Sumitomo Mitsui Financial Stock Beta
| SMFG Stock | USD 15.27 0.46 3.11% |
Sumitomo Mitsui Financial fundamentals help investors to digest information that contributes to Sumitomo Mitsui's financial success or failures. It also enables traders to predict the movement of Sumitomo Stock. The fundamental analysis module provides a way to measure Sumitomo Mitsui's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Sumitomo Mitsui stock.
Sumitomo | Beta |
Sumitomo Mitsui Financial Company Beta Analysis
Sumitomo Mitsui's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Current Sumitomo Mitsui Beta | 0.56 |
Most of Sumitomo Mitsui's fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Sumitomo Mitsui Financial is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Sumitomo Beta Driver Correlations
Understanding the fundamental principles of building solid financial models for Sumitomo Mitsui is extremely important. It helps to project a fair market value of Sumitomo Stock properly, considering its historical fundamentals such as Beta. Since Sumitomo Mitsui's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Sumitomo Mitsui's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Sumitomo Mitsui's interrelated accounts and indicators.
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In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
| Competition |
In accordance with the recently published financial statements, Sumitomo Mitsui Financial has a Beta of 0.561. This is 31.59% lower than that of the Banks sector and significantly higher than that of the Financials industry. The beta for all United States stocks is notably lower than that of the firm.
Sumitomo Beta Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Sumitomo Mitsui's direct or indirect competition against its Beta to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Sumitomo Mitsui could also be used in its relative valuation, which is a method of valuing Sumitomo Mitsui by comparing valuation metrics of similar companies.Sumitomo Mitsui is currently under evaluation in beta category among its peers.
Sumitomo Mitsui ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Sumitomo Mitsui's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Sumitomo Mitsui's managers, analysts, and investors.Environmental | Governance | Social |
Sumitomo Mitsui Institutional Holders
Institutional Holdings refers to the ownership stake in Sumitomo Mitsui that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Sumitomo Mitsui's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Sumitomo Mitsui's value.| Shares | Cowen And Company, Llc | 2024-09-30 | 1.6 M | American Century Companies Inc | 2024-09-30 | 1.4 M | Jpmorgan Chase & Co | 2024-09-30 | 1.4 M | Amvescap Plc. | 2024-09-30 | 1.4 M | Bank Of America Corp | 2024-06-30 | 1.2 M | Anderson Hoagland & Co | 2024-09-30 | 850.9 K | O'shaughnessy Asset Management Llc | 2024-09-30 | 607.1 K | Royal Bank Of Canada | 2024-09-30 | 593.5 K | Natixis Advisors, Llc. | 2024-06-30 | 588.7 K | Morgan Stanley - Brokerage Accounts | 2024-09-30 | 16.3 M | Goldman Sachs Group Inc | 2024-09-30 | 11.2 M |
As returns on the market increase, Sumitomo Mitsui's returns are expected to increase less than the market. However, during the bear market, the loss of holding Sumitomo Mitsui is expected to be smaller as well.
Sumitomo Fundamentals
| Return On Equity | 0.0714 | ||||
| Return On Asset | 0.0035 | ||||
| Profit Margin | 0.27 % | ||||
| Operating Margin | 0.40 % | ||||
| Current Valuation | (44.75 T) | ||||
| Shares Outstanding | 6.52 B | ||||
| Shares Owned By Institutions | 1.50 % | ||||
| Number Of Shares Shorted | 3.59 M | ||||
| Price To Earning | 141.39 X | ||||
| Price To Book | 1.01 X | ||||
| Price To Sales | 0.03 X | ||||
| Revenue | 4.43 T | ||||
| Gross Profit | 3.99 T | ||||
| EBITDA | 287.33 B | ||||
| Net Income | 962.95 B | ||||
| Cash And Equivalents | 92.95 T | ||||
| Total Debt | 34.26 T | ||||
| Debt To Equity | 18.37 % | ||||
| Book Value Per Share | 3,724 X | ||||
| Cash Flow From Operations | 642.86 B | ||||
| Short Ratio | 2.80 X | ||||
| Earnings Per Share | 1.18 X | ||||
| Price To Earnings To Growth | 1.11 X | ||||
| Target Price | 16.46 | ||||
| Number Of Employees | 120 K | ||||
| Beta | 0.56 | ||||
| Market Capitalization | 99.82 B | ||||
| Total Asset | 295.24 T | ||||
| Retained Earnings | 7.84 T | ||||
| Annual Yield | 0.02 % | ||||
| Five Year Return | 4.52 % | ||||
| Net Asset | 295.24 T |
About Sumitomo Mitsui Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Sumitomo Mitsui Financial's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Sumitomo Mitsui using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Sumitomo Mitsui Financial based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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When determining whether Sumitomo Mitsui Financial is a strong investment it is important to analyze Sumitomo Mitsui's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Sumitomo Mitsui's future performance. For an informed investment choice regarding Sumitomo Stock, refer to the following important reports:Check out Sumitomo Mitsui Piotroski F Score and Sumitomo Mitsui Altman Z Score analysis. You can also try the Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.
Is Diversified Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Sumitomo Mitsui. If investors know Sumitomo will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Sumitomo Mitsui listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.525 | Earnings Share 1.18 | Revenue Per Share 567.4788 | Quarterly Revenue Growth 0.183 | Return On Assets 0.0035 |
The market value of Sumitomo Mitsui Financial is measured differently than its book value, which is the value of Sumitomo that is recorded on the company's balance sheet. Investors also form their own opinion of Sumitomo Mitsui's value that differs from its market value or its book value, called intrinsic value, which is Sumitomo Mitsui's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Sumitomo Mitsui's market value can be influenced by many factors that don't directly affect Sumitomo Mitsui's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Sumitomo Mitsui's value and its price as these two are different measures arrived at by different means. Investors typically determine if Sumitomo Mitsui is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Sumitomo Mitsui's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.