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Sumitomo Mitsui Financial Group, Inc.
NYSE: SMFG Financials Bank 🔎 Screen
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$170.0B
Market Cap
12.7
P/E
0.45
PEG
ROCE
9.1%
ROE
0.91
D/E
OPM
-1.0%
% from 52W High
85
α RS
🔍 SMFG is showing a high-conviction setup because it matches 5 of 39 tracked screener presets, RS Rating is 85, and it's within 1% of its 52-week high. Net: Broad signal stack, not a recommendation. ? Conviction RS Rating 52W High
Sources
Conviction 5/39 · RS Rating 85 · 1% from 52W high
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🌏 Global Investor Returns
Currency-adjusted total returns for SMFG including FX impact
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📈 Price History
Ratio Health
Excellent
Good
Average
Poor
By Category
📊 Sector Averages
About

Sumitomo Mitsui Financial Group, Inc., together with its subsidiaries, provides banking, leasing, securities, consumer finance, and other services in Japan, the Americas, Europe, the Middle East, Asia, and Oceania. It operates through Wholesale Business Unit, Retail Business Unit, Global Business Unit, and Global Markets Business Unit segments. The Wholesale Business Unit segment offers bilateral loans, syndicated loans, commitment lines, structured finance, project finance, and nonrecourse loans; deposits and investment trusts; risk hedging services, including forward exchange contracts and derivatives; stand-by credit, and performance bond and credit guarantee services; remittance, cash management, trade finance, and supply chain finance services; merger and acquisition, and other advisory services; digital services; and equipment, operating and leveraged leasing services. The Retail Business Unit segment provides wealth management services, such as time deposits and foreign currency deposits, investment trusts, equities, bonds, insurance products, and trust services; credit card, installment, and transaction services; and consumer finance and housing loans. The Global Business Unit segment offers loans, deposits, clearing, trade finance, project finance, loan syndication, derivatives, and global cash management services; equity and fixed income sales and trading, and underwriting services; and construction machinery, transportation equipment, industrial machinery, medical equipment, and other leasing services. The Global Markets Business Unit segment provides asset liability management and portfolio management, foreign currency funding, and sales and trading services. The company offers system development, data processing, management consulting, economic research, and asset management services. Sumitomo Mitsui Financial Group, Inc. was incorporated in 2002 and is headquartered in Tokyo, Japan.

Key Ratios Snapshot
📈 Growth Pattern
📊 Quick Scorecard
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⭐ Superinvestors Holding SMFG
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Manager Shares Value % of Fund Period
Jim Simons Renaissance Technologies LLC 1.75M $34.5M 0.05% Mar 2026
Steve Cohen Point72 Asset Management 159.1K $3.1M 0.00% Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

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📊 Analysis Methodology

This comprehensive investment analysis was conducted using The Finmagine™ Stock Analysis & Ranking Methodology, a proprietary framework that systematically evaluates stocks across five critical dimensions: Financial Health, Growth Prospects, Competitive Positioning, Management Quality, and Valuation.

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Financial Model
Projections are built from each company's audited annual financials (Income Statement, Balance Sheet, Cash Flow) over the last 5 fiscal years. Forward assumptions — revenue growth %, EBITDA margin, D&A (USD millions), interest expense, tax rate, and capex — are AI-generated using historical context and refreshed twice a year: after the December results season and after the September/Q4 results season.

DCF Valuation
Fair Value = Σ(FCFt / (1+WACC)t) + Terminal Value. Terminal Value uses the Gordon Growth Model: FCF5 × (1+g) / (WACC−g). Default WACC: 10% (US risk-free ~4.5%, equity risk premium ~5.5%). Default terminal growth: 3% (long-run US nominal GDP proxy).

CAGR Tracker
Expected 5-year CAGR = (DCF Fair Value / Current Price)1/5 − 1. Assumes fair value is reached in exactly 5 years — a mechanical estimate only.

Data Sources & Limitations
Financial statements sourced from public filings. Prices updated daily. Forward assumptions are AI-generated. All monetary values in USD millions. Non-US ADR companies may have currency conversion inaccuracies. Models are point-in-time and do not update intra-quarter or account for M&A, macro shocks, or extraordinary items.

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Investment Risk:
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Information Sources:
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