ITRN vs. SMFG
ITRN (Ituran Location and Control Ltd.) and SMFG (Sumitomo Mitsui Financial Group, Inc.) are both stocks. ITRN operates in Communication Equipment (Technology), while SMFG operates in Banks - Diversified (Financial Services). Over the past 10 years, ITRN returned 15.49%/yr vs 18.03%/yr for SMFG. At a 0.22 correlation, their price movements are largely independent.
Performance
ITRN vs. SMFG - Performance Comparison
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Returns By Period
In the year-to-date period, ITRN achieves a 55.87% return, which is significantly higher than SMFG's 18.83% return. Over the past 10 years, ITRN has underperformed SMFG with an annualized return of 15.49%, while SMFG has yielded a comparatively higher 18.03% annualized return.
ITRN
- 1D
- -1.99%
- 1M
- 11.37%
- YTD
- 55.87%
- 6M
- 70.62%
- 1Y
- 77.77%
- 3Y*
- 48.35%
- 5Y*
- 26.56%
- 10Y*
- 15.49%
SMFG
- 1D
- 1.01%
- 1M
- 9.43%
- YTD
- 18.83%
- 6M
- 23.83%
- 1Y
- 52.26%
- 3Y*
- 44.56%
- 5Y*
- 28.97%
- 10Y*
- 18.03%
ITRN vs. SMFG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ITRN Ituran Location and Control Ltd. | 55.87% | 45.63% | 21.02% | 32.47% | -18.79% | 45.32% | -22.93% | -18.98% | -3.46% | 33.71% |
SMFG Sumitomo Mitsui Financial Group, Inc. | 18.83% | 38.01% | 54.90% | 25.63% | 21.70% | 10.05% | -11.00% | 19.47% | -22.21% | 17.95% |
Correlation
The correlation between ITRN and SMFG is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.22 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Jan 30, 2006 | 0.22 |
Fundamentals
ITRN:
$1.29B
SMFG:
$144.78B
ITRN:
$3.03
SMFG:
$563.43
ITRN:
21.48
SMFG:
0.04
ITRN:
1.37
SMFG:
0.00
ITRN:
3.44
SMFG:
0.01
ITRN:
6.21
SMFG:
0.01
ITRN:
$375.23M
SMFG:
$15.42T
ITRN:
$186.00M
SMFG:
$8.35T
ITRN:
$99.51M
SMFG:
$3.54T
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Return for Risk
ITRN vs. SMFG — Risk / Return Rank
ITRN
SMFG
ITRN vs. SMFG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ituran Location and Control Ltd. (ITRN) and Sumitomo Mitsui Financial Group, Inc. (SMFG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ITRN | SMFG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.61 | ||
| Sortino ratioReturn per unit of downside risk | +0.49 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.32 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 3.40 | 2.61 | +0.79 |
| Martin ratioReturn relative to average drawdown | 10.01 | 7.43 | +2.59 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ITRN | SMFG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.49 | 1.88 | +0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.87 | 1.01 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.67 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.09 | +0.30 |
Drawdowns
ITRN vs. SMFG - Drawdown Comparison
The maximum ITRN drawdown since its inception was -68.39%, smaller than the maximum SMFG drawdown of -77.26%. Use the drawdown chart below to compare losses from any high point for ITRN and SMFG.
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Drawdown Indicators
| ITRN | SMFG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.39% | -77.26% | +8.87% |
Max Drawdown (1Y)Largest decline over 1 year | -22.99% | -20.12% | -2.87% |
Max Drawdown (3Y)Largest decline over 3 years | -26.82% | -25.67% | -1.15% |
Max Drawdown (5Y)Largest decline over 5 years | -30.03% | -27.88% | -2.15% |
Max Drawdown (10Y)Largest decline over 10 years | -68.39% | -47.66% | -20.73% |
Current DrawdownCurrent decline from peak | -1.99% | -3.53% | +1.54% |
Average DrawdownAverage peak-to-trough decline | -19.51% | -48.10% | +28.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.91% | 7.08% | +0.83% |
Volatility
ITRN vs. SMFG - Volatility Comparison
Ituran Location and Control Ltd. (ITRN) has a higher volatility of 8.51% compared to Sumitomo Mitsui Financial Group, Inc. (SMFG) at 7.51%. This indicates that ITRN's price experiences larger fluctuations and is considered to be riskier than SMFG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ITRN | SMFG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.51% | 7.51% | +1.00% |
Volatility (6M)Calculated over the trailing 6-month period | 22.68% | 21.14% | +1.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.40% | 27.94% | +3.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.71% | 28.75% | +1.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.47% | 26.91% | +6.56% |
Dividends
ITRN vs. SMFG - Dividend Comparison
ITRN's dividend yield for the trailing twelve months is around 4.61%, more than SMFG's 1.31% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITRN Ituran Location and Control Ltd. | 4.61% | 4.65% | 5.01% | 2.50% | 2.65% | 3.37% | 1.26% | 3.78% | 2.96% | 3.27% | 3.25% | 4.12% |
SMFG Sumitomo Mitsui Financial Group, Inc. | 1.31% | 2.84% | 2.82% | 3.67% | 2.12% | 0.00% | 5.97% | 4.61% | 4.80% | 3.17% | 3.63% | 3.32% |
Financials
ITRN vs. SMFG - Financials Comparison
This section allows you to compare key financial metrics between Ituran Location and Control Ltd. and Sumitomo Mitsui Financial Group, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
ITRN vs. SMFG - Profitability Comparison
ITRN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Ituran Location and Control Ltd. reported a gross profit of 49.44M and revenue of 102.67M. Therefore, the gross margin over that period was 48.2%.
SMFG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sumitomo Mitsui Financial Group, Inc. reported a gross profit of 1.37T and revenue of 2.51T. Therefore, the gross margin over that period was 54.6%.
ITRN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Ituran Location and Control Ltd. reported an operating income of 22.06M and revenue of 102.67M, resulting in an operating margin of 21.5%.
SMFG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sumitomo Mitsui Financial Group, Inc. reported an operating income of 364.07B and revenue of 2.51T, resulting in an operating margin of 14.5%.
ITRN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Ituran Location and Control Ltd. reported a net income of 16.77M and revenue of 102.67M, resulting in a net margin of 16.3%.
SMFG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sumitomo Mitsui Financial Group, Inc. reported a net income of 191.66B and revenue of 2.51T, resulting in a net margin of 7.6%.
Frequently Asked Questions
ITRN and SMFG have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ITRN has higher volatility (8.51%) compared to SMFG (7.51%). In terms of maximum drawdown, ITRN dropped -68.39% vs SMFG's -77.26%.
ITRN currently has the higher Sharpe Ratio (2.49 vs 1.88), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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