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Japanese (NIKKEI) Banks Industry Analysis

UpdatedJan 17, 2026
DataAggregated Company Financials
Companies83
  • 7D9.4%
  • 3M38.9%
  • 1Y62.6%
  • YTD13.1%

Over the last 7 days, the Banks industry has risen 11%, driven by gains from every company within the industry. This takes the industry's 12 month performance to a gain of 60%. Looking forward, earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 17 Jan 2026JP¥114.4tJP¥25.3tJP¥5.6t13.7x20.5x4.5x
Mon, 15 Dec 2025JP¥96.8tJP¥24.9tJP¥5.5t11.6x17.6x3.9x
Wed, 12 Nov 2025JP¥86.6tJP¥24.4tJP¥5.0t11.3x17.3x3.6x
Fri, 10 Oct 2025JP¥85.8tJP¥24.3tJP¥4.9t11.1x17.3x3.5x
Sun, 07 Sep 2025JP¥85.2tJP¥24.4tJP¥5.0t11.2x17.1x3.5x
Tue, 05 Aug 2025JP¥77.1tJP¥24.3tJP¥4.9t10.1x15.6x3.2x
Thu, 03 Jul 2025JP¥73.9tJP¥26.8tJP¥5.5t9.4x13.4x2.8x
Sat, 31 May 2025JP¥75.0tJP¥28.8tJP¥6.2t9.4x12.1x2.6x
Mon, 28 Apr 2025JP¥65.3tJP¥24.6tJP¥5.9t9.6x11.1x2.7x
Wed, 26 Mar 2025JP¥78.5tJP¥24.6tJP¥5.9t10.5x13.4x3.2x
Fri, 21 Feb 2025JP¥74.3tJP¥24.6tJP¥5.9t9.8x12.6x3x
Sun, 19 Jan 2025JP¥71.0tJP¥24.1tJP¥5.4t10.2x13.1x2.9x
Tue, 17 Dec 2024JP¥71.0tJP¥24.1tJP¥5.4t10.1x13.1x2.9x
Thu, 14 Nov 2024JP¥68.0tJP¥23.1tJP¥4.8t9.7x14.2x2.9x
Sat, 12 Oct 2024JP¥60.0tJP¥22.7tJP¥4.7t9.2x12.8x2.6x
Mon, 09 Sep 2024JP¥58.8tJP¥22.7tJP¥4.7t9.1x12.5x2.6x
Wed, 07 Aug 2024JP¥53.3tJP¥22.9tJP¥4.7t9.3x11.3x2.3x
Fri, 05 Jul 2024JP¥71.0tJP¥24.0tJP¥4.7t12x15.3x3x
Sun, 02 Jun 2024JP¥67.0tJP¥25.1tJP¥4.7t12x14.1x2.7x
Tue, 30 Apr 2024JP¥61.8tJP¥20.8tJP¥4.7t12x13.2x3x
Thu, 28 Mar 2024JP¥62.9tJP¥20.6tJP¥4.7t12x13.5x3x
Sat, 24 Feb 2024JP¥57.3tJP¥20.6tJP¥4.5t10.7x12.9x2.8x
Mon, 22 Jan 2024JP¥52.2tJP¥20.6tJP¥4.4t10.3x11.8x2.5x
Wed, 20 Dec 2023JP¥48.9tJP¥20.8tJP¥4.5t10.1x10.8x2.4x
Fri, 17 Nov 2023JP¥51.3tJP¥22.9tJP¥4.8t10.2x10.6x2.2x
Sun, 15 Oct 2023JP¥52.0tJP¥22.7tJP¥4.8t10.2x10.8x2.3x
Tue, 12 Sep 2023JP¥52.6tJP¥22.6tJP¥4.8t10.2x11.1x2.3x
Thu, 10 Aug 2023JP¥46.2tJP¥23.4tJP¥4.9t8.8x9.5x2x
Sat, 08 Jul 2023JP¥44.8tJP¥23.0tJP¥3.8t8.5x11.9x1.9x
Mon, 05 Jun 2023JP¥41.7tJP¥24.2tJP¥4.2t8.3x9.9x1.7x
Wed, 03 May 2023JP¥39.9tJP¥19.8tJP¥1.9t8.1x20.6x2x
Fri, 31 Mar 2023JP¥37.5tJP¥19.5tJP¥1.9t7.8x19.8x1.9x
Sun, 26 Feb 2023JP¥42.3tJP¥19.7tJP¥2.0t8.9x20.9x2.1x
Tue, 24 Jan 2023JP¥40.9tJP¥18.5tJP¥1.8t7.9x22.5x2.2x
Price to Earnings Ratio

22.5x


Total Market Cap: JP¥40.9tTotal Earnings: JP¥1.8tTotal Revenue: JP¥18.5tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Banks Industry Price to Earnings3Y Average 14x202420252026
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 20.4x which is higher than its 3-year average PE of 14.0x.
  • The 3-year average PS ratio of 2.7x is lower than the industry's current PS ratio of 4.5x.
Past Earnings Growth
  • The earnings for companies in the Banks industry have grown 45% 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 Market3.79%
Financials6.99%
Banks9.42%
Diversified Banks10.21%
Regional Banks7.02%
Industry PE
  • Investors are most optimistic about the Diversified Banks industry which is trading above its 3-year average PE ratio of 15.7x.
    • Analysts are expecting annual earnings growth of 13.0%, which is lower than the prior year's growth of 15.3% 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 11.7x.
Forecasted Growth
  • Analysts are most optimistic on the Diversified Banks industry, expecting annual earnings growth of 13% 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 9.6% 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¥2.99k13.2%
+JP¥3.9t		60.1%PB1.6x
8411 Mizuho Financial GroupJP¥6.85k10.6%
+JP¥1.6t		75.3%PB1.5x
8316 Sumitomo Mitsui Financial GroupJP¥5.63k7.1%
+JP¥1.4t		48.8%PB1.4x
7182 JAPAN POST BANKJP¥2.55k10.1%
+JP¥833.0b		68.0%PB1x
8308 Resona HoldingsJP¥1.80k10.4%
+JP¥382.9b		60.6%PB1.4x

Latest News

8411
JP¥6,849.00
Mizuho Financial Group
7D
10.6%
1Y
75.3%
8308
JP¥1,795.50
Resona Holdings
7D
10.4%
1Y
60.6%

8308: Buyback And Rising Dividend Will Support Earnings Stability And Fair Pricing

Analysts have kept their fair value estimate for Resona Holdings broadly unchanged at ¥1,531.0, with minor adjustments to the discount rate, revenue growth outlook, profit margin and future P/E assumptions. These changes reflect a fine-tuning of their valuation framework rather than a shift in their overall view.
8306
JP¥2,990.00
Mitsubishi UFJ Financial Group
7D
13.2%
1Y
60.1%
8331
JP¥2,067.00
Chiba Bank
7D
9.5%
1Y
66.0%
8309
JP¥5,151.00
Sumitomo Mitsui Trust Group
7D
4.0%
1Y
39.3%

Sumitomo Mitsui Trust Group's (TSE:8309) Upcoming Dividend Will Be Larger Than Last Year's

Dec 31
Sumitomo Mitsui Trust Group's (TSE:8309) Upcoming Dividend Will Be Larger Than Last Year's
8316
JP¥5,626.00
Sumitomo Mitsui Financial Group
7D
7.1%
1Y
48.8%

Sumitomo Mitsui Financial Group (TSE:8316) Is Increasing Its Dividend To ¥79.00

Dec 25
Sumitomo Mitsui Financial Group (TSE:8316) Is Increasing Its Dividend To ¥79.00
8303
JP¥2,125.00
SBI Shinsei Bank
7D
7.2%
1Y
n/a
7182
JP¥2,550.00
JAPAN POST BANK
7D
10.1%
1Y
68.0%

JAPAN POST BANK (TSE:7182) Is Increasing Its Dividend To ¥66.00

Dec 23
JAPAN POST BANK (TSE:7182) Is Increasing Its Dividend To ¥66.00
8559
JP¥549.00
Howa Bank
7D
-2.1%
1Y
18.3%