Narrative Update • Aug 26

In the last week, the Property and Casualty Insurance industry is up 5.0%, with Tokio Marine Holdings up 5.5%. This means that the industry has gained 29% over the past year. As for the next few years, earnings are expected to grow by 5.6% 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 |
|---|---|---|---|---|---|---|
| Sat, 29 Aug 2026 | JP¥28.2t | JP¥22.2t | JP¥2.1t | 13.3x | 13.3x | 1.3x |
| Mon, 27 Jul 2026 | JP¥28.5t | JP¥21.0t | JP¥1.7t | 14.4x | 16.9x | 1.4x |
| Wed, 24 Jun 2026 | JP¥26.1t | JP¥21.7t | JP¥2.4t | 11.6x | 10.8x | 1.2x |
| Fri, 22 May 2026 | JP¥25.8t | JP¥21.5t | JP¥2.5t | 11.7x | 10.2x | 1.2x |
| Sun, 19 Apr 2026 | JP¥24.4t | JP¥21.3t | JP¥2.5t | 11.8x | 9.9x | 1.1x |
| Tue, 17 Mar 2026 | JP¥22.5t | JP¥21.3t | JP¥2.5t | 11.2x | 9.1x | 1.1x |
| Thu, 12 Feb 2026 | JP¥23.4t | JP¥20.8t | JP¥2.1t | 13.5x | 11x | 1.1x |
| Sat, 10 Jan 2026 | JP¥22.1t | JP¥20.8t | JP¥2.1t | 13.8x | 10.4x | 1.1x |
| Mon, 08 Dec 2025 | JP¥20.4t | JP¥20.8t | JP¥2.1t | 13.3x | 9.6x | 1x |
| Wed, 05 Nov 2025 | JP¥20.0t | JP¥20.2t | JP¥2.4t | 9.4x | 8.2x | 1x |
| Fri, 03 Oct 2025 | JP¥20.9t | JP¥20.2t | JP¥2.4t | 9.6x | 8.6x | 1x |
| Sun, 31 Aug 2025 | JP¥21.9t | JP¥20.2t | JP¥2.4t | 10.1x | 9x | 1.1x |
| Tue, 29 Jul 2025 | JP¥20.5t | JP¥19.9t | JP¥2.0t | 16.7x | 10.3x | 1x |
| Thu, 26 Jun 2025 | JP¥20.1t | JP¥19.8t | JP¥2.2t | 10.6x | 9.2x | 1x |
| Sat, 24 May 2025 | JP¥20.0t | JP¥19.8t | JP¥2.2t | 10.5x | 9.2x | 1x |
| Mon, 21 Apr 2025 | JP¥19.1t | JP¥19.7t | JP¥2.3t | 9.2x | 8.4x | 1x |
| Wed, 19 Mar 2025 | JP¥21.4t | JP¥19.7t | JP¥2.3t | 10.1x | 9.5x | 1.1x |
| Fri, 14 Feb 2025 | JP¥19.1t | JP¥19.5t | JP¥2.5t | 8x | 7.7x | 1x |
| Sun, 12 Jan 2025 | JP¥18.9t | JP¥19.5t | JP¥2.5t | 7.8x | 7.7x | 1x |
| Tue, 10 Dec 2024 | JP¥20.4t | JP¥19.5t | JP¥2.5t | 8.4x | 8.3x | 1x |
| Thu, 07 Nov 2024 | JP¥20.0t | JP¥18.7t | JP¥1.7t | 13.2x | 12x | 1.1x |
| Sat, 05 Oct 2024 | JP¥19.4t | JP¥18.7t | JP¥1.7t | 12.8x | 11.7x | 1x |
| Mon, 02 Sep 2024 | JP¥19.3t | JP¥18.7t | JP¥1.7t | 12.6x | 11.6x | 1x |
| Wed, 31 Jul 2024 | JP¥20.6t | JP¥18.9t | JP¥1.5t | 15.9x | 13.9x | 1.1x |
| Fri, 28 Jun 2024 | JP¥20.3t | JP¥18.6t | JP¥1.5t | 15.6x | 13.7x | 1.1x |
| Sun, 26 May 2024 | JP¥18.3t | JP¥18.6t | JP¥1.5t | 14.1x | 12.4x | 1x |
| Tue, 23 Apr 2024 | JP¥16.5t | JP¥18.3t | JP¥1.4t | 12x | 12.1x | 0.9x |
| Thu, 21 Mar 2024 | JP¥16.5t | JP¥18.3t | JP¥1.4t | 11.5x | 12.1x | 0.9x |
| Sat, 17 Feb 2024 | JP¥15.7t | JP¥18.2t | JP¥1.4t | 13x | 11.3x | 0.9x |
| Mon, 15 Jan 2024 | JP¥12.9t | JP¥17.9t | JP¥1.0t | 12.8x | 12.5x | 0.7x |
| Wed, 13 Dec 2023 | JP¥12.9t | JP¥17.9t | JP¥1.0t | 12.8x | 12.5x | 0.7x |
| Fri, 10 Nov 2023 | JP¥12.0t | JP¥17.6t | JP¥754.9b | 15.9x | 15.9x | 0.7x |
| Sun, 08 Oct 2023 | JP¥11.7t | JP¥17.6t | JP¥755.7b | 15.6x | 15.5x | 0.7x |
| Tue, 05 Sep 2023 | JP¥11.7t | JP¥17.6t | JP¥755.7b | 15.8x | 15.5x | 0.7x |
15.5x
How does Japanese Property and Casualty Insurance compare with similar industries?
| JP Market | 1.54% | |
| Financials | 4.03% | |
| Insurance | 3.40% | |
| Property and Casualty Insurance | 3.64% | |
| Insurance Brokers | 3.71% | |
| Life and Health Insurance | 3.02% | |
| General Insurance | 0.81% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 8766 Tokio Marine Holdings | JP¥7.69k | 4.7% +JP¥657.4b | 20.2% | PE27.1x | |
| 8725 MS&AD Insurance Group Holdings | JP¥5.11k | 3.4% +JP¥243.6b | 47.7% | PE8.5x | |
| 8630 Sompo Holdings | JP¥6.86k | 1.5% +JP¥92.5b | 44.2% | PE8.7x |