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Japan Post

TYO:6178 · JP3752900005
InsuranceLarge

360

19
Profit price28
Cash yield43
Price/Sales94
Price/Book94
Returns on capital20
Profit margins—
Cash Conversion1
Accruals10
Owner Earnings Margin23
Sales growth24
Profit Growth82
Long-Term EPS Growth91
Reinvestment74
Price momentum88
Debt load100
Debt serviceability—
Liquidity—
Analyst ratings23
Opinion Changes50
Price Target Upside12
Market mood51
Value Creation10/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Japan Post clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Based on 1/5 components.

Profile

CountryJapan
IndustryInsurance
SizeLarge
TypePublic Company
ExchangeTSE
Founded2006
Employees36
Websitejapanpost.jp
ISINJP3752900005
Last UpdateApr 2, 2026
Indices
Nikkei 225 (Japan)TOPIX 100 (Japan)
Themes
BankingFinanceInsurance

Description

Analysis

Weak and unloved

Japan Post Holdings Co., Ltd. scores below average on quality and is priced accordingly, a low-conviction position in either direction.

On valuation, the picture is attractive. The owner-earnings multiple stands at 12.1×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around -1% a year, against analyst forecasts of 14%. The price, in other words, assumes less than the experts do.

Growth is solid; the safety picture is stretched. The company scores 10/20 on our value-creation score: creating some value. Analyst sentiment is cautious.

Flags to be aware of: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →