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Japanese (NIKKEI) Banks Industry Analysis

UpdatedJun 05, 2026
DataAggregated Company Financials
Companies83
  • 7D5.0%
  • 3M12.3%
  • 1Y74.8%
  • YTD25.0%

In the last week, the Banks industry is up 2.5%, with Mitsubishi UFJ Financial Group up 6.0%. This takes the industry's 12 month performance to a gain of 71%. Looking forward, earnings are forecast to grow by 8.5% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 05 Jun 2026JP¥125.8tJP¥33.0tJP¥8.3t13.8x15.2x3.8x
Sun, 03 May 2026JP¥113.6tJP¥26.6tJP¥5.9t14x19.2x4.3x
Tue, 31 Mar 2026JP¥105.8tJP¥26.5tJP¥5.9t13.2x17.8x4x
Thu, 26 Feb 2026JP¥115.6tJP¥26.5tJP¥5.9t13.9x19.5x4.4x
Sat, 24 Jan 2026JP¥111.9tJP¥25.3tJP¥5.6t13.9x20.1x4.4x
Mon, 22 Dec 2025JP¥97.8tJP¥25.3tJP¥5.6t11.9x17.5x3.9x
Wed, 19 Nov 2025JP¥87.1tJP¥25.0tJP¥5.5t10.3x15.9x3.5x
Fri, 17 Oct 2025JP¥83.8tJP¥24.3tJP¥4.9t10.9x16.9x3.4x
Sun, 14 Sep 2025JP¥86.0tJP¥24.4tJP¥5.0t11.2x17.3x3.5x
Tue, 12 Aug 2025JP¥80.5tJP¥24.4tJP¥5.0t10.6x16.2x3.3x
Thu, 10 Jul 2025JP¥74.2tJP¥24.0tJP¥4.9t9.6x15.2x3.1x
Sat, 07 Jun 2025JP¥73.6tJP¥28.8tJP¥6.2t9.4x11.9x2.6x
Mon, 05 May 2025JP¥64.6tJP¥24.6tJP¥5.9t9.2x11x2.6x
Wed, 02 Apr 2025JP¥73.3tJP¥24.6tJP¥5.9t10x12.5x3x
Fri, 28 Feb 2025JP¥73.3tJP¥24.6tJP¥5.9t9.8x12.5x3x
Sun, 26 Jan 2025JP¥71.7tJP¥24.1tJP¥5.4t10.3x13.3x3x
Tue, 24 Dec 2024JP¥69.4tJP¥24.1tJP¥5.4t10.1x12.8x2.9x
Thu, 21 Nov 2024JP¥69.2tJP¥23.6tJP¥5.4t9.8x12.9x2.9x
Sat, 19 Oct 2024JP¥62.5tJP¥22.7tJP¥4.7t9.5x13.3x2.8x
Mon, 16 Sep 2024JP¥57.1tJP¥22.7tJP¥4.7t8.9x12.2x2.5x
Wed, 14 Aug 2024JP¥58.0tJP¥22.7tJP¥4.7t9.2x12.3x2.6x
Fri, 12 Jul 2024JP¥69.6tJP¥23.1tJP¥4.7t11.6x15x3x
Sun, 09 Jun 2024JP¥65.0tJP¥25.1tJP¥4.7t11.6x13.7x2.6x
Tue, 07 May 2024JP¥61.8tJP¥20.8tJP¥4.7t11.9x13.2x3x
Thu, 04 Apr 2024JP¥60.2tJP¥20.6tJP¥4.7t11.5x12.9x2.9x
Sat, 02 Mar 2024JP¥60.4tJP¥20.8tJP¥4.7t11.6x12.9x2.9x
Mon, 29 Jan 2024JP¥53.7tJP¥20.7tJP¥4.4t10.5x12.1x2.6x
Wed, 27 Dec 2023JP¥49.3tJP¥20.8tJP¥4.5t10.1x10.9x2.4x
Fri, 24 Nov 2023JP¥52.3tJP¥23.7tJP¥5.1t10.4x10.4x2.2x
Sun, 22 Oct 2023JP¥52.0tJP¥22.8tJP¥4.8t10.4x10.8x2.3x
Tue, 19 Sep 2023JP¥53.6tJP¥22.6tJP¥4.8t10.5x11.3x2.4x
Thu, 17 Aug 2023JP¥45.7tJP¥23.4tJP¥4.8t8.9x9.5x2x
Sat, 15 Jul 2023JP¥44.7tJP¥23.0tJP¥3.8t8.4x11.9x1.9x
Mon, 12 Jun 2023JP¥41.9tJP¥24.2tJP¥4.2t8.1x9.9x1.7x
Price to Earnings Ratio

9.9x


Total Market Cap: JP¥41.9tTotal Earnings: JP¥4.2tTotal Revenue: JP¥24.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Banks Industry Price to Earnings3Y Average 13.9x202420252026
Current Industry PE
  • Investors are relatively neutral on the Japanese Banks industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 13.9x.
  • The 3-year average PS ratio of 3.0x is lower than the industry's current PS ratio of 3.8x.
Past Earnings Growth
  • The earnings for companies in the Banks industry have grown 25% per year over the last three years.
  • Revenues for these companies have grown 11% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

JP Market1.38%
Financials3.21%
Banks5.02%
Diversified Banks6.38%
Regional Banks1.13%
Industry PE
  • Investors are most optimistic about the Diversified Banks industry, which is trading close to its 3-year average PE ratio of 14.6x.
    • Analysts are expecting annual earnings growth of 7.9%, which is lower than the prior year's growth of 41.0% per year.
  • Investors are most pessimistic about the Regional Banks industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 12.3x.
Forecasted Growth
  • Analysts are most optimistic on the Regional Banks industry, expecting annual earnings growth of 11% over the next 5 years.
  • However this is lower than its past earnings growth rate of 30% per year.
  • In contrast, the Diversified Banks industry is expected to see its earnings grow by 7.9% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
8306 Mitsubishi UFJ Financial GroupJP¥3.16k6.0%
+JP¥2.0t		61.9%PB1.6x
8411 Mizuho Financial GroupJP¥7.65k8.2%
+JP¥1.4t		95.2%PB1.6x
8316 Sumitomo Mitsui Financial GroupJP¥6.12k4.6%
+JP¥997.3b		70.2%PB1.5x
7182 JAPAN POST BANKJP¥3.21k8.5%
+JP¥895.8b		113.0%PB1.2x
8308 Resona HoldingsJP¥2.10k3.0%
+JP¥137.4b		64.9%PB1.6x

Latest News

8386
JP¥2,399.00
Hyakujushi Bank
7D
-3.5%
1Y
142.3%
5830
JP¥2,993.50
Iyogin HoldingsInc
7D
-1.2%
1Y
94.7%
8316
JP¥6,119.00
Sumitomo Mitsui Financial Group
7D
4.6%
1Y
70.2%
8522
JP¥5,690.00
Bank of Nagoya
7D
-4.5%
1Y
111.8%
8304
JP¥2,587.50
Aozora Bank
7D
-4.0%
1Y
20.0%
8306
JP¥3,162.00
Mitsubishi UFJ Financial Group
7D
6.0%
1Y
61.9%
8358
JP¥2,256.00
Suruga Bank
7D
-2.0%
1Y
70.0%
7182
JP¥3,212.00
JAPAN POST BANK
7D
8.5%
1Y
113.0%
8309
JP¥5,705.00
Sumitomo Mitsui Trust Group
7D
2.7%
1Y
48.6%
8411
JP¥7,645.00
Mizuho Financial Group
7D
8.2%
1Y
95.2%
Narrative Update • May 18

8411: Share Repurchases And Capital Policy Will Support Higher Future Earnings Multiple

Analysts have raised their price target for Mizuho Financial Group from ¥7,212.08 to ¥7,615.00, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News Mizuho Financial Group announced a share repurchase program of up to 25,000,000 shares, about 1.03% of issued share capital, for ¥100,000 million.
8331
JP¥2,384.50
Chiba Bank
7D
4.6%
1Y
83.9%
7167
JP¥1,341.00
Mebuki Financial GroupInc
7D
-0.9%
1Y
85.9%
8354
JP¥6,751.00
Fukuoka Financial Group
7D
4.3%
1Y
70.5%
8308
JP¥2,097.00
Resona Holdings
7D
3.0%
1Y
64.9%
5832
JP¥2,907.00
Chugin Financial GroupInc
7D
-3.6%
1Y
63.5%
8367
JP¥1,657.00
Nanto Bank
7D
-3.6%
1Y
102.1%