Sompo Holdings Inc ADR SMPNY

Morningstar Rating

About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

SMPNY is trading at a LOCK|LglrB% premium.
Price
$21.30
Fair Value
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Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation
—

Trading Information

Previous Close Price
—
Day Range
—–—
52-Week Range
—–—
Bid/Ask
— / —
Shares Outstanding
1.77B
Market Cap
—
Volume/Avg
— / —

Key Statistics

Price/Earnings (Normalized)
8.47
Price/Sales
1.12
Dividend Yield (Trailing)
2.22%
Dividend Yield (Forward)
2.22%
Dividend Payment Schedule
Jul, Dec
Total Yield
6.25%

Company Profile

Sompo Holdings was formed in 2010 through the merger of Sompo Japan and Nipponkoa Insurance. The Sompo brand—meaning "nonlife insurance" in Japanese—dates to 2001, when Yasuda Fire, Nissan Fire, and Taisei Fire combined. Today, Sompo maintains a formidable position in its home market, holding an approximate 28% share of domestic nonlife insurance premiums in Japan, operating in a consolidated oligopoly alongside larger rivals Tokio Marine and MS&AD. Following record-high profitability in fiscal 2025 and the transformative acquisition of Aspen Insurance, the group is aggressively expanding its global footprint, with overseas business and reinsurance now functioning as its primary profit engines, contributing over half of the group's adjusted consolidated profit.
Sector
Financial Services
Industry
Insurance - Property & Casualty
Stock Style Box
Large Value
Total Number of Employees
72,237

Competitors

Valuation

Metric
SMPNY
8766
8750
Price/Earnings (Normalized)
8.471.2211.50
Price/Book Value
1.161.841.43
Price/Sales
1.121.830.63
Price/Cash Flow
8.8110.73—
Price/Earnings
SMPNY
8766
8750

Financial Strength

Metric
SMPNY
8766
8750
Quick Ratio
———
Current Ratio
———
Interest Coverage
20.87—12.62
Quick Ratio
No chart available

Profitability

Metric
SMPNY
8766
8750
Return on Assets (Normalized)
1.78%1.87%1.26%
Return on Equity (Normalized)
6.26%9.52%22.33%
Return on Invested Capital (Normalized)
5.60%8.82%13.08%
Return on Assets
SMPNY
8766
8750

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Morningstar Rating for Stocks
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