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Sumitomo Mitsui Financial Group, Inc. (SMFG)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS86562M2098
CUSIP86562M209
SectorFinancial Services
IndustryBanks—Diversified

Highlights

Market Cap$76.14B
EPS$0.80
PE Ratio14.45
PEG Ratio1.16
Revenue (TTM)$3.88T
Gross Profit (TTM)$3.99T
EBITDA (TTM)-$13.33M
Year Range$7.74 - $12.46
Target Price$12.22
Short %0.07%
Short Ratio2.00

Share Price Chart


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Compare to other instruments

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Sumitomo Mitsui Financial Group, Inc.

Popular comparisons: SMFG vs. MUFG, SMFG vs. MFG, SMFG vs. XLF, SMFG vs. JEPI, SMFG vs. IEP, SMFG vs. TXT, SMFG vs. NTDOY, SMFG vs. BTO.TO, SMFG vs. COST, SMFG vs. ^GSPC

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.


0.00%50.00%100.00%150.00%200.00%250.00%300.00%350.00%December2024FebruaryMarchAprilMay
35.13%
323.36%
SMFG (Sumitomo Mitsui Financial Group, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Sumitomo Mitsui Financial Group, Inc. had a return of 19.21% year-to-date (YTD) and 42.61% in the last 12 months. Over the past 10 years, Sumitomo Mitsui Financial Group, Inc. had an annualized return of 7.50%, while the S&P 500 had an annualized return of 10.71%, indicating that Sumitomo Mitsui Financial Group, Inc. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date19.21%8.76%
1 month-0.17%-0.32%
6 months18.85%18.48%
1 year42.61%25.36%
5 years (annualized)14.92%12.60%
10 years (annualized)7.50%10.71%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20246.30%8.26%5.66%-3.82%
2023-1.83%2.07%-1.93%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of SMFG is 85, placing it in the top 15% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of SMFG is 8585
SMFG (Sumitomo Mitsui Financial Group, Inc.)
The Sharpe Ratio Rank of SMFG is 8888Sharpe Ratio Rank
The Sortino Ratio Rank of SMFG is 8383Sortino Ratio Rank
The Omega Ratio Rank of SMFG is 8383Omega Ratio Rank
The Calmar Ratio Rank of SMFG is 8181Calmar Ratio Rank
The Martin Ratio Rank of SMFG is 9090Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


SMFG
Sharpe ratio
The chart of Sharpe ratio for SMFG, currently valued at 1.68, compared to the broader market-2.00-1.000.001.002.003.001.68
Sortino ratio
The chart of Sortino ratio for SMFG, currently valued at 2.26, compared to the broader market-4.00-2.000.002.004.006.002.26
Omega ratio
The chart of Omega ratio for SMFG, currently valued at 1.30, compared to the broader market0.501.001.502.001.30
Calmar ratio
The chart of Calmar ratio for SMFG, currently valued at 1.07, compared to the broader market0.002.004.006.001.07
Martin ratio
The chart of Martin ratio for SMFG, currently valued at 9.26, compared to the broader market-10.000.0010.0020.0030.009.26
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.20, compared to the broader market-2.00-1.000.001.002.003.002.20
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.13, compared to the broader market-4.00-2.000.002.004.006.003.13
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.38, compared to the broader market0.501.001.502.001.38
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.78, compared to the broader market0.002.004.006.001.78
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.43, compared to the broader market-10.000.0010.0020.0030.008.43

Sharpe Ratio

The current Sumitomo Mitsui Financial Group, Inc. Sharpe ratio is 1.68. This value is calculated based on the past 12 months of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Sumitomo Mitsui Financial Group, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00December2024FebruaryMarchAprilMay
1.68
2.20
SMFG (Sumitomo Mitsui Financial Group, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Sumitomo Mitsui Financial Group, Inc. granted a 1.58% dividend yield in the last twelve months. The annual payout for that period amounted to $0.18 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.18$0.36$0.17$0.36$0.37$0.34$0.31$0.28$0.28$0.25$0.23$0.25

Dividend yield

1.58%3.67%2.12%5.26%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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00$0.00$0.00
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
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
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
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
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
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
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
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
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
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
2013$0.14$0.00$0.00$0.00$0.00$0.00$0.11$0.00$0.00$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%1.6%
Sumitomo Mitsui Financial Group, Inc. has a dividend yield of 1.58%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%140.0%21.9%
Sumitomo Mitsui Financial Group, Inc. has a payout ratio of 21.93%, which is quite average when compared to the overall market. This suggests that Sumitomo Mitsui Financial Group, Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2024FebruaryMarchAprilMay
-11.45%
-1.27%
SMFG (Sumitomo Mitsui Financial Group, Inc.)
Benchmark (^GSPC)

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 84.50%, occurring on Apr 24, 2003. Recovery took 605 trading sessions.

The current Sumitomo Mitsui Financial Group, Inc. drawdown is 11.45%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-84.5%Sep 21, 2001399Apr 24, 2003605Sep 16, 20051004
-77.29%Apr 11, 2006732Mar 9, 2009
-22.29%Jul 3, 200114Jul 23, 200138Sep 20, 200152
-11.7%Sep 30, 20055Oct 6, 20055Oct 13, 200510
-11.11%Feb 1, 200636Mar 23, 200612Apr 10, 200648

Volatility

Volatility Chart

The current Sumitomo Mitsui Financial Group, Inc. volatility is 5.29%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%December2024FebruaryMarchAprilMay
5.29%
4.08%
SMFG (Sumitomo Mitsui Financial Group, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Sumitomo Mitsui Financial Group, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

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Income Statement


Income Statement
Balance Sheet
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Operating Expenses

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Total Operating Expenses

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Income

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Operating Income

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EBIT

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Earnings From Continuing Operations

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Net Income

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Income Tax Expense

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Interest Expense

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Other Non-Operating Income (Expenses)

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Extraordinary Items

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Discontinued Operations

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Effect Of Accounting Charges

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Non Recurring

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Minority Interest

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Other Items

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Values in undefined except per share items