- ISIN
- US83540J1016
- Sector
- Financial Services
- Industry
- Insurance - Property & Casualty
Highlights
- Market Cap
- $35.64B
- Enterprise Value
- $33.23B
- EPS (TTM)
- ¥356.00
- PE Ratio
- 9.08
- PEG Ratio
- 0.08
- Total Revenue (TTM)
- ¥6.18T
- Gross Profit (TTM)
- ¥6.18T
- EBITDA (TTM)
- ¥724.05B
- Year Range
- $13.93 - $20.59
- ROA (TTM)
- 3.48%
- ROE (TTM)
- 12.51%
Share Price Chart
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Performance
SMPNY Performance Chart
Sompo Holdings Inc ADR (SMPNY) is up 18.3% since the beginning of the year. At $20 per share, SMPNY is trading just below its 52-week high of $21. Investors who bought $1,000 worth of SMPNY shares 5 years ago would now be looking at an investment worth $3,403.
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Returns By Period
Sompo Holdings Inc ADR (SMPNY) has returned 18.27% so far this year and 35.14% over the past 12 months.
Sompo Holdings Inc ADR
- 1D
- 1.42%
- 1M
- 12.62%
- YTD
- 18.27%
- 6M
- 19.33%
- 1Y
- 35.14%
- 3Y*
- 40.94%
- 5Y*
- 27.75%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
SMPNY Monthly Returns History
Based on dividend-adjusted daily data since Oct 15, 2018, SMPNY's average daily return is +0.10%, while the average monthly return is +1.44%. At this rate, an investment would double in approximately 4.0 years.
Historically, 58% of months were positive and 42% were negative. The best month was Nov 2024 with a return of +23.0%, while the worst month was Mar 2020 at -22.9%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.
On a daily basis, SMPNY closed higher 47% of trading days. The best single day was Mar 25, 2020 with a return of +25.1%, while the worst single day was Mar 19, 2020 at -36.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.69% | 15.08% | -1.52% | -5.13% | 0.11% | 8.05% | 18.27% | ||||||
| 2025 | 5.22% | 7.48% | 3.92% | 6.82% | -7.54% | -0.46% | -1.50% | 7.87% | -4.07% | -1.11% | 4.36% | 7.03% | 30.07% |
| 2024 | 5.67% | 13.14% | 6.57% | -5.43% | 8.15% | 0.66% | 6.61% | 3.28% | -3.38% | -3.85% | 22.98% | 0.00% | 65.00% |
| 2023 | -2.66% | -0.46% | -7.06% | 5.19% | -4.58% | 11.99% | -1.56% | -1.13% | 0.72% | 1.67% | 4.63% | 6.96% | 12.88% |
| 2022 | 9.55% | -6.19% | -0.11% | -6.07% | 11.01% | -3.66% | 1.00% | -4.12% | -6.03% | 2.04% | 8.68% | -0.63% | 3.41% |
| 2021 | 7.58% | -6.21% | -0.95% | 0.05% | 7.90% | -8.70% | 11.63% | 5.59% | -1.24% | 0.98% | -3.98% | 2.15% | 13.57% |
Benchmark Metrics
Sompo Holdings Inc ADR has an annualized alpha of 19.43%, beta of 0.51, and R2 of 0.05 versus S&P 500 Index. Calculated based on daily prices since October 15, 2018.
- This stock captured 42.80% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -20.78%) - a profile typical of hedging or uncorrelated assets.
- Beta of 0.51 may look defensive, but with R2 of 0.05 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
- R2 of 0.05 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 19.43%
- Beta
- 0.51
- R²
- 0.05
- Upside Capture
- 42.80%
- Downside Capture
- -20.78%
Return for Risk
Risk / Return Rank
SMPNY ranks 77 for risk / return — better than 77% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Sompo Holdings Inc ADR (SMPNY) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SMPNY | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.77 | ||
| Sortino ratioReturn per unit of downside risk | -1.02 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.37 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 2.75 | 2.78 | -0.03 |
| Martin ratioReturn relative to average drawdown | 6.92 | 12.44 | -5.52 |
Dividends
Dividend History
Sompo Holdings Inc ADR provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share. The company has been increasing its dividends for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Dividend | $0.00 | $0.26 | $0.19 | $0.17 |
Dividend yield | 0.00% | 1.55% | 1.41% | 2.09% |
Monthly Dividends
The table displays the monthly dividend distributions for Sompo Holdings Inc ADR. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.00 | $0.19 |
| 2023 | $0.17 | $0.00 | $0.00 | $0.00 | $0.17 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Sompo Holdings Inc ADR. 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 Sompo Holdings Inc ADR was 43.80%, occurring on Mar 23, 2020. Recovery took 298 trading sessions.
The current Sompo Holdings Inc ADR drawdown is 0.65%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -43.80%Mar 2020 | 6mo | 1y 4mo | 1y 10moSep 2019 - Aug 2021 |
Bear market2022 | -22.06%May 2022 | 3mo 2d | 1y 6mo | 1y 9moFeb 2022 - Dec 2023 |
2024 correction2024 | -17.52%Aug 2024 | 4d | 14d | 18dAug 2024 - Aug 2024 |
2019 correction2019 | -16.73%Jan 2019 | 1mo 20d | 8mo 13d | 10mo 3dNov 2018 - Sep 2019 |
2025 correction2025 | -15.38%Jul 2025 | 1mo 29d | 5mo 7d | 7mo 6dMay 2025 - Dec 2025 |
Drawdown Indicators
| SMPNY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.80% | -56.78% | +12.98% |
Max Drawdown (1Y)Largest decline over 1 year | -12.82% | -9.10% | -3.72% |
Max Drawdown (3Y)Largest decline over 3 years | -17.52% | -18.90% | +1.38% |
Max Drawdown (5Y)Largest decline over 5 years | -22.06% | -25.43% | +3.37% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -0.65% | -1.80% | +1.15% |
Average DrawdownAverage peak-to-trough decline | -8.96% | -10.71% | +1.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.09% | 2.03% | +3.06% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Sompo Holdings Inc ADR over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Sompo Holdings Inc ADR is priced in the market compared to other companies in the Insurance - Property & Casualty industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for SMPNY, comparing it with other companies in the Insurance - Property & Casualty industry. Currently, SMPNY has a P/E ratio of 9.1. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for SMPNY compared to other companies in the Insurance - Property & Casualty industry. SMPNY currently has a PEG ratio of 0.1. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for SMPNY relative to other companies in the Insurance - Property & Casualty industry. Currently, SMPNY has a P/S ratio of 1.0. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for SMPNY in comparison with other companies in the Insurance - Property & Casualty industry. Currently, SMPNY has a P/B value of 1.1. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.
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 | — |
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