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Sumitomo Mitsui Financial Group, Inc. (SMFG) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Sumitomo Mitsui Financial Group, Inc.

SMFGMarket cap $162BPrice $25.4

Country🇯🇵Japan

SectorFinancials

IndustryBanks

Operates Japan's second-largest banking empire through retail, corporate, and investment banking across 40 countries. Handles over $2 trillion in assets while financing everything from Tokyo mortgages to global infrastructure projects.

In Bastion Portfolios?

52W Return+61%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+1%–

Revenue Forecast

Rev CAGR (1y)na–

Rev CAGR (3y)+13%–

Rev CAGR (5y)+7%6

Earnings Forecast

EPS Growth Y+1na–

EPS Growth Y+2na–

EPS Growth Y+3+10%6

Quality

Margins

EBIT Margin0%4

Net Income Margin28%9

Free Cash Flow Margin-371%1

Debt

Net Debt/EBITDAna–

Efficiency

ROE8%4

ROA0%2

Earnings Stability77

GEAR+

Not enough data to calculate the GEAR+ rating.

Value

Price Multiples

P/E Ratio (Forward)na–

P/E Ratio (Forward 3y)183

P/BV1.68

EV Multiples

EV/EBITDA Fwdna–

EV/EBIT Fwdna–

Yield

Free Cash Flow Yield0.0%5

Dividend Yield1.8%5

Momentum

Short term

1 month return-5%5

3 month return+0%6

YTD return+33%9

Mid term

Price vs 52wHigh92%9

1 year return+58%9

Long term

3 year return+176%9

5 year return+313%10

Risk Shield

Price Risk

Beta1.13

Volatility30%7

Free Cash Flow

Free Cash Flow Margin-371%1

Free Cash Flow Yield0.0%5

Quality

ROCE3%2

Earnings Stability77

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

SMFGSumitomo Mitsui Financial Group

Revenue FY26$38.2B

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+1%–

Revenue, next 1Yna–

Revenue, next 3Y, CAGR+13%–

Revenue, next 5Y, CAGR+7%6

EARNINGS FORECAST▾SCORE

EPS growth, FY27Ena–

EPS growth, FY28Ena–

EPS growth, FY29E+10%6

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 0.9%/yr over the last 3 years and is set to grow 13%/yr from here.

WATCH

Revenue is set to grow 13%/yr over the next 3 years, a little ahead of the market.6/10

Over five years revenue is set to grow 7%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

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

Earnings are set to fall even as revenue grows (EPS about 0%/yr vs revenue 13%/yr).

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that's speeding up. The one thing to watch: earnings are forecast to fall.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY STRONG87 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-5%5

3-month return+0%6

YTD return+33%9

MID & LONG-TERM▾SCORE

% of 52-week high92%9

1-year return+58%9

3-year return+176%9

5-year return+313%10

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +176% over three years and +313% over five, ahead of 90% of the market.

It's up 58% over the past year, but 8% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming so far this year (+33%).

WATCH

Returns sit at the market level over the past month (-5%) and over three months (+0%).

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Compounder

Dependable multi-year returns and the stock sits near its highs. A reliable trend, if not the single hottest name in the market.

04Value

Are you paying a fair price for it?

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

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

SMFGSumitomo Mitsui Financial Group

Revenue FY26$38.2B

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+1%–

Revenue, next 1Yna–

Revenue, next 3Y, CAGR+13%–

Revenue, next 5Y, CAGR+7%6

EARNINGS FORECAST▾SCORE

EPS growth, FY27Ena–

EPS growth, FY28Ena–

EPS growth, FY29E+10%6

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 0.9%/yr over the last 3 years and is set to grow 13%/yr from here.

WATCH

Revenue is set to grow 13%/yr over the next 3 years, a little ahead of the market.6/10

Over five years revenue is set to grow 7%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

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

Earnings are set to fall even as revenue grows (EPS about 0%/yr vs revenue 13%/yr).

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that's speeding up. The one thing to watch: earnings are forecast to fall.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY STRONG87 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-5%5

3-month return+0%6

YTD return+33%9

MID & LONG-TERM▾SCORE

% of 52-week high92%9

1-year return+58%9

3-year return+176%9

5-year return+313%10

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +176% over three years and +313% over five, ahead of 90% of the market.

It's up 58% over the past year, but 8% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming so far this year (+33%).

WATCH

Returns sit at the market level over the past month (-5%) and over three months (+0%).

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Compounder

Dependable multi-year returns and the stock sits near its highs. A reliable trend, if not the single hottest name in the market.

04Value

Are you paying a fair price for it?

Stop guessing on SMBC 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