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Japanese third-party logistics (3PL) provider offering trucking, warehousing and supply-chain management.
Japanese third-party logistics (3PL) provider offering trucking, warehousing and supply-chain management.
Provides trucking, warehousing and delivery under contracts with manufacturers and retailers, with contract logistics giving repeat volume. It has grown by buying smaller logistics companies. Higher driver and fuel costs reach clients only through negotiated rate changes.
In one line: A Japanese J.B. Hunt/XPO Logistics.
Moat: none (scale). Scale trucking/3PL operator in a fragmented, competitive Japanese logistics market.
Headquarters: Osaka, Japan · Founded: 1979 · Employees: 27,835
Size SENKO (9069.T) is a Japan Industrials company (Air Freight/Couriers) with a market value of $2.45B, the 421st largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥2,266 on 6 Nov 2026.
Performance Over six months the shares gained 22.8%, against -11.2% for the median peer and +1.8% for the Japan market (cap-weighted) — highest of 21 in its peer set.
Growth Revenue grew 6.9% over the last twelve months (peer median +6.3%); the operating margin is 4.2% (peer median 4.2%).
Valuation It trades at 15.2× forward earnings against a peer median of 12.4× (7th most expensive of 16).
Price implies For today's price to make sense, revenue must grow about 4% a year for seven years (Req g). Recent delivered growth is +9%, so the hurdle is -5 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 0.4 points below its cost of capital (5.0% WACC).
Next results Next results expected around 12 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥931B | ¥900B | ¥855B | ¥778B | ¥696B |
| Revenue growth | — | +5% | +10% | +12% | — |
| Gross profit | ¥153B | ¥146B | ¥135B | ¥119B | ¥101B |
| EBITDA | ¥75.4B | ¥72.4B | ¥67.8B | ¥57.9B | ¥49.3B |
| Net income | ¥20.7B | ¥19.3B | ¥18.6B | ¥15.9B | ¥15.3B |
| Free cash flow | n/a | ¥18.3B | -¥8.15B | ¥2.51B | ¥13.1B |
| Capital expenditure | n/a | ¥46.2B | ¥54.4B | ¥50.2B | ¥35.7B |
| Total debt | ¥382B | ¥380B | ¥320B | ¥321B | ¥259B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| SENKO 9069.T | $2.45B | +23% | +7% | 4% | 15.2× | 4.4% |
| Seino 9076.T | $2.48B | +9% | +7% | 5% | 14.5× | -3.2% |
| Nippon Express Hldgs 9147.T | $8.22B | +35% | +2% | 3% | 17.6× | 7.9% |
| MITSUI-SOKO 9302.T | $1.52B | -22% | +6% | 7% | 17.8× | -1.6% |
| SG Holdings Co., Ltd. 9143.T | $5.56B | +1% | +14% | 5% | 14.0× | -2.6% |
| Sankyu 9065.T | $2.76B | -9% | 0% | 7% | 12.2× | -1.1% |
| Yamato 9064.T | $4.83B | +26% | +2% | 2% | 34.5× | 8.9% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 9069.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -3.0% | -2.5% | 10th lowest of 21 |
| 6-month return | +22.8% | -11.2% | highest of 21 |
| Distance from 52-week high | -8.8% | -24.4% | 2nd highest of 21 |
| Revenue growth (TTM) | +6.9% | +6.3% | 10th highest of 20 |
| Operating margin | 4.2% | 4.2% | 9th lowest of 19 |
| Forward P/E | 15.2× | 12.4× | 7th most expensive of 16 |
| Growth the price implies (Req g, 7 yrs) | 4.4% | 2.2% | 6th most demanding of 13 |
| Growth delivered (Del g) | +9.5% | +4.9% | 4th highest of 13 |
| Hurdle (Req g minus delivered) | -5.1 pp | -6.3 pp | 7th least demanding of 13 |
| ROIC minus cost of capital | -0.4 pp | -2.7 pp | 7th highest of 19 |
| EV / EBITDA | 9.4× | 12.0× | 5th cheapest of 9 |
| Net debt / EBITDA | 3.8× | 1.7× | 2nd most indebted of 9 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| SENKO 9069.T | Japan | $2.45B | +23% | +7% | 4% | 15.2× | 4.4% | +9.5% |
| Jiayou International Logistics 603871.SS | China | $2.41B | -8% | -10% | 19% | 11.3× | -7.9% | +20.7% |
| China Railway Special Cargo Logistics 001213.SZ | China | $2.35B | -11% | -3% | 3% | n/a | 2.1% | +7.2% |
| Liaoning Cheng Da 600739.SS | China | $2.29B | -16% | -27% | -17% | n/a | 4.4% | -10.1% |
| Mitsubishi Logistics 9301.T | Japan | $2.67B | -15% | -1% | 6% | 16.0× | n/a | n/a |
| Yunda 002120.SZ | China | $2.74B | -20% | +7% | 4% | 9.7× | -13.2% | +9.0% |
| ID Logistics IDL.PA | France | $2.80B | +7% | +16% | 4% | 30.3× | 10.4% | +17.9% |
| Aegis Vopak Terminals AEGISVOPAK.NS | India | $2.89B | +14% | +17% | 53% | 61.3× | n/a | n/a |
| Huaihe Energy 600575.SS | China | $3.38B | -12% | +38% | n/a | 12.2× | n/a | n/a |
| Xiamen International Trade 600755.SS | China | $1.77B | -10% | +28% | 0% | 11.5× | n/a | n/a |
| Delhivery DELHIVERY.NS | India | $3.40B | -11% | +24% | 0% | 81.8× | n/a | n/a |
| Xiamen C&D 600153.SS | China | $3.77B | -8% | -6% | 1% | 12.4× | 21.2% | +9.3% |
| Antong 600179.SS | China | $3.81B | -7% | +9% | 16% | n/a | -4.0% | +13.5% |
| Fukuyama Transporting 9075.T | Japan | $1.51B | +18% | +6% | 4% | 11.6× | 12.0% | +2.2% |
| Shanghai Zhonggu Logistics 603565.SS | China | $3.97B | +16% | +4% | 27% | 10.4× | -14.4% | +0.4% |
| CMST Development 600787.SS | China | $1.49B | -12% | +23% | 0% | n/a | n/a | n/a |
| Hub HUBG | United States | $1.48B | -44% | n/a | n/a | 51.6× | n/a | n/a |
| Eternal Asia Supply Chain Management 002183.SZ | China | $1.48B | -32% | -25% | 0% | 54.3× | 29.9% | 0.0% |
| COSCO SHIPPING International (Hong Kong) 0517.HK | Hong Kong | $1.32B | +8% | +1% | 5% | 12.6× | 2.3% | +1.5% |
| KLN Logistics 0636.HK | Hong Kong | $1.30B | -15% | -2% | 4% | 7.0× | -10.4% | +2.6% |
| Shipping Corporation of India SCI.NS | India | $1.29B | -18% | +17% | 24% | n/a | n/a | n/a |