- ISIN
- US47109W1009
- Sector
- Financial Services
- Industry
- Banks - Regional
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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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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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%
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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.00% | 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% |
| 2024 | 8.29% | 4.72% | 3.96% | -4.25% | -5.54% | 0.97% | 11.11% | -8.23% | -0.25% | -1.66% | 2.39% | 2.83% | 13.37% |
| 2023 | 2.01% | 4.65% | -7.57% | -2.16% | -10.75% | -1.62% | 3.15% | 2.83% | 7.01% | 9.05% | -1.98% | 0.17% | 3.02% |
| 2022 | 3.80% | -0.00% | -7.32% | -1.72% | 0.67% | -3.32% | 0.95% | -2.22% | -3.14% | 0.68% | 15.72% | 9.18% | 11.92% |
| 2021 | 6.78% | 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
- R²
- 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.
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.
| JPPHY | Benchmark | Difference | |
|---|---|---|---|
| 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.
| Period | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 2mo | 1y 8mo | 4y 11moAug 2019 - Jul 2024 |
2026 bear market2026 | -31.72%Apr 2026 | 2mo 9d | 28d | 3mo 7dFeb 2026 - May 2026 |
2025 selloff2025 | -31.55%Apr 2025 | 16d | 10mo 2d | 10mo 18dMar 2025 - Feb 2026 |
2026 correction2026 | -19.57%Jun 2026 | 11d | 3d | 14dMay 2026 - Jun 2026 |
2024 correction2024 | -16.15%Dec 2024 | 4mo 25d | 3mo 17d | 8mo 12dJul 2024 - Mar 2025 |
Drawdown Indicators
| JPPHY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 DrawdownCurrent decline from peak | -14.66% | -1.80% | -12.86% |
Average DrawdownAverage peak-to-trough decline | -20.33% | -10.71% | -9.62% |
Ulcer IndexDepth 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.
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 | — |
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