Stock MSADF MS&AD INSURANCE GROUP HOLDINGS, INC.
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Financials MS&AD Insurance Group Holdings, Inc. OTC Markets

Equities

MSADF

JP3890310000

Property & Casualty Insurance

Delayed OTC Markets
Other stock markets
 14:30:12 02/07/2024 BST 		5-day change 1st Jan Change
24.13 USD +5.65% Intraday chart for MS&AD Insurance Group Holdings, Inc. +16.23% +90.50%
07:50am Exclusive-Major Japanese insurers to offload $3.1 billion of Honda shares, sources say RE
07-01 Tranche Update on MS&AD Insurance Group Holdings, Inc.'s Equity Buyback Plan announced on May 20, 2024. CI

Valuation

Fiscal Period: Marzo 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 1,967,119 1,721,378 1,813,639 2,177,752 2,193,722 6,063,530 - -
Enterprise Value (EV) 1 1,967,119 2,530,471 2,622,732 2,960,654 2,193,722 5,013,004 6,863,530 6,863,530
P/E ratio 10.3 x 12.2 x 12.7 x 8.38 x 13.7 x 11.7 x 9.56 x 10.2 x
Yield 4.15% 4.96% 4.77% 4.52% 4.87% 3.32% 3.81% 3.62%
Capitalization / Revenue 0.36 x 0.33 x 0.37 x 0.42 x 0.42 x 0.65 x 1.14 x 0.95 x
EV / Revenue 0.36 x 0.49 x 0.54 x 0.58 x 0.42 x 0.76 x 1.3 x 1.07 x
EV / EBITDA - - - - - - - -
EV / FCF 2,961,334 x 4,565,939 x -6,286,736 x 19,329,960 x 19,913,602 x 10,819,184 x - -
FCF Yield 0% 0% -0% 0% 0% 0% - -
Price to Book 0.72 x 0.7 x 0.59 x 0.67 x 0.73 x 0.96 x 1.31 x 1.38 x
Nbr of stocks (in thousands) 1,751,145 1,707,151 1,674,644 1,642,347 1,602,817 1,585,651 - -
Reference price 2 1,123 1,008 1,083 1,326 1,369 3,824 3,824 3,824
Announcement Date 20/05/19 20/05/20 20/05/21 20/05/22 19/05/23 20/05/24 - -
1JPY in Million2JPY
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: Marzo 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 5,500,438 5,168,361 4,892,244 5,132,042 5,251,271 6,572,889 5,300,000 6,411,020
EBITDA - - - - - - - -
EBIT 1 - - 201,727 370,027 235,456 462,263 460,691 459,109
Operating Margin - - 4.12% 7.21% 4.48% 7.03% 8.69% 7.16%
Earnings before Tax (EBT) 1 279,842 12,505 201,727 370,027 235,456 462,263 922,335 632,208
Net income 1 192,705 143,030 144,398 262,799 161,530 369,266 624,069 556,217
Net margin 3.5% 2.77% 2.95% 5.12% 3.08% 5.62% 11.77% 8.68%
EPS 2 109.6 82.79 85.26 158.2 99.93 231.8 399.9 374.8
Free Cash Flow 664,268 554,206 -417,185 153,164 110,162 463,344 - -
FCF margin 12.08% 10.72% -8.53% 2.98% 2.1% 7.05% - -
FCF Conversion (EBITDA) - - - - - - - -
FCF Conversion (Net income) 344.71% 387.48% - 58.28% 68.2% 125.48% - -
Dividend per Share 2 46.67 50.00 51.67 60.00 66.67 90.00 145.7 138.5
Announcement Date 20/05/19 20/05/20 20/05/21 20/05/22 19/05/23 20/05/24 - -
1JPY in Million2JPY
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: Marzo 2020 S1 2021 S1 2022 S1 2022 Q3 2022 Q4 2023 Q1 2023 Q2 2023 S1 2023 Q3 2023 Q4 2024 Q1 2024 Q2 2024 S1 2024 Q3
Net sales 1 2,856,423 2,734,493 2,551,183 1,186,962 1,393,897 1,314,730 1,508,885 2,823,615 1,196,056 - 1,975,937 - 3,628,542 1,319,249
EBITDA - - - - - - - - - - - - - -
EBIT - - - - - - - - - - - - - -
Operating Margin - - - - - - - - - - - - - -
Earnings before Tax (EBT) 1 27,519 112,697 175,759 111,455 - 85,343 - -28,209 166,165 - 150,429 - 120,354 255,750
Net income 1 163,559 96,630 124,824 79,793 58,182 60,426 -94,003 -33,577 121,527 73,580 111,617 -24,106 87,511 194,085
Net margin 5.73% 3.53% 4.89% 6.72% 4.17% 4.6% -6.23% -1.19% 10.16% - 5.65% - 2.41% 14.71%
EPS 2 94.01 56.89 74.75 48.02 35.40 36.84 -57.44 -20.60 74.86 45.67 69.69 -14.92 54.76 121.8
Dividend per Share 2 25.00 25.00 27.50 - 32.50 - 33.33 33.33 - 33.33 - 40.00 40.00 -
Announcement Date 19/11/19 19/11/20 19/11/21 14/02/22 20/05/22 05/08/22 18/11/22 18/11/22 14/02/23 19/05/23 08/08/23 17/11/23 17/11/23 14/02/24
1JPY in Million2JPY
Estimates

Balance Sheet Analysis

Fiscal Period: Marzo 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 1 - 809,093 809,093 782,902 - 715,045 800,000 800,000
Net Cash position 1 - - - - - - - -
Leverage (Debt/EBITDA) - - - - - - - -
Free Cash Flow 664,268 554,206 -417,185 153,164 110,162 463,344 - -
ROE (net income / shareholders' equity) 6.8% 5.5% 5.2% 8.3% 5.2% 9.8% 12.7% 13.1%
ROA (Net income/ Total Assets) 1.28% 0.68% 1.3% 1.59% 0.92% 1.6% 1.74% 1.89%
Assets 1 15,108,311 21,009,416 11,150,253 16,547,388 17,485,008 23,037,226 35,938,300 29,382,837
Book Value Per Share 2 1,571 1,436 1,842 1,985 1,878 2,817 2,909 2,773
Cash Flow per Share 143.0 121.0 128.0 209.0 158.0 297.0 - -
Capex 112,456 113,690 93,273 83,544 83,991 86,122 - -
Capex / Sales 2.04% 2.2% 1.91% 1.63% 1.6% 1.31% - -
Announcement Date 20/05/19 20/05/20 20/05/21 20/05/22 19/05/23 20/05/24 - -
1JPY in Million2JPY
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Ratings for MS&AD Insurance Group Holdings, Inc.

Trading Rating
Investor Rating
ESG Refinitiv
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
HOLD
Number of Analysts
11
Last Close Price
3,824 JPY
Average target price
3,275 JPY
Spread / Average Target
-14.35%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

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