Narrative Update • Jul 10

Over the last 7 days, the Property and Casualty Insurance industry has dropped 3.0%, driven by declines in Sompo Holdings and MS&AD Insurance Group Holdings of 0.7% and 0.6%, respectively. This takes the industry's 12 month performance to a gain of 38%. As for the next few years, earnings are expected to grow by 8.7% per annum.
Has the Japanese Property and Casualty Insurance Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 14 Jul 2026 | JP¥26.4t | JP¥21.0t | JP¥1.7t | 13.8x | 15.7x | 1.3x |
| Thu, 11 Jun 2026 | JP¥26.1t | JP¥21.5t | JP¥2.4t | 11.4x | 10.8x | 1.2x |
| Sat, 09 May 2026 | JP¥24.4t | JP¥21.3t | JP¥2.5t | 11.8x | 9.8x | 1.1x |
| Mon, 06 Apr 2026 | JP¥25.2t | JP¥21.3t | JP¥2.5t | 12.1x | 10.2x | 1.2x |
| Wed, 04 Mar 2026 | JP¥23.3t | JP¥21.3t | JP¥2.5t | 11.7x | 9.4x | 1.1x |
| Fri, 30 Jan 2026 | JP¥21.3t | JP¥20.8t | JP¥2.1t | 13.2x | 10x | 1x |
| Sun, 28 Dec 2025 | JP¥21.2t | JP¥20.8t | JP¥2.1t | 13.9x | 10x | 1x |
| Tue, 25 Nov 2025 | JP¥20.3t | JP¥20.9t | JP¥2.4t | 11.4x | 8.5x | 1x |
| Thu, 23 Oct 2025 | JP¥20.6t | JP¥20.2t | JP¥2.4t | 9.6x | 8.5x | 1x |
| Sat, 20 Sep 2025 | JP¥21.6t | JP¥20.2t | JP¥2.4t | 9.9x | 8.9x | 1.1x |
| Mon, 18 Aug 2025 | JP¥22.6t | JP¥20.2t | JP¥2.4t | 10.3x | 9.3x | 1.1x |
| Wed, 16 Jul 2025 | JP¥20.1t | JP¥19.9t | JP¥2.0t | 16.4x | 10.1x | 1x |
| Fri, 13 Jun 2025 | JP¥20.6t | JP¥19.8t | JP¥2.2t | 10.9x | 9.5x | 1x |
| Sun, 11 May 2025 | JP¥20.7t | JP¥19.7t | JP¥2.3t | 9.9x | 9.1x | 1x |
| Tue, 08 Apr 2025 | JP¥16.3t | JP¥19.7t | JP¥2.3t | 7.9x | 7.2x | 0.8x |
| Thu, 06 Mar 2025 | JP¥19.8t | JP¥19.7t | JP¥2.3t | 9.5x | 8.8x | 1x |
| Sat, 01 Feb 2025 | JP¥19.3t | JP¥19.5t | JP¥2.5t | 8.1x | 7.8x | 1x |
| Mon, 30 Dec 2024 | JP¥20.6t | JP¥19.5t | JP¥2.5t | 8.4x | 8.4x | 1.1x |
| Wed, 27 Nov 2024 | JP¥20.2t | JP¥19.0t | JP¥2.4t | 9x | 8.6x | 1.1x |
| Fri, 25 Oct 2024 | JP¥19.2t | JP¥18.7t | JP¥1.7t | 12.7x | 11.5x | 1x |
| Sun, 22 Sep 2024 | JP¥18.7t | JP¥18.7t | JP¥1.7t | 12.3x | 11.2x | 1x |
| Tue, 20 Aug 2024 | JP¥19.4t | JP¥18.7t | JP¥1.7t | 12.8x | 11.7x | 1x |
| Thu, 18 Jul 2024 | JP¥21.6t | JP¥18.9t | JP¥1.5t | 16.9x | 14.6x | 1.1x |
| Sat, 15 Jun 2024 | JP¥19.0t | JP¥18.6t | JP¥1.5t | 14.4x | 12.8x | 1x |
| Mon, 13 May 2024 | JP¥17.9t | JP¥18.3t | JP¥1.4t | 13x | 13.1x | 1x |
| Wed, 10 Apr 2024 | JP¥17.3t | JP¥18.3t | JP¥1.4t | 12.5x | 12.7x | 0.9x |
| Fri, 08 Mar 2024 | JP¥16.2t | JP¥18.3t | JP¥1.4t | 11.7x | 11.9x | 0.9x |
| Sun, 04 Feb 2024 | JP¥13.3t | JP¥17.8t | JP¥1.0t | 13.2x | 12.9x | 0.7x |
| Tue, 02 Jan 2024 | JP¥12.3t | JP¥17.9t | JP¥1.0t | 12.2x | 11.9x | 0.7x |
| Thu, 30 Nov 2023 | JP¥12.4t | JP¥17.9t | JP¥1.1t | 12.4x | 11.4x | 0.7x |
| Sat, 28 Oct 2023 | JP¥11.8t | JP¥17.6t | JP¥755.7b | 15.6x | 15.6x | 0.7x |
| Mon, 25 Sep 2023 | JP¥12.7t | JP¥17.6t | JP¥755.7b | 17.1x | 16.8x | 0.7x |
| Wed, 23 Aug 2023 | JP¥11.0t | JP¥17.6t | JP¥755.7b | 15.1x | 14.6x | 0.6x |
| Fri, 21 Jul 2023 | JP¥11.3t | JP¥16.6t | JP¥643.5b | 19.3x | 17.5x | 0.7x |
17.5x
How does Japanese Property and Casualty Insurance compare with similar industries?
| JP Market | -2.63% | |
| Financials | 1.28% | |
| Insurance | -2.34% | |
| Property and Casualty Insurance | -2.96% | |
| Insurance Brokers | 0.87% | |
| Life and Health Insurance | -1.40% | |
| General Insurance | -1.85% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 5843 Nippon Insure | JP¥2.43k | 4.7% +JP¥307.4m | 9.2% | PE10.1x |