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SMFG vs. MFG
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

SMFG vs. MFG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sumitomo Mitsui Financial Group, Inc. (SMFG) and Mizuho Financial Group, Inc. (MFG). The values are adjusted to include any dividend payments, if applicable.

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SMFG vs. MFG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SMFG
Sumitomo Mitsui Financial Group, Inc.
7.09%38.01%54.90%25.63%21.70%10.05%-11.00%19.47%-22.21%17.95%
MFG
Mizuho Financial Group, Inc.
14.48%54.60%47.85%26.14%17.09%2.40%-15.06%3.00%-17.58%3.21%

Fundamentals

Market Cap

SMFG:

$79.64B

MFG:

$103.94B

EPS

SMFG:

$613.97

MFG:

$84.66

PE Ratio

SMFG:

0.03

MFG:

0.10

PEG Ratio

SMFG:

0.00

MFG:

0.01

PS Ratio

SMFG:

0.01

MFG:

0.01

PB Ratio

SMFG:

0.01

MFG:

0.01

Total Revenue (TTM)

SMFG:

$15.21T

MFG:

$8.35T

Gross Profit (TTM)

SMFG:

$8.04T

MFG:

$2.86T

EBITDA (TTM)

SMFG:

$3.26T

MFG:

$1.34T

Returns By Period

In the year-to-date period, SMFG achieves a 7.09% return, which is significantly lower than MFG's 14.48% return. Over the past 10 years, SMFG has outperformed MFG with an annualized return of 17.47%, while MFG has yielded a comparatively lower 14.11% annualized return.


SMFG

1D
4.81%
1M
-5.95%
YTD
7.09%
6M
26.37%
1Y
39.76%
3Y*
41.29%
5Y*
26.98%
10Y*
17.47%

MFG

1D
5.54%
1M
-3.34%
YTD
14.48%
6M
28.73%
1Y
56.20%
3Y*
48.19%
5Y*
28.15%
10Y*
14.11%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

SMFG vs. MFG — Risk / Return Rank

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

SMFG
SMFG Risk / Return Rank: 7575
Overall Rank
SMFG Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
SMFG Sortino Ratio Rank: 7272
Sortino Ratio Rank
SMFG Omega Ratio Rank: 7373
Omega Ratio Rank
SMFG Calmar Ratio Rank: 7474
Calmar Ratio Rank
SMFG Martin Ratio Rank: 7878
Martin Ratio Rank

MFG
MFG Risk / Return Rank: 8181
Overall Rank
MFG Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
MFG Sortino Ratio Rank: 7878
Sortino Ratio Rank
MFG Omega Ratio Rank: 8282
Omega Ratio Rank
MFG Calmar Ratio Rank: 7979
Calmar Ratio Rank
MFG Martin Ratio Rank: 8181
Martin Ratio Rank
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.

SMFG vs. MFG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sumitomo Mitsui Financial Group, Inc. (SMFG) and Mizuho Financial Group, Inc. (MFG). 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.


SMFGMFGDifference

Sharpe ratio

Return per unit of total volatility

1.21

1.60

-0.39

Sortino ratio

Return per unit of downside risk

1.71

2.02

-0.30

Omega ratio

Gain probability vs. loss probability

1.24

1.31

-0.07

Calmar ratio

Return relative to maximum drawdown

1.81

2.19

-0.38

Martin ratio

Return relative to average drawdown

5.33

6.59

-1.26

SMFG vs. MFG - Sharpe Ratio Comparison

The current SMFG Sharpe Ratio is 1.21, which is comparable to the MFG Sharpe Ratio of 1.60. The chart below compares the historical Sharpe Ratios of SMFG and MFG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SMFGMFGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.21

1.60

-0.39

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.95

0.97

-0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.65

0.53

+0.11

Sharpe Ratio (All Time)

Calculated using the full available price history

0.08

0.00

+0.08

Correlation

The correlation between SMFG and MFG is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

SMFG vs. MFG - Dividend Comparison

SMFG's dividend yield for the trailing twelve months is around 1.45%, more than MFG's 1.11% yield.


TTM20252024202320222021202020192018201720162015
SMFG
Sumitomo Mitsui Financial Group, Inc.
1.45%2.84%2.82%3.67%2.12%0.00%5.97%4.61%4.80%3.17%3.63%3.32%
MFG
Mizuho Financial Group, Inc.
1.11%2.68%3.20%3.73%4.34%2.76%2.71%0.00%0.00%1.86%3.77%3.10%

Drawdowns

SMFG vs. MFG - Drawdown Comparison

The maximum SMFG drawdown since its inception was -77.26%, roughly equal to the maximum MFG drawdown of -80.57%. Use the drawdown chart below to compare losses from any high point for SMFG and MFG.


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Drawdown Indicators


SMFGMFGDifference

Max Drawdown

Largest peak-to-trough decline

-77.26%

-80.57%

+3.31%

Max Drawdown (1Y)

Largest decline over 1 year

-20.12%

-24.78%

+4.66%

Max Drawdown (5Y)

Largest decline over 5 years

-27.88%

-29.53%

+1.65%

Max Drawdown (10Y)

Largest decline over 10 years

-47.66%

-49.87%

+2.21%

Current Drawdown

Current decline from peak

-13.06%

-16.95%

+3.89%

Average Drawdown

Average peak-to-trough decline

-48.43%

-61.33%

+12.90%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.81%

8.22%

-1.41%

Volatility

SMFG vs. MFG - Volatility Comparison

Sumitomo Mitsui Financial Group, Inc. (SMFG) and Mizuho Financial Group, Inc. (MFG) have volatilities of 10.18% and 10.51%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SMFGMFGDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.18%

10.51%

-0.33%

Volatility (6M)

Calculated over the trailing 6-month period

21.39%

22.80%

-1.41%

Volatility (1Y)

Calculated over the trailing 1-year period

33.09%

35.41%

-2.32%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.49%

29.09%

-0.60%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.13%

26.54%

+0.59%

Financials

SMFG vs. MFG - Financials Comparison

This section allows you to compare key financial metrics between Sumitomo Mitsui Financial Group, Inc. and Mizuho 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.002.00T4.00T6.00T8.00TAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
7.93T
2.25T
(SMFG) Total Revenue
(MFG) Total Revenue
Values in USD except per share items

SMFG vs. MFG - Profitability Comparison

The chart below illustrates the profitability comparison between Sumitomo Mitsui Financial Group, Inc. and Mizuho Financial Group, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
54.6%
0
Portfolio components
SMFG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Sumitomo Mitsui Financial Group, Inc. reported a gross profit of 4.33T and revenue of 7.93T. Therefore, the gross margin over that period was 54.6%.

MFG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Mizuho Financial Group, Inc. reported a gross profit of 0.00 and revenue of 2.25T. Therefore, the gross margin over that period was 0.0%.

SMFG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Sumitomo Mitsui Financial Group, Inc. reported an operating income of 1.90T and revenue of 7.93T, resulting in an operating margin of 23.9%.

MFG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Mizuho Financial Group, Inc. reported an operating income of 414.14B and revenue of 2.25T, resulting in an operating margin of 18.4%.

SMFG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Sumitomo Mitsui Financial Group, Inc. reported a net income of 1.39T and revenue of 7.93T, resulting in a net margin of 17.6%.

MFG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Mizuho Financial Group, Inc. reported a net income of 335.90B and revenue of 2.25T, resulting in a net margin of 14.9%.