JAPAN POST HOLDINGS Co Ltd (JP:6178)
:6178
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JAPAN POST HOLDINGS Co
(6178)
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Rating:61Neutral
Price Target:
¥2,083.00
▲(45.77% Upside)
Action:ReiteratedDate:01/08/26
The score is held back primarily by weak cash generation (negative operating cash flow and free cash flow) and mixed operating trends (recent revenue declines and inconsistent margins), despite a relatively strong balance sheet. Technicals show strong uptrend conditions, but overbought signals raise near-term pullback risk. Valuation is supportive with a reasonable P/E and a moderate dividend yield.
Positive Factors
Nationwide post‑office network & diversified model
A nationwide post‑office footprint and multi‑business model create durable advantages: broad distribution for banking and insurance, scale in logistics, and cross‑sell potential. This structural reach supports stable fee, deposit and premium flows and resilience versus single‑line peers.
Negative Factors
Negative operating and free cash flow
Persistent negative operating and free cash flow is a durable structural issue: it limits internal funding for capex, modernization of logistics, and reserve building for the insurer. Ongoing cash shortfalls may force reliance on financing or asset sales, constraining strategic flexibility.
Read all positive and negative factors
Positive Factors
Negative Factors
Nationwide post‑office network & diversified model
A nationwide post‑office footprint and multi‑business model create durable advantages: broad distribution for banking and insurance, scale in logistics, and cross‑sell potential. This structural reach supports stable fee, deposit and premium flows and resilience versus single‑line peers.
Read all positive factors
JAPAN POST HOLDINGS Co (6178) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥5.24T
Dividend Yield3.03%
Average Volume (3M)6.59M
Price to Earnings (P/E)10.1
Beta (1Y)1.02
Revenue Growth-1.36%
EPS Growth38.26%
CountryJP
Employees221,387
SectorFinancial
Sector Strength70
IndustryBanks - Regional
Share Statistics
EPS (TTM)40.12
Shares Outstanding2,808,194,600
10 Day Avg. Volume6,362,420
30 Day Avg. Volume6,592,956
Financial Highlights & Ratios
PEG Ratio0.26
Price to Book (P/B)0.51
Price to Sales (P/S)0.41
P/FCF Ratio-2.93
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
¥2,059.50Price Target Upside44.12% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering2
EPS Forecast (FY)147.53
Revenue Forecast (FY)¥12.23T
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 Co. generates revenue through its diverse operations across its main business segments. The postal and logistics segment earns income by delivering mail and parcels, providing logistics services, and managing post office operat...
JAPAN POST HOLDINGS Co Financial Statement Overview
Summary
Income Statement
55
Neutral
Balance Sheet
70
Positive
Cash Flow
40
Negative
| Breakdown | TTM | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 11.35T | 11.24T | 11.78T | 11.00T | 11.12T | 11.51T |
| Gross Profit | 11.35T | 11.24T | 11.78T | 11.00T | 11.12T | 11.51T |
| EBITDA | 906.16B | 1.02T | 873.96B | 923.84B | 1.10T | 980.98B |
| Net Income | 363.67B | 370.56B | 268.69B | 431.05B | 501.69B | 418.24B |
Balance Sheet | ||||||
| Total Assets | 10.00T> | 10.00T> | 10.00T> | 10.00T> | 10.00T> | 10.00T> |
| Cash, Cash Equivalents and Short-Term Investments | 73.54T | 81.47T | 73.99T | 84.47T | 81.71T | 74.20T |
| Total Debt | 31.47T | 37.04T | 33.06T | 26.25T | 32.22T | 25.69T |
| Total Liabilities | 10.00T> | 10.00T> | 10.00T> | 10.00T> | 10.00T> | 10.00T> |
| Stockholders Equity | 9.54T | 9.09T | 10.27T | 10.08T | 12.31T | 13.79T |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | -1.58T | -9.53T | -3.70T | 1.52T | 7.86T |
| Operating Cash Flow | 0.00 | -1.37T | -9.33T | -3.47T | 1.66T | 8.04T |
| Investing Cash Flow | 0.00 | 4.38T | -8.53T | 9.72T | 1.66T | 2.40T |
| Financing Cash Flow | 0.00 | 3.31T | 5.90T | -4.14T | 3.96T | -633.41B |
JAPAN POST HOLDINGS Co Technical Analysis
Positive
1429.00
Price Trends
1879.62
Negative
1759.31
Positive
1580.52
Positive
Market Momentum
5.78
Negative
53.05
Neutral
39.91
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 1831.17, below the 50-day MA of 1879.62, and below the 200-day MA of 1580.52, indicating a neutral trend. The MACD of 5.78 indicates Negative momentum. The RSI at 53.05 is Neutral, neither overbought nor oversold. The STOCH value of 39.91 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 |
|---|---|---|---|---|---|---|---|
71 Outperform | ¥3.79T | 8.79 | 9.31% | 3.31% | 16.24% | 78.76% | |
71 Outperform | ¥17.29T | 10.71 | 9.14% | 2.38% | -3.62% | 23.01% | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
64 Neutral | ¥1.76T | 12.21 | 7.83% | 2.54% | 19.38% | 29.95% | |
63 Neutral | ¥4.44T | 10.69 | 8.37% | 1.80% | 8.28% | 28.63% | |
63 Neutral | ¥9.91T | 14.35 | 5.28% | 2.73% | 2.17% | 9.55% | |
61 Neutral | ¥5.24T | 10.08 | 3.72% | 3.03% | -1.36% | 38.26% |
* Financial Sector Average
JP:6178
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JAPAN POST HOLDINGS Co Corporate Events
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...
Japan Post Co. Provides Overview of Nine-Month Consolidated Results
Feb 13, 2026
Japan Post Co. released an overview of its consolidated financial results for the nine months ended December 31, 2025, outlining its balance sheet position, income performance, and comprehensive income. The disclosure also breaks down results by b...
Japan Post Holdings Releases Q3 FY2026 Consolidated Financial Results
Feb 13, 2026
Japan Post Holdings Co., Ltd., listed on the Tokyo Stock Exchange Prime Market under code 6178, reported its consolidated financial results for the third quarter of the fiscal year ending March 31, 2026. The results cover the period from April 1, ...
Japan Post Holdings Posts Stable Nine-Month Results and Reaffirms Dividend Outlook
Feb 13, 2026
Japan Post Holdings Co., Ltd., a major Japanese postal and financial holding company, operates nationwide mail, logistics, banking and insurance services through its extensive post office network and financial subsidiaries. The group focuses on se...
Japan Post Co. Releases Nine-Month Consolidated Financial Overview for FY2025
Feb 13, 2026
Japan Post Co. has released an overview of its consolidated financial results for the nine months ended December 31, 2025. The disclosure includes consolidated balance sheets, statements of income and comprehensive income, and segment information,...
Japan Post Holdings Announces Q3 FY2026 Consolidated Results
Feb 13, 2026
Japan Post Holdings has released its consolidated financial results for the third quarter of the fiscal year ending March 31, 2026, covering the period from April 1 to December 31, 2025. The disclosure signals ongoing transparency for investors, b...
Japan Post Holdings Lifts Operating Profit but Trims Net Income Outlook
Feb 13, 2026
Japan Post Holdings reported consolidated ordinary income of ¥8.41 trillion for the nine months to December 31, 2025, up 1.0% year on year, while net ordinary income jumped 15.2% to ¥809.6 billion but net income attributable to the compa...
Japan Post Co. Finalizes Administrative Sanctions Over Roll Call Failures
Feb 10, 2026
Japan Post Co., a core subsidiary of Japan Post Holdings, has received the final administrative disposition notices from Japan’s Regional Transport Bureaus following an audit into deficiencies in its roll call operations for drivers, which a...
Japan Post Holdings Nears Completion of Large-Scale Share Buyback Program
Feb 6, 2026
Japan Post Holdings has reported the latest status of its ongoing share buyback program, confirming that it repurchased 6,071,900 shares of its common stock for a total of 11,041,735,600 yen between January 1 and January 31, 2026 via auction tradi...
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.