Tokio Marine Holdings Inc - ADR

Tokio Marine Holdings Inc - ADR

TKOMY

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Market Cap$87.38B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Tokio Marine Holdings Inc - ADRTokio Marine Holdings Inc - ADR143.03%14%--

Earnings Call Q4 2024

May 20, 2024 - AI Summary

Strong Fiscal '23 Performance: Adjusted net income reached JPY 711.6 billion, surpassing the February projection of JPY 690 billion, primarily driven by smaller-than-expected winter storm losses and increased capital gains from equity sales. The normalized adjusted net income grew by 11% YOY to JPY 685.5 billion, indicating robust underlying business strength.
Aggressive Growth Projections for Fiscal '24: The company expects to achieve an adjusted net income of JPY 1 trillion for FY '24, which represents a significant 46% increase from the previous year. This growth will be supported by accelerated sales of business-related equities and enhanced operational capabilities.
New Medium-Term Management Plan (MTP) Targets: The new MTP aims for world-class EPS growth with a target of 8% CAGR, including capital gains. The ROE target is set at 14% or higher, aiming for 20% when including capital gains. This reflects a focus on steady growth while minimizing volatility, challenging given global economic conditions.

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$126.45

Current Fair Value

178% upside

Undervalued by 178% based on the discounted cash flow analysis.

Share Statistics

Market cap$87.38 Billion
Enterprise Value$-722,484,886,101.00
Dividend Yield$1.39 (3.03%)
Earnings per Share$546.45
Beta-0.17
Outstanding Shares1,878,194,000

Return

Return on Equity14.09%ROE
Return on Assets2.39%
Return on Invested Capital1.49%

Valuation & Multiples

P/E Ratio14P/E Ratio
PEG-28.94PEG
Price to Sales0.02Price to Sales
Price to Book Ratio0.02Price to Book Ratio
Enterprise Value to Revenue-0.13
Enterprise Value to EBIT-1.51
Enterprise Value to Net Income-1
Total Debt to Enterprise-0.32
Debt to Equity0.04Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 26, 2026
EPS Estimate
$0.52
Average shareholder expectation
Revenue Estimate
$14.22 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 3, 2026
EPS Estimate
$0.59
Average shareholder expectation
Revenue Estimate
$7.60 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.00000%
Total Calls-
Total Puts-

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %0.01% 0.00%
Total Invested$8.44M 93.85%
Investors Holding170%

ESG Score

No data

About Tokio Marine Holdings Inc

CEO: Satoru Komiya

Relevant Senate Committees

Joint Committee on Taxation

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Finance

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Agriculture, Nutrition, and Forestry

Oversees the CFTC, regulating derivatives and futures markets. As a large financial institution, an insurer uses these markets for investment and hedging, making direct regulatory oversight highly relevant. Its role in defining cryptocurrencies also has investment implications.

Banking, Housing, and Urban Affairs

Regulates the entire financial system, including federal oversight of financial stability and real estate markets. While state-regulated, federal financial oversight can significantly impact an insurer's capital requirements, investment strategies, and the market for property insurance.

Foreign Relations

Guides U.S. foreign policy, sanctions, and treaties which directly influence global market stability, sovereign risk, and international trade, profoundly impacting a multinational insurer's operations, investment portfolio, and underwriting risks.