Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Japanese (NIKKEI) Banks Industry Analysis

UpdatedSep 26, 2025
DataAggregated Company Financials
Companies83
  • 7D3.8%
  • 3M19.9%
  • 1Y52.7%
  • YTD26.1%

The Banks industry is up 3.8% in the last week, with Mitsubishi UFJ Financial Group up 4.0%. In the last 12 months, the industry was up 53%. 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
Fri, 26 Sep 2025JP¥88.0tJP¥24.4tJP¥5.0t11.4x17.7x3.6x
Sun, 24 Aug 2025JP¥86.0tJP¥24.4tJP¥5.0t11.3x17.3x3.5x
Tue, 22 Jul 2025JP¥75.0tJP¥24.0tJP¥4.9t10x15.4x3.1x
Thu, 19 Jun 2025JP¥73.7tJP¥28.8tJP¥6.2t9.3x11.9x2.6x
Sat, 17 May 2025JP¥70.9tJP¥28.5tJP¥6.1t8.9x11.6x2.5x
Mon, 14 Apr 2025JP¥61.1tJP¥24.6tJP¥5.9t8.6x10.4x2.5x
Wed, 12 Mar 2025JP¥70.5tJP¥24.6tJP¥5.9t9.6x12x2.9x
Fri, 07 Feb 2025JP¥72.3tJP¥24.6tJP¥5.8t9.8x12.4x2.9x
Sun, 05 Jan 2025JP¥70.7tJP¥24.1tJP¥5.4t10.3x13.1x2.9x
Tue, 03 Dec 2024JP¥71.5tJP¥23.5tJP¥5.4t10.2x13.2x3x
Thu, 31 Oct 2024JP¥61.8tJP¥22.7tJP¥4.7t9.2x13.2x2.7x
Sat, 28 Sep 2024JP¥56.7tJP¥22.7tJP¥4.7t8.9x12.1x2.5x
Mon, 26 Aug 2024JP¥61.3tJP¥22.7tJP¥4.7t9.4x13.1x2.7x
Wed, 24 Jul 2024JP¥69.7tJP¥23.1tJP¥4.7t11.7x15x3x
Fri, 21 Jun 2024JP¥63.2tJP¥25.1tJP¥4.7t11.5x13.3x2.5x
Sun, 19 May 2024JP¥63.7tJP¥24.7tJP¥4.7t11.4x13.4x2.6x
Tue, 16 Apr 2024JP¥61.9tJP¥20.6tJP¥4.7t11.9x13.3x3x
Thu, 14 Mar 2024JP¥60.4tJP¥20.8tJP¥4.7t11.4x12.9x2.9x
Sat, 10 Feb 2024JP¥53.4tJP¥20.7tJP¥4.7t10x11.3x2.6x
Mon, 08 Jan 2024JP¥51.4tJP¥20.6tJP¥4.4t10.3x11.6x2.5x
Wed, 06 Dec 2023JP¥51.1tJP¥23.5tJP¥5.1t10.2x10.1x2.2x
Fri, 03 Nov 2023JP¥54.4tJP¥22.8tJP¥4.8t11.4x11.3x2.4x
Sun, 01 Oct 2023JP¥52.3tJP¥22.7tJP¥4.8t10.1x10.9x2.3x
Tue, 29 Aug 2023JP¥48.1tJP¥22.7tJP¥4.8t9.4x10x2.1x
Thu, 27 Jul 2023JP¥45.3tJP¥22.2tJP¥3.8t8.6x12.1x2x
Sat, 24 Jun 2023JP¥43.0tJP¥24.2tJP¥4.2t8.3x10.2x1.8x
Mon, 22 May 2023JP¥41.2tJP¥24.2tJP¥4.1t8.5x9.9x1.7x
Wed, 19 Apr 2023JP¥39.7tJP¥19.7tJP¥1.9t8.1x20.7x2x
Fri, 17 Mar 2023JP¥37.5tJP¥19.6tJP¥2.0t7.7x18.7x1.9x
Sun, 12 Feb 2023JP¥42.0tJP¥19.4tJP¥1.8t8.5x23.1x2.2x
Tue, 10 Jan 2023JP¥39.8tJP¥18.9tJP¥1.9t7.9x21x2.1x
Thu, 08 Dec 2022JP¥35.2tJP¥18.9tJP¥1.9t7.3x18.6x1.9x
Sat, 05 Nov 2022JP¥33.2tJP¥18.5tJP¥2.2t6.9x15.4x1.8x
Mon, 03 Oct 2022JP¥31.9tJP¥18.4tJP¥2.1t6.7x14.9x1.7x
Price to Earnings Ratio

14.9x


Total Market Cap: JP¥31.9tTotal Earnings: JP¥2.1tTotal Revenue: JP¥18.4tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Banks Industry Price to Earnings3Y Average 14x202320242025
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 17.7x which is higher than its 3-year average PE of 14.0x.
  • The 3-year average PS ratio of 2.5x is lower than the industry's current PS ratio of 3.6x.
Past Earnings Growth
  • The earnings for companies in the Banks industry have grown 33% per year over the last three years.
  • Revenues for these companies have grown 10.0% 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 Market0.66%
Financials1.89%
Banks3.76%
Diversified Banks3.85%
Regional Banks3.45%
Industry PE
  • Investors are most optimistic about the Diversified Banks industry which is trading above its 3-year average PE ratio of 16.4x.
    • Analysts are expecting annual earnings growth of 13.1%, which is lower than the prior year's growth of 15.7% 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 11.3x.
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 9.2% 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
8411 Mizuho Financial GroupJP¥5.10k5.2%
+JP¥624.0b		80.8%PB1.2x
8306 Mitsubishi UFJ Financial GroupJP¥2.39k2.2%
+JP¥597.5b		65.0%PB1.4x
8316 Sumitomo Mitsui Financial GroupJP¥4.25k2.6%
+JP¥411.6b		44.0%PB1.1x
7182 JAPAN POST BANKJP¥1.84k2.8%
+JP¥178.7b		38.3%PB0.7x
8308 Resona HoldingsJP¥1.57k4.9%
+JP¥167.1b		66.1%PB1.3x

Latest News

8316
JP¥4,254.00
Sumitomo Mitsui Financial Group
7D
2.6%
1Y
44.0%
8411
JP¥5,095.00
Mizuho Financial Group
7D
5.2%
1Y
80.8%

Mizuho Financial Group (TSE:8411) Has Announced A Dividend Of ¥72.50

Sep 23
Mizuho Financial Group (TSE:8411) Has Announced A Dividend Of ¥72.50
8308
JP¥1,565.00
Resona Holdings
7D
4.9%
1Y
66.1%
8309
JP¥4,382.00
Sumitomo Mitsui Trust Group
7D
2.3%
1Y
28.5%
8331
JP¥1,610.00
Chiba Bank
7D
5.7%
1Y
43.4%
8306
JP¥2,394.00
Mitsubishi UFJ Financial Group
7D
2.2%
1Y
65.0%
7182
JP¥1,843.00
JAPAN POST BANK
7D
2.8%
1Y
38.3%
5838
JP¥8,117.00
Rakuten Bank
7D
6.7%
1Y
185.6%
7161
JP¥451.00
Jimoto Holdings
7D
-0.2%
1Y
55.0%
8554
JP¥915.00
Minami-Nippon BankLtd
7D
-1.4%
1Y
18.1%
8560
JP¥1,310.00
Miyazaki Taiyo Bank
7D
-1.1%
1Y
4.4%