Sumitomo Mitsui Financial Group, Inc. (SMFG)
Company Info
US86562M2098
86562M209
May 1, 1949
Highlights
$91.44B
$1.14
12.25
1.12
$4.98T
$2.73T
-$4.74B
$9.03 - $14.53
$16.46
0.11%
2.80
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Sumitomo Mitsui Financial Group, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Sumitomo Mitsui Financial Group, Inc. had a return of 47.33% year-to-date (YTD) and 44.49% in the last 12 months. Over the past 10 years, Sumitomo Mitsui Financial Group, Inc. had an annualized return of 10.53%, while the S&P 500 had an annualized return of 11.16%, indicating that Sumitomo Mitsui Financial Group, Inc. did not perform as well as the benchmark.
SMFG
47.33%
11.15%
13.20%
44.49%
18.74%
10.53%
^GSPC (Benchmark)
24.72%
1.67%
12.93%
30.55%
13.88%
11.16%
Monthly Returns
The table below presents the monthly returns of SMFG, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 6.30% | 8.26% | 7.17% | -3.82% | 15.81% | 2.29% | 7.98% | -8.63% | -4.54% | 1.11% | 47.33% | ||
| 2023 | 9.23% | -0.34% | -6.33% | 2.62% | -1.83% | 6.70% | 8.37% | -2.36% | 10.22% | -1.83% | 2.07% | -1.93% | 25.63% |
| 2022 | 5.89% | -0.83% | -12.06% | -4.47% | 1.84% | -3.28% | 8.30% | -5.32% | -6.33% | 1.82% | 21.43% | 17.94% | 21.70% |
| 2021 | 0.65% | 13.04% | 5.61% | -2.90% | 3.98% | -5.87% | -2.18% | 2.37% | 4.23% | -7.56% | -0.15% | 4.95% | 15.46% |
| 2020 | -5.26% | -9.26% | -22.14% | 9.81% | 9.51% | -2.43% | -4.80% | 9.91% | -1.87% | -0.89% | 4.15% | 6.93% | -11.00% |
| 2019 | 14.29% | -4.03% | 0.93% | 3.70% | -4.80% | 1.73% | -1.42% | -6.47% | 7.59% | 3.80% | 2.96% | 1.37% | 19.47% |
| 2018 | 4.49% | -4.07% | -0.52% | -1.18% | -1.31% | -6.27% | 2.57% | -1.38% | 4.07% | -3.49% | -5.42% | -11.19% | -22.21% |
| 2017 | 2.36% | -0.26% | -5.38% | 2.48% | -3.63% | 9.78% | 1.27% | -6.03% | 4.98% | 4.54% | 1.74% | 5.98% | 17.94% |
| 2016 | -13.31% | -15.65% | 10.94% | 1.33% | 5.09% | -10.63% | 11.19% | 9.28% | -0.98% | 1.93% | 9.45% | 1.46% | 5.14% |
| 2015 | -7.42% | 19.29% | -2.13% | 13.57% | 3.30% | -2.09% | 4.16% | -11.45% | -5.45% | 4.59% | -4.13% | -0.78% | 7.70% |
| 2014 | -11.15% | -2.90% | -2.92% | -8.09% | 2.77% | 3.67% | -2.83% | -0.97% | 1.85% | 2.07% | -9.68% | -3.70% | -28.64% |
| 2013 | 10.22% | -1.11% | 3.81% | 16.30% | -14.96% | 14.25% | -0.22% | -3.80% | 11.14% | -0.31% | 3.19% | 4.80% | 47.03% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of SMFG is 81, placing it in the top 19% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Sumitomo Mitsui Financial Group, Inc. (SMFG) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Sumitomo Mitsui Financial Group, Inc. provided a 1.19% dividend yield over the last twelve months, with an annual payout of $0.17 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.17 | $0.36 | $0.17 | $0.36 | $0.37 | $0.34 | $0.31 | $0.28 | $0.28 | $0.25 | $0.23 | $0.25 |
Dividend yield | 1.19% | 3.67% | 2.12% | 5.24% | 5.97% | 4.61% | 4.80% | 3.17% | 3.63% | 3.32% | 3.13% | 2.37% |
Monthly Dividends
The table displays the monthly dividend distributions for Sumitomo Mitsui Financial Group, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | |
| 2023 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.00 | $0.36 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.00 | $0.17 |
| 2021 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.00 | $0.36 |
| 2020 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.00 | $0.37 |
| 2019 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.00 | $0.34 |
| 2018 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.00 | $0.31 |
| 2017 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.00 | $0.28 |
| 2016 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.00 | $0.28 |
| 2015 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.00 | $0.25 |
| 2014 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.00 | $0.23 |
| 2013 | $0.14 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.00 | $0.25 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Sumitomo Mitsui Financial Group, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Sumitomo Mitsui Financial Group, Inc. was 75.59%, occurring on Mar 9, 2009. Recovery took 3761 trading sessions.
The current Sumitomo Mitsui Financial Group, Inc. drawdown is 2.90%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -75.59% | Feb 1, 2006 | 773 | Mar 9, 2009 | 3761 | Mar 5, 2024 | 4534 |
| -21.41% | Aug 1, 2024 | 4 | Aug 6, 2024 | — | — | — |
| -10.95% | Sep 30, 2005 | 5 | Oct 6, 2005 | 17 | Nov 1, 2005 | 22 |
| -8.68% | Mar 11, 2024 | 27 | Apr 17, 2024 | 20 | May 15, 2024 | 47 |
| -7.7% | Dec 29, 2005 | 13 | Jan 18, 2006 | 7 | Jan 27, 2006 | 20 |
Volatility
Volatility Chart
The current Sumitomo Mitsui Financial Group, Inc. volatility is 7.56%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Sumitomo Mitsui Financial Group, Inc. compared to its peers in the Banks - Diversified industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for SMFG in comparison to other companies of the Banks - Diversified industry. Currently, SMFG has a PE value of 12.3. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for SMFG in comparison to other companies of the Banks - Diversified industry. Currently, SMFG has a PEG value of 1.1. This PEG ratio falls in the average range for the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Sumitomo Mitsui Financial Group, Inc..
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Income Statement
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