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Japanese (NIKKEI) Banks Industry Analysis

UpdatedJul 21, 2026
DataAggregated Company Financials
Companies83
  • 7D-4.4%
  • 3M20.3%
  • 1Y80.6%
  • YTD33.8%

Over the last 7 days, the Banks industry has dropped 4.4%, driven by Mizuho Financial Group declining 2.5%. This takes the industry's 12 month performance to a gain of 81%. As for the next few years, earnings are expected to grow by 12% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 21 Jul 2026JP¥134.3tJP¥29.3tJP¥7.2t15.4x18.8x4.6x
Thu, 18 Jun 2026JP¥129.8tJP¥33.0tJP¥8.3t14.2x15.7x3.9x
Sat, 16 May 2026JP¥118.4tJP¥29.4tJP¥6.8t14.3x17.4x4x
Mon, 13 Apr 2026JP¥115.3tJP¥26.5tJP¥5.9t14.5x19.5x4.4x
Wed, 11 Mar 2026JP¥110.7tJP¥26.5tJP¥5.9t13.7x18.7x4.2x
Fri, 06 Feb 2026JP¥116.6tJP¥26.2tJP¥5.8t14.1x20.1x4.5x
Sun, 04 Jan 2026JP¥99.0tJP¥25.3tJP¥5.6t12x17.7x3.9x
Tue, 02 Dec 2025JP¥94.1tJP¥25.0tJP¥5.5t11.5x17.1x3.8x
Thu, 30 Oct 2025JP¥84.7tJP¥24.3tJP¥4.9t11.3x17.1x3.5x
Sat, 27 Sep 2025JP¥88.9tJP¥24.4tJP¥5.0t11.5x17.9x3.6x
Mon, 25 Aug 2025JP¥86.0tJP¥24.4tJP¥5.0t11.3x17.3x3.5x
Wed, 23 Jul 2025JP¥75.6tJP¥24.0tJP¥4.9t10x15.5x3.1x
Fri, 20 Jun 2025JP¥73.5tJP¥28.8tJP¥6.2t9.4x11.9x2.6x
Sun, 18 May 2025JP¥70.9tJP¥28.8tJP¥6.2t9x11.5x2.5x
Tue, 15 Apr 2025JP¥61.7tJP¥24.6tJP¥5.9t8.8x10.5x2.5x
Thu, 13 Mar 2025JP¥72.2tJP¥24.6tJP¥5.9t9.8x12.3x2.9x
Sat, 08 Feb 2025JP¥72.0tJP¥24.6tJP¥5.8t9.8x12.3x2.9x
Mon, 06 Jan 2025JP¥70.7tJP¥24.1tJP¥5.4t10.3x13.1x2.9x
Wed, 04 Dec 2024JP¥72.2tJP¥23.5tJP¥5.4t10.3x13.3x3.1x
Fri, 01 Nov 2024JP¥61.8tJP¥22.7tJP¥4.7t9.1x13.2x2.7x
Sun, 29 Sep 2024JP¥56.7tJP¥22.7tJP¥4.7t8.9x12.1x2.5x
Tue, 27 Aug 2024JP¥59.8tJP¥22.7tJP¥4.7t9.2x12.8x2.6x
Thu, 25 Jul 2024JP¥68.5tJP¥23.1tJP¥4.7t11.6x14.7x3x
Sat, 22 Jun 2024JP¥63.4tJP¥25.1tJP¥4.7t11.6x13.4x2.5x
Mon, 20 May 2024JP¥63.7tJP¥25.1tJP¥4.8t11.2x13.4x2.5x
Wed, 17 Apr 2024JP¥61.7tJP¥20.6tJP¥4.7t11.6x13.2x3x
Fri, 15 Mar 2024JP¥60.1tJP¥20.6tJP¥4.7t11.3x12.9x2.9x
Sun, 11 Feb 2024JP¥54.1tJP¥21.1tJP¥4.8t10x11.3x2.6x
Tue, 09 Jan 2024JP¥51.4tJP¥20.6tJP¥4.4t10.3x11.6x2.5x
Thu, 07 Dec 2023JP¥51.6tJP¥20.9tJP¥4.5t10.5x11.4x2.5x
Sat, 04 Nov 2023JP¥54.4tJP¥22.8tJP¥4.8t11.4x11.3x2.4x
Mon, 02 Oct 2023JP¥52.3tJP¥22.7tJP¥4.8t10.1x10.9x2.3x
Wed, 30 Aug 2023JP¥48.0tJP¥22.7tJP¥4.8t9.3x10x2.1x
Fri, 28 Jul 2023JP¥45.6tJP¥22.2tJP¥3.8t8.4x12.1x2.1x
Price to Earnings Ratio

12.1x


Total Market Cap: JP¥45.6tTotal Earnings: JP¥3.8tTotal Revenue: JP¥22.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Banks Industry Price to Earnings3Y Average 14.1x202420252026
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 18.8x which is higher than its 3-year average PE of 14.1x.
  • The 3-year average PS ratio of 3.1x 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 24% per year over the last three years.
  • Revenues for these companies have grown 9.6% 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 Market-3.22%
Financials-3.49%
Banks-4.42%
Diversified Banks-4.30%
Regional Banks-4.78%
Industry PE
  • Investors are most optimistic about the Diversified Banks industry which is trading above its 3-year average PE ratio of 14.8x.
    • Analysts are expecting annual earnings growth of 12.4%, which is lower than the prior year's growth of 36.5% 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 12.6x.
Forecasted Growth
  • Analysts are most optimistic on the Diversified Banks industry, expecting annual earnings growth of 12% over the next 5 years.
  • However this is lower than its past earnings growth rate of 36% per year.
  • In contrast, the Regional Banks industry is expected to see its earnings grow by 12% 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
7182 JAPAN POST BANKJP¥3.33k0.9%
+JP¥103.3b		103.4%PB1.3x
7389 Aichi Financial GroupJP¥1.83k22.4%
+JP¥81.6b		245.3%PB1x
8309 Sumitomo Mitsui Trust GroupJP¥6.70k0.7%
+JP¥33.1b		71.9%PB1.3x
8386 Hyakujushi BankJP¥2.82k6.0%
+JP¥18.0b		134.4%PB0.8x
7381 CCI GroupJP¥1.14k6.7%
+JP¥15.9b		114.1%PB1x

Latest News

8308
JP¥2,279.50
Resona Holdings
7D
-3.8%
1Y
74.9%
Narrative Update • Jul 20

8308: Buybacks And Alliance Will Likely Mask Persisting Earnings Headwinds

Analysts have raised their price target for Resona Holdings to ¥1,334.76 from ¥1,284.11, citing updated assumptions that include a slightly lower discount rate, a smaller projected revenue decline, a broadly similar profit margin, and a modestly higher future P/E multiple. What’s in the News for Resona Holdings Completed a share repurchase of 10,026,200 shares (about 0.45% of issued shares) for ¥20,922.13 million between May 12, 2026 and June 30, 2026 under the buyback program announced on May 12, 2026.
8411
JP¥8,271.00
Mizuho Financial Group
7D
-2.5%
1Y
97.8%
Narrative Update • Jul 20

8411: Share Repurchases And Higher Margins Will Likely Leave Shares Overstretched

Analysts have raised their fair value estimate for Mizuho Financial Group from ¥4,200 to about ¥5,589, citing updated assumptions that include a lower discount rate, a wider profit margin near 44%, and a modestly higher future P/E multiple. What's in the News Mizuho Financial Group has completed a share repurchase of 5,302,700 shares, about 0.22% of its issued share capital, for ¥39,573.65 million under the buyback announced on May 15, 2026.
5844
JP¥4,520.00
Kyoto Financial GroupInc
7D
-3.8%
1Y
68.1%
7389
JP¥1,830.00
Aichi Financial Group
7D
22.4%
1Y
245.3%
8331
JP¥2,646.00
Chiba Bank
7D
-4.9%
1Y
95.3%
7322
JP¥1,937.00
San ju San Financial GroupInc
7D
6.1%
1Y
130.3%
7182
JP¥3,333.00
JAPAN POST BANK
7D
0.9%
1Y
103.4%
Narrative Update • Jul 10

7182: Higher Dividends And Improved Profit Outlook Will Drive Repricing

Analysts have raised their price target on JAPAN POST BANK from ¥2,450 to ¥4,100, citing updated views on fair value assumptions, a lower discount rate, and revised expectations for revenue growth, profit margin, and future P/E levels. What’s in the News for JAPAN POST BANK JAPAN POST BANK Co., Ltd.
8306
JP¥3,566.00
Mitsubishi UFJ Financial Group
7D
-0.9%
1Y
78.3%
5838
JP¥5,297.00
Rakuten Bank
7D
-8.7%
1Y
-18.1%
7184
JP¥2,904.00
First Bank Of Toyama
7D
7.0%
1Y
184.7%
7167
JP¥1,467.00
Mebuki Financial GroupInc
7D
-3.7%
1Y
86.0%
7381
JP¥1,141.00
CCI Group
7D
6.7%
1Y
114.1%
8309
JP¥6,702.00
Sumitomo Mitsui Trust Group
7D
0.7%
1Y
71.9%
7186
JP¥1,870.50
Yokohama Financial Group
7D
-2.1%
1Y
94.4%
8386
JP¥2,821.00
Hyakujushi Bank
7D
6.0%
1Y
134.4%
8393
JP¥2,369.00
Miyazaki Bank
7D
5.9%
1Y
198.4%