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ISIN
US47109W1009

Highlights

Market Cap
$39.36B
Enterprise Value
-$23.89B
EPS (TTM)
¥131.05
PE Ratio
17.08
PEG Ratio
3.13
Total Revenue (TTM)
¥11.42T
Gross Profit (TTM)
¥11.42T
EBITDA (TTM)
¥856.75B
Year Range
$8.88 - $18.48
ROA (TTM)
0.13%
ROE (TTM)
3.90%

Share Price Chart


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Japan Post Holdings Co Ltd ADR

Performance

JPPHY Performance Chart

Japan Post Holdings Co Ltd ADR (JPPHY) is up 28.8% since the beginning of the year. At $14 per share, JPPHY is trading 25.1% below its 52-week high of $18. Investors who bought $1,000 worth of JPPHY shares 5 years ago would now be looking at an investment worth $1,727.


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S&P 500 Index

Returns By Period

Japan Post Holdings Co Ltd ADR (JPPHY) has returned 28.84% so far this year and 42.34% over the past 12 months.


Japan Post Holdings Co Ltd ADR

1D
0.00%
1M
-5.91%
YTD
28.84%
6M
28.84%
1Y
42.34%
3Y*
23.85%
5Y*
11.55%
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

JPPHY Monthly Returns History

Based on dividend-adjusted daily data since Jul 25, 2019, JPPHY's average daily return is +0.06%, while the average monthly return is +0.62%. At this rate, an investment would double in approximately 9.3 years.

Historically, 40% of months were positive and 60% were negative. The best month was Feb 2026 with a return of +27.3%, while the worst month was Sep 2020 at -24.5%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 4 months.

On a daily basis, JPPHY closed higher 16% of trading days. The best single day was Jun 4, 2026 with a return of +21.0%, while the worst single day was Sep 28, 2020 at -24.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.00%27.29%-7.56%-0.24%2.85%6.70%28.84%
2025-1.29%0.00%13.05%-19.09%-0.49%9.86%-6.99%14.14%-3.19%-5.20%-3.48%17.49%9.06%
20248.29%4.72%3.96%-4.25%-5.54%0.97%11.11%-8.23%-0.25%-1.66%2.39%2.83%13.37%
20232.01%4.65%-7.57%-2.16%-10.75%-1.62%3.15%2.83%7.01%9.05%-1.98%0.17%3.02%
20223.80%-0.00%-7.32%-1.72%0.67%-3.32%0.95%-2.22%-3.14%0.68%15.72%9.18%11.92%
20216.78%11.45%15.04%-14.37%-2.78%0.00%1.19%-2.94%5.09%-10.27%-2.12%3.74%7.19%

Benchmark Metrics

Japan Post Holdings Co Ltd ADR has an annualized alpha of 12.18%, beta of 0.21, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since July 25, 2019.

  • This stock captured 5.81% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -16.78%) - a profile typical of hedging or uncorrelated assets.
  • Beta of 0.21 may look defensive, but with R2 of 0.01 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
  • R2 of 0.01 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
12.18%
Beta
0.21
0.01
Upside Capture
5.81%
Downside Capture
-16.78%

Return for Risk

Risk / Return Rank

JPPHY ranks 67 for risk / return — better than 67% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


JPPHY Risk / Return Rank: 6767
Overall Rank
JPPHY Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
JPPHY Sortino Ratio Rank: 6363
Sortino Ratio Rank
JPPHY Omega Ratio Rank: 7070
Omega Ratio Rank
JPPHY Calmar Ratio Rank: 6868
Calmar Ratio Rank
JPPHY Martin Ratio Rank: 7171
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Japan Post Holdings Co Ltd ADR (JPPHY) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


JPPHYBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.47

Sortino ratioReturn per unit of downside risk

-1.40

Omega ratioGain probability vs. loss probability

1.22

1.37

-0.15

Calmar ratioReturn relative to maximum drawdown

1.36

2.78

-1.42

Martin ratioReturn relative to average drawdown

3.59

12.44

-8.85

Dividends

Dividend History

Japan Post Holdings Co Ltd ADR provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%1.00%2.00%3.00%4.00%$0.00$0.10$0.20$0.30$0.402022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022
Dividend$0.00$0.00$0.00$0.00$0.37

Dividend yield

0.00%0.00%0.00%0.00%4.35%

Monthly Dividends

The table displays the monthly dividend distributions for Japan Post Holdings Co Ltd ADR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2022$0.37$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.37

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Japan Post Holdings Co Ltd ADR. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Japan Post Holdings Co Ltd ADR was 37.81%, occurring on Oct 13, 2022. Recovery took 433 trading sessions.

The current Japan Post Holdings Co Ltd ADR drawdown is 14.66%.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-37.81%Oct 2022
3y 2mo1y 8mo
4y 11moAug 2019 - Jul 2024
2026 bear market2026
-31.72%Apr 2026
2mo 9d28d
3mo 7dFeb 2026 - May 2026
2025 selloff2025
-31.55%Apr 2025
16d10mo 2d
10mo 18dMar 2025 - Feb 2026
2026 correction2026
-19.57%Jun 2026
11d3d
14dMay 2026 - Jun 2026
2024 correction2024
-16.15%Dec 2024
4mo 25d3mo 17d
8mo 12dJul 2024 - Mar 2025

Drawdown Indicators


JPPHYBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-37.81%

-56.78%

+18.97%

Max Drawdown (1Y)

Largest decline over 1 year

-31.72%

-9.10%

-22.62%

Max Drawdown (3Y)

Largest decline over 3 years

-31.72%

-18.90%

-12.82%

Max Drawdown (5Y)

Largest decline over 5 years

-31.72%

-25.43%

-6.29%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-14.66%

-1.80%

-12.86%

Average Drawdown

Average peak-to-trough decline

-20.33%

-10.71%

-9.62%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.93%

2.03%

+9.90%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Japan Post Holdings Co Ltd ADR over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Japan Post Holdings Co Ltd ADR is priced in the market compared to other companies in the Banks - Regional industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for JPPHY, comparing it with other companies in the Banks - Regional industry. Currently, JPPHY has a P/E ratio of 17.1. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for JPPHY compared to other companies in the Banks - Regional industry. JPPHY currently has a PEG ratio of 3.1. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for JPPHY relative to other companies in the Banks - Regional industry. Currently, JPPHY has a P/S ratio of 0.6. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for JPPHY in comparison with other companies in the Banks - Regional industry. Currently, JPPHY has a P/B value of 0.7. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
Portfolio Analyzer

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