SMCAY vs. SMTOY

Last updated Jul 11, 2026

SMCAY (SMC Corp Japan) and SMTOY (Sumitomo Electric Industries Ltd ADR) are both stocks. SMCAY operates in Specialty Industrial Machinery (Industrials), while SMTOY operates in Auto Parts (Consumer Cyclical). Over the past 10 years, SMCAY returned 6.89%/yr vs 18.18%/yr for SMTOY. At a 0.24 correlation, their price movements are largely independent.

Performance

SMCAY vs. SMTOY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SMC Corp Japan (SMCAY) and Sumitomo Electric Industries Ltd ADR (SMTOY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SMCAY achieves a 36.13% return, which is significantly lower than SMTOY's 60.88% return. Over the past 10 years, SMCAY has underperformed SMTOY with an annualized return of 6.89%, while SMTOY has yielded a comparatively higher 18.18% annualized return.

SMCAY

• 1D: 4.63%
• 1M: 13.36%
• 6M: 24.48%
• YTD: 36.13%
• 1Y: 39.16%
• 3Y*: -4.46%
• 5Y*: -4.74%
• 10Y*: 6.89%

SMTOY

• 1D: 4.43%
• 1M: -9.20%
• 6M: 55.61%
• YTD: 60.88%
• 1Y: 198.28%
• 3Y*: 76.98%
• 5Y*: 37.23%
• 10Y*: 18.18%

*Multi-year figures are annualized to reflect compound growth (CAGR)

SMCAY vs. SMTOY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SMCAY SMC Corp Japan	36.13%	-10.14%	-26.87%	28.24%	-38.56%	10.67%	33.54%	54.20%	-27.64%	74.30%
SMTOY Sumitomo Electric Industries Ltd ADR	60.88%	131.61%	41.93%	12.95%	-13.35%	-1.73%	-11.45%	14.66%	-20.89%	16.55%

Correlation

The correlation between SMCAY and SMTOY is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.37
Correlation (3Y) Calculated over the trailing 3-year period	0.32
Correlation (5Y) Calculated over the trailing 5-year period	0.32
Correlation (10Y) Calculated over the trailing 10-year period	0.23
Correlation (All Time) Calculated using the full available price history since Oct 18, 2013	0.24

The correlation between SMCAY and SMTOY shifts across timeframes, from 0.23 (10 years) to 0.37 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap SMCAY : $29.69B SMTOY : $50.23B
EPS SMCAY : ¥134.06 SMTOY : ¥481.54
PE Ratio SMCAY : 28.33 SMTOY : 2.69
PS Ratio SMCAY : 5.63 SMTOY : 0.20
PB Ratio SMCAY : 2.26 SMTOY : 0.37
Total Revenue (TTM) SMCAY : ¥854.09B SMTOY : ¥5.18T
Gross Profit (TTM) SMCAY : ¥386.71B SMTOY : ¥1.05T
EBITDA (TTM) SMCAY : ¥252.77B SMTOY : ¥657.37B

Return for Risk

SMCAY vs. SMTOY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SMCAY

SMCAY Risk / Return Rank: 71
SMCAY Sharpe Ratio Rank: 74
SMCAY Sortino Ratio Rank: 70
SMCAY Omega Ratio Rank: 68
SMCAY Calmar Ratio Rank: 72
SMCAY Martin Ratio Rank: 71

SMTOY

SMTOY Risk / Return Rank: 94
SMTOY Sharpe Ratio Rank: 97
SMTOY Sortino Ratio Rank: 92
SMTOY Omega Ratio Rank: 92
SMTOY Calmar Ratio Rank: 95
SMTOY Martin Ratio Rank: 97

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SMCAY vs. SMTOY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SMC Corp Japan (SMCAY) and Sumitomo Electric Industries Ltd ADR (SMTOY). 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.

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.

	SMCAY	SMTOY	Difference
Sharpe ratio: Return per unit of total volatility	0.91	3.03	-2.12
Sortino ratio: Return per unit of downside risk	1.47	3.01	-1.54
Omega ratio: Gain probability vs. loss probability	1.18	1.41	-0.22
Calmar ratio: Return relative to maximum drawdown	1.36	5.60	-4.24
Martin ratio: Return relative to average drawdown	2.98	20.56	-17.58

SMCAY vs. SMTOY - Sharpe Ratio Comparison

The current SMCAY Sharpe Ratio is 0.91, which is lower than the SMTOY Sharpe Ratio of 3.03. The chart below compares the historical Sharpe Ratios of SMCAY and SMTOY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

SMCAY vs. SMTOY - Drawdown Comparison

The maximum SMCAY drawdown since its inception was -61.30%, smaller than the maximum SMTOY drawdown of -94.82%. Use the drawdown chart below to compare losses from any high point for SMCAY and SMTOY.

Drawdown Indicators

	SMCAY	SMTOY	Difference
Max Drawdown Largest peak-to-trough decline	-61.30%	-94.82%	+33.52%
Max Drawdown (1Y) Largest decline over 1 year	-28.86%	-34.30%	+5.44%
Max Drawdown (3Y) Largest decline over 3 years	-51.70%	-38.52%	-13.18%
Max Drawdown (5Y) Largest decline over 5 years	-59.03%	-38.52%	-20.51%
Max Drawdown (10Y) Largest decline over 10 years	-59.03%	-52.67%	-6.36%
Current Drawdown Current decline from peak	-34.18%	-58.00%	+23.82%
Average Drawdown Average peak-to-trough decline	-33.92%	-64.82%	+30.90%
Ulcer Index Depth and duration of drawdowns from previous peaks	13.14%	9.32%	+3.82%

Volatility

SMCAY vs. SMTOY - Volatility Comparison

The current volatility for SMC Corp Japan (SMCAY) is 15.17%, while Sumitomo Electric Industries Ltd ADR (SMTOY) has a volatility of 26.62%. This indicates that SMCAY experiences smaller price fluctuations and is considered to be less risky than SMTOY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SMCAY	SMTOY	Difference
Volatility (1M) Calculated over the trailing 1-month period	15.17%	26.62%	-11.45%
Volatility (6M) Calculated over the trailing 6-month period	34.45%	56.34%	-21.89%
Volatility (1Y) Calculated over the trailing 1-year period	43.11%	63.31%	-20.20%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	33.67%	41.72%	-8.05%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	33.42%	36.75%	-3.33%

Dividends

SMCAY vs. SMTOY - Dividend Comparison

Neither SMCAY nor SMTOY has paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
SMCAY SMC Corp Japan	0.00%	1.00%	0.86%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SMTOY Sumitomo Electric Industries Ltd ADR	0.00%	1.06%	1.35%	1.37%	0.00%	0.00%	0.00%	0.00%	0.00%	1.23%	2.26%

Financials

SMCAY vs. SMTOY - Profitability Comparison

The chart below illustrates the profitability comparison between SMC Corp Japan and Sumitomo Electric Industries Ltd ADR over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

SMCAY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, SMC Corp Japan reported a gross profit of 106.85B and revenue of 236.88B. Therefore, the gross margin over that period was 45.1%.

SMTOY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Sumitomo Electric Industries Ltd ADR reported a gross profit of 318.17B and revenue of 1.45T. Therefore, the gross margin over that period was 22.0%.

SMCAY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, SMC Corp Japan reported an operating income of 53.97B and revenue of 236.88B, resulting in an operating margin of 22.8%.

SMTOY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Sumitomo Electric Industries Ltd ADR reported an operating income of 149.83B and revenue of 1.45T, resulting in an operating margin of 10.3%.

SMCAY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, SMC Corp Japan reported a net income of 46.52B and revenue of 236.88B, resulting in a net margin of 19.6%.

SMTOY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Sumitomo Electric Industries Ltd ADR reported a net income of 195.83B and revenue of 1.45T, resulting in a net margin of 13.5%.

Frequently Asked Questions

Can I hold both SMCAY and SMTOY in my portfolio?

SMCAY and SMTOY have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SMCAY or SMTOY?

SMTOY has higher volatility (26.62%) compared to SMCAY (15.17%). In terms of maximum drawdown, SMCAY dropped -61.30% vs SMTOY's -94.82%.

Which has better risk-adjusted returns?

SMTOY currently has the higher Sharpe Ratio (3.03 vs 0.91), 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.