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Japanese (NIKKEI) Insurance Industry Analysis

UpdatedJul 21, 2026
DataAggregated Company Financials
Companies17
  • 7D-1.8%
  • 3M13.8%
  • 1Y44.3%
  • YTD25.7%

Over the last 7 days, the Insurance industry has dropped 1.8%, driven by a pullback from Tokio Marine Holdings of 2.5%. In the past year, the industry has gained 44%. Earnings are forecast to grow by 9.0% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 21 Jul 2026JP¥43.5tJP¥49.6tJP¥2.8t15x15.4x0.9x
Thu, 18 Jun 2026JP¥42.5tJP¥49.3tJP¥3.6t14.3x11.9x0.9x
Sat, 16 May 2026JP¥41.1tJP¥48.5tJP¥3.6t14.2x11.4x0.8x
Mon, 13 Apr 2026JP¥38.9tJP¥48.0tJP¥3.6t13.5x10.9x0.8x
Wed, 11 Mar 2026JP¥37.5tJP¥48.0tJP¥3.6t14.3x10.5x0.8x
Fri, 06 Feb 2026JP¥37.2tJP¥47.4tJP¥3.2t14.3x11.6x0.8x
Sun, 04 Jan 2026JP¥34.5tJP¥47.4tJP¥3.2t13.7x10.7x0.7x
Tue, 02 Dec 2025JP¥32.7tJP¥47.5tJP¥3.5t13x9.4x0.7x
Thu, 30 Oct 2025JP¥31.4tJP¥46.7tJP¥3.4t12.1x9.1x0.7x
Sat, 27 Sep 2025JP¥33.7tJP¥46.7tJP¥3.4t12.9x9.8x0.7x
Mon, 25 Aug 2025JP¥35.6tJP¥46.7tJP¥3.4t12.9x10.4x0.8x
Wed, 23 Jul 2025JP¥31.5tJP¥47.1tJP¥3.1t13.6x10.3x0.7x
Fri, 20 Jun 2025JP¥31.6tJP¥46.9tJP¥3.2t13x9.7x0.7x
Sun, 18 May 2025JP¥31.7tJP¥48.4tJP¥3.3t11.6x9.5x0.7x
Tue, 15 Apr 2025JP¥27.9tJP¥48.7tJP¥3.3t10.6x8.4x0.6x
Thu, 13 Mar 2025JP¥31.3tJP¥48.7tJP¥3.3t11.4x9.4x0.6x
Sat, 08 Feb 2025JP¥30.8tJP¥48.6tJP¥3.4t12.7x9.1x0.6x
Mon, 06 Jan 2025JP¥31.9tJP¥48.6tJP¥3.4t12x9.4x0.7x
Wed, 04 Dec 2024JP¥32.7tJP¥48.6tJP¥3.4t12.6x9.6x0.7x
Fri, 01 Nov 2024JP¥30.0tJP¥47.1tJP¥2.6t13.4x11.4x0.6x
Sun, 29 Sep 2024JP¥29.3tJP¥47.1tJP¥2.6t13.1x11.2x0.6x
Tue, 27 Aug 2024JP¥29.6tJP¥47.1tJP¥2.6t13x11.3x0.6x
Thu, 25 Jul 2024JP¥33.0tJP¥46.9tJP¥2.3t16.6x14.5x0.7x
Sat, 22 Jun 2024JP¥30.7tJP¥46.5tJP¥2.3t15.5x13.5x0.7x
Mon, 20 May 2024JP¥28.2tJP¥46.1tJP¥2.2t16.9x13.1x0.6x
Wed, 17 Apr 2024JP¥28.0tJP¥44.3tJP¥2.1t15x13.2x0.6x
Fri, 15 Mar 2024JP¥26.9tJP¥44.3tJP¥2.1t14.1x12.7x0.6x
Sun, 11 Feb 2024JP¥23.6tJP¥44.0tJP¥1.8t14.4x13.2x0.5x
Tue, 09 Jan 2024JP¥22.4tJP¥44.1tJP¥1.8t14.2x12.5x0.5x
Thu, 07 Dec 2023JP¥22.8tJP¥44.1tJP¥1.9t14.9x12.3x0.5x
Sat, 04 Nov 2023JP¥22.6tJP¥44.0tJP¥1.3t17.3x17.3x0.5x
Mon, 02 Oct 2023JP¥21.6tJP¥44.0tJP¥1.3t17.6x16.6x0.5x
Wed, 30 Aug 2023JP¥20.1tJP¥44.0tJP¥1.3t15.8x15.4x0.5x
Fri, 28 Jul 2023JP¥19.9tJP¥42.5tJP¥1.2t19.7x16x0.5x
Price to Earnings Ratio

16x


Total Market Cap: JP¥19.9tTotal Earnings: JP¥1.2tTotal Revenue: JP¥42.5tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Insurance Industry Price to Earnings3Y Average 11.7x202420252026
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 15.4x which is higher than its 3-year average PE of 11.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.66x.
Past Earnings Growth
  • The earnings for companies in the Insurance industry have grown 32% per year over the last three years.
  • Revenues for these companies have grown 5.3% 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%
Insurance-1.75%
Property and Casualty Insurance-1.37%
Insurance Brokers-1.64%
General Insurance-2.33%
Life and Health Insurance-2.34%
Industry PE
  • Investors are most optimistic about the Insurance Brokers industry which is trading above its 3-year average PE ratio of 36.0x.
    • Analysts are expecting annual earnings growth of 23.7%, which is higher than its past year's earnings decline of 19.2% 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 24% over the next 5 years.
  • This is better than its past earnings decline of 19% per year.
  • In contrast, the Property and Casualty Insurance industry is expected to see its earnings grow by 8.7% 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
8725 MS&AD Insurance Group HoldingsJP¥4.74k5.0%
+JP¥328.6b		53.6%PE13.4x
8630 Sompo HoldingsJP¥6.95k5.5%
+JP¥322.4b		58.7%PE9.7x
8766 Tokio Marine HoldingsJP¥7.87k2.0%
+JP¥285.1b		33.6%PE27.4x
6178 Japan Post HoldingsJP¥2.42k2.8%
+JP¥179.1b		81.4%PE17.7x
8750 Daiichi Life GroupJP¥1.88k1.2%
+JP¥77.4b		67.0%PE15.5x

Latest News

7388
JP¥2,174.00
FP Partner
7D
-2.5%
1Y
10.1%
8750
JP¥1,877.50
Daiichi Life Group
7D
1.2%
1Y
67.0%
8795
JP¥4,996.00
T&D Holdings
7D
0.9%
1Y
46.7%
Narrative Update • Jul 16

8795: Measured Outlook Suggests Buybacks And Dividend Policy Will Support Returns

Analysts have lifted their price target for T&D Holdings from ¥4,505 to ¥4,954, citing updated assumptions on discount rates, revenue growth, profit margins, and future P/E as the key drivers behind the revised fair value estimate. What’s in the News for T&D Holdings T&D Holdings announced a share repurchase program of up to 12,000,000 shares, or 2.5% of issued shares excluding treasury stock, for up to ¥30,000 million, with the program scheduled to run until September 30, 2026 (source: company buyback announcement, June 4, 2026).
8766
JP¥7,874.00
Tokio Marine Holdings
7D
2.0%
1Y
33.6%
Narrative Update • Jul 13

8766: Share Buybacks And Earnings Outlook Will Support Future Upside Potential

The analyst price target for Tokio Marine Holdings has shifted from ¥8,989.72 to ¥10,500, with analysts citing updated assumptions on the discount rate, revenue growth, profit margins, and future P/E as key drivers of the change. What's in the News Tokio Marine Holdings has repurchased a total of 26,950,100 common shares, representing 1.43% of its shares, for ¥196,575.88 million under the buyback program announced on March 23, 2026, according to company disclosures and recent news coverage.
7181
JP¥1,686.00
Japan Post Insurance
7D
1.6%
1Y
47.6%
8725
JP¥4,740.00
MS&AD Insurance Group Holdings
7D
5.0%
1Y
53.6%
Narrative Update • Jul 10

8725: Buyback Capacity And AI Partnership Will Shape Balanced Outlook

Analysts have raised their price target for MS&AD Insurance Group Holdings by about ¥100, reflecting updated assumptions for fair value around ¥4,765, along with refreshed views on revenue growth, profit margins, and future P/E expectations. What’s in the News for MS&AD Insurance Group Holdings MS&AD Insurance Group Holdings has an authorized share repurchase program of up to 95,000,000 shares, or 6.53% of outstanding shares, for up to ¥190,000m, with the program running until November 18, 2026.
8630
JP¥6,946.00
Sompo Holdings
7D
5.5%
1Y
58.7%
Narrative Update • Jul 10

8630: U.S. Workers’ Compensation Expansion Will Drive Future Upside Potential

Analysts have raised their price target on Sompo Holdings from ¥7,130 to ¥8,100, citing updates to their fair value model that reflect a revised discount rate, revenue growth outlook, profit margin assumptions, and future P/E expectations. What’s in the News for Sompo Holdings Sompo International Holdings entered into a definitive agreement to acquire Service Insurance Companies in the U.S., aiming to expand Sompo Holdings' workers’ compensation business across small and medium-sized customers and multiple distribution channels (source: recent acquisition announcement).
7157
JP¥1,664.00
Lifenet Insurance
7D
-3.9%
1Y
-23.8%
377A
JP¥1,169.00
Agent IG Holdings
7D
-3.3%
1Y
-5.4%
8715
JP¥1,213.00
Anicom Holdings
7D
-2.6%
1Y
66.6%
8798
JP¥127.00
Advance Create
7D
-1.6%
1Y
-56.2%
6178
JP¥2,418.50
Japan Post Holdings
7D
2.8%
1Y
81.4%
7325
JP¥685.00
IRRC
7D
-2.8%
1Y
-8.3%
7326
JP¥2,090.00
SBI Insurance Group
7D
-0.6%
1Y
45.7%
5843
JP¥2,385.00
Nippon Insure
7D
-2.2%
1Y
1.3%
5845
JP¥1,026.00
ZenhorenLtd
7D
0.2%
1Y
25.7%