Sumitomo Mitsui Financial Stock Buy Hold or Sell Recommendation
| SMFG Stock | USD 15.27 0.46 3.11% |
Given the investment horizon of 90 days and your slightly conservative level of risk, our recommendation regarding Sumitomo Mitsui Financial is 'Sell'. Macroaxis provides Sumitomo Mitsui buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SMFG positions.
Check out Sumitomo Mitsui Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual companies such as Sumitomo and provide practical buy, sell, or hold advice based on investors' constraints. Sumitomo Mitsui Financial. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in census.
Sumitomo |
Execute Sumitomo Mitsui Buy or Sell Advice
The Sumitomo recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Sumitomo Mitsui Financial. Macroaxis does not own or have any residual interests in Sumitomo Mitsui Financial or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Sumitomo Mitsui's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Sell
Market Performance | Modest | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Frail | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Sumitomo Mitsui Trading Alerts and Improvement Suggestions
| Sumitomo Mitsui has a frail financial position based on the latest SEC disclosures | |
| Latest headline from gurufocus.com: Sumitomo Mitsui Financial Group Inc Trading 3.84 percent Higher on Nov 29 |
Sumitomo Mitsui Returns Distribution Density
The distribution of Sumitomo Mitsui's historical returns is an attempt to chart the uncertainty of Sumitomo Mitsui's future price movements. The chart of the probability distribution of Sumitomo Mitsui daily returns describes the distribution of returns around its average expected value. We use Sumitomo Mitsui Financial price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Sumitomo Mitsui returns is essential to provide solid investment advice for Sumitomo Mitsui.
| Mean Return | 0.19 | Value At Risk | -2.92 | Potential Upside | 3.78 | Standard Deviation | 2.04 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Sumitomo Mitsui historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Sumitomo Stock Institutional Investors
| 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 |
Sumitomo Mitsui Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | 3.0T | 10.7T | (979.1B) | 32.2B | 516.1B | 490.3B | |
| Free Cash Flow | 6.8T | 18.5T | 1.3T | (6.2T) | 4.5T | 3.6T | |
| Other Non Cash Items | 57.7B | (1.2T) | (1.4T) | (1.2T) | (71.5B) | (67.9B) | |
| Dividends Paid | 255.8B | 267.1B | 274.1B | 301.6B | 348.0B | 365.4B | |
| Capital Expenditures | 250.8B | 324.7B | 288.2B | 299.1B | 391.9B | 405.8B | |
| Net Income | 888.6B | 672.2B | 929.6B | 1.1T | 962.9B | 851.6B | |
| End Period Cash Flow | 56.1T | 66.8T | 65.8T | 65.9T | 66.4T | 69.7T | |
| Depreciation | 226.7B | 227.2B | 241.9B | 267.9B | 293.1B | 213.5B | |
| Investments | (3.0T) | (7.4T) | (2.4T) | 5.9T | (918.9B) | (873.0B) | |
| Net Borrowings | (34.7B) | (66.7B) | (294.5B) | (211.0B) | (242.7B) | (254.8B) | |
| Change To Netincome | 55.7B | 1.1T | (714.3B) | (1.1T) | (970.2B) | (921.7B) |
Sumitomo Mitsui Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Sumitomo Mitsui or Banks sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Sumitomo Mitsui's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Sumitomo stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.03 | |
β | Beta against Dow Jones | 1.18 | |
σ | Overall volatility | 2.10 | |
Ir | Information ratio | 0.02 |
Sumitomo Mitsui Volatility Alert
Sumitomo Mitsui Financial currently demonstrates below-average downside deviation. It has Information Ratio of 0.02 and Jensen Alpha of 0.03. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Sumitomo Mitsui's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Sumitomo Mitsui's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Sumitomo Mitsui Fundamentals Vs Peers
Comparing Sumitomo Mitsui's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Sumitomo Mitsui's direct or indirect competition across all of the common fundamentals between Sumitomo Mitsui and the related equities. This way, we can detect undervalued stocks with similar characteristics as Sumitomo Mitsui or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Sumitomo Mitsui's fundamental indicators could also be used in its relative valuation, which is a method of valuing Sumitomo Mitsui by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Sumitomo Mitsui to competition |
| Fundamentals | Sumitomo Mitsui | Peer Average |
| Return On Equity | 0.0714 | -0.31 |
| Return On Asset | 0.0035 | -0.14 |
| Profit Margin | 0.27 % | (1.27) % |
| Operating Margin | 0.40 % | (5.51) % |
| Current Valuation | (44.75 T) | 16.62 B |
| Shares Outstanding | 6.52 B | 571.82 M |
| Shares Owned By Institutions | 1.50 % | 39.21 % |
| Number Of Shares Shorted | 3.59 M | 4.71 M |
| Price To Earning | 141.39 X | 28.72 X |
| Price To Book | 0.99 X | 9.51 X |
| Price To Sales | 0.03 X | 11.42 X |
| Revenue | 4.43 T | 9.43 B |
| Gross Profit | 3.99 T | 27.38 B |
| EBITDA | 287.33 B | 3.9 B |
| Net Income | 962.95 B | 570.98 M |
| Cash And Equivalents | 92.95 T | 2.7 B |
| Total Debt | 34.26 T | 5.32 B |
| Debt To Equity | 18.37 % | 48.70 % |
| Book Value Per Share | 3,724 X | 1.93 K |
| Cash Flow From Operations | 642.86 B | 971.22 M |
| Short Ratio | 2.80 X | 4.00 X |
| Earnings Per Share | 1.17 X | 3.12 X |
| Price To Earnings To Growth | 1.16 X | 4.89 X |
| Target Price | 16.46 | |
| Number Of Employees | 120 K | 18.84 K |
| Beta | 0.56 | -0.15 |
| Market Capitalization | 96.62 B | 19.03 B |
| Total Asset | 295.24 T | 29.47 B |
| Retained Earnings | 7.84 T | 9.33 B |
| Annual Yield | 0.02 % | |
| Five Year Return | 4.52 % | |
| Net Asset | 295.24 T |
Sumitomo Mitsui Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Sumitomo . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 16035.42 | |||
| Daily Balance Of Power | 2.555556 | |||
| Rate Of Daily Change | 1.03 | |||
| Day Median Price | 15.27 | |||
| Day Typical Price | 15.27 | |||
| Price Action Indicator | 0.23 | |||
| Period Momentum Indicator | 0.46 |
About Sumitomo Mitsui Buy or Sell Advice
When is the right time to buy or sell Sumitomo Mitsui Financial? Buying financial instruments such as Sumitomo Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Check out Sumitomo Mitsui Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.
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 1.17 | 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.