SMFG vs. TRIN
SMFG (Sumitomo Mitsui Financial Group, Inc.) and TRIN (Trinity Capital Inc.) are both stocks. Both are in the Financial Services sector — SMFG in Banks - Diversified, TRIN in Asset Management. Over the past 5 years, SMFG returned 31.63%/yr vs 21.17%/yr for TRIN. At a 0.18 correlation, their price movements are largely independent.
Performance
SMFG vs. TRIN - Performance Comparison
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Returns By Period
In the year-to-date period, SMFG achieves a 22.66% return, which is significantly lower than TRIN's 37.03% 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%
TRIN
- 1D
- 4.05%
- 1M
- 12.80%
- YTD
- 37.03%
- 6M
- 37.44%
- 1Y
- 55.25%
- 3Y*
- 29.05%
- 5Y*
- 21.17%
- 10Y*
- —
SMFG vs. TRIN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SMFG Sumitomo Mitsui Financial Group, Inc. | 22.66% | 38.01% | 54.90% | 25.63% | 21.70% | 7.10% |
TRIN Trinity Capital Inc. | 37.03% | 16.01% | 14.83% | 53.97% | -26.60% | 36.20% |
Correlation
The correlation between SMFG and TRIN is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.21 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.18 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Jan 29, 2021 | 0.18 |
Fundamentals
SMFG:
$149.44B
TRIN:
$1.48B
SMFG:
¥539.55
TRIN:
$1.99
SMFG:
7.11
TRIN:
8.91
SMFG:
1.16
TRIN:
4.97
SMFG:
1.52
TRIN:
1.27
SMFG:
¥15.42T
TRIN:
$276.05M
SMFG:
¥8.35T
TRIN:
$219.75M
SMFG:
¥3.54T
TRIN:
$195.35M
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Return for Risk
SMFG vs. TRIN — Risk / Return Rank
SMFG
TRIN
SMFG vs. TRIN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sumitomo Mitsui Financial Group, Inc. (SMFG) and Trinity Capital Inc. (TRIN). 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 | TRIN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.55 | ||
| Sortino ratioReturn per unit of downside risk | -0.70 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.44 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 2.94 | 3.70 | -0.77 |
| Martin ratioReturn relative to average drawdown | 8.30 | 9.32 | -1.02 |
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Drawdowns
SMFG vs. TRIN - Drawdown Comparison
The maximum SMFG drawdown since its inception was -77.26%, which is greater than TRIN's maximum drawdown of -43.12%. Use the drawdown chart below to compare losses from any high point for SMFG and TRIN.
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Drawdown Indicators
| SMFG | TRIN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.26% | -43.12% | -34.14% |
Max Drawdown (1Y)Largest decline over 1 year | -20.12% | -14.99% | -5.13% |
Max Drawdown (3Y)Largest decline over 3 years | -25.67% | -15.58% | -10.09% |
Max Drawdown (5Y)Largest decline over 5 years | -27.88% | -43.12% | +15.24% |
Max Drawdown (10Y)Largest decline over 10 years | -47.66% | — | — |
Current DrawdownCurrent decline from peak | -6.02% | 0.00% | -6.02% |
Average DrawdownAverage peak-to-trough decline | -47.94% | -8.84% | -39.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.10% | 5.94% | +1.16% |
Volatility
SMFG vs. TRIN - Volatility Comparison
Sumitomo Mitsui Financial Group, Inc. (SMFG) and Trinity Capital Inc. (TRIN) have volatilities of 8.67% and 8.33%, 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
| SMFG | TRIN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.67% | 8.33% | +0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 21.83% | 16.90% | +4.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.63% | 21.27% | +7.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.86% | 26.81% | +2.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.81% | 27.03% | -0.22% |
Dividends
SMFG vs. TRIN - Dividend Comparison
SMFG's dividend yield for the trailing twelve months is around 1.26%, less than TRIN's 19.93% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
TRIN Trinity Capital Inc. | 19.93% | 13.92% | 14.10% | 14.04% | 21.32% | 7.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
SMFG vs. TRIN - Financials Comparison
This section allows you to compare key financial metrics between Sumitomo Mitsui Financial Group, Inc. and Trinity Capital 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
SMFG vs. TRIN - 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%.
TRIN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Trinity Capital Inc. reported a gross profit of 66.05M and revenue of 83.32M. Therefore, the gross margin over that period was 79.3%.
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%.
TRIN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Trinity Capital Inc. reported an operating income of 61.68M and revenue of 83.32M, resulting in an operating margin of 74.0%.
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%.
TRIN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Trinity Capital Inc. reported a net income of 45.52M and revenue of 83.32M, resulting in a net margin of 54.6%.
Frequently Asked Questions
SMFG and TRIN have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SMFG has higher volatility (8.67%) compared to TRIN (8.33%). In terms of maximum drawdown, SMFG dropped -77.26% vs TRIN's -43.12%.
TRIN currently has the higher Sharpe Ratio (2.62 vs 2.07), 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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