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Japanese (NIKKEI) Insurance Industry Analysis

UpdatedSep 26, 2025
DataAggregated Company Financials
Companies17
  • 7D-2.2%
  • 3M6.3%
  • 1Y16.9%
  • YTD8.0%

Over the last 7 days, the Insurance industry has dropped 2.3%, driven by Tokio Marine Holdings declining 3.1%. In the past year, the industry has gained 21%. Looking forward, earnings are expected to remain mostly flat in the next few years.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 26 Sep 2025JP¥33.3tJP¥46.7tJP¥3.4t12.9x9.7x0.7x
Sun, 24 Aug 2025JP¥35.6tJP¥46.7tJP¥3.4t12.9x10.4x0.8x
Tue, 22 Jul 2025JP¥31.5tJP¥47.1tJP¥3.1t13.6x10.3x0.7x
Thu, 19 Jun 2025JP¥31.8tJP¥46.9tJP¥3.2t13x9.8x0.7x
Sat, 17 May 2025JP¥31.7tJP¥48.7tJP¥3.3t11.9x9.6x0.7x
Mon, 14 Apr 2025JP¥27.7tJP¥48.7tJP¥3.3t10.5x8.3x0.6x
Wed, 12 Mar 2025JP¥30.7tJP¥48.7tJP¥3.3t11x9.3x0.6x
Fri, 07 Feb 2025JP¥30.8tJP¥48.6tJP¥3.4t12.6x9.1x0.6x
Sun, 05 Jan 2025JP¥31.9tJP¥48.6tJP¥3.4t12x9.4x0.7x
Tue, 03 Dec 2024JP¥32.2tJP¥48.6tJP¥3.4t12.5x9.5x0.7x
Thu, 31 Oct 2024JP¥30.0tJP¥47.1tJP¥2.6t13.4x11.4x0.6x
Sat, 28 Sep 2024JP¥29.3tJP¥47.1tJP¥2.6t13.1x11.2x0.6x
Mon, 26 Aug 2024JP¥30.2tJP¥47.1tJP¥2.6t13.3x11.5x0.6x
Wed, 24 Jul 2024JP¥33.8tJP¥46.9tJP¥2.3t17.2x14.8x0.7x
Fri, 21 Jun 2024JP¥30.4tJP¥46.5tJP¥2.3t15.3x13.3x0.7x
Sun, 19 May 2024JP¥28.2tJP¥43.8tJP¥2.1t16.8x13.4x0.6x
Tue, 16 Apr 2024JP¥28.0tJP¥44.3tJP¥2.1t15.7x13.2x0.6x
Thu, 14 Mar 2024JP¥26.9tJP¥44.3tJP¥2.1t14x12.7x0.6x
Sat, 10 Feb 2024JP¥23.6tJP¥44.0tJP¥1.8t14.4x13.2x0.5x
Mon, 08 Jan 2024JP¥22.4tJP¥44.1tJP¥1.8t14.2x12.5x0.5x
Wed, 06 Dec 2023JP¥22.4tJP¥44.1tJP¥1.9t14.6x12.1x0.5x
Fri, 03 Nov 2023JP¥22.6tJP¥44.0tJP¥1.3t17.3x17.3x0.5x
Sun, 01 Oct 2023JP¥21.6tJP¥44.0tJP¥1.3t17.6x16.6x0.5x
Tue, 29 Aug 2023JP¥20.1tJP¥44.0tJP¥1.3t15.7x15.4x0.5x
Thu, 27 Jul 2023JP¥19.6tJP¥42.5tJP¥1.2t19.3x15.8x0.5x
Sat, 24 Jun 2023JP¥20.0tJP¥41.1tJP¥1.2t17.5x16.1x0.5x
Mon, 22 May 2023JP¥18.6tJP¥41.3tJP¥1.2t17.9x15.9x0.4x
Wed, 19 Apr 2023JP¥17.6tJP¥42.6tJP¥1.2t16.2x14.7x0.4x
Fri, 17 Mar 2023JP¥17.4tJP¥42.6tJP¥1.2t16.4x14.5x0.4x
Sun, 12 Feb 2023JP¥18.9tJP¥41.4tJP¥1.2t19.3x16.2x0.5x
Tue, 10 Jan 2023JP¥18.5tJP¥41.4tJP¥1.2t18.9x15.8x0.4x
Thu, 08 Dec 2022JP¥17.7tJP¥41.4tJP¥1.2t20.5x15.1x0.4x
Sat, 05 Nov 2022JP¥17.4tJP¥40.2tJP¥1.7t12.7x10x0.4x
Mon, 03 Oct 2022JP¥16.7tJP¥40.2tJP¥1.7t12.4x9.6x0.4x
Price to Earnings Ratio

9.6x


Total Market Cap: JP¥16.7tTotal Earnings: JP¥1.7tTotal Revenue: JP¥40.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Insurance Industry Price to Earnings3Y Average 12.7x202320242025
Current Industry PE
  • Investors are pessimistic on the Japanese Insurance 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 9.7x which is lower than its 3-year average PE of 12.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.57x.
Past Earnings Growth
  • The earnings for companies in the Insurance industry have grown 25% per year over the last three years.
  • Revenues for these companies have grown 5.1% 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 Market0.66%
Financials1.89%
Insurance-2.21%
Insurance Brokers1.36%
Life and Health Insurance-1.26%
Property and Casualty Insurance-2.75%
General Insurance-3.27%
Industry PE
  • Investors are most optimistic about the Insurance Brokers industry even though it's trading below its 3-year average PE ratio of 32.3x.
    • Analysts are expecting annual earnings growth of 20.2%, which is lower than the prior year's growth of 23.9% per year.
  • Investors are most pessimistic about the General Insurance industry, which is trading close to its 3-year average of 2.3x.
Forecasted Growth
  • Analysts are most optimistic on the Insurance Brokers industry, expecting annual earnings growth of 20% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Property and Casualty Insurance industry is expected to see its earnings decline by 4.4% 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
8750 Dai-ichi Life HoldingsJP¥1.20k1.1%
+JP¥49.2b		28.2%PE12.9x
7181 Japan Post InsuranceJP¥4.19k2.1%
+JP¥32.7b		58.2%PE11.3x
6178 Japan Post HoldingsJP¥1.50k0.5%
+JP¥21.6b		6.9%PE11.9x
7325 IRRCJP¥909.005.6%
+JP¥393.6m		34.7%PE17.1x
8798 Advance CreateJP¥314.001.6%
+JP¥159.5m		-67.5%PS1.7x

Latest News

8766
JP¥6,291.00
Tokio Marine Holdings
7D
-0.6%
1Y
16.9%

Re-New Strategy And M&A Aim To Boost Growth But Face Risks In Japanese Insurance Transformation

Tokio Marine Holdings saw only marginal improvements in net profit margin and revenue growth forecasts, which contributed to the consensus analyst price target rising slightly from ¥6675 to ¥6759. What's in the News Issued consolidated earnings guidance for FY ending March 31, 2026, projecting net income of JPY 930,000 million (JPY 485.91 per share).
8630
JP¥4,637.00
Sompo Holdings
7D
-1.0%
1Y
41.1%

Sompo Holdings (TSE:8630) Has Announced A Dividend Of ¥75.00

Sep 23
Sompo Holdings (TSE:8630) Has Announced A Dividend Of ¥75.00
7181
JP¥4,187.00
Japan Post Insurance
7D
2.1%
1Y
58.2%

Japan Post Insurance's (TSE:7181) Upcoming Dividend Will Be Larger Than Last Year's

Sep 22
Japan Post Insurance's (TSE:7181) Upcoming Dividend Will Be Larger Than Last Year's
7388
JP¥2,225.00
FP Partner
7D
-0.9%
1Y
-19.6%

FP Partner (TSE:7388) Is Due To Pay A Dividend Of ¥47.00

Sep 22
FP Partner (TSE:7388) Is Due To Pay A Dividend Of ¥47.00
8725
JP¥3,407.00
MS&AD Insurance Group Holdings
7D
-0.09%
1Y
1.4%

MS&AD Insurance Group Holdings (TSE:8725) Is Increasing Its Dividend To ¥77.50

Sep 22
MS&AD Insurance Group Holdings (TSE:8725) Is Increasing Its Dividend To ¥77.50
8750
JP¥1,196.50
Dai-ichi Life Holdings
7D
1.1%
1Y
28.2%
8795
JP¥3,625.00
T&D Holdings
7D
-0.9%
1Y
44.1%
6178
JP¥1,501.00
Japan Post Holdings
7D
0.5%
1Y
6.9%
8798
JP¥314.00
Advance Create
7D
1.6%
1Y
-67.5%
7157
JP¥2,052.00
Lifenet Insurance
7D
-1.5%
1Y
22.4%
5843
JP¥3,015.00
Nippon Insure
7D
1.7%
1Y
256.0%
7325
JP¥909.00
IRRC
7D
5.6%
1Y
34.7%
8715
JP¥801.00
Anicom Holdings
7D
-5.3%
1Y
17.1%
7326
JP¥1,502.00
SBI Insurance Group
7D
-2.8%
1Y
63.6%