Loading…
← CockpitCompetitor Analysis › 8714.T Senshu Ikeda Holdings,Inc.Open in the cockpit ↗

Senshu Ikeda Holdings,Inc.8714.TCompetitor analysis, valuation and peers

Japan · JPY·Financials›Major Banks

Regional bank holding company serving the Osaka/Kansai area through Senshu Ikeda Bank.

≈ A metro-Osaka community bank holding companyMomentum laggard 10
Mkt cap
$1.41B
US dollars, full cap
Free float
84%
of shares outstanding
$/day
$8.52M
20-day average traded
P/B
0.88×
price to book
ROE
8.0%
delivered
Implied ROE
6.0%
what the price asks
Next earnings
7 days
13 Nov 2026
Close · JPY¥791
1D-8.9%
1W-18.8%
1M-32.4%
3M-18.7%
6M-14.4%
YTD0.0%
1Y+22.1%
ATR %5.6%
52w lowhigh33.0% off high

What Senshu Ikeda Holdings,Inc does

Regional bank holding company serving the Osaka/Kansai area through Senshu Ikeda Bank.

In one line: A metro-Osaka community bank holding company.

Products and services

  • Retail deposits/loans
  • SME lending

Customers

  • Individuals and SMEs in Osaka prefecture

Where it sits in the supply chain

  • Financials
  • Regional banking
  • Retail and SME deposits and lending

What could go right

  • Rising domestic interest rates aiding margins

What could go wrong

  • Competition from megabanks in Osaka metro

Moat: narrow (distribution, regulatory licence). Local branch density in the Osaka metro area versus megabank branches.

Headquarters: Osaka, Japan · Founded: 2010 · Employees: 2,244

Named competitors

Senshu Ikeda Holdings,Inc at a glance

Size Senshu Ikeda Holdings,Inc (8714.T) is a Japan Financials company (Major Banks) with a market value of $1.41B, the 594th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥791 on 6 Nov 2026.

Performance Over six months the shares fell 14.4%, against +10.8% for the median peer and +1.8% for the Japan market (cap-weighted) — 5th lowest of 20 in its peer set.

Growth Revenue grew 28.6% over the last twelve months (peer median +14.2%); the operating margin is 29.5% (peer median 26.9%).

Valuation It trades at 0.88× book value against a peer median of 0.98× (8th cheapest of 21).

Price implies The share price implies a return on equity of about 6.0%; Senshu Ikeda Holdings,Inc delivers 8.0%, so the price asks less than the business earns today.

Next results Next results expected around 13 Nov 2026 (exchange calendar; dates can move).

Relative performance

10012011 May 202611 Aug 20266 Nov 2026Peer median 1128714.T 86
Six months, rebased to 100: Senshu Ikeda Holdings,Inc against the median of its 20 peers (local-currency closes).

Senshu Ikeda Holdings,Inc financials

Reported figures in JPY; fiscal year ends 2026-03-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue¥105B¥101B¥79.9B¥72.5B¥74.7B
Revenue growth—+26%+10%-3%—
Net income¥19.8B¥17.3B¥13.2B¥10.9B¥9.50B
Free cash flown/a¥46.2B¥26.8B-¥820M-¥1.16B
Capital expendituren/a¥5.88B¥4.74B¥6.14B¥3.93B
Total debt¥392B¥401B¥415B¥469B¥345B

Quarterly statements and history in the cockpit →

Senshu Ikeda Holdings,Inc competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-25%0%+25%+50%-40%-20%0%+20%AVARDA8346PSBESQCASHOSBCSOUTHBANKQCRH9668NORIONHOPE8360INTRAMTB139130838628458714.T6-month return →1-month return →
Up and to the right = strong over both horizons. Senshu Ikeda Holdings,Inc is the large dot.

Fundamentals: return on equity against price-to-book

5%10%15%20%0.50×10×1.50×20×AVARDA8346PSBESQCASHOSBCSOUTHBANK9668NORIONHOPE8360INTRAMTB139130FSUNHAPNNONG8714.TReturn on equity →Price / book →
A bank or insurer earning more on its equity usually trades at a higher multiple of book; points far above the trend are priced for more. Senshu Ikeda Holdings,Inc is the large dot.

Capital: ROE delivered against the ROE the price implies

10%20%10%20%AVARDA8346PSBESQCASHOSBCSOUTHBANK9668NORIONHOPEINTRAMTBFSUNHAPN2845NONG8714.TROE delivered →ROE the price implies →
Above the diagonal = the price asks for a higher return on equity than the business earns today. Senshu Ikeda Holdings,Inc is the large dot.

Senshu Ikeda Holdings,Inc competitors and peer comparison

Head to head with its named competitors (8714.T vs 5192.T)
CompanyMarket cap6M returnRevenue growthROEPrice / bookImplied ROE
Senshu Ikeda Holdings,Inc 8714.T$1.41B-14%+29%8%0.88×6.0%
Mitsuboshi Belting 5192.T$716M+4%+5%8%1.12×7.5%

How Senshu Ikeda Holdings,Inc compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Senshu Ikeda Holdings,Inc against its 20 peers (data as of 6 Nov 2026)
Measure8714.TPeer medianRank in peer set
1-month return-32.4%+1.0%2nd lowest of 21
6-month return-14.4%+10.8%5th lowest of 20
Return on equity8.0%9.1%11th highest of 21
Price / book0.88×0.98×8th cheapest of 21
Trailing P/E11.2×12.4×8th cheapest of 20
ROE the price implies6.0%8.2%5th least demanding of 21
ROE delivered8.0%10.5%10th lowest of 20

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthROEPrice / bookImplied ROEDelivered ROE
Senshu Ikeda Holdings,Inc 8714.TJapan$1.41B-14%+29%8%0.88×6.0%8.0%
Avarda Bank AVARDA.STSweden$1.47B+42%+22%26%4.29×23.7%26.0%
Toho Bank 8346.TJapan$1.32B+24%+30%7%0.92×7.2%6.6%
Punjab & Sind Bank PSB.NSIndia$1.52B-22%+3%11%0.99×14.8%10.7%
Esquire Financial ESQUnited States$1.57B+21%+33%11%2.00×10.2%10.5%
Pathward Financial CASHUnited States$1.58B-12%-1%21%1.93×12.8%20.9%
Old Second Bancorp OSBCUnited States$1.24B+15%+22%13%1.37×10.9%12.8%
South Indian Bank SOUTHBANK.NSIndia$1.60B+38%+5%14%1.25×18.3%13.9%
QCR QCRHUnited States$1.64B+11%+3%13%1.43×10.9%12.7%
CHINA BOHAI BANK 9668.HKHong Kong$1.67B-23%-5%6%0.10×3.4%5.5%
Norion Bank NORION.STSweden$1.18B+33%-2%13%1.23×6.8%12.6%
Hope Bancorp HOPEUnited States$1.68B+6%+7%6%0.75×7.6%5.9%
Yamanashi Chuo Bank 8360.TJapan$1.16B+57%+30%5%0.72×5.7%5.0%
Inter & INTRUnited States$1.70B-40%+51%16%0.84×8.8%15.5%
Amerant Bancorp AMTBUnited States$1.15B+26%-8%8%1.38×11.0%7.5%
iM Financial 139130.KSSouth Korea$1.76B-20%+24%8%0.46×4.2%n/a
FirstSun Capital Bancorp FSUNUnited States$1.77B+5%+45%4%0.98×6.3%4.2%
Hyakujushi Bank 8386.TJapan$1.78B+4%+22%6%0.72×6.7%5.6%
Happen HAPNUnited States$1.84Bn/a+26%14%1.16×14.5%13.8%
Far Eastern International Bank 2845.TWTaiwan$1.88B+4%+5%7%0.87×3.2%7.4%
SpareBank 1 Nord-Norge NONG.OLNorway$1.96B+26%-4%8%0.93×6.6%7.7%

Questions

Who are Senshu Ikeda Holdings,Inc's main competitors?
Named competitors: Kansai Mirai Financial Group (5192.T), Kiraboshi rivals (private or unlisted). The cockpit's measured peer set (industry) also includes Avarda Bank (AVARDA.ST), Toho Bank (8346.T), Punjab & Sind Bank (PSB.NS), Esquire Financial (ESQ), Pathward Financial (CASH), Old Second Bancorp (OSBC).
Is Senshu Ikeda Holdings,Inc expensive compared with its peers?
On price / book it trades at 0.88× against a peer median of 0.98×, 8th cheapest of 21 in its peer set. The share price implies a return on equity of about 6.0%; Senshu Ikeda Holdings,Inc delivers 8.0%, so the price asks less than the business earns today.
How has Senshu Ikeda Holdings,Inc stock performed?
Over six months to 6 Nov 2026 the shares returned -14.4% against +10.8% for the median peer; over one year +22.1%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.