JAPAN POST HOLDINGS CO., LTD. Financials Japan Post Holdings Co., Ltd. Börse Stuttgart
Equities
1JP
JP3752900005
Life & Health Insurance
|
Real-time Estimate
Other stock markets
|
5-day change | 1st Jan Change | ||
| 9.46 EUR | +0.47% |
|
+2.33% | +17.70% |
| 05/07 | Tranche Update on Japan Post Holdings Co., Ltd.'s Equity Buyback Plan announced on May 15, 2024. | CI |
| 02/07 | Bank of Japan expected to trim bond buying by $100 bln in first year, survey shows | RE |
Valuation
| Fiscal Period: March | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Capitalization 1 | 52,39,992 | 34,19,360 | 39,89,588 | 33,04,283 | 37,24,484 | 52,06,429 | - | - |
| Enterprise Value (EV) 1 | -4,70,04,475 | -2,84,93,675 | -4,55,29,311 | 13,02,83,925 | 12,78,44,050 | 13,86,49,563 | 12,89,47,029 | 12,90,15,129 |
| P/E ratio | 10.9 x | 7.07 x | 9.54 x | 6.81 x | 8.91 x | 19.1 x | 17.8 x | 13 x |
| Yield | 3.86% | 5.91% | 5.07% | 5.57% | 4.64% | 3.26% | 3.04% | 3.04% |
| Capitalization / Revenue | 0.41 x | 0.29 x | 0.34 x | 0.29 x | 0.33 x | 0.41 x | 0.45 x | 0.44 x |
| EV / Revenue | -3.68 x | -2.38 x | -3.88 x | 11.6 x | 11.5 x | 11.6 x | 11.1 x | 10.8 x |
| EV / EBITDA | -42.7 x | -24.6 x | -37.9 x | 104 x | 144 x | 152 x | 137 x | 115 x |
| EV / FCF | 5.34 x | -21.2 x | - | 20.4 x | 106 x | -13.8 x | -648 x | -822 x |
| FCF Yield | 18.7% | -4.73% | - | 4.91% | 0.94% | -7.27% | -0.15% | -0.12% |
| Price to Book | 0.39 x | 0.31 x | 0.29 x | 0.27 x | 0.37 x | 0.48 x | 0.5 x | 0.5 x |
| Nbr of stocks (in thousands) | 40,43,204 | 40,43,230 | 40,43,365 | 36,77,964 | 34,59,809 | 31,69,820 | - | - |
| Reference price 2 | 1,296 | 845.7 | 986.7 | 898.4 | 1,076 | 1,642 | 1,642 | 1,642 |
| Announcement Date | 15/05/19 | 15/05/20 | 14/05/21 | 13/05/22 | 15/05/23 | 15/05/24 | - | - |
1JPY in Million2JPY
Estimates
Income Statement Evolution (Annual data)
| Fiscal Period: March | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 1,27,74,999 | 1,19,50,185 | 1,17,20,403 | 1,12,64,774 | 1,11,38,580 | 1,19,82,152 | 1,16,39,701 | 1,19,16,568 |
| EBITDA 1 | 11,00,078 | 11,58,468 | 12,00,447 | 12,46,825 | 8,86,989 | 9,11,006 | 9,43,190 | 11,24,327 |
| EBIT 1 | 8,30,696 | 8,64,457 | 9,14,164 | 9,91,464 | 6,57,499 | 6,68,316 | 7,87,420 | 9,30,023 |
| Operating Margin | 6.5% | 7.23% | 7.8% | 8.8% | 5.9% | 5.58% | 6.76% | 7.8% |
| Earnings before Tax (EBT) 1 | 6,95,487 | 7,49,534 | 6,94,525 | 8,41,287 | 6,95,212 | 6,29,029 | 7,32,133 | 8,82,700 |
| Net income 1 | 4,79,419 | 4,83,733 | 4,18,238 | 5,01,685 | 4,31,066 | 2,68,685 | 3,13,853 | 3,80,744 |
| Net margin | 3.75% | 4.05% | 3.57% | 4.45% | 3.87% | 2.24% | 2.7% | 3.2% |
| EPS 2 | 118.6 | 119.6 | 103.4 | 131.9 | 120.8 | 80.26 | 92.35 | 126.8 |
| Free Cash Flow 1 | -87,95,843 | 13,46,334 | - | 63,97,388 | 12,00,920 | -1,00,77,657 | -1,99,000 | -1,57,000 |
| FCF margin | -68.85% | 11.27% | - | 56.79% | 10.78% | -84.11% | -1.71% | -1.32% |
| FCF Conversion (EBITDA) | - | 116.22% | - | 513.09% | 135.39% | - | - | - |
| FCF Conversion (Net income) | - | 278.32% | - | 1,275.18% | 278.59% | - | - | - |
| Dividend per Share 2 | 50.00 | 50.00 | 50.00 | 50.00 | 50.00 | 50.00 | 50.00 | 50.00 |
| Announcement Date | 15/05/19 | 15/05/20 | 14/05/21 | 13/05/22 | 15/05/23 | 15/05/24 | - | - |
1JPY in Million2JPY
Estimates
Income Statement Evolution (Quarterly data)
| Fiscal Period: March | 2020 S1 | 2020 S2 | 2021 S1 | 2022 Q2 | 2022 S1 | 2022 Q3 | 2022 Q4 | 2023 Q1 | 2023 Q2 | 2023 S1 | 2023 Q3 | 2023 Q4 | 2024 Q1 | 2024 Q2 | 2024 S1 | 2024 Q3 | 2024 Q4 | 2025 Q1 | 2025 Q2 | 2025 Q3 | 2025 Q4 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 59,69,326 | 59,80,859 | 56,39,129 | 28,86,707 | 57,50,780 | 27,62,193 | 27,51,801 | 27,18,248 | 27,32,212 | 54,50,460 | 29,61,333 | 27,26,787 | 28,47,941 | 27,70,242 | 56,18,183 | 28,14,424 | 35,49,545 | 25,37,329 | 24,41,460 | 25,02,676 | 30,10,039 |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| EBIT 1 | - | 4,61,834 | - | - | - | 2,28,566 | 2,15,230 | 1,62,595 | 1,31,796 | - | - | 1,23,890 | 1,73,010 | 1,62,245 | - | 1,85,073 | 1,47,988 | 1,58,878 | 1,40,187 | 2,27,888 | 1,93,350 |
| Operating Margin | - | 7.72% | - | - | - | 8.27% | 7.82% | 5.98% | 4.82% | - | - | 4.54% | 6.07% | 5.86% | - | 6.58% | 4.17% | 6.26% | 5.74% | 9.11% | 6.42% |
| Earnings before Tax (EBT) | 3,76,820 | - | 3,31,351 | - | 4,67,581 | 1,98,427 | - | 1,84,833 | - | 3,54,660 | 2,22,673 | - | 78,196 | - | 3,12,285 | 1,79,715 | - | - | - | - | - |
| Net income | 2,36,599 | 2,47,134 | 1,78,951 | - | 2,65,163 | 1,38,290 | - | 1,18,555 | - | 2,05,912 | 1,70,366 | - | -8,535 | - | 1,20,239 | 1,01,740 | - | - | - | - | - |
| Net margin | 3.96% | 4.13% | 3.17% | - | 4.61% | 5.01% | - | 4.36% | - | 3.78% | 5.75% | - | -0.3% | - | 2.14% | 3.61% | - | - | - | - | - |
| EPS 2 | 58.52 | - | 44.26 | 28.34 | 68.33 | 36.79 | 26.81 | 32.46 | 24.35 | 56.81 | 47.83 | 16.18 | -2.470 | 37.44 | 34.97 | 30.56 | 14.73 | 25.49 | 26.16 | 25.68 | 18.54 |
| Dividend per Share | 25.00 | - | - | - | - | - | - | - | - | - | - | - | - | - | 25.00 | - | - | - | - | - | - |
| Announcement Date | 14/11/19 | 15/05/20 | 13/11/20 | 12/11/21 | 12/11/21 | 14/02/22 | 13/05/22 | 10/08/22 | 11/11/22 | 11/11/22 | 14/02/23 | 15/05/23 | 10/08/23 | 13/11/23 | 13/11/23 | 14/02/24 | 15/05/24 | - | - | - | - |
1JPY in Million2JPY
Estimates
Balance Sheet Analysis
| Fiscal Period: March | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net Debt 1 | - | - | - | 12,69,79,642 | 12,41,19,566 | 13,37,39,378 | 12,37,40,600 | 12,38,08,700 |
| Net Cash position 1 | 5,22,44,467 | 3,19,13,035 | 4,95,18,899 | - | - | - | - | - |
| Leverage (Debt/EBITDA) | - | - | - | 101.8 x | 139.9 x | 146.8 x | 131.2 x | 110.1 x |
| Free Cash Flow 1 | -87,95,843 | 13,46,334 | - | 63,97,388 | 12,00,920 | -1,00,77,657 | -1,99,000 | -1,57,000 |
| ROE (net income / shareholders' equity) | 3.6% | 4% | 3.4% | 3.8% | 3.9% | 2.6% | 2.78% | 3.72% |
| ROA (Net income/ Total Assets) | 0.17% | 0.3% | 0.31% | 0.33% | 0.22% | 0.22% | 0.1% | 0.14% |
| Assets 1 | 28,84,07,026 | 16,01,12,869 | 13,35,54,094 | 15,22,01,019 | 19,66,72,142 | 11,95,64,347 | 33,03,71,328 | 27,99,58,789 |
| Book Value Per Share 2 | 3,288 | 2,704 | 3,412 | 3,361 | 2,913 | 3,203 | 3,281 | 3,306 |
| Cash Flow per Share | 185.0 | 192.0 | 174.0 | 199.0 | 185.0 | 153.0 | - | - |
| Capex 1 | 2,29,076 | 1,33,811 | 2,14,819 | 2,03,790 | 3,23,213 | 3,19,970 | 4,00,000 | 4,00,000 |
| Capex / Sales | 1.79% | 1.12% | 1.83% | 1.81% | 2.9% | 2.67% | 3.44% | 3.36% |
| Announcement Date | 15/05/19 | 15/05/20 | 14/05/21 | 13/05/22 | 15/05/23 | 15/05/24 | - | - |
1JPY in Million2JPY
Estimates
EPS & Dividend
Year-on-year evolution of the PER
Year-on-year evolution of the Yield
Change in Enterprise Value/EBITDA
Trading Rating
Investor Rating
ESG Refinitiv
Sell
Buy
Mean consensus
OUTPERFORM
Number of Analysts
8
Last Close Price
1,642
JPY
Average target price
1,746
JPY
Spread / Average Target
+6.28%
EPS Revisions
| 1st Jan change | Capi. | |
|---|---|---|
| +3.75% | 96.02B | |
| +1.34% | 94.72B | |
| +21.72% | 76.94B | |
| -25.13% | 73.47B | |
| +32.72% | 34.03B | |
| +5.75% | 18.35B | |
| -3.99% | 15.65B | |
| +24.92% | 13.22B | |
| +18.98% | 11.1B |
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