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Japanese (NIKKEI) Insurance Industry Analysis

UpdatedJun 05, 2026
DataAggregated Company Financials
Companies17
  • 7D-0.5%
  • 3M6.2%
  • 1Y27.8%
  • YTD14.8%

Over the last 7 days, the Insurance industry has remained flat, although notably Japan Post Holdings gained 5.7%. As for the the longer term, the industry is up 28% over the past 12 months. Looking forward, earnings are forecast to grow by 3.3% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 05 Jun 2026JP¥40.0tJP¥49.3tJP¥3.6t13.6x11.2x0.8x
Sun, 03 May 2026JP¥38.0tJP¥48.0tJP¥3.6t13.2x10.6x0.8x
Tue, 31 Mar 2026JP¥39.0tJP¥48.0tJP¥3.6t13.8x10.9x0.8x
Thu, 26 Feb 2026JP¥39.0tJP¥48.0tJP¥3.6t14.3x10.9x0.8x
Sat, 24 Jan 2026JP¥36.0tJP¥47.4tJP¥3.2t14.1x11.2x0.8x
Mon, 22 Dec 2025JP¥34.6tJP¥47.4tJP¥3.2t13.8x10.8x0.7x
Wed, 19 Nov 2025JP¥32.1tJP¥46.8tJP¥3.5t12.3x9.1x0.7x
Fri, 17 Oct 2025JP¥32.9tJP¥46.7tJP¥3.4t12.5x9.6x0.7x
Sun, 14 Sep 2025JP¥34.8tJP¥46.7tJP¥3.4t13.2x10.2x0.7x
Tue, 12 Aug 2025JP¥34.0tJP¥46.8tJP¥3.3t13.8x10.4x0.7x
Thu, 10 Jul 2025JP¥30.8tJP¥47.1tJP¥3.1t13.2x10x0.7x
Sat, 07 Jun 2025JP¥32.6tJP¥48.0tJP¥3.2t13.4x10x0.7x
Mon, 05 May 2025JP¥30.7tJP¥48.7tJP¥3.3t11.5x9.2x0.6x
Wed, 02 Apr 2025JP¥32.0tJP¥48.7tJP¥3.3t11.5x9.7x0.7x
Fri, 28 Feb 2025JP¥31.2tJP¥48.7tJP¥3.3t11.6x9.4x0.6x
Sun, 26 Jan 2025JP¥30.6tJP¥48.6tJP¥3.4t12.2x9x0.6x
Tue, 24 Dec 2024JP¥31.5tJP¥48.6tJP¥3.4t12x9.3x0.6x
Thu, 21 Nov 2024JP¥31.1tJP¥47.6tJP¥3.1t13.3x10.2x0.7x
Sat, 19 Oct 2024JP¥30.5tJP¥47.1tJP¥2.6t13.6x11.6x0.6x
Mon, 16 Sep 2024JP¥28.1tJP¥47.1tJP¥2.6t12.5x10.7x0.6x
Wed, 14 Aug 2024JP¥29.1tJP¥47.1tJP¥2.6t12.9x11.1x0.6x
Fri, 12 Jul 2024JP¥35.2tJP¥46.9tJP¥2.3t18.1x15.4x0.8x
Sun, 09 Jun 2024JP¥30.4tJP¥46.5tJP¥2.3t17.7x13.3x0.7x
Tue, 07 May 2024JP¥28.3tJP¥44.3tJP¥2.1t16x13.4x0.6x
Thu, 04 Apr 2024JP¥27.7tJP¥44.3tJP¥2.1t14.7x13.1x0.6x
Sat, 02 Mar 2024JP¥26.8tJP¥44.3tJP¥2.1t14.2x12.7x0.6x
Mon, 29 Jan 2024JP¥23.4tJP¥44.1tJP¥1.8t14.9x13x0.5x
Wed, 27 Dec 2023JP¥21.5tJP¥44.1tJP¥1.8t13.8x12x0.5x
Fri, 24 Nov 2023JP¥22.5tJP¥44.0tJP¥1.8t13.7x12.2x0.5x
Sun, 22 Oct 2023JP¥21.7tJP¥44.0tJP¥1.3t17x16.6x0.5x
Tue, 19 Sep 2023JP¥22.2tJP¥44.0tJP¥1.3t17.9x17x0.5x
Thu, 17 Aug 2023JP¥19.5tJP¥43.9tJP¥1.3t15.8x15x0.4x
Sat, 15 Jul 2023JP¥19.6tJP¥42.1tJP¥1.2t16.6x15.8x0.5x
Mon, 12 Jun 2023JP¥19.5tJP¥41.1tJP¥1.2t17.1x15.7x0.5x
Price to Earnings Ratio

15.7x


Total Market Cap: JP¥19.5tTotal Earnings: JP¥1.2tTotal Revenue: JP¥41.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Insurance Industry Price to Earnings3Y Average 11.8x202420252026
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 11.8x.
  • The industry is trading close to its 3-year average PS ratio of 0.64x.
Past Earnings Growth
  • The earnings for companies in the Insurance industry have grown 42% per year over the last three years.
  • Revenues for these companies have grown 6.2% 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 Market1.38%
Financials3.21%
Insurance-0.50%
Life and Health Insurance2.58%
Property and Casualty Insurance-2.33%
Insurance Brokers-4.56%
General Insurance-6.79%
Industry PE
  • Investors are most optimistic about the Insurance Brokers industry, which is trading close to its 3-year average PE ratio of 36.1x.
    • Analysts are expecting annual earnings growth of 20.6%, 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 21% 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 growth to stay flat over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
6178 Japan Post HoldingsJP¥2.12k2.6%
+JP¥149.0b		57.5%PE15.5x
8750 Daiichi Life GroupJP¥1.66k1.6%
+JP¥95.4b		48.7%PE13.7x
8795 T&D HoldingsJP¥4.39k4.7%
+JP¥94.1b		31.3%PE15.2x
8725 MS&AD Insurance Group HoldingsJP¥4.33k0.9%
+JP¥55.1b		25.3%PE8x
7157 Lifenet InsuranceJP¥1.72k0.7%
+JP¥964.1m		-23.8%PE17.2x

Latest News

8795
JP¥4,390.00
T&D Holdings
7D
4.7%
1Y
31.3%
7181
JP¥1,422.50
Japan Post Insurance
7D
-0.5%
1Y
29.1%
Narrative Update • Jun 04

7181: Leadership Transition And Dividend Reset Will Shape Balanced Outlook

Analysts are keeping the price target for Japan Post Insurance steady at ¥1,330, citing only small adjustments to revenue growth, profit margin and future P/E assumptions that leave their overall valuation view unchanged. What's in the News Board meetings are scheduled for May 15, 2026 and June 22, 2026 to consider a notice regarding a change in Representative Executive Officer.
7157
JP¥1,722.00
Lifenet Insurance
7D
0.7%
1Y
-23.8%
5843
JP¥2,127.00
Nippon Insure
7D
-6.3%
1Y
22.5%
7325
JP¥701.00
IRRC
7D
0.1%
1Y
-3.6%
8630
JP¥5,898.00
Sompo Holdings
7D
-1.0%
1Y
35.3%
5845
JP¥995.00
ZenhorenLtd
7D
-0.6%
1Y
20.3%
8766
JP¥6,996.00
Tokio Marine Holdings
7D
-1.6%
1Y
12.9%
Narrative Update • Jun 01

8766: Partnership And Buyback Are Expected To Support Future Earnings Quality

Tokio Marine Holdings' analyst price target has shifted slightly from ¥8,066 to about ¥8,154, with analysts citing updated assumptions for revenue growth, profit margins and future P/E to support a broadly constructive view on the stock. What's in the News Tokio Marine Holdings issued consolidated earnings guidance for the year ending March 31, 2027, with expected net income attributable to owners of the parent of ¥830,000 million, or ¥441.83 per basic share.
8725
JP¥4,325.00
MS&AD Insurance Group Holdings
7D
0.9%
1Y
25.3%
8750
JP¥1,662.50
Daiichi Life Group
7D
1.6%
1Y
48.7%
Narrative Update • May 23

8750: Capital Returns And Potential Insurance Acquisition Will Support Balanced Medium Term Outlook

The analyst price target for Daiichi Life Group has been increased from ¥1,571 to ¥1,592. Analysts attribute this change to updated assumptions that include a steeper expected revenue decline, a slightly stronger profit margin, and a modestly lower future P/E multiple.
6178
JP¥2,122.50
Japan Post Holdings
7D
2.6%
1Y
57.5%
Analysis Article • May 22

Analyst Forecasts Just Became More Bearish On Japan Post Holdings Co., Ltd. (TSE:6178)

Market forces rained on the parade of Japan Post Holdings Co., Ltd. ( TSE:6178 ) shareholders today, when the analysts...
7388
JP¥2,022.00
FP Partner
7D
-5.7%
1Y
-11.1%
8715
JP¥1,213.00
Anicom Holdings
7D
0.7%
1Y
73.8%
7326
JP¥2,176.00
SBI Insurance Group
7D
-4.9%
1Y
68.3%
377A
JP¥1,051.00
Agent IG Holdings
7D
-2.6%
1Y
-9.1%