Stock MSADY MS&AD INSURANCE GROUP HOLDINGS, INC.
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Financials MS&AD Insurance Group Holdings, Inc. OTC Markets

Equities

MSADY

US5534911012

Property & Casualty Insurance

Market Closed - OTC Markets
Other stock markets
 01:17:33 13/06/2024 am IST 		5-day change 1st Jan Change
20.25 USD +0.75% Intraday chart for MS&AD Insurance Group Holdings, Inc. -4.44% +55.29%
27/05 Transcript : MS&AD Insurance Group Holdings, Inc., 2024 Earnings Call, May 27, 2024
22/05 Challenger Extends Reinsurance Partnership Agreement with Mitsui Sumitomo Primary Life Insurance MT

Valuation

Fiscal Period: March 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 19,67,119 17,21,378 18,13,639 21,77,752 21,93,722 50,32,856 - -
Enterprise Value (EV) 1 19,67,119 25,30,471 26,22,732 29,60,654 21,93,722 50,13,004 58,32,856 58,32,856
P/E ratio 10.3 x 12.2 x 12.7 x 8.38 x 13.7 x 11.7 x 9.05 x 9.62 x
Yield 4.15% 4.96% 4.77% 4.52% 4.87% 3.32% 3.88% 3.85%
Capitalization / Revenue 0.36 x 0.33 x 0.37 x 0.42 x 0.42 x 0.65 x 0.93 x 0.78 x
EV / Revenue 0.36 x 0.49 x 0.54 x 0.58 x 0.42 x 0.76 x 1.08 x 0.91 x
EV / EBITDA - - - - - - - -
EV / FCF 29,61,334 x 45,65,939 x -62,86,736 x 1,93,29,960 x 1,99,13,602 x 1,08,19,184 x - -
FCF Yield 0% 0% -0% 0% 0% 0% - -
Price to Book 0.72 x 0.7 x 0.59 x 0.67 x 0.73 x 0.96 x 1.09 x 1.14 x
Nbr of stocks (in thousands) 17,51,145 17,07,151 16,74,644 16,42,347 16,02,817 15,85,651 - -
Reference price 2 1,123 1,008 1,083 1,326 1,369 3,174 3,174 3,174
Announcement Date 20/05/19 20/05/20 20/05/21 20/05/22 19/05/23 20/05/24 - -
1JPY in Million2JPY
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: March 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 55,00,438 51,68,361 48,92,244 51,32,042 52,51,271 65,72,889 54,00,000 64,31,020
EBITDA - - - - - - - -
EBIT 1 - - 2,01,727 3,70,027 2,35,456 4,62,263 4,60,691 4,59,109
Operating Margin - - 4.12% 7.21% 4.48% 7.03% 8.53% 7.14%
Earnings before Tax (EBT) 1 2,79,842 12,505 2,01,727 3,70,027 2,35,456 4,62,263 7,10,660 6,52,305
Net income 1 1,92,705 1,43,030 1,44,398 2,62,799 1,61,530 3,69,266 5,36,281 4,85,254
Net margin 3.5% 2.77% 2.95% 5.12% 3.08% 5.62% 9.93% 7.55%
EPS 2 109.6 82.79 85.26 158.2 99.93 231.8 350.6 329.9
Free Cash Flow 6,64,268 5,54,206 -4,17,185 1,53,164 1,10,162 4,63,344 - -
FCF margin 12.08% 10.72% -8.53% 2.98% 2.1% 7.05% - -
FCF Conversion (EBITDA) - - - - - - - -
FCF Conversion (Net income) 344.71% 387.48% - 58.28% 68.2% 125.48% - -
Dividend per Share 2 46.67 50.00 51.67 60.00 66.67 90.00 123.1 122.2
Announcement Date 20/05/19 20/05/20 20/05/21 20/05/22 19/05/23 20/05/24 - -
1JPY in Million2JPY
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: March 2020 S1 2021 S1 2022 S1 2022 Q3 2022 Q4 2023 Q1 2023 Q2 2023 S1 2023 Q3 2023 Q4 2024 Q1 2024 Q2 2024 S1 2024 Q3
Net sales 1 28,56,423 27,34,493 25,51,183 11,86,962 13,93,897 13,14,730 15,08,885 28,23,615 11,96,056 - 19,75,937 - 36,28,542 13,19,249
EBITDA - - - - - - - - - - - - - -
EBIT - - - - - - - - - - - - - -
Operating Margin - - - - - - - - - - - - - -
Earnings before Tax (EBT) 1 27,519 1,12,697 1,75,759 1,11,455 - 85,343 - -28,209 1,66,165 - 1,50,429 - 1,20,354 2,55,750
Net income 1 1,63,559 96,630 1,24,824 79,793 58,182 60,426 -94,003 -33,577 1,21,527 73,580 1,11,617 -24,106 87,511 1,94,085
Net margin 5.73% 3.53% 4.89% 6.72% 4.17% 4.6% -6.23% -1.19% 10.16% - 5.65% - 2.41% 14.71%
EPS 2 94.01 56.89 74.75 48.02 35.40 36.84 -57.44 -20.60 74.86 45.67 69.69 -14.92 54.76 121.8
Dividend per Share 2 25.00 25.00 27.50 - 32.50 - 33.33 33.33 - 33.33 - 40.00 40.00 -
Announcement Date 19/11/19 19/11/20 19/11/21 14/02/22 20/05/22 05/08/22 18/11/22 18/11/22 14/02/23 19/05/23 08/08/23 17/11/23 17/11/23 14/02/24
1JPY in Million2JPY
Estimates

Balance Sheet Analysis

Fiscal Period: March 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 1 - 8,09,093 8,09,093 7,82,902 - 7,15,045 8,00,000 8,00,000
Net Cash position 1 - - - - - - - -
Leverage (Debt/EBITDA) - - - - - - - -
Free Cash Flow 6,64,268 5,54,206 -4,17,185 1,53,164 1,10,162 4,63,344 - -
ROE (net income / shareholders' equity) 6.8% 5.5% 5.2% 8.3% 5.2% 9.8% 11.5% 12.6%
ROA (Net income/ Total Assets) 1.28% 0.68% 1.3% 1.59% 0.92% 1.6% 1.74% 1.89%
Assets 1 1,51,08,311 2,10,09,416 1,11,50,253 1,65,47,388 1,74,85,008 2,30,37,226 3,08,82,849 2,56,34,106
Book Value Per Share 2 1,571 1,436 1,842 1,985 1,878 2,817 2,902 2,788
Cash Flow per Share 143.0 121.0 128.0 209.0 158.0 297.0 - -
Capex 1,12,456 1,13,690 93,273 83,544 83,991 86,122 - -
Capex / Sales 2.04% 2.2% 1.91% 1.63% 1.6% 1.31% - -
Announcement Date 20/05/19 20/05/20 20/05/21 20/05/22 19/05/23 20/05/24 - -
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

Ratings for MS&AD Insurance Group Holdings, Inc.

Trading Rating
Investor Rating
ESG Refinitiv
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
HOLD
Number of Analysts
11
Last Close Price
3,174 JPY
Average target price
2,875 JPY
Spread / Average Target
-9.42%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

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