SMFG vs. ATH.TO
SMFG (Sumitomo Mitsui Financial Group, Inc.) and ATH.TO (Athabasca Oil Corporation) are both stocks. SMFG operates in Banks - Diversified (Financial Services), while ATH.TO operates in Oil & Gas E&P (Energy). Over the past 10 years, SMFG returned 19.40%/yr vs 20.58%/yr for ATH.TO. At a 0.19 correlation, their price movements are largely independent.
Performance
SMFG vs. ATH.TO - Performance Comparison
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Different Trading Currencies
SMFG is traded in USD, while ATH.TO is traded in CAD. To make them comparable, the ATH.TO values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, SMFG achieves a 22.66% return, which is significantly lower than ATH.TO's 39.89% return. Over the past 10 years, SMFG has underperformed ATH.TO with an annualized return of 19.40%, while ATH.TO has yielded a comparatively higher 20.58% annualized return.
SMFG
- 1D
- -0.50%
- 1M
- 7.92%
- YTD
- 22.66%
- 6M
- 21.15%
- 1Y
- 58.82%
- 3Y*
- 44.31%
- 5Y*
- 31.63%
- 10Y*
- 19.40%
ATH.TO
- 1D
- 0.17%
- 1M
- -9.28%
- YTD
- 39.89%
- 6M
- 40.02%
- 1Y
- 74.64%
- 3Y*
- 49.11%
- 5Y*
- 55.47%
- 10Y*
- 20.58%
SMFG vs. ATH.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SMFG Sumitomo Mitsui Financial Group, Inc. | 22.66% | 38.01% | 54.90% | 25.63% | 21.70% | 10.05% | -11.00% | 19.47% | -22.21% | 17.95% |
ATH.TO Athabasca Oil Corporation | 39.89% | 38.20% | 17.84% | 77.25% | 90.45% | 600.35% | -70.49% | -37.84% | -14.65% | -44.01% |
Correlation
The correlation between SMFG and ATH.TO is 0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.12 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.16 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since Apr 20, 2010 | 0.19 |
The correlation between SMFG and ATH.TO shifts across timeframes, from 0.05 (1 year) to 0.19 (all time), reflecting how their relationship changes across market environments.
Fundamentals
SMFG:
$149.44B
ATH.TO:
CA$4.95B
SMFG:
¥539.55
ATH.TO:
CA$0.45
SMFG:
7.11
ATH.TO:
22.82
SMFG:
0.57
ATH.TO:
0.87
SMFG:
1.16
ATH.TO:
3.71
SMFG:
1.52
ATH.TO:
2.68
SMFG:
¥15.42T
ATH.TO:
CA$1.35B
SMFG:
¥8.35T
ATH.TO:
CA$518.18M
SMFG:
¥3.54T
ATH.TO:
CA$505.02M
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Return for Risk
SMFG vs. ATH.TO — Risk / Return Rank
SMFG
ATH.TO
SMFG vs. ATH.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sumitomo Mitsui Financial Group, Inc. (SMFG) and Athabasca Oil Corporation (ATH.TO). 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.
| SMFG | ATH.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.08 | ||
| Sortino ratioReturn per unit of downside risk | +0.40 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.32 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.94 | 3.24 | -0.30 |
| Martin ratioReturn relative to average drawdown | 8.30 | 10.81 | -2.50 |
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Drawdowns
SMFG vs. ATH.TO - Drawdown Comparison
The maximum SMFG drawdown since its inception was -77.26%, smaller than the maximum ATH.TO drawdown of -99.59%. Use the drawdown chart below to compare losses from any high point for SMFG and ATH.TO.
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Drawdown Indicators
| SMFG | ATH.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.26% | -99.59% | +22.33% |
Max Drawdown (1Y)Largest decline over 1 year | -20.12% | -23.14% | +3.02% |
Max Drawdown (3Y)Largest decline over 3 years | -25.67% | -29.96% | +4.29% |
Max Drawdown (5Y)Largest decline over 5 years | -27.88% | -47.55% | +19.67% |
Max Drawdown (10Y)Largest decline over 10 years | -47.66% | -94.92% | +47.26% |
Current DrawdownCurrent decline from peak | -6.02% | -62.47% | +56.45% |
Average DrawdownAverage peak-to-trough decline | -47.94% | -76.83% | +28.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.10% | 6.93% | +0.17% |
Volatility
SMFG vs. ATH.TO - Volatility Comparison
The current volatility for Sumitomo Mitsui Financial Group, Inc. (SMFG) is 8.67%, while Athabasca Oil Corporation (ATH.TO) has a volatility of 13.05%. This indicates that SMFG experiences smaller price fluctuations and is considered to be less risky than ATH.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SMFG | ATH.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.67% | 13.05% | -4.38% |
Volatility (6M)Calculated over the trailing 6-month period | 21.83% | 31.88% | -10.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.63% | 37.71% | -9.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.86% | 49.97% | -21.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.81% | 61.94% | -35.13% |
Dividends
SMFG vs. ATH.TO - Dividend Comparison
SMFG's dividend yield for the trailing twelve months is around 1.26%, while ATH.TO has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ATH.TO Athabasca Oil Corporation | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SMFG Sumitomo Mitsui Financial Group, Inc. | 1.26% | 2.84% | 2.82% | 3.67% | 2.12% | 0.00% | 5.97% | 4.61% | 4.80% | 3.17% | 3.63% | 3.32% |
Financials
SMFG vs. ATH.TO - Financials Comparison
This section allows you to compare key financial metrics between Sumitomo Mitsui Financial Group, Inc. and Athabasca Oil Corporation. 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
SMFG vs. ATH.TO - Profitability Comparison
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%.
ATH.TO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Athabasca Oil Corporation reported a gross profit of 134.91M and revenue of 377.38M. Therefore, the gross margin over that period was 35.8%.
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%.
ATH.TO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Athabasca Oil Corporation reported an operating income of 90.74M and revenue of 377.38M, resulting in an operating margin of 24.0%.
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%.
ATH.TO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Athabasca Oil Corporation reported a net income of 46.29M and revenue of 377.38M, resulting in a net margin of 12.3%.
Frequently Asked Questions
SMFG and ATH.TO have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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