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Japan Post Holdings Co Ltd ADR (JPPHY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US47109W1009

Sector

Financial Services

Highlights

Market Cap

$29.70B

EPS (TTM)

$0.58

PE Ratio

16.49

Total Revenue (TTM)

$8.95T

Gross Profit (TTM)

$8.90T

EBITDA (TTM)

-$10.50B

Year Range

$8.50 - $10.51

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
JPPHY vs. IGC JPPHY vs. CHIN.DE
Popular comparisons:
JPPHY vs. IGC JPPHY vs. CHIN.DE

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Japan Post Holdings Co Ltd ADR, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%JuneJulyAugustSeptemberOctoberNovember
-4.16%
12.33%
JPPHY (Japan Post Holdings Co Ltd ADR)
Benchmark (^GSPC)

Returns By Period

Japan Post Holdings Co Ltd ADR had a return of 11.72% year-to-date (YTD) and 12.44% in the last 12 months.


JPPHY

YTD

11.72%

1M

0.47%

6M

-4.16%

1Y

12.44%

5Y (annualized)

4.41%

10Y (annualized)

N/A

^GSPC (Benchmark)

YTD

24.05%

1M

1.08%

6M

11.50%

1Y

30.38%

5Y (annualized)

13.77%

10Y (annualized)

11.13%

Monthly Returns

The table below presents the monthly returns of JPPHY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20248.29%4.72%5.58%-4.25%-5.54%0.97%11.11%-8.23%-0.25%-1.66%11.72%
20232.01%4.65%-3.50%-2.16%-10.75%-1.62%3.14%2.83%9.24%9.05%-1.98%0.17%9.80%
20223.80%-0.00%-7.32%-1.72%0.67%-3.31%0.95%-2.22%-3.14%0.68%15.72%9.18%11.91%
20216.78%11.45%20.46%-14.37%-2.78%0.00%1.19%-2.94%5.09%-10.26%-2.12%3.74%12.24%
20200.00%-2.34%2.62%0.00%0.00%0.00%0.00%0.00%-24.51%0.00%0.00%6.35%-19.54%
20190.00%8.68%3.58%-7.02%0.00%0.00%0.00%-14.55%2.50%0.00%0.00%0.00%-8.32%
20180.00%0.00%-10.67%0.00%2.11%0.00%0.00%0.00%-8.78%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of JPPHY is 64, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of JPPHY is 6464
Combined Rank
The Sharpe Ratio Rank of JPPHY is 5858
Sharpe Ratio Rank
The Sortino Ratio Rank of JPPHY is 5151
Sortino Ratio Rank
The Omega Ratio Rank of JPPHY is 7171
Omega Ratio Rank
The Calmar Ratio Rank of JPPHY is 7777
Calmar Ratio Rank
The Martin Ratio Rank of JPPHY is 6262
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Japan Post Holdings Co Ltd ADR (JPPHY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for JPPHY, currently valued at 0.45, compared to the broader market-4.00-2.000.002.004.000.452.46
The chart of Sortino ratio for JPPHY, currently valued at 0.83, compared to the broader market-4.00-2.000.002.004.000.833.31
The chart of Omega ratio for JPPHY, currently valued at 1.23, compared to the broader market0.501.001.502.001.231.46
The chart of Calmar ratio for JPPHY, currently valued at 1.07, compared to the broader market0.002.004.006.001.073.55
The chart of Martin ratio for JPPHY, currently valued at 2.00, compared to the broader market-10.000.0010.0020.0030.002.0015.76
JPPHY
^GSPC

The current Japan Post Holdings Co Ltd ADR Sharpe ratio is 0.45. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Japan Post Holdings Co Ltd ADR with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio0.001.002.003.004.00JuneJulyAugustSeptemberOctoberNovember
0.45
2.46
JPPHY (Japan Post Holdings Co Ltd ADR)
Benchmark (^GSPC)

Dividends

Dividend History

Japan Post Holdings Co Ltd ADR provided a 1.65% dividend yield over the last twelve months, with an annual payout of $0.16 per share.


2.00%3.00%4.00%5.00%6.00%$0.00$0.10$0.20$0.30$0.40$0.50201820192020202120222023
Dividends
Dividend Yield
PeriodTTM202320222021202020192018
Dividend$0.16$0.52$0.37$0.45$0.23$0.46$0.22

Dividend yield

1.65%6.00%4.35%5.74%3.18%4.91%2.07%

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
2024$0.00$0.00$0.16$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.16
2023$0.00$0.00$0.35$0.00$0.00$0.00$0.00$0.00$0.17$0.00$0.00$0.00$0.52
2022$0.00$0.00$0.37$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.37
2021$0.00$0.00$0.45$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.45
2020$0.00$0.00$0.23$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.23
2019$0.00$0.00$0.23$0.00$0.00$0.00$0.00$0.00$0.23$0.00$0.00$0.00$0.46
2018$0.22$0.00$0.00$0.00$0.22

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%1.7%
Japan Post Holdings Co Ltd ADR has a dividend yield of 1.65%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%34.2%
Japan Post Holdings Co Ltd ADR has a payout ratio of 34.23%, which is quite average when compared to the overall market. This suggests that Japan Post Holdings Co Ltd ADR strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

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.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-8.99%
-1.40%
JPPHY (Japan Post Holdings Co Ltd ADR)
Benchmark (^GSPC)

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 39.31%, occurring on Sep 28, 2020. Recovery took 859 trading sessions.

The current Japan Post Holdings Co Ltd ADR drawdown is 8.99%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-39.31%Apr 9, 2019372Sep 28, 2020859Feb 28, 20241231
-11.56%Jul 11, 202419Aug 6, 2024
-10.73%Apr 1, 202415Apr 19, 202453Jul 8, 202468
-10.67%Jul 12, 20181Jul 12, 2018159Mar 1, 2019160
-3.65%Mar 4, 20241Mar 4, 20246Mar 12, 20247

Volatility

Volatility Chart

The current Japan Post Holdings Co Ltd ADR volatility is 8.46%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%2.00%4.00%6.00%8.00%10.00%12.00%JuneJulyAugustSeptemberOctoberNovember
8.46%
4.07%
JPPHY (Japan Post Holdings Co Ltd ADR)
Benchmark (^GSPC)

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

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Japan Post Holdings Co Ltd ADR.


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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