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Sompo Holdings Inc ADR (SMPNY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US83540J1016

Sector

Financial Services

Highlights

Market Cap

$24.20B

EPS (TTM)

$1.75

PE Ratio

7.21

PEG Ratio

0.94

Total Revenue (TTM)

$2.47T

Gross Profit (TTM)

$2.44T

EBITDA (TTM)

$100.35B

Year Range

$8.27 - $14.30

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.


Popular comparisons:
SMPNY vs. MSADY SMPNY vs. VOO
Popular comparisons:
SMPNY vs. MSADY SMPNY vs. VOO

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Sompo Holdings Inc ADR, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-20.00%-10.00%0.00%10.00%20.00%30.00%AugustSeptemberOctoberNovemberDecember2025
14.74%
5.97%
SMPNY (Sompo Holdings Inc ADR)
Benchmark (^GSPC)

Returns By Period

Sompo Holdings Inc ADR had a return of -4.39% year-to-date (YTD) and 55.39% in the last 12 months.


SMPNY

YTD

-4.39%

1M

-6.65%

6M

14.74%

1Y

55.39%

5Y*

23.65%

10Y*

N/A

^GSPC (Benchmark)

YTD

0.62%

1M

-1.93%

6M

5.98%

1Y

23.72%

5Y*

12.67%

10Y*

11.33%

*Annualized

Monthly Returns

The table below presents the monthly returns of SMPNY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20247.57%11.52%7.78%-4.52%6.72%0.93%7.90%2.16%-5.01%-3.85%22.98%-0.00%64.63%
2023-3.30%-0.19%-5.84%5.21%-1.90%9.73%-0.92%-1.54%1.12%-0.33%6.38%7.02%15.20%
202210.12%-6.20%3.47%-7.99%11.44%-3.12%0.58%-2.72%-5.34%4.67%4.21%2.28%9.70%
2021-1.49%-3.78%2.32%-3.25%8.47%-8.18%11.57%6.47%1.57%-0.80%-5.14%2.51%8.76%
2020-3.33%2.58%-15.86%-0.04%10.28%-0.73%1.80%8.80%-1.92%8.24%3.32%5.06%16.54%
20191.58%7.71%-7.12%11.34%4.56%5.44%-4.78%10.02%-6.17%5.27%-1.69%26.91%
2018-8.94%-7.95%-16.18%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 88, SMPNY is among the top 12% 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 SMPNY is 8888
Overall Rank
The Sharpe Ratio Rank of SMPNY is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of SMPNY is 8383
Sortino Ratio Rank
The Omega Ratio Rank of SMPNY is 8484
Omega Ratio Rank
The Calmar Ratio Rank of SMPNY is 9393
Calmar Ratio Rank
The Martin Ratio Rank of SMPNY is 9292
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 Sompo Holdings Inc ADR (SMPNY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for SMPNY, currently valued at 1.50, compared to the broader market-4.00-2.000.002.001.501.92
The chart of Sortino ratio for SMPNY, currently valued at 2.05, compared to the broader market-4.00-2.000.002.004.002.052.57
The chart of Omega ratio for SMPNY, currently valued at 1.29, compared to the broader market0.501.001.502.001.291.35
The chart of Calmar ratio for SMPNY, currently valued at 2.41, compared to the broader market0.002.004.006.002.412.86
The chart of Martin ratio for SMPNY, currently valued at 9.79, compared to the broader market-10.000.0010.0020.009.7912.10
SMPNY
^GSPC

The current Sompo Holdings Inc ADR Sharpe ratio is 1.50. 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 Sompo Holdings Inc ADR 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 Ratio1.001.502.002.503.003.50AugustSeptemberOctoberNovemberDecember2025
1.50
1.92
SMPNY (Sompo Holdings Inc ADR)
Benchmark (^GSPC)

Dividends

Dividend History

Sompo Holdings Inc ADR provided a 1.24% dividend yield over the last twelve months, with an annual payout of $0.16 per share.


0.00%2.00%4.00%6.00%8.00%10.00%$0.00$0.20$0.40$0.60$0.80201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM202420232022202120202019201820172016
Dividend$0.16$0.16$0.32$0.29$0.29$0.74$0.65$0.54$0.47$0.18

Dividend yield

1.24%1.18%3.93%3.87%4.11%10.94%9.81%9.36%0.00%0.00%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00
2024$0.00$0.00$0.16$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.16
2023$0.00$0.00$0.15$0.00$0.00$0.00$0.00$0.00$0.17$0.00$0.00$0.00$0.32
2022$0.00$0.00$0.13$0.00$0.00$0.00$0.00$0.00$0.16$0.00$0.00$0.00$0.29
2021$0.00$0.00$0.14$0.00$0.00$0.00$0.00$0.00$0.15$0.00$0.00$0.00$0.29
2020$0.00$0.00$0.35$0.00$0.00$0.00$0.00$0.00$0.38$0.00$0.00$0.00$0.74
2019$0.00$0.00$0.30$0.00$0.00$0.00$0.00$0.34$0.00$0.00$0.00$0.65
2018$0.25$0.29$0.00$0.00$0.00$0.54
2017$0.22$0.24$0.47
2016$0.18$0.18

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%1.2%
Sompo Holdings Inc ADR has a dividend yield of 1.24%, 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%11.1%
Sompo Holdings Inc ADR has a payout ratio of 11.08%, which is below the market average. This means Sompo Holdings Inc ADR returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

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.


-20.00%-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-8.74%
-2.82%
SMPNY (Sompo Holdings Inc ADR)
Benchmark (^GSPC)

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 45.81%, occurring on Mar 20, 2020. Recovery took 75 trading sessions.

The current Sompo Holdings Inc ADR drawdown is 8.74%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-45.81%Oct 10, 201922Mar 20, 202075Oct 19, 202097
-23.44%Aug 1, 20243Aug 5, 202416Aug 27, 202419
-19.79%Feb 8, 202265May 11, 2022274Jun 14, 2023339
-16.18%Nov 20, 20186Dec 19, 20187Jun 13, 201913
-13.79%Jul 13, 202316Aug 3, 202384Dec 1, 2023100

Volatility

Volatility Chart

The current Sompo Holdings Inc ADR volatility is 5.54%, 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%25.00%AugustSeptemberOctoberNovemberDecember2025
5.54%
4.46%
SMPNY (Sompo Holdings Inc ADR)
Benchmark (^GSPC)

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.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Sompo Holdings Inc ADR compared to its peers in the Insurance - Property & Casualty industry.


PE Ratio
20.040.060.080.0100.0120.0140.07.2
The chart displays the price to earnings (P/E) ratio for SMPNY in comparison to other companies of the Insurance - Property & Casualty industry. Currently, SMPNY has a PE value of 7.2. This PE ratio falls in the average range for the industry.
PEG Ratio
-150.0-100.0-50.00.00.9
The chart displays the price to earnings to growth (PEG) ratio for SMPNY in comparison to other companies of the Insurance - Property & Casualty industry. Currently, SMPNY has a PEG value of 0.9. 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 Sompo Holdings Inc ADR.


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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
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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