Japan Post Insurance (TSE:7181) Is Paying Out A Larger Dividend Than Last Year
Jul 26
Japanese (NIKKEI) Insurance Industry Analysis
UpdatedJul 26, 2024
DataAggregated Company Financials
Companies18
- 7D-7.2%
- 3M13.3%
- 1Y64.5%
- YTD46.4%
Over the last 7 days, the Insurance industry has dropped 7.2%, driven by a pullback from Tokio Marine Holdings of 10%. This takes the industry's 12 month performance to a gain of 65%. Looking forward, earnings are forecast to grow by 7.5% annually.
Industry Valuation and Performance
Has the Japanese Insurance Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 26 Jul 2024 | JP¥31.7t | JP¥46.9t | JP¥2.3t | 16x | 13.9x | 0.7x |
| Sun, 23 Jun 2024 | JP¥30.7t | JP¥46.5t | JP¥2.3t | 15.5x | 13.5x | 0.7x |
| Tue, 21 May 2024 | JP¥28.5t | JP¥46.1t | JP¥2.2t | 16.8x | 13.2x | 0.6x |
| Thu, 18 Apr 2024 | JP¥26.8t | JP¥44.3t | JP¥2.1t | 14.8x | 12.7x | 0.6x |
| Sat, 16 Mar 2024 | JP¥27.1t | JP¥44.3t | JP¥2.1t | 14.3x | 12.8x | 0.6x |
| Mon, 12 Feb 2024 | JP¥23.6t | JP¥44.0t | JP¥1.8t | 14.4x | 13.2x | 0.5x |
| Wed, 10 Jan 2024 | JP¥22.4t | JP¥44.1t | JP¥1.8t | 14.3x | 12.5x | 0.5x |
| Fri, 08 Dec 2023 | JP¥23.1t | JP¥44.1t | JP¥1.9t | 15.1x | 12.5x | 0.5x |
| Sun, 05 Nov 2023 | JP¥22.6t | JP¥44.0t | JP¥1.3t | 17.3x | 17.3x | 0.5x |
| Tue, 03 Oct 2023 | JP¥21.6t | JP¥44.0t | JP¥1.3t | 17.5x | 16.6x | 0.5x |
| Thu, 31 Aug 2023 | JP¥20.1t | JP¥44.0t | JP¥1.3t | 15.8x | 15.4x | 0.5x |
| Sat, 29 Jul 2023 | JP¥20.3t | JP¥42.5t | JP¥1.2t | 20x | 16.3x | 0.5x |
| Mon, 26 Jun 2023 | JP¥20.0t | JP¥41.1t | JP¥1.2t | 17.5x | 16.1x | 0.5x |
| Wed, 24 May 2023 | JP¥18.8t | JP¥41.3t | JP¥1.2t | 16x | 15.1x | 0.5x |
| Fri, 21 Apr 2023 | JP¥18.0t | JP¥42.6t | JP¥1.2t | 16.7x | 15x | 0.4x |
| Sun, 19 Mar 2023 | JP¥17.3t | JP¥42.6t | JP¥1.2t | 16.3x | 14.5x | 0.4x |
| Tue, 14 Feb 2023 | JP¥18.7t | JP¥41.4t | JP¥1.2t | 19.7x | 16.1x | 0.5x |
| Thu, 12 Jan 2023 | JP¥18.4t | JP¥41.4t | JP¥1.2t | 18.9x | 15.7x | 0.4x |
| Sat, 10 Dec 2022 | JP¥17.8t | JP¥41.4t | JP¥1.2t | 20.7x | 15.2x | 0.4x |
| Mon, 07 Nov 2022 | JP¥17.4t | JP¥40.2t | JP¥1.7t | 12.7x | 10x | 0.4x |
| Wed, 05 Oct 2022 | JP¥17.2t | JP¥40.2t | JP¥1.7t | 12.5x | 9.9x | 0.4x |
| Fri, 02 Sep 2022 | JP¥17.1t | JP¥40.2t | JP¥1.7t | 12.3x | 9.8x | 0.4x |
| Sun, 31 Jul 2022 | JP¥17.4t | JP¥39.6t | JP¥2.0t | 12.4x | 8.7x | 0.4x |
| Tue, 28 Jun 2022 | JP¥17.7t | JP¥39.4t | JP¥2.0t | 12.9x | 8.9x | 0.5x |
| Thu, 26 May 2022 | JP¥16.4t | JP¥39.4t | JP¥2.0t | 11.1x | 8.2x | 0.4x |
| Sat, 23 Apr 2022 | JP¥16.6t | JP¥40.1t | JP¥2.0t | 10.9x | 8.2x | 0.4x |
| Mon, 21 Mar 2022 | JP¥17.0t | JP¥40.1t | JP¥2.0t | 11.2x | 8.4x | 0.4x |
| Wed, 16 Feb 2022 | JP¥17.1t | JP¥40.2t | JP¥2.0t | 12.7x | 8.5x | 0.4x |
| Fri, 14 Jan 2022 | JP¥17.4t | JP¥40.3t | JP¥2.0t | 12.6x | 8.8x | 0.4x |
| Sun, 12 Dec 2021 | JP¥15.2t | JP¥40.3t | JP¥2.0t | 10.8x | 7.7x | 0.4x |
| Tue, 09 Nov 2021 | JP¥15.5t | JP¥39.8t | JP¥1.7t | 12.4x | 9x | 0.4x |
| Thu, 07 Oct 2021 | JP¥16.1t | JP¥39.8t | JP¥1.7t | 12.4x | 9.3x | 0.4x |
| Sat, 04 Sep 2021 | JP¥15.7t | JP¥39.8t | JP¥1.7t | 12.6x | 9.1x | 0.4x |
| Mon, 02 Aug 2021 | JP¥15.0t | JP¥39.8t | JP¥1.7t | 13.5x | 8.7x | 0.4x |
Price to Earnings Ratio
8.7x
Current Industry PE
- Investors are optimistic on the Japanese Insurance industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 13.9x which is higher than its 3-year average PE of 12.2x.
- The industry is trading close to its 3-year average PS ratio of 0.47x.
Past Earnings Growth
- The earnings for companies in the Insurance industry have grown 9.6% per year over the last three years.
- Revenues for these companies have grown 5.6% 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 | -5.18% | |
| Financials | -5.48% | |
| Insurance | -7.22% | |
| Reinsurance | 0% | |
| General Insurance | -3.51% | |
| Insurance Brokers | -5.39% | |
| Life and Health Insurance | -6.29% | |
| Property and Casualty Insurance | -7.77% | |
Industry PE
- Investors are most optimistic about the Insurance Brokers industry which is trading above its 3-year average PE ratio of 28.6x.
- Analysts are expecting annual earnings growth of 18.5%, which is lower than the prior year's growth of 43.3% per year.
- Investors are most pessimistic about the General Insurance industry, which is trading below its 3-year average of 3.4x.
Forecasted Growth
- Analysts are most optimistic on the Insurance Brokers industry, expecting annual earnings growth of 18% over the next 5 years.
- However this is lower than its past earnings growth rate of 43% per year.
- In contrast, the Property and Casualty Insurance industry is expected to see its earnings grow by 6.9% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 7325 IRRC | JP¥733.00 | 1.7% +JP¥98.8m | 1.7% | PE25.4x | |
| 5836 Agent Insurance Group | JP¥1.46k | 0.8% +JP¥27.4m | 33.2% | PE29.3x |
