Added to YB: 2026-06-26
Pitch date: 2026-06-24
8766.T [neutral]
Tokio Marine Holdings, Inc.
Author Info
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Company Info
Tokio Marine Holdings, Inc. engages in the non-life and life insurance, and financial and general businesses in the Americas, Asia and Oceania, Japan, Middle East and Africa, and the United Kingdom and Europe, and internationally.
Market Cap
JPY 13.7T
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.01
P/E
14.14
EV/Sales
1.54
Sector
Insurance
Category
N/A
Hello Japan - A quick look at Berkshire's new partner Tokio Marine
8766.T (watchlist): Japanese insurer, Berkshire/NICO took 2.49% stake (option to 9.9%) + reinsurance & M&A pact, Ajit's idea. Surprisingly US-majority profits. $85bn cap, 14x P/E, 3.1% yield. Plans to double NI by 2035. High capital flexibility. Expected return ~11.6-12% but not cheap post-deal; IFRS shift 2026 key. Focus watchlist, no buy.
Read full article (4 min)