Sumitomo Mitsui Financial Stock Buy Hold or Sell Recommendation
| SMFG Stock | USD 11.31 0.14 1.25% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Sumitomo Mitsui Financial is 'Strong Buy'. Macroaxis provides Sumitomo Mitsui buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SMFG positions. The advice algorithm takes into account all of Sumitomo Mitsui's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Sumitomo Mitsui's buy or sell advice are summarized below:
Real Value 11.01 | Target Price 10.19 | Hype Value 11.31 | Market Value 11.31 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Sumitomo Mitsui Financial given historical horizon and risk tolerance towards Sumitomo Mitsui. When Macroaxis issues a 'buy' or 'sell' recommendation for Sumitomo Mitsui Financial, the advice is generated through an automated system that utilizes algorithms and statistical models.
Sumitomo |
Execute Sumitomo Mitsui Buy or Sell Advice
The Sumitomo recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Sumitomo Mitsui Financial. Macroaxis does not own or have any residual interests in Sumitomo Mitsui Financial or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Sumitomo Mitsui's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Buy
Market Performance | Modest | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Hold | Details | |
Financial Strenth (F Score) | Frail | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Sumitomo Mitsui Trading Alerts and Improvement Suggestions
| Sumitomo Mitsui Financial currently holds about 92.95 T in cash with (5.9 T) of positive cash flow from operations. | |
| Sumitomo Mitsui has a frail financial position based on the latest SEC disclosures | |
| Latest headline from simplywall.st: Sansei Technologies, Inc.s 11 percent loss last week hit both individual investors who own 55 percent as well as institutions |
Sumitomo Mitsui Returns Distribution Density
The distribution of Sumitomo Mitsui's historical returns is an attempt to chart the uncertainty of Sumitomo Mitsui's future price movements. The chart of the probability distribution of Sumitomo Mitsui daily returns describes the distribution of returns around its average expected value. We use Sumitomo Mitsui Financial price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Sumitomo Mitsui returns is essential to provide solid investment advice for Sumitomo Mitsui.
| Mean Return | 0.23 | Value At Risk | -2.59 | Potential Upside | 2.53 | Standard Deviation | 1.47 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Sumitomo Mitsui historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Sumitomo Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Sumitomo Mitsui is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Sumitomo Mitsui Financial backward and forwards among themselves. Sumitomo Mitsui's institutional investor refers to the entity that pools money to purchase Sumitomo Mitsui's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Jane Street Group, Llc | 2023-12-31 | 1.6 M | Bank Of America Corp | 2023-12-31 | 1.3 M | Envestnet Asset Management Inc | 2023-12-31 | 1.2 M | American Century Companies Inc | 2023-12-31 | 1.2 M | Causeway Capital Management Llc | 2023-12-31 | 988.3 K | Royal Bank Of Canada | 2023-12-31 | 924.4 K | Jpmorgan Chase & Co | 2023-12-31 | 831.3 K | Anderson Hoagland & Co | 2023-12-31 | 830.7 K | Cibc World Markets Inc. | 2023-12-31 | 795.6 K | Goldman Sachs Group Inc | 2023-12-31 | 22.1 M | Morgan Stanley - Brokerage Accounts | 2023-12-31 | 13.4 M |
Sumitomo Mitsui Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | 3.0T | 10.7T | (979.1B) | 32.2B | 37.0B | 35.2B | |
| Free Cash Flow | 6.8T | 18.5T | 1.3T | (6.2T) | (7.1T) | (6.8T) | |
| Other Non Cash Items | 57.7B | (1.2T) | (1.4T) | (1.2T) | (1.1T) | (1.0T) | |
| Dividends Paid | 255.8B | 267.1B | 274.1B | 301.6B | 346.8B | 364.2B | |
| Capital Expenditures | 250.8B | 324.7B | 288.2B | 299.1B | 344.0B | 404.7B | |
| Net Income | 888.6B | 672.2B | 929.6B | 1.1T | 1.3T | 843.0B | |
| End Period Cash Flow | 56.1T | 66.8T | 65.8T | 65.9T | 75.7T | 79.5T | |
| Depreciation | 226.7B | 227.2B | 241.9B | 267.9B | 241.1B | 212.4B | |
| Investments | (3.0T) | (7.4T) | (2.4T) | 5.9T | 5.3T | 5.6T | |
| Net Borrowings | (34.7B) | (66.7B) | (294.5B) | (211.0B) | (242.7B) | (254.8B) | |
| Change To Netincome | 55.7B | 1.1T | (714.3B) | (1.1T) | (970.2B) | (921.7B) |
Sumitomo Mitsui Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Sumitomo Mitsui or Banks sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Sumitomo Mitsui's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Sumitomo stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | 0.18 | |
β | Beta against NYSE Composite | 0.59 | |
σ | Overall volatility | 1.41 | |
Ir | Information ratio | 0.1 |
Sumitomo Mitsui Volatility Alert
Sumitomo Mitsui Financial has relatively low volatility with skewness of -0.16 and kurtosis of 0.83. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Sumitomo Mitsui's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Sumitomo Mitsui's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Sumitomo Mitsui Fundamentals Vs Peers
Comparing Sumitomo Mitsui's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Sumitomo Mitsui's direct or indirect competition across all of the common fundamentals between Sumitomo Mitsui and the related equities. This way, we can detect undervalued stocks with similar characteristics as Sumitomo Mitsui or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Sumitomo Mitsui's fundamental indicators could also be used in its relative valuation, which is a method of valuing Sumitomo Mitsui by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Sumitomo Mitsui to competition |
| Fundamentals | Sumitomo Mitsui | Peer Average |
| Return On Equity | 0.0727 | -0.31 |
| Return On Asset | 0.0035 | -0.14 |
| Profit Margin | 0.24 % | (1.27) % |
| Operating Margin | 0.27 % | (5.51) % |
| Current Valuation | (46.73 T) | 16.62 B |
| Shares Outstanding | 6.57 B | 571.82 M |
| Shares Owned By Institutions | 1.45 % | 39.21 % |
| Number Of Shares Shorted | 2.67 M | 4.71 M |
| Price To Earning | 141.39 X | 28.72 X |
| Price To Book | 0.84 X | 9.51 X |
| Price To Sales | 0.02 X | 11.42 X |
| Revenue | 3.79 T | 9.43 B |
| Gross Profit | 3.99 T | 27.38 B |
| EBITDA | 3.42 T | 3.9 B |
| Net Income | 1.1 T | 570.98 M |
| Cash And Equivalents | 92.95 T | 2.7 B |
| Total Debt | 29.38 T | 5.32 B |
| Debt To Equity | 18.37 % | 48.70 % |
| Book Value Per Share | 10,410 X | 1.93 K |
| Cash Flow From Operations | (5.9 T) | 971.22 M |
| Short Ratio | 2.00 X | 4.00 X |
| Earnings Per Share | 0.81 X | 3.12 X |
| Price To Earnings To Growth | 1.16 X | 4.89 X |
| Target Price | 12.22 | |
| Number Of Employees | 106 K | 18.84 K |
| Beta | 0.64 | -0.15 |
| Market Capitalization | 74.3 B | 19.03 B |
| Total Asset | 270.43 T | 29.47 B |
| Retained Earnings | 7.42 T | 9.33 B |
| Annual Yield | 0.03 % | |
| Five Year Return | 4.52 % | |
| Net Asset | 270.43 T | |
| Last Dividend Paid | 260.0 |
Sumitomo Mitsui Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Sumitomo . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Sumitomo Mitsui Buy or Sell Advice
When is the right time to buy or sell Sumitomo Mitsui Financial? Buying financial instruments such as Sumitomo Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 32.1T | 29.4T | 33.8T | 17.2T | Total Assets | 257.7T | 270.4T | 311.0T | 165.9T |
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In addition to having Sumitomo Mitsui in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Check out Sumitomo Mitsui Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the Sumitomo Mitsui Financial information on this page should be used as a complementary analysis to other Sumitomo Mitsui's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.
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Is Sumitomo Mitsui's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Sumitomo Mitsui. If investors know Sumitomo will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Sumitomo Mitsui listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 36.962 | Dividend Share 260 | Earnings Share 0.81 | Revenue Per Share 580.0058 | Quarterly Revenue Growth 0.354 |
The market value of Sumitomo Mitsui Financial is measured differently than its book value, which is the value of Sumitomo that is recorded on the company's balance sheet. Investors also form their own opinion of Sumitomo Mitsui's value that differs from its market value or its book value, called intrinsic value, which is Sumitomo Mitsui's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Sumitomo Mitsui's market value can be influenced by many factors that don't directly affect Sumitomo Mitsui's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Sumitomo Mitsui's value and its price as these two are different measures arrived at by different means. Investors typically determine if Sumitomo Mitsui is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Sumitomo Mitsui's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.