Loading stock…

Sumitomo Mitsui Trust Group, Inc. (8309) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated today

Sumitomo Mitsui Trust Group, Inc.

8309Market cap $30BPrice $10.7

Country🇯🇵Japan

SectorFinancials

IndustryBanks

Manages trust banking, asset management, and custody services across Japan's largest trust bank network. Controls roughly half of Japan's trust assets, quietly holding the keys to pensions, real estate, and inheritance transfers for millions of Japanese households and institutions.

In Bastion Portfolios?

52W Return+63%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+5%–

Revenue Forecast

Rev CAGR (1y)na–

Rev CAGR (3y)-10%–

Rev CAGR (5y)-4%1

Earnings Forecast

EPS Growth Y+1na–

EPS Growth Y+2na–

EPS Growth Y+3+15%8

Quality

Margins

EBIT Margin0%5

Net Income Margin21%8

Free Cash Flow Margin-103%1

Debt

Net Debt/EBITDAna–

Efficiency

ROE11%5

ROA0%2

Earnings Stability88

GEAR+

Not enough data to calculate the GEAR+ rating.

Value

Price Multiples

P/E Ratio (Forward)na–

P/E Ratio (Forward 3y)183

P/BV1.39

EV Multiples

EV/EBITDA Fwdna–

EV/EBIT Fwdna–

Yield

Free Cash Flow Yield0.0%8

Dividend Yieldna–

Momentum

Short term

1 month return-0%7

3 month return+5%8

YTD return+47%9

Mid term

Price vs 52wHigh94%9

1 year return+67%10

Long term

3 year return+170%9

5 year return+332%10

Risk Shield

Price Risk

Beta0.85

Volatility28%8

Free Cash Flow

Free Cash Flow Margin-103%1

Free Cash Flow Yield0.0%8

Quality

ROCE2%2

Earnings Stability88

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

8309Sumitomo Mitsui Trust Group

Revenue FY26$10.5B

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+5%–

Revenue, next 1Yna–

Revenue, next 3Y, CAGR-10%–

Revenue, next 5Y, CAGR-4%1

EARNINGS FORECAST▾SCORE

EPS growth, FY27Ena–

EPS growth, FY28Ena–

EPS growth, FY29E+15%8

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

None flagged.

WEAKNESSES

Growth is the weak spot here, trailing 100% of companies worldwide.

Revenue is set to shrink 10%/yr over the next 3 years, behind most of the market.1/10

Revenue grew 5%/yr over the last 3 years, but it is set to shrink 10%/yr from here.

Over five years revenue is set to shrink 4%/yr, behind 90% of companies worldwide.1/10

Earnings are set to fall along with revenue (EPS about 0%/yr vs revenue -10%/yr).

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business heading into decline. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY STRONG95 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-0%7

3-month return+5%8

YTD return+47%9

MID & LONG-TERM▾SCORE

% of 52-week high94%9

1-year return+67%10

3-year return+170%9

5-year return+332%10

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +170% over three years and +332% over five, ahead of 90% of the market.

It's up 67% over the past year, now 6% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+0%), over three months (+5%) and so far this year (+47%).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on SMT Group. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community

Loading charts…

02Growth

Is it actually growing, and how fast?

8309Sumitomo Mitsui Trust Group

Revenue FY26$10.5B

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+5%–

Revenue, next 1Yna–

Revenue, next 3Y, CAGR-10%–

Revenue, next 5Y, CAGR-4%1

EARNINGS FORECAST▾SCORE

EPS growth, FY27Ena–

EPS growth, FY28Ena–

EPS growth, FY29E+15%8

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

None flagged.

WEAKNESSES

Growth is the weak spot here, trailing 100% of companies worldwide.

Revenue is set to shrink 10%/yr over the next 3 years, behind most of the market.1/10

Revenue grew 5%/yr over the last 3 years, but it is set to shrink 10%/yr from here.

Over five years revenue is set to shrink 4%/yr, behind 90% of companies worldwide.1/10

Earnings are set to fall along with revenue (EPS about 0%/yr vs revenue -10%/yr).

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business heading into decline. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY STRONG95 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-0%7

3-month return+5%8

YTD return+47%9

MID & LONG-TERM▾SCORE

% of 52-week high94%9

1-year return+67%10

3-year return+170%9

5-year return+332%10

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +170% over three years and +332% over five, ahead of 90% of the market.

It's up 67% over the past year, now 6% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+0%), over three months (+5%) and so far this year (+47%).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on SMT Group. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community