SMFG:NYE-Sumitomo Mitsui Financial Group Inc Unsponsored American Depositary Shares (Japan) (USD)

EQUITY | Banks - Diversified | New York Stock Exchange

Last Closing

USD 11.38

Change

-0.03 (-0.26)%

Market Cap

USD 51.61B

Volume

0.64M

Analyst Target

USD 9.26
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Sumitomo Mitsui Financial Group Inc and its subsidiaries offer a diverse range of financial services, including commercial banking, leasing, securities, consumer finance and other services.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-04-24 )

Largest Industry Peers for Banks - Diversified

Symbol Name Price(Change) Market Cap
JPM JPMorgan Chase & Co

-1.15 (-0.60%)

USD 533.63B
JPM-PD JPMorgan Chase & Co

+0.05 (+0.20%)

USD 330.28B
JPM-PC JPMorgan Chase & Co

+0.05 (+0.20%)

USD 329.13B
BML-PG Bank of America Corporation

+0.05 (+0.22%)

USD 304.50B
BML-PH Bank of America Corporation

+0.05 (+0.23%)

USD 293.67B
BAC Bank of America Corp

+0.37 (+1.00%)

USD 288.42B
BAC-PE Bank of America Corporation

+0.14 (+0.60%)

USD 276.76B
BML-PL Bank of America Corporation

+0.16 (+0.73%)

USD 268.85B
BML-PJ Bank of America Corporation

+0.36 (+1.58%)

USD 261.33B
BAC-PB Bank of America Corporation

+0.07 (+0.28%)

USD 249.98B

ETFs Containing SMFG

1648:TSE 18.73 % 0.00 %

N/A

N/A
1612:TSE 18.66 % 0.00 %

N/A

N/A
DXJF 11.88 % 0.48 %

N/A

N/A
1310:TSE 3.48 % 0.00 %

N/A

N/A
IBDN 2.71 % 0.10 %

N/A

N/A
IBDU iShares Trust - iShares i.. 0.80 % 0.00 %

+0.09 (+0.72%)

USD 1.29B
ADRA 0.00 % 0.30 %

N/A

N/A
EWV ProShares UltraShort MSCI.. 0.00 % 0.95 %

-0.31 (0.72%)

USD 4.54M
EZJ ProShares Ultra MSCI Japa.. 0.00 % 0.95 %

+0.84 (+0.72%)

USD 0.01B
GSY Invesco Ultra Short Durat.. 0.00 % 0.25 %

+0.03 (+0.72%)

USD 1.93B
QLTA iShares Aaa - A Rated Cor.. 0.00 % 0.15 %

+0.25 (+0.72%)

USD 1.02B
LSST Natixis Loomis Sayles Sho.. 0.00 % 0.38 %

+0.02 (+0.72%)

USD 0.02B
JPX4:LSE Amundi Index Solutions - .. 0.00 % 0.00 %

+0.48 (+0.72%)

USD 66.28B
JPXG:LSE 0.00 % 0.00 %

N/A

N/A
JPXU:LSE Lyxor UCITS JPX-Nikkei 40.. 0.00 % 0.00 %

+0.90 (+0.72%)

USD 0.01B
JPXX:LSE Lyxor UCITS JPX-Nikkei 40.. 0.00 % 0.00 %

+89.00 (+0.72%)

USD 9.86M
1598:TSE 0.00 % 0.00 %

N/A

N/A
GSIG Goldman Sachs Access Inve.. 0.00 % 0.00 %

+0.12 (+0.72%)

USD 9.23M
BSCT Invesco BulletShares 2029.. 0.00 % 0.00 %

+0.08 (+0.72%)

USD 0.87B
ELQD iShares ESG Advanced Inve.. 0.00 % 0.00 %

+0.57 (+0.72%)

USD 0.01B

Market Performance

  Market Performance vs. Industry/Classification (Banks - Diversified) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 17.56% 88% B+ 92% A
Dividend Return N/A N/A N/A N/A N/A
Total Return 17.56% 89% A- 91% A-
Trailing 12 Months  
Capital Gain 37.77% 88% B+ 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 37.77% 81% B- 85% B
Trailing 5 Years  
Capital Gain 56.75% 79% B- 77% C+
Dividend Return 2.28% 6% D- 7% C-
Total Return 59.03% 74% C 73% C
Average Annual (5 Year Horizon)  
Capital Gain 12.33% 88% B+ 76% C+
Dividend Return 12.90% 84% B 73% C
Total Return 0.57% 5% F 13% F
Risk Return Profile  
Volatility (Standard Deviation) 26.13% 49% F 43% F
Risk Adjusted Return 49.35% 81% B- 74% C
Market Capitalization 51.61B 30% F 97% N/A

Key Financial Ratios

  Ratio vs. Industry/Classification (Banks - Diversified) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 6.60 12% 61%
Price/Book Ratio 0.84 75% 81%
Price / Cash Flow Ratio -0.01 94% 83%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 7.27% 7% 47%
Return on Invested Capital 6.65% 84% 51%
Return on Assets 0.35% 2% 25%
Debt to Equity Ratio 192.91% 24% 18%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Underpriced compared to book value

The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

Negative cashflow

The company had negative total cash flow in the most recent four quarters.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.