4x | 0.5x |
| Fri, 12 Jan 2024 | JP¥1.2t | JP¥2.1t | JP¥91.6b | 10.6x | 13x | 0.6x |
| Sun, 10 Dec 2023 | JP¥1.1t | JP¥2.1t | JP¥91.6b | 9.5x | 12.3x | 0.5x |
| Tue, 07 Nov 2023 | JP¥1.2t | JP¥2.1t | JP¥92.9b | 9.2x | 12.6x | 0.5x |
| Thu, 05 Oct 2023 | JP¥1.1t | JP¥2.2t | JP¥93.4b | 9.1x | 12.3x | 0.5x |
| Sat, 02 Sep 2023 | JP¥1.2t | JP¥2.2t | JP¥93.4b | 9.3x | 12.5x | 0.5x |
| Mon, 31 Jul 2023 | JP¥1.2t | JP¥2.1t | JP¥94.5b | 9.3x | 12.2x | 0.5x |
| Wed, 28 Jun 2023 | JP¥1.1t | JP¥2.1t | JP¥94.9b | 9.3x | 11.4x | 0.5x |
| Fri, 26 May 2023 | JP¥977.7b | JP¥2.1t | JP¥94.9b | 9.1x | 10.3x | 0.5x |
| Sun, 23 Apr 2023 | JP¥937.3b | JP¥2.1t | JP¥95.5b | 8.9x | 9.8x | 0.4x |
Price to Earnings Ratio
9.7x
Current Industry PE
- Investors are optimistic on the Japanese Cargo Ground Transportation industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 14.6x which is higher than its 3-year average PE of 12.1x.
- The industry is trading close to its 3-year average PS ratio of 0.52x.
Past Earnings Growth
- The earnings for companies in the Cargo Ground Transportation industry have declined 4.5% 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 Comparison
How does Japanese Cargo Ground Transportation compare with similar industries?
| JP Market | -2.55% | |
| Industrials | -2.71% | |
| Transportation | -1.53% | |
| Cargo Ground Transportation | -0.65% | |
| Railroads | -1.58% | |
| Trucking | -2.31% | |
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 | |
|---|---|---|---|---|---|
| 9075 Fukuyama Transporting | JP¥3.84k | 2.3% +JP¥3.4b | 7.6% | PE16.6x | |
| 9055 Alps Logistics | JP¥3.05k | 1.7% +JP¥1.8b | 133.4% | PE29.5x |