Sumitomo Mitsui Financial Stock Performance
| SMFG Stock | USD 13.14 0.00 0.00% |
The entity has a beta of 1.42, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Sumitomo Mitsui will likely underperform. At this point, Sumitomo Mitsui Financial has a negative expected return of -0.0875%. Please make sure to validate Sumitomo Mitsui's potential upside, as well as the relationship between the rate of daily change and price action indicator , to decide if Sumitomo Mitsui Financial performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Sumitomo Mitsui Financial has generated negative risk-adjusted returns adding no value to investors with long positions. Despite nearly stable technical and fundamental indicators, Sumitomo Mitsui is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
Actual Historical Performance (%)
One Day Return 3.61 | Five Day Return 5.82 | Year To Date Return (10.35) | Ten Year Return 61.17 | All Time Return (42.37) |
Forward Dividend Yield 0.0316 | Payout Ratio | Last Split Factor 1:2 | Forward Dividend Rate 0.41 | Dividend Date 2024-12-10 |
1 | Lithium-Ion Battery Materials Market Global Forecast Report to 2029, with Umicore, Sumitomo Metal Mining Co, BASF, POSCO Future M, Tanaka Chemical and more | 03/24/2025 |
2 | Mitsui Sumitomo Insurance to merge with Aioi Nissay Dowa | 03/28/2025 |
3 | Sumitomo Chemical versus Shionogi Co., Ltd. Financial Comparison | 04/01/2025 |
4 | SMBC and Fujitsu to partner on AI-driven forecasting services | 04/03/2025 |
5 | Global rout in bank shares intensifies as recession fears mount | 04/04/2025 |
6 | Sumitomo Seika Chemicals Company shareholders are still up 86 percent over 5 years despite pulling back 13 percent in the past week | 04/07/2025 |
7 | Should Value Investors Buy Sumitomo Stock | 04/08/2025 |
8 | Why Investors Shouldnt Be Surprised By Sumitomo Pharma Co., Ltd.s 26 percent Share Price Plunge | 04/09/2025 |
9 | Sumitomo Mitsui Financial Group Inc Shares Down 7.68 percent on Apr 10 | 04/10/2025 |
10 | Sumitomo Heavy Industries Is Paying Out A Dividend Of 60.00 | 04/11/2025 |
| Begin Period Cash Flow | 65.9 T |
Sumitomo |
Sumitomo Mitsui Relative Risk vs. Return Landscape
If you would invest 1,430 in Sumitomo Mitsui Financial on January 14, 2025 and sell it today you would lose (112.00) from holding Sumitomo Mitsui Financial or give up 7.83% of portfolio value over 90 days. Sumitomo Mitsui Financial is currently does not generate positive expected returns and assumes 2.8267% risk (volatility on return distribution) over the 90 days horizon. In different words, 25% of stocks are less volatile than Sumitomo, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Sumitomo Mitsui Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sumitomo Mitsui's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Sumitomo Mitsui Financial, and traders can use it to determine the average amount a Sumitomo Mitsui's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.031
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SMFG |
Estimated Market Risk
| 2.83 actual daily | 25 75% of assets are more volatile |
Expected Return
| -0.09 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Sumitomo Mitsui is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Sumitomo Mitsui by adding Sumitomo Mitsui to a well-diversified portfolio.
Sumitomo Mitsui Fundamentals Growth
Sumitomo Stock prices reflect investors' perceptions of the future prospects and financial health of Sumitomo Mitsui, and Sumitomo Mitsui fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Sumitomo Stock performance.
| Return On Equity | 0.0851 | ||||
| Return On Asset | 0.0042 | ||||
| Profit Margin | 0.29 % | ||||
| Operating Margin | 0.45 % | ||||
| Current Valuation | (47.63 T) | ||||
| Shares Outstanding | 6.46 B | ||||
| Price To Earning | 141.39 X | ||||
| Price To Book | 0.81 X | ||||
| Price To Sales | 0.02 X | ||||
| Revenue | 4.43 T | ||||
| Gross Profit | 4.24 T | ||||
| EBITDA | 1.96 T | ||||
| Net Income | 962.95 B | ||||
| Cash And Equivalents | 92.95 T | ||||
| Total Debt | 34.26 T | ||||
| Debt To Equity | 18.37 % | ||||
| Book Value Per Share | 3,879 X | ||||
| Cash Flow From Operations | 642.86 B | ||||
| Earnings Per Share | 1.36 X | ||||
| Market Capitalization | 83.37 B | ||||
| Total Asset | 295.24 T | ||||
| Retained Earnings | 7.84 T | ||||
About Sumitomo Mitsui Performance
By analyzing Sumitomo Mitsui's fundamental ratios, stakeholders can gain valuable insights into Sumitomo Mitsui's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Sumitomo Mitsui has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Sumitomo Mitsui has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | (834.55) | (792.83) | |
| Return On Capital Employed | 0.02 | 0.01 | |
| Return On Equity | 0.08 | 0.08 |
Things to note about Sumitomo Mitsui Financial performance evaluation
Checking the ongoing alerts about Sumitomo Mitsui for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Sumitomo Mitsui Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Sumitomo Mitsui generated a negative expected return over the last 90 days | |
| Sumitomo Mitsui has a poor financial position based on the latest SEC disclosures | |
| Latest headline from simplywall.st: Sumitomo Heavy Industries Is Paying Out A Dividend Of 60.00 |
- Analyzing Sumitomo Mitsui's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Sumitomo Mitsui's stock is overvalued or undervalued compared to its peers.
- Examining Sumitomo Mitsui's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Sumitomo Mitsui's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sumitomo Mitsui's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Sumitomo Mitsui's stock. These opinions can provide insight into Sumitomo Mitsui's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Sumitomo Stock analysis
When running Sumitomo Mitsui's price analysis, check to measure Sumitomo Mitsui's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Sumitomo Mitsui is operating at the current time. Most of Sumitomo Mitsui's value examination focuses on studying past and present price action to predict the probability of Sumitomo Mitsui's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Sumitomo Mitsui's price. Additionally, you may evaluate how the addition of Sumitomo Mitsui to your portfolios can decrease your overall portfolio volatility.
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios |