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

Japanese (NIKKEI) Investment Banking and Brokerage Industry Analysis

UpdatedMar 08, 2026
DataAggregated Company Financials
Companies38
  • 7D-10.7%
  • 3M0.5%
  • 1Y29.8%
  • YTDn/a

Over the last 7 days, the Investment Banking and Brokerage industry has dropped 11%, driven by Nomura Holdings declining 14%. Meanwhile, Mito Securities actually outperformed within the industry, gaining 5.1% in the last week. This takes the industry's 12 month performance to a gain of 30%. Looking forward, earnings are forecast to decline by 7.7% per year.

Industry Valuation and Performance

Has the Japanese Investment Banking and Brokerage Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 09 Mar 2026JP¥7.6tJP¥4.7tJP¥914.2b13.9x8.3x1.6x
Wed, 04 Feb 2026JP¥8.2tJP¥4.5tJP¥771.8b13.4x10.6x1.8x
Fri, 02 Jan 2026JP¥4.1tJP¥2.4tJP¥400.3b14.8x10.3x1.7x
Sun, 30 Nov 2025JP¥4.0tJP¥2.4tJP¥400.4b14.2x10x1.7x
Tue, 28 Oct 2025JP¥7.2tJP¥4.2tJP¥707.2b15.3x10.2x1.7x
Thu, 25 Sep 2025JP¥7.2tJP¥4.2tJP¥705.9b15.5x10.2x1.7x
Sat, 23 Aug 2025JP¥7.1tJP¥4.2tJP¥705.9b15.2x10.1x1.7x
Mon, 21 Jul 2025JP¥6.4tJP¥4.0tJP¥611.3b13x10.4x1.6x
Wed, 18 Jun 2025JP¥5.7tJP¥4.0tJP¥611.4b12.3x9.3x1.4x
Fri, 16 May 2025JP¥5.3tJP¥4.0tJP¥610.9b12x8.7x1.3x
Sun, 13 Apr 2025JP¥4.8tJP¥3.9tJP¥567.9b9.8x8.4x1.2x
Tue, 11 Mar 2025JP¥5.8tJP¥3.9tJP¥576.6b11.3x10x1.5x
Thu, 06 Feb 2025JP¥3.0tJP¥2.0tJP¥229.3b11.9x13.1x1.5x
Sat, 04 Jan 2025JP¥3.0tJP¥2.0tJP¥222.1b12.8x13.5x1.5x
Mon, 02 Dec 2024JP¥2.9tJP¥2.0tJP¥222.1b12.3x13.2x1.5x
Wed, 30 Oct 2024JP¥5.1tJP¥3.6tJP¥420.1b11.2x12.1x1.4x
Fri, 27 Sep 2024JP¥5.1tJP¥3.6tJP¥418.5b11.6x12.2x1.4x
Sun, 25 Aug 2024JP¥5.3tJP¥3.6tJP¥418.5b11.8x12.8x1.5x
Tue, 23 Jul 2024JP¥5.0tJP¥3.1tJP¥326.3b14.1x15.3x1.6x
Thu, 20 Jun 2024JP¥5.8tJP¥3.4tJP¥370.7b13.7x15.6x1.7x
Sat, 18 May 2024JP¥5.9tJP¥3.4tJP¥370.4b13.7x15.8x1.7x
Mon, 15 Apr 2024JP¥5.7tJP¥3.2tJP¥278.2b18.4x20.5x1.8x
Wed, 13 Mar 2024JP¥5.6tJP¥3.2tJP¥278.1b18.1x20.3x1.8x
Fri, 09 Feb 2024JP¥5.2tJP¥3.1tJP¥254.3b18.1x20.5x1.7x
Sun, 07 Jan 2024JP¥3.9tJP¥2.8tJP¥218.6b17.1x17.9x1.4x
Tue, 05 Dec 2023JP¥3.7tJP¥2.8tJP¥218.6b16.3x17.1x1.3x
Thu, 02 Nov 2023JP¥5.5tJP¥4.1tJP¥332.9b17.5x16.6x1.4x
Sat, 30 Sep 2023JP¥5.4tJP¥4.0tJP¥306.7b17.2x17.5x1.3x
Mon, 28 Aug 2023JP¥5.0tJP¥4.0tJP¥307.4b16.5x16.2x1.2x
Wed, 26 Jul 2023JP¥5.0tJP¥3.7tJP¥235.0b20.9x21.4x1.3x
Fri, 23 Jun 2023JP¥4.8tJP¥3.8tJP¥236.4b21.6x20.5x1.3x
Sun, 21 May 2023JP¥4.4tJP¥3.8tJP¥236.4b21x18.6x1.2x
Tue, 18 Apr 2023JP¥4.5tJP¥3.5tJP¥238.8b22.6x18.7x1.3x
Thu, 16 Mar 2023JP¥4.4tJP¥3.5tJP¥240.7b22.8x18.3x1.2x
Price to Earnings Ratio

18.3x


Total Market Cap: JP¥4.4tTotal Earnings: JP¥240.7bTotal Revenue: JP¥3.5tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Investment Banking and Brokerage Industry Price to Earnings3Y Average 14.2x202420252026
Current Industry PE
  • Investors are pessimistic on the Japanese Investment Banking and Brokerage industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 8.3x which is lower than its 3-year average PE of 14.2x.
  • The industry is trading close to its 3-year average PS ratio of 1.5x.
Past Earnings Growth
  • The earnings for companies in the Investment Banking and Brokerage industry have grown 56% per year over the last three years.
  • Revenues for these companies have grown 10% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does Japanese Investment Banking and Brokerage compare with similar industries?

JP Market-5.40%
Financials-6.97%
Capital Markets-8.88%
Investment Banking and Brokerage-10.68%
Asset Management0.52%
Financial Exchanges and Data-4.34%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
8622 Mito SecuritiesJP¥719.005.1%
+JP¥2.1b		30.0%PE14.1x
8742 Kobayashi YokoJP¥581.0010.7%
+JP¥697.1m		89.9%PE38.3x
8747 Yutaka Trusty SecuritiesJP¥3.43k2.9%
+JP¥540.0m		111.4%PE4.9x
7345 AI Partners FinancialJP¥1.11k13.5%
+JP¥434.5m		83.6%PE70.2x
192A IntegroupJP¥1.99k2.3%
+JP¥94.2m		-44.1%PS3.6x

Latest News

8622
JP¥719.00
Mito Securities
7D
5.1%
1Y
30.0%
8707
JP¥3,665.00
IwaiCosmo Holdings
7D
-7.1%
1Y
48.5%
2127
JP¥658.90
Nihon M&A Center Holdings
7D
-8.8%
1Y
10.9%

2127: Fund Business Split Will Support Earnings Upside Despite Modest Outlook Adjustments

Analysts have trimmed their fair value estimate for Nihon M&A Center Holdings from about ¥824 to roughly ¥814, citing updated assumptions for revenue growth, profit margins and future P/E that slightly adjust their outlook on the shares. What's in the News Nihon M&A Center Holdings has scheduled a board meeting for February 13, 2026 to review a transfer of its fund business to a newly established company, J-Capital Inc., via an incorporation type company split, planned to take effect on April 1, 2026, subject to approval (Key Developments).
8742
JP¥581.00
Kobayashi Yoko
7D
10.7%
1Y
89.9%
8604
JP¥1,246.50
Nomura Holdings
7D
-14.2%
1Y
29.1%
8601
JP¥1,525.00
Daiwa Securities Group
7D
-7.4%
1Y
47.8%

8601: Stable Forecasts And Slightly Lower P/E Will Sustain Overvaluation Concerns

Analysts have kept their price target for Daiwa Securities Group steady at ¥1,426.25, reflecting largely unchanged views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. Valuation Changes Fair Value: ¥1,426.25 remains unchanged, indicating no adjustment to the assessed fair value.
8473
JP¥3,046.00
SBI Holdings
7D
-9.1%
1Y
43.1%

8473: Buybacks And Tokenized Securities Platform Will Support Future Capital Returns Stability

Analysts have nudged their 12 month price target for SBI Holdings up from ¥3,645 to ¥3,685, reflecting updated assumptions around a slightly lower discount rate, softer revenue growth and profit margins, and a higher future P/E multiple of 39.71x. What's in the News SBI Holdings reported progress on its share buyback program, repurchasing 7,784,300 shares for ¥25,974.48 million between November 21, 2025 and December 31, 2025 under the buyback announced on November 21, 2025 (Key Developments).
7345
JP¥1,109.00
AI Partners Financial
7D
13.5%
1Y
83.6%
192A
JP¥1,991.00
Integroup
7D
2.3%
1Y
-44.1%
8747
JP¥3,425.00
Yutaka Trusty Securities
7D
2.9%
1Y
111.4%
6080
JP¥3,495.00
M&A Capital PartnersLtd
7D
-6.6%
1Y
22.1%
8616
JP¥761.00
Tokai Tokyo Financial Holdings
7D
-8.3%
1Y
49.2%
8609
JP¥876.00
Okasan Securities Group
7D
-12.1%
1Y
33.5%
9236
JP¥1,008.00
Japan M&A Solution
7D
0.8%
1Y
-21.4%