Tokio Marine Holdings Inc - ADR
TKOMY - Insider Information
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+ FollowMarket Cap$107.96B
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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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$7.66
103.4% upside
Current Fair Value
103.4% upsideUndervalued by 103.4% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $107.96 Billion |
|---|---|
| Enterprise Value | $-1,897,107,351,100.00 |
| Annual dividend | $1.38 |
| Dividend yield | 2.75% |
| Earnings per Share | $36.43 |
| Beta | -0.16 |
| Outstanding Shares | 28,674,660,000 |
Return
| Return on Equity | 6.98% |
|---|---|
| Return on Assets | 1.70% |
| Return on Invested Capital | 2.60% |
Valuation & Multiples
| P/E Ratio | 20.91 |
|---|---|
| PEG | -49.05 |
| Price to Sales | 0.02 |
| Price to Book Ratio | 0.01 |
| Enterprise Value to Revenue | 2.35 |
| Enterprise Value to EBIT | 16.35 |
| Enterprise Value to Net Income | -4 |
| Total Debt to Enterprise | 0.05 |
| Debt to Equity | 0.09 |
Revenue Sources
No data
Last Earnings Call
Report Date
November 13, 2026
EPS Estimate
$0.71
Consensus analyst estimateRevenue Estimate
$12.73 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.00000% |
|---|---|
| Total Calls | - |
| Total Puts | - |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 0.01%▲ 0.00% |
|---|---|
| Total Invested | $6.37M▲ 21.94% |
| Investors Holding | 12▼ 4.00% |
About Tokio Marine Holdings Inc
67,526 employees
CEO: Satoru Komiya
Tokio Marine Holdings, Inc. is a global financial services conglomerate primarily specializing in life and non-life insurance products, alongside a variety of financial and general business activities. The company manages its operations ...