JAPAN POST HOLDINGS Co Ltd (JP:6178)
:6178
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JAPAN POST HOLDINGS Co
(6178)
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Rating:59Neutral
Price Target:
¥2,045.00
▲(43.11% Upside)
Action:Reiterated
Date:05/16/26
The score is held back primarily by weak recent cash flow and high leverage on the balance sheet, despite stable profitability. Offsetting factors include constructive technical momentum (price above major moving averages with positive MACD) and a reasonable valuation (low P/E and a moderate dividend yield).
Positive Factors
Diversified business model & nationwide distribution
Japan Post’s combination of postal/logistics, banking and life insurance operated through a nationwide post office network creates durable multi-channel revenue streams and cross-sell opportunities. This distribution franchise supports consistent customer access and structural resilience to single-segment shocks.
Negative Factors
Weak and volatile cash generation
Persistent negative operating and free cash flow materially weakens financial flexibility, increasing reliance on balance-sheet funding and limiting the ability to invest, deleverage or return capital. This cash conversion weakness is a structural constraint on strategic options and resilience.
Read all positive and negative factors
Positive Factors
Negative Factors
Diversified business model & nationwide distribution
Japan Post’s combination of postal/logistics, banking and life insurance operated through a nationwide post office network creates durable multi-channel revenue streams and cross-sell opportunities. This distribution franchise supports consistent customer access and structural resilience to single-segment shocks.
Read all positive factors
JAPAN POST HOLDINGS Co (6178) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥5.82T
Dividend Yield3.03%
Average Volume (3M)6.59M
Price to Earnings (P/E)15.8
Beta (1Y)1.03
Revenue Growth-0.10%
EPS Growth8.09%
CountryJP
Employees221,387
SectorFinancial
Sector Strength70
IndustryBanks - Regional
Share Statistics
EPS (TTM)129.94
Shares Outstanding2,808,194,600
10 Day Avg. Volume6,362,420
30 Day Avg. Volume6,592,956
Financial Highlights & Ratios
PEG Ratio1.68
Price to Book (P/B)0.53
Price to Sales (P/S)0.46
P/FCF Ratio-0.80
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
¥2,204.50Price Target Upside54.27% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering2
EPS Forecast (FY)147.31
Revenue Forecast (FY)¥12.43T
JAPAN POST HOLDINGS Co Business Overview & Revenue Model
Company Description
Japan Post Holdings Co., Ltd. is a diversified conglomerate based in Tokyo, Japan, operating primarily in the postal, banking, and insurance sectors. The company is structured into several business divisions, including Japan Post Co., Ltd., which ...
How the Company Makes Money
Japan Post Holdings makes money primarily through the consolidated earnings of its operating subsidiaries and investments/holdings at the holding-company level.
1) Postal/Logistics (Japan Post Co., Ltd.): Revenue is generated from fees charged fo...
JAPAN POST HOLDINGS Co Financial Statement Overview
Summary
Income Statement
57
Neutral
Balance Sheet
45
Neutral
Cash Flow
28
Negative
| Breakdown | Mar 2026 | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 11.23T | 11.24T | 11.78T | 11.00T | 11.12T |
| Gross Profit | 11.23T | 11.24T | 11.78T | 11.00T | 11.12T |
| EBITDA | 1.32T | 1.02T | 873.96B | 923.84B | 1.10T |
| Net Income | 374.56B | 370.56B | 268.69B | 431.05B | 501.69B |
Balance Sheet | |||||
| Total Assets | 10.00T> | 10.00T> | 10.00T> | 10.00T> | 10.00T> |
| Cash, Cash Equivalents and Short-Term Investments | 73.06T | 81.47T | 73.99T | 84.47T | 81.71T |
| Total Debt | 33.34T | 37.04T | 33.06T | 26.25T | 32.22T |
| Total Liabilities | 10.00T> | 10.00T> | 10.00T> | 10.00T> | 10.00T> |
| Stockholders Equity | 9.72T | 9.09T | 10.27T | 10.08T | 12.31T |
Cash Flow | |||||
| Free Cash Flow | -6.47T | -1.58T | -9.53T | -3.70T | 1.52T |
| Operating Cash Flow | -6.31T | -1.37T | -9.33T | -3.47T | 1.66T |
| Investing Cash Flow | 970.36B | 4.38T | -8.53T | 9.72T | 1.66T |
| Financing Cash Flow | -4.66T | 3.31T | 5.90T | -4.14T | 3.96T |
JAPAN POST HOLDINGS Co Technical Analysis
Positive
1429.00
Price Trends
1892.25
Positive
1875.53
Positive
1671.66
Positive
Market Momentum
55.98
Positive
57.69
Neutral
32.15
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:6178, the sentiment is Positive. The current price of 1429 is below the 20-day moving average (MA) of 1992.35, below the 50-day MA of 1892.25, and below the 200-day MA of 1671.66, indicating a bullish trend. The MACD of 55.98 indicates Positive momentum. The RSI at 57.69 is Neutral, neither overbought nor oversold. The STOCH value of 32.15 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:6178.
JAPAN POST HOLDINGS Co Peers Comparison
UnderperformOutperform
Sector (68)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
70 Outperform | ¥17.91T | 14.56 | 9.14% | 2.38% | -0.74% | 43.85% | |
69 Neutral | ¥4.66T | 17.63 | 8.37% | 1.80% | 16.13% | 23.10% | |
69 Neutral | ¥1.81T | 16.75 | 7.83% | 2.54% | 23.44% | 31.25% | |
68 Neutral | ¥3.87T | 12.23 | 9.31% | 3.31% | 0.67% | 25.79% | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
62 Neutral | ¥10.96T | 21.33 | 5.28% | 2.73% | 26.25% | 28.43% | |
59 Neutral | ¥5.82T | 15.84 | 3.72% | 3.03% | -0.10% | 8.09% |
* Financial Sector Average
JP:6178
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JAPAN POST HOLDINGS Co Corporate Events
Japan Post Holdings Unveils New Medium-Term Plan “JP Plan 2028”
May 15, 2026
Japan Post Holdings has formulated a new medium-term management plan called “JP Plan 2028,” which will guide the Japan Post Group’s strategy from fiscal 2026 through fiscal 2028. The plan is framed around achieving sustainable de...
Japan Post Bank Profit Surges on Higher Securities Income, Group Impact Limited
May 15, 2026
Japan Post Holdings has reported that its core banking subsidiary, Japan Post Bank, recorded a notable improvement in performance for the fiscal year ended March 31, 2026, compared with the prior year. The holding company emphasized that these str...
Japan Post Holdings Launches Up to ¥150 Billion Share Buyback to Boost Capital Efficiency
May 15, 2026
Japan Post Holdings has authorized a new share repurchase program of up to 100 million common shares, representing about 3.6 percent of its outstanding stock, with a maximum aggregate purchase amount of 150 billion yen. The buyback, to be executed...
Japan Post Co. Publishes Overview of Fiscal 2026 Consolidated Results
May 15, 2026
Japan Post Co. released an overview of its consolidated financial results for the fiscal year ended March 31, 2026, outlining its balance sheet, income statement and comprehensive income. The disclosure also includes segment information, providing...
Japan Post Holdings Reports Consolidated Financial Results for FY Ended March 31, 2026
May 15, 2026
Japan Post Holdings Co., Ltd. released its consolidated financial results for the fiscal year ended March 31, 2026, covering the period from April 1, 2025 to March 31, 2026. The disclosure signals the company’s ongoing commitment to transpar...
Japan Post Holdings Lifts Profitability and Plans Higher Dividend Despite Flat Revenue
May 15, 2026
Japan Post Holdings reported consolidated ordinary income of ¥11.44 trillion for the year ended March 31, 2026, essentially flat year on year, while net ordinary income rose 32% to ¥1.07 trillion and net income attributable to the compan...
Japan Post Holdings Wins Government Approval for FY2026 Business Plan
Mar 30, 2026
Japan Post Holdings Co., Ltd. and its main postal subsidiary, Japan Post Co., Ltd., have secured regulatory approval from the Minister of Internal Affairs and Communications for their business plan for the fiscal year ending March 31, 2027. The ap...
Japan Post Holdings to Cancel 5.5% of Outstanding Shares
Mar 27, 2026
Japan Post Holdings Co., Ltd. has resolved to cancel a substantial portion of its treasury shares, in a move that will reduce its total shares outstanding and potentially enhance capital efficiency. The cancellation covers 164,740,300 common share...
Japan Post Holdings Corrects Scale and Method of Share Buyback Program
Mar 25, 2026
Japan Post Holdings has corrected details of its previously announced share buyback program authorized by its board in May 2025, which targets up to 250 million common shares, or 8.4% of shares outstanding excluding treasury stock, to be repurchas...
Japan Post Holdings Completes ¥250 Billion Share Buyback Authorization
Mar 24, 2026
Japan Post Holdings has completed the latest tranche of its share buyback program, repurchasing 4,983,800 common shares on the Tokyo Stock Exchange between March 1 and March 24, 2026, for a total of ¥9.16 billion. This transaction was execute...
Japan Post Holdings Advances Large-Scale Share Buyback Program
Mar 6, 2026
Japan Post Holdings has disclosed the latest progress in its share buyback program, acquiring 5,477,000 shares of common stock for about 10.9 billion yen between February 1 and February 28, 2026 via auction trading on the Tokyo Stock Exchange. The...
Japan Post Holdings to Take Direct Control of JP TWOWAY CONTACT via Simple Company Split
Feb 26, 2026
Japan Post Holdings Co., Ltd. will reorganize part of its group structure by taking direct ownership of JP TWOWAY CONTACT Co., Ltd., which is currently held by wholly owned subsidiary Japan Post Corporate Service Co., Ltd. The move, executed throu...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.