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Japanese (NIKKEI) Banks Industry Analysis

UpdatedMar 02, 2026
DataAggregated Company Financials
Companies83
  • 7D0.02%
  • 3M28.2%
  • 1Y69.3%
  • YTD20.4%

The Banks is pretty flat in the last 7 days, but Kyoto Financial GroupInc has stood out, gaining 3.6%. As for the the longer term, the industry is up 69% over the past 12 months. As for the next few years, earnings are expected to grow by 14% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 03 Mar 2026JP¥121.5tJP¥26.5tJP¥5.9t14.8x20.5x4.6x
Thu, 29 Jan 2026JP¥109.1tJP¥25.3tJP¥5.6t13.6x19.5x4.3x
Sat, 27 Dec 2025JP¥98.8tJP¥25.3tJP¥5.6t11.8x17.7x3.9x
Mon, 24 Nov 2025JP¥89.3tJP¥25.0tJP¥5.5t10.8x16.3x3.6x
Wed, 22 Oct 2025JP¥84.8tJP¥24.3tJP¥4.9t11x17.2x3.5x
Fri, 19 Sep 2025JP¥84.8tJP¥24.4tJP¥5.0t10.9x17.1x3.5x
Sun, 17 Aug 2025JP¥87.7tJP¥24.4tJP¥5.0t10.9x17.6x3.6x
Tue, 15 Jul 2025JP¥75.0tJP¥24.0tJP¥4.9t9.9x15.4x3.1x
Thu, 12 Jun 2025JP¥73.1tJP¥28.8tJP¥6.2t9.2x11.8x2.5x
Sat, 10 May 2025JP¥67.7tJP¥24.6tJP¥5.9t9.7x11.5x2.8x
Mon, 07 Apr 2025JP¥61.7tJP¥24.6tJP¥5.9t8.6x10.5x2.5x
Wed, 05 Mar 2025JP¥72.5tJP¥24.6tJP¥5.9t9.8x12.3x3x
Fri, 31 Jan 2025JP¥74.7tJP¥24.0tJP¥5.7t10.6x13.2x3.1x
Sun, 29 Dec 2024JP¥70.7tJP¥24.1tJP¥5.4t10.3x13.1x2.9x
Tue, 26 Nov 2024JP¥70.3tJP¥23.7tJP¥5.4t10x13x3x
Thu, 24 Oct 2024JP¥59.7tJP¥22.7tJP¥4.7t9.1x12.7x2.6x
Sat, 21 Sep 2024JP¥58.1tJP¥22.7tJP¥4.7t9.1x12.4x2.6x
Mon, 19 Aug 2024JP¥62.7tJP¥22.7tJP¥4.7t9.9x13.4x2.8x
Wed, 17 Jul 2024JP¥69.4tJP¥23.1tJP¥4.7t11.8x14.9x3x
Fri, 14 Jun 2024JP¥63.9tJP¥25.1tJP¥4.7t11.4x13.5x2.5x
Sun, 12 May 2024JP¥62.8tJP¥20.8tJP¥4.7t12.1x13.3x3x
Tue, 09 Apr 2024JP¥61.2tJP¥20.6tJP¥4.7t11.6x13.1x3x
Thu, 07 Mar 2024JP¥61.6tJP¥20.8tJP¥4.7t11.5x13.1x3x
Sat, 03 Feb 2024JP¥54.8tJP¥20.9tJP¥4.4t10.5x12.5x2.6x
Mon, 01 Jan 2024JP¥49.8tJP¥20.8tJP¥4.5t10.2x11x2.4x
Wed, 29 Nov 2023JP¥53.0tJP¥23.7tJP¥5.1t10.5x10.5x2.2x
Fri, 27 Oct 2023JP¥51.6tJP¥22.8tJP¥4.8t10.4x10.7x2.3x
Sun, 24 Sep 2023JP¥55.1tJP¥22.7tJP¥4.8t10.7x11.4x2.4x
Tue, 22 Aug 2023JP¥46.0tJP¥22.7tJP¥4.8t8.8x9.6x2x
Thu, 20 Jul 2023JP¥45.8tJP¥22.2tJP¥3.8t8.6x12.2x2.1x
Sat, 17 Jun 2023JP¥42.3tJP¥24.2tJP¥4.2t8.1x10x1.7x
Mon, 15 May 2023JP¥39.9tJP¥19.9tJP¥2.0t7.9x19.7x2x
Wed, 12 Apr 2023JP¥38.4tJP¥19.7tJP¥1.9t7.9x20.1x2x
Fri, 10 Mar 2023JP¥44.1tJP¥19.6tJP¥2.0t9.2x22.1x2.3x
Price to Earnings Ratio

22.1x


Total Market Cap: JP¥44.1tTotal Earnings: JP¥2.0tTotal Revenue: JP¥19.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Banks Industry Price to Earnings3Y Average 13.9x202420252026
Current Industry PE
  • Investors are optimistic on the Japanese Banks industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 20.5x which is higher than its 3-year average PE of 13.9x.
  • The 3-year average PS ratio of 2.8x is lower than the industry's current PS ratio of 4.6x.
Past Earnings Growth
  • The earnings for companies in the Banks industry have grown 44% 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 Market3.27%
Financials0.94%
Banks0.021%
Regional Banks0.30%
Diversified Banks-0.073%
Industry PE
  • Investors are most optimistic about the Diversified Banks industry which is trading above its 3-year average PE ratio of 15.2x.
    • Analysts are expecting annual earnings growth of 14.4%, which is lower than the prior year's growth of 17.1% 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 11.9x.
Forecasted Growth
  • Analysts are most optimistic on the Diversified Banks industry, expecting annual earnings growth of 14% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Regional Banks industry is expected to see its earnings grow by 10% 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
5844 Kyoto Financial GroupIncJP¥3.91k9.7%
+JP¥97.7b		77.9%PB0.9x
8334 Gunma BankJP¥2.19k3.1%
+JP¥25.0b		92.3%PB1.4x
8377 Hokuhoku Financial GroupJP¥6.11k2.7%
+JP¥19.4b		176.5%PB1.1x
8522 Bank of NagoyaJP¥5.68k6.8%
+JP¥17.7b		134.7%PB0.9x
8368 Hyakugo BankJP¥1.60k4.4%
+JP¥16.3b		125.6%PB0.8x

Latest News

5838
JP¥5,948.00
Rakuten Bank
7D
-28.9%
1Y
8.2%
5844
JP¥3,906.00
Kyoto Financial GroupInc
7D
9.7%
1Y
77.9%
8309
JP¥5,222.00
Sumitomo Mitsui Trust Group
7D
-3.4%
1Y
36.1%
8316
JP¥5,539.00
Sumitomo Mitsui Financial Group
7D
-4.6%
1Y
46.2%
8411
JP¥6,500.00
Mizuho Financial Group
7D
-6.2%
1Y
52.9%
8361
JP¥6,660.00
Ogaki Kyoritsu Bank
7D
5.7%
1Y
194.8%
7182
JP¥2,878.00
JAPAN POST BANK
7D
-5.5%
1Y
91.1%
8308
JP¥1,773.00
Resona Holdings
7D
-8.0%
1Y
52.3%

8308: Buybacks And Slightly Higher Margin Assumptions Will Shape Fairly Valued Outlook

Analysts have raised their price target on Resona Holdings to ¥1,809 from ¥1,746, citing updated assumptions on discount rate, revenue trajectory, profit margin and forward P/E that modestly adjust their view of the bank's valuation profile. What's in the News Completed share repurchase of 6,716,500 shares, representing 0.3% of shares, for ¥11,499.52 million between January 1 and January 30, 2026, under the existing buyback program (Key Developments).
8306
JP¥2,774.50
Mitsubishi UFJ Financial Group
7D
-3.9%
1Y
43.6%
8331
JP¥2,194.00
Chiba Bank
7D
-3.7%
1Y
61.2%
8522
JP¥5,680.00
Bank of Nagoya
7D
6.8%
1Y
134.7%
8368
JP¥1,604.00
Hyakugo Bank
7D
4.4%
1Y
125.6%

Hyakugo Bank (TSE:8368) Is Due To Pay A Dividend Of ¥13.00

Feb 09
Hyakugo Bank (TSE:8368) Is Due To Pay A Dividend Of ¥13.00
8377
JP¥6,110.00
Hokuhoku Financial Group
7D
2.7%
1Y
176.5%
8359
JP¥1,978.00
Hachijuni Nagano Bank
7D
1.5%
1Y
104.4%
8334
JP¥2,187.00
Gunma Bank
7D
3.1%
1Y
92.3%
7327
JP¥2,006.00
Daishi Hokuetsu Financial Group
7D
2.5%
1Y
119.7%