SSUMY vs. ITOCY

Last updated Apr 1, 2026

Compare and contrast key facts about Sumitomo Corp ADR (SSUMY) and Itochu Corp ADR (ITOCY).

Performance

SSUMY vs. ITOCY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sumitomo Corp ADR (SSUMY) and Itochu Corp ADR (ITOCY). The values are adjusted to include any dividend payments, if applicable.

SSUMY vs. ITOCY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SSUMY Sumitomo Corp ADR	8.16%	62.35%	1.75%	30.25%	13.31%	10.42%	-9.80%	4.75%	-17.14%	47.06%
ITOCY Itochu Corp ADR	0.83%	30.16%	22.57%	30.30%	1.54%	6.60%	24.95%	38.77%	-5.54%	46.71%

Fundamentals

Market Cap SSUMY : $44.74B ITOCY : $44.65B
EPS SSUMY : $462.92 ITOCY : $156.04
PE Ratio SSUMY : 0.08 ITOCY : 0.08
PEG Ratio SSUMY : 0.00 ITOCY : 0.00
PS Ratio SSUMY : 0.01 ITOCY : 0.01
PB Ratio SSUMY : 0.01 ITOCY : 0.01
Total Revenue (TTM) SSUMY : $7.42T ITOCY : $14.80T
Gross Profit (TTM) SSUMY : $1.49T ITOCY : $2.45T
EBITDA (TTM) SSUMY : $677.71B ITOCY : $1.15T

Returns By Period

In the year-to-date period, SSUMY achieves a 8.16% return, which is significantly higher than ITOCY's 0.83% return. Over the past 10 years, SSUMY has underperformed ITOCY with an annualized return of 15.35%, while ITOCY has yielded a comparatively higher 19.89% annualized return.

SSUMY

• 1D: 2.10%
• 1M: -12.21%
• YTD: 8.16%
• 6M: 29.25%
• 1Y: 63.45%
• 3Y*: 30.02%
• 5Y*: 22.18%
• 10Y*: 15.35%

ITOCY

• 1D: 2.08%
• 1M: -11.52%
• YTD: 0.83%
• 6M: 10.79%
• 1Y: 37.08%
• 3Y*: 26.31%
• 5Y*: 15.03%
• 10Y*: 19.89%

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

Return for Risk

SSUMY vs. ITOCY — Risk / Return Rank

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

SSUMY

SSUMY Risk / Return Rank: 90
SSUMY Sharpe Ratio Rank: 92
SSUMY Sortino Ratio Rank: 91
SSUMY Omega Ratio Rank: 89
SSUMY Calmar Ratio Rank: 85
SSUMY Martin Ratio Rank: 91

ITOCY

ITOCY Risk / Return Rank: 79
ITOCY Sharpe Ratio Rank: 81
ITOCY Sortino Ratio Rank: 77
ITOCY Omega Ratio Rank: 74
ITOCY Calmar Ratio Rank: 80
ITOCY Martin Ratio Rank: 85

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.

SSUMY vs. ITOCY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sumitomo Corp ADR (SSUMY) and Itochu Corp ADR (ITOCY). 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.

	SSUMY	ITOCY	Difference
Sharpe ratio Return per unit of total volatility	2.21	1.28	+0.93
Sortino ratio Return per unit of downside risk	2.95	1.92	+1.03
Omega ratio Gain probability vs. loss probability	1.38	1.24	+0.14
Calmar ratio Return relative to maximum drawdown	2.93	2.27	+0.66
Martin ratio Return relative to average drawdown	11.02	7.64	+3.38
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SSUMY vs. ITOCY - Sharpe Ratio Comparison

The current SSUMY Sharpe Ratio is 2.21, which is higher than the ITOCY Sharpe Ratio of 1.28. The chart below compares the historical Sharpe Ratios of SSUMY and ITOCY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	SSUMY	ITOCY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.21	1.28	+0.93
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.87	0.58	+0.29
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.63	0.83	-0.21
Sharpe Ratio (All Time) Calculated using the full available price history	0.19	0.41	-0.22

Correlation

The correlation between SSUMY and ITOCY is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

SSUMY vs. ITOCY - Dividend Comparison

Neither SSUMY nor ITOCY has paid dividends to shareholders.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SSUMY Sumitomo Corp ADR	0.00%	1.27%	2.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	1.31%	3.94%	3.97%
ITOCY Itochu Corp ADR	0.00%	1.07%	1.35%	0.00%	0.00%	0.00%	0.00%	1.85%	3.93%	2.83%	3.68%	3.30%

Drawdowns

SSUMY vs. ITOCY - Drawdown Comparison

The maximum SSUMY drawdown since its inception was -68.39%, roughly equal to the maximum ITOCY drawdown of -69.11%. Use the drawdown chart below to compare losses from any high point for SSUMY and ITOCY.

Drawdown Indicators

	SSUMY	ITOCY	Difference
Max Drawdown Largest peak-to-trough decline	-68.39%	-69.11%	+0.72%
Max Drawdown (1Y) Largest decline over 1 year	-21.05%	-16.23%	-4.82%
Max Drawdown (5Y) Largest decline over 5 years	-32.33%	-30.18%	-2.15%
Max Drawdown (10Y) Largest decline over 10 years	-43.45%	-30.18%	-13.27%
Current Drawdown Current decline from peak	-15.03%	-13.03%	-2.00%
Average Drawdown Average peak-to-trough decline	-22.30%	-14.26%	-8.04%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.60%	4.82%	+0.78%

Volatility

SSUMY vs. ITOCY - Volatility Comparison

Sumitomo Corp ADR (SSUMY) and Itochu Corp ADR (ITOCY) have volatilities of 10.80% and 10.57%, 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.

Volatility by Period

	SSUMY	ITOCY	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.80%	10.57%	+0.23%
Volatility (6M) Calculated over the trailing 6-month period	21.26%	20.72%	+0.54%
Volatility (1Y) Calculated over the trailing 1-year period	28.94%	29.18%	-0.24%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	25.60%	26.07%	-0.47%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.54%	23.97%	+0.57%

Financials

SSUMY vs. ITOCY - Profitability Comparison

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

SSUMY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Sumitomo Corp ADR reported a gross profit of 386.87B and revenue of 1.88T. Therefore, the gross margin over that period was 20.6%.

ITOCY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Itochu Corp ADR reported a gross profit of 627.33B and revenue of 3.80T. Therefore, the gross margin over that period was 16.5%.

SSUMY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Sumitomo Corp ADR reported an operating income of 101.92B and revenue of 1.88T, resulting in an operating margin of 5.4%.

ITOCY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Itochu Corp ADR reported an operating income of 175.41B and revenue of 3.80T, resulting in an operating margin of 4.6%.

SSUMY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Sumitomo Corp ADR reported a net income of 109.16B and revenue of 1.88T, resulting in a net margin of 5.8%.

ITOCY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Itochu Corp ADR reported a net income of 208.72B and revenue of 3.80T, resulting in a net margin of 5.5%.