SMFG vs. MFG
Compare and contrast key facts about Sumitomo Mitsui Financial Group, Inc. (SMFG) and Mizuho Financial Group, Inc. (MFG).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SMFG or MFG.
Key characteristics
| SMFG | MFG | |
|---|---|---|
| YTD Return | 29.44% | 18.02% |
| 1Y Return | 53.17% | 36.15% |
| 3Y Return (Ann) | 23.26% | 13.32% |
| 5Y Return (Ann) | 17.24% | 11.36% |
| 10Y Return (Ann) | 9.09% | 4.66% |
| Sharpe Ratio | 1.92 | 1.31 |
| Daily Std Dev | 26.12% | 26.81% |
| Max Drawdown | -84.50% | -79.63% |
| Current Drawdown | -3.85% | -42.18% |
Fundamentals
| SMFG | MFG | |
|---|---|---|
| Market Cap | $82.32B | $51.45B |
| EPS | $0.94 | $0.35 |
| PE Ratio | 13.33 | 11.60 |
| PEG Ratio | 1.16 | 1.43 |
| Revenue (TTM) | $4.63T | $3.12T |
| Gross Profit (TTM) | $3.99T | $2.68T |
Correlation
The correlation between SMFG and MFG is 0.73, 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.
Performance
SMFG vs. MFG - Performance Comparison
In the year-to-date period, SMFG achieves a 29.44% return, which is significantly higher than MFG's 18.02% return. Over the past 10 years, SMFG has outperformed MFG with an annualized return of 9.09%, while MFG has yielded a comparatively lower 4.66% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
SMFG vs. MFG - Risk-Adjusted Performance 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.
Dividends
SMFG vs. MFG - Dividend Comparison
SMFG's dividend yield for the trailing twelve months is around 1.45%, less than MFG's 1.67% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMFG Sumitomo Mitsui Financial Group, Inc. | 1.45% | 3.67% | 2.12% | 5.26% | 5.97% | 4.61% | 4.80% | 3.17% | 3.63% | 3.32% | 3.13% | 2.37% |
MFG Mizuho Financial Group, Inc. | 1.67% | 3.73% | 4.34% | 5.45% | 5.52% | 4.47% | 4.50% | 3.69% | 3.77% | 3.10% | 3.71% | 2.75% |
Drawdowns
SMFG vs. MFG - Drawdown Comparison
The maximum SMFG drawdown since its inception was -84.50%, which is greater than MFG's maximum drawdown of -79.63%. Use the drawdown chart below to compare losses from any high point for SMFG and MFG. For additional features, visit the drawdowns tool.
Volatility
SMFG vs. MFG - Volatility Comparison
The current volatility for Sumitomo Mitsui Financial Group, Inc. (SMFG) is 6.54%, while Mizuho Financial Group, Inc. (MFG) has a volatility of 8.05%. This indicates that SMFG experiences smaller price fluctuations and is considered to be less risky than MFG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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.
Total Revenue: Total amount of money received from sales and other business activities