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

Company Info

ISIN

US86562M2098

CUSIP

86562M209

IPO Date

May 1, 1949

Highlights

Market Cap

$89.70B

EPS (TTM)

$1.40

PE Ratio

9.92

PEG Ratio

0.75

Total Revenue (TTM)

$3.82T

Gross Profit (TTM)

$3.82T

EBITDA (TTM)

$1.07T

Year Range

$10.53 - $16.74

Target Price

$16.86

Short %

0.10%

Short Ratio

3.16

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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.


50.00%100.00%150.00%200.00%250.00%300.00%350.00%400.00%NovemberDecember2025FebruaryMarchApril
84.77%
348.59%
SMFG (Sumitomo Mitsui Financial Group, Inc.)
Benchmark (^GSPC)

Returns By Period

Sumitomo Mitsui Financial Group, Inc. had a return of -4.14% year-to-date (YTD) and 26.29% in the last 12 months. Over the past 10 years, Sumitomo Mitsui Financial Group, Inc. had an annualized return of 8.89%, while the S&P 500 had an annualized return of 10.15%, indicating that Sumitomo Mitsui Financial Group, Inc. did not perform as well as the benchmark.


SMFG

YTD

-4.14%

1M

-14.47%

6M

13.02%

1Y

26.29%

5Y*

26.42%

10Y*

8.89%

^GSPC (Benchmark)

YTD

-6.06%

1M

-2.95%

6M

-4.87%

1Y

8.34%

5Y*

13.98%

10Y*

10.15%

*Annualized

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20252.69%2.89%0.98%-10.16%-4.14%
20246.30%8.26%7.17%-3.82%15.81%2.29%7.98%-8.63%-2.61%1.11%15.97%-2.16%54.90%
20239.23%-0.34%-6.33%2.63%-1.83%6.70%8.37%-2.36%10.22%-1.83%2.07%-1.92%25.63%
20225.89%-0.84%-12.06%-4.47%1.84%-3.28%8.30%-5.32%-6.33%1.82%21.43%17.94%21.70%
20210.65%13.04%5.61%-2.90%3.98%-5.87%-2.18%2.38%4.23%-7.56%-0.15%4.95%15.46%
2020-5.26%-9.26%-22.13%9.81%9.51%-2.43%-4.81%9.91%-1.87%-0.89%4.15%6.93%-11.00%
201914.29%-4.03%0.93%3.70%-4.80%1.73%-1.42%-6.46%7.59%3.80%2.96%1.37%19.48%
20184.49%-4.08%-0.52%-1.18%-1.31%-6.27%2.57%-1.38%4.07%-3.49%-5.42%-11.19%-22.21%
20172.36%-0.26%-5.38%2.48%-3.64%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%-5.46%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%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 75, SMFG is among the top 25% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of SMFG is 7575
Overall Rank
The Sharpe Ratio Rank of SMFG is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of SMFG is 6868
Sortino Ratio Rank
The Omega Ratio Rank of SMFG is 7070
Omega Ratio Rank
The Calmar Ratio Rank of SMFG is 8383
Calmar Ratio Rank
The Martin Ratio Rank of SMFG is 7979
Martin 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.


The chart of Sharpe ratio for SMFG, currently valued at 0.66, compared to the broader market-2.00-1.000.001.002.003.00
SMFG: 0.66
^GSPC: 0.46
The chart of Sortino ratio for SMFG, currently valued at 1.07, compared to the broader market-6.00-4.00-2.000.002.004.00
SMFG: 1.07
^GSPC: 0.77
The chart of Omega ratio for SMFG, currently valued at 1.15, compared to the broader market0.501.001.502.00
SMFG: 1.15
^GSPC: 1.11
The chart of Calmar ratio for SMFG, currently valued at 0.90, compared to the broader market0.001.002.003.004.005.00
SMFG: 0.90
^GSPC: 0.47
The chart of Martin ratio for SMFG, currently valued at 2.85, compared to the broader market-5.000.005.0010.0015.0020.00
SMFG: 2.85
^GSPC: 1.94

The current Sumitomo Mitsui Financial Group, Inc. Sharpe ratio is 0.66. This value is calculated based on the past 1 year 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 Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.66
0.46
SMFG (Sumitomo Mitsui Financial Group, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Sumitomo Mitsui Financial Group, Inc. provided a 1.73% dividend yield over the last twelve months, with an annual payout of $0.24 per share. The company has been increasing its dividends for 2 consecutive years.


2.00%3.00%4.00%5.00%6.00%$0.00$0.10$0.20$0.30$0.4020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.24$0.41$0.36$0.17$0.36$0.37$0.34$0.31$0.28$0.28$0.25$0.23

Dividend yield

1.73%2.82%3.67%2.12%5.24%5.97%4.61%4.80%3.17%3.63%3.32%3.13%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.17$0.00$0.00$0.00$0.00$0.00$0.24$0.00$0.00$0.00$0.41
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$0.13$0.00$0.00$0.00$0.00$0.00$0.10$0.00$0.00$0.00$0.23

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%25.0%
SMFG: 1.7%
Sumitomo Mitsui Financial Group, Inc. has a dividend yield of 1.73%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%1,200.0%
SMFG: 43.9%
Sumitomo Mitsui Financial Group, Inc. has a payout ratio of 43.90%, 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. Drawdowns are calculated considering price movements and all distributions paid, if any.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-16.93%
-10.07%
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 75.59%, occurring on Mar 9, 2009. Recovery took 3761 trading sessions.

The current Sumitomo Mitsui Financial Group, Inc. drawdown is 16.93%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-75.59%Feb 1, 2006773Mar 9, 20093761Mar 5, 20244534
-26.85%Mar 24, 202511Apr 7, 2025
-21.41%Aug 1, 20244Aug 6, 202471Nov 14, 202475
-10.95%Sep 30, 20055Oct 6, 200517Nov 1, 200522
-9.28%Dec 4, 202411Dec 18, 202439Feb 18, 202550

Volatility

Volatility Chart

The current Sumitomo Mitsui Financial Group, Inc. volatility is 20.87%, 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.


0.00%5.00%10.00%15.00%20.00%NovemberDecember2025FebruaryMarchApril
20.87%
14.23%
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

0.0

Valuation

The Valuation section provides an overview of how Sumitomo Mitsui Financial Group, Inc. is priced in the market compared to other companies in the Banks - Diversified industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio
10.020.030.040.050.0
SMFG: 9.9
The chart displays the Price-to-Earnings (P/E) ratio for SMFG, comparing it with other companies in the Banks - Diversified industry. Currently, SMFG has a P/E ratio of 9.9. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
2.04.06.08.010.0
SMFG: 0.7
The chart shows the Price/Earnings to Growth (PEG) ratio for SMFG compared to other companies in the Banks - Diversified industry. SMFG currently has a PEG ratio of 0.7. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
2.04.06.08.010.0
SMFG: 0.0
This chart shows the Price-to-Sales (P/S) ratio for SMFG relative to other companies in the Banks - Diversified industry. Currently, SMFG has a P/S ratio of 0.0. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
PB Ratio
1.02.03.04.0
SMFG: 0.8
The chart illustrates the Price-to-Book (P/B) ratio for SMFG in comparison with other companies in the Banks - Diversified industry. Currently, SMFG has a P/B value of 0.8. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items