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Japanese (NIKKEI) Insurance Industry Analysis

UpdatedMar 02, 2026
DataAggregated Company Financials
Companies17
  • 7D2.3%
  • 3M24.3%
  • 1Y34.4%
  • YTD14.4%

Over the last 7 days, the Insurance industry has risen 2.3%, driven by gains from Sompo Holdings of 3.4%. In the last 12 months, the industry was up 34%. Earnings are forecast to grow by 1.4% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 03 Mar 2026JP¥40.4tJP¥48.0tJP¥3.6t14.3x11.3x0.8x
Thu, 29 Jan 2026JP¥34.6tJP¥47.4tJP¥3.2t13.7x10.8x0.7x
Sat, 27 Dec 2025JP¥34.3tJP¥47.4tJP¥3.2t13.8x10.7x0.7x
Mon, 24 Nov 2025JP¥32.4tJP¥47.5tJP¥3.5t12.9x9.3x0.7x
Wed, 22 Oct 2025JP¥32.3tJP¥46.7tJP¥3.4t12.4x9.4x0.7x
Fri, 19 Sep 2025JP¥34.1tJP¥46.7tJP¥3.4t12.9x9.9x0.7x
Sun, 17 Aug 2025JP¥35.6tJP¥46.7tJP¥3.4t12.9x10.4x0.8x
Tue, 15 Jul 2025JP¥31.2tJP¥47.1tJP¥3.1t13.7x10.1x0.7x
Thu, 12 Jun 2025JP¥31.9tJP¥48.0tJP¥3.2t13.1x9.8x0.7x
Sat, 10 May 2025JP¥31.6tJP¥48.7tJP¥3.3t13.5x9.6x0.6x
Mon, 07 Apr 2025JP¥28.7tJP¥48.7tJP¥3.3t10.6x8.7x0.6x
Wed, 05 Mar 2025JP¥32.1tJP¥48.7tJP¥3.3t11.3x9.7x0.7x
Fri, 31 Jan 2025JP¥31.2tJP¥48.6tJP¥3.4t12.5x9.2x0.6x
Sun, 29 Dec 2024JP¥32.1tJP¥48.6tJP¥3.4t12x9.5x0.7x
Tue, 26 Nov 2024JP¥31.7tJP¥47.9tJP¥3.3t12.4x9.6x0.7x
Thu, 24 Oct 2024JP¥29.6tJP¥47.1tJP¥2.6t13.2x11.3x0.6x
Sat, 21 Sep 2024JP¥29.1tJP¥47.1tJP¥2.6t13x11.1x0.6x
Mon, 19 Aug 2024JP¥30.8tJP¥47.1tJP¥2.6t13.7x11.7x0.7x
Wed, 17 Jul 2024JP¥34.5tJP¥46.9tJP¥2.3t17.9x15.1x0.7x
Fri, 14 Jun 2024JP¥30.2tJP¥46.5tJP¥2.3t17.6x13.2x0.6x
Sun, 12 May 2024JP¥28.6tJP¥44.3tJP¥2.1t16.7x13.6x0.6x
Tue, 09 Apr 2024JP¥28.3tJP¥44.3tJP¥2.1t15.2x13.4x0.6x
Thu, 07 Mar 2024JP¥26.9tJP¥44.3tJP¥2.1t14.5x12.7x0.6x
Sat, 03 Feb 2024JP¥23.5tJP¥44.1tJP¥1.8t15.2x13.1x0.5x
Mon, 01 Jan 2024JP¥21.9tJP¥44.1tJP¥1.8t14.1x12.2x0.5x
Wed, 29 Nov 2023JP¥22.6tJP¥44.0tJP¥1.9t14.7x12.2x0.5x
Fri, 27 Oct 2023JP¥21.7tJP¥44.0tJP¥1.3t16.8x16.6x0.5x
Sun, 24 Sep 2023JP¥22.5tJP¥44.0tJP¥1.3t18.1x17.2x0.5x
Tue, 22 Aug 2023JP¥19.6tJP¥43.8tJP¥1.3t15.3x15x0.4x
Thu, 20 Jul 2023JP¥19.9tJP¥42.4tJP¥1.2t17x16x0.5x
Sat, 17 Jun 2023JP¥20.0tJP¥41.1tJP¥1.2t17.8x16.1x0.5x
Mon, 15 May 2023JP¥18.0tJP¥42.6tJP¥1.2t16.8x14.9x0.4x
Wed, 12 Apr 2023JP¥17.4tJP¥42.6tJP¥1.2t16.4x14.5x0.4x
Fri, 10 Mar 2023JP¥20.1tJP¥42.6tJP¥1.2t18.6x16.8x0.5x
Price to Earnings Ratio

16.8x


Total Market Cap: JP¥20.1tTotal Earnings: JP¥1.2tTotal Revenue: JP¥42.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Insurance Industry Price to Earnings3Y Average 12.2x202420252026
Current Industry PE
  • Investors are relatively neutral on the Japanese Insurance industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 12.2x.
  • The industry is trading close to its 3-year average PS ratio of 0.61x.
Past Earnings Growth
  • The earnings for companies in the Insurance industry have grown 44% per year over the last three years.
  • Revenues for these companies have grown 4.1% 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 Market3.27%
Financials0.94%
Insurance2.28%
Insurance Brokers4.85%
Life and Health Insurance2.67%
Property and Casualty Insurance2.04%
General Insurance-0.82%
Industry PE
  • Investors are most optimistic about the Insurance Brokers industry, which is trading close to its 3-year average PE ratio of 35.6x.
    • Analysts are expecting annual earnings growth of 17.4%, which is higher than its past year's earnings decline of 4.1% per year.
  • Investors are most pessimistic about the General Insurance industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 2.3x.
Forecasted Growth
  • Analysts are most optimistic on the Insurance Brokers industry, expecting annual earnings growth of 17% over the next 5 years.
  • This is better than its past earnings decline of 4.1% per year.
  • In contrast, the Property and Casualty Insurance industry is expected to see its earnings decline by 2.8% 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
8630 Sompo HoldingsJP¥6.10k3.4%
+JP¥178.7b		34.8%PE7.9x
8795 T&D HoldingsJP¥4.06k1.1%
+JP¥21.3b		27.2%PE17.1x
7181 Japan Post InsuranceJP¥5.01k1.0%
+JP¥17.4b		69.0%PE11.6x
7157 Lifenet InsuranceJP¥2.20k5.2%
+JP¥8.7b		29.5%PE24.3x
8715 Anicom HoldingsJP¥1.22k3.1%
+JP¥2.7b		129.2%PE42.6x

Latest News

8766
JP¥6,361.00
Tokio Marine Holdings
7D
-1.8%
1Y
15.3%

8766: Higher Dividends And Governance Shift Will Shape Future Shareholder Returns

Analysts have nudged their price target for Tokio Marine Holdings up from ¥6,828 to ¥6,852, citing updated assumptions that pair a lower projected revenue growth rate of 0.67% with a slightly higher profit margin of 11.52% and a modestly higher future P/E of 14.69x. What's in the News A board meeting is scheduled for February 17, 2026, to consider transitioning Tokio Marine Holdings to a company with an Audit and Supervisory Committee structure (Key Developments).
8750
JP¥1,559.00
Dai-ichi Life Holdings
7D
-0.2%
1Y
38.2%

8750: Overseas Expansion And Capital Returns Will Support Reorganized Medium Term Outlook

Analysts have slightly raised their price target for Dai-ichi Life Holdings from ¥1,455 to about ¥1,485, citing updated assumptions around discount rates, profit margins, revenue trends and future P/E expectations. What's in the News Dai-ichi Life Holdings revised its consolidated earnings guidance for the fiscal year ending March 31, 2026, forecasting ordinary revenues of ¥11,067,000m and net income attributable to shareholders of ¥408,000m, with expected earnings per share of ¥112.42.
8795
JP¥4,056.00
T&D Holdings
7D
1.1%
1Y
27.2%

8795: Dividends And Share Buybacks Will Support Steady Future Returns

Analysts have nudged their fair value estimate for T&D Holdings slightly higher from ¥4,315.56 to ¥4,344, reflecting updated assumptions around discount rates, revenue expectations, profit margins and a modestly lower future P/E multiple. What's in the News IR Day focused on Fortitude Re, giving investors another reference point for how T&D Holdings presents this business and its role in the group (Key Developments).
8715
JP¥1,215.00
Anicom Holdings
7D
3.1%
1Y
129.2%
7157
JP¥2,199.00
Lifenet Insurance
7D
5.2%
1Y
29.5%
5845
JP¥1,041.00
ZenhorenLtd
7D
-1.3%
1Y
11.3%
7181
JP¥5,007.00
Japan Post Insurance
7D
1.0%
1Y
69.0%

7181: Stock Split And Buyback Will Signal Unsustainable Optimism

Analysts have lifted their Japan Post Insurance price target from ¥2,970 to ¥3,490, citing updated assumptions around revenue growth, profit margin and future P/E that they see as better aligned with the company’s current outlook. What's in the News The company issued consolidated earnings guidance for the fiscal year ending March 31, 2026, with expected net income attributable to shareholders of ¥159,000 million and net income per share of ¥430.79 (company guidance).
7325
JP¥889.00
IRRC
7D
-3.3%
1Y
34.5%
8630
JP¥6,103.00
Sompo Holdings
7D
3.4%
1Y
34.8%
7326
JP¥2,331.00
SBI Insurance Group
7D
-4.8%
1Y
103.9%
8798
JP¥201.00
Advance Create
7D
-4.7%
1Y
-57.1%
6178
JP¥1,974.00
Japan Post Holdings
7D
-1.9%
1Y
22.5%
8725
JP¥4,319.00
MS&AD Insurance Group Holdings
7D
-0.02%
1Y
33.3%
7388
JP¥2,380.00
FP Partner
7D
4.3%
1Y
-1.5%