Sumitomo Mitsui Financial Group stock
SMFGNYSESumitomo Mitsui Financial Group, Inc., Financial ServicesISIN US86562M2098
68Score 68 out of 100, Neutral
Price and trend
71 / 100
Price history
+50% in one yearThe chart shows daily closes over 20 years, adjusted for stock splits and without dividends. Click into the chart to set a price alert at that price.
Above the 200-day line: the price is 5.3% above it.
Since December 2022 the 50-day line has been above the 200-day line; the trend has turned up.
Normal: the price is neither overheated nor sold off (RSI 56).
The price is 10% below its 52-week high. Largest decline in 20 years: 78% (January 2007 to March 2020).
Chart figures for advanced users
- SMA 50$25.36
- Average price of the last 50 trading days, shows the short-term trend.
- SMA 200$23.51
- Average price of the last 200 trading days, shows the long-term trend.
- RSI (14)56
- Relative strength over the last 14 days on a scale from 0 to 100. Above 70 the price counts as overheated, below 30 as sharply fallen.
- MACDabove the signal line
- Compares a fast and a slow price average. Above its signal line momentum is rising, below it momentum is fading.
- Support$16.51
- The lowest closing price of the last twelve months.
- Resistance$27.56
- The highest closing price of the last twelve months.
Snapshot
Computed from the data by fixed rules, no AI
- Sumitomo Mitsui Financial Group, Inc. belongs to the Banks (Diversified) industry (Japan) and, with a market value of $155.18B, is number 14 of 33 companies in its industry on MEQIRI.
- American depositary receipt (ADR): 5 ADRs = 3 shares.
- In fiscal 2026 it reported revenue of $37.97B (up 19.3% year on year) and earnings of $10.54B (up 42.5%).
Show more
- MEQIRI Score 68 out of 100 (Neutral): rank 509 of 976 in Financial Services, median 68.
- The P/E is 15 (Banks (Diversified) median 11.8, own median of recent years 5.4).
- Our model puts fair value at $18.40, with the price 34% above it.
In plain words
The numbers on this page in plain words, written by an AI
Strengths
- Earnings per share growingUp 28.7% a year since 2021.Growth 89
- Consistently profitableProfit in all 10 fiscal years from 2017 to 2026.Fundamentals 80
- Growing faster than its industryRevenue up 14.7% a year since 2021, Banks (Diversified) median 7.4%.Growth 89
Weaknesses
- High leverageTotal assets 20.8 times equity.Stability 43
Its standout strengths are growth and fundamentals, while stability holds the score back.
Daily figure as of 12 Nov 2026
How the score is calculatedScore overview
The fundamentals are strong overall.
Score history
The full history of up to 20 years comes with MEQIRI Pro.
See plansCrash risk medium
How well MEQIRI warnsIn the middle among stocks ranked 101 to 1,000.
From 2016 to 2025, 13 in 100 such stocks fell 30% or more within a year, against a group average of 15 in 100.
What drives the risk
- high growth grade (crashed more often in the backtest)
What lowers it
- solid fundamentals
Valuation
Valuation signal
Modestly overvaluedIn our model the price counts as cheap below $14.16 and expensive above $26.29 (uncertainty medium, based on the price swings of the past year).
The two parts of the fair value come to $17.46 (excess return model) and $19.35 (industry comparison), and the gap between them shows how uncertain the estimate is. The price is above both.
Calculated with a cost of equity of 6.1%. At 7.1% the fair value would be $16.95, at 5.1% it would be $20.59.
Valuation metrics
Half from the excess return model, half from earnings times the industry P/E (11.8).
Calculate with your own assumptionsCompany performance
This shows several years of history with an automatic assessment.
Revenue
In fiscal 2026, revenue rose 19.3% on the prior year. Revenue has grown solidly since 2007, at about 6% per year.
Margins
- Operating margin
- Net margin
In fiscal 2026: operating 39%, net 28%. Banks and insurers have no gross margin, and their net margin is not comparable with other industries. The score leaves both out.
Debt & balance sheet
latest quarterFor banks and insurers, deposits and liabilities are the business. Debt to equity and the current ratio say little here, and the score does not rate them.
Earnings
- Next earnings
- 13 Nov 2026tomorrow
- Last reported
- 31 Jul 2026above expectations
Analyst estimates
- Earnings per share
- 297.45+21.0%
- Revenue
- $32.72B+0.1%
- Earnings per share
- 337.14+21.7%
- Revenue
- $36.15B+0.1%
MEQIRI has stored the estimates since 15 Oct 2026. Until 30 days are available, the card shows the change since that day. Mean estimate according to Financial Modeling Prep. No price target and no recommendation.
Insiders
Open-market purchases and sales by executives, board members and major holders
No open-market purchases in the last 6 months. One insider sold, $169,880 in total.
Sales say less than purchases: many insiders sell on a fixed plan, for taxes or to diversify.
- Anchi KazuyukiSale
12 Aug 2026, Sr. Mg. Corp. EO & Group CFO
- Shares
- 4,000
- Price
- $42.47
- Value
- $169,880
Shares and prices per ordinary share as filed with the SEC, not per depositary receipt (5 ADRs = 3 shares).
Source: Form 4 filings with the US Securities and Exchange Commission. Grants, option exercises, gifts and tax withholdings are hidden. Not a recommendation to buy.
What happened at Sumitomo Mitsui Financial Group
The key events of the last six months from our own data. A click takes you to the matching card.
Sector comparison
976 rated companies in Financial Services
- This company
- 68
- Sector median
- 68
Categories against the sector median
The median is the middle value: half of the companies in the sector lie above it, half below. Categories with too few comparable companies are left out.
Competitors in Banks (Diversified)
The next larger and next smaller companies by market value
- Mitsubishi UFJ Financial GroupMUFG $246.63B71
- Toronto-Dominion BankTD $209.97B70
- CitigroupC $208.35B65
- Banco SantanderSAN.MC $182.73B67
- UBS GroupUBSG.SW $150.44B68
- Banco Bilbao Vizcaya ArgentariaBBVA.MC $143.2B84
- Bank of MontrealBMO $120.84B66
- Bank of Nova ScotiaBNS $113.74B68
ETFs that hold Sumitomo Mitsui Financial Group
Held by 113 ETFs on Xetra. Shown per index: the ETF with the largest weight.
| ETF | Weight | Cost | Fund size |
|---|---|---|---|
| iShares MSCI Japan SRI UCITS ETF36B4 | 5.96% | 0.20% | €74.4M |
| Xtrackers MSCI Japan ESG UCITS ETF 1CXZMJ | 5.84% | 0.20% | €2.69B |
| UBS MSCI Japan Socially Responsible UCITS ETF JPY disFRCJ | 4.88% | 0.19% | €523.43M |
Show 5 more
| UBS MSCI Pacific Socially Responsible UCITS ETF USD disUIMT | 4.86% | 0.28% | €751.57M |
| WisdomTree Japan Equity UCITS ETF EUR Hedged AccWTIF | 4.33% | 0.45% | €892.19M |
| Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR Hedged EUR (D)JPNE | 4.31% | 0.20% | €500.27M |
| Amundi MSCI Japan ESG Broad Transition UCITS ETF EUR AccJ1GR | 3.20% | 0.15% | €1.31B |
| iShares MSCI Japan Screened UCITS ETFSGAJ | 3.08% | 0.15% | €1.94B |
Holdings as reported by the funds via FMP, excluding swap ETFs (their holdings are only collateral).
Data status and sources
- Score
- Daily value of 12 Nov 2026, recalculated nightly
- Price
- Closing price of 11 Nov 2026
- Latest annual report
- Fiscal year 2026, period end 31 Mar 2026
- Currency
- Amounts in US dollars, converted at the ECB reference rate of 11 Nov 2026 ($1 = ¥159.23)
- Source
- Financial statements, ratios and prices from Financial Modeling Prep (FMP), based on the company's reports. MEQIRI calculates the score and fair value from them.
Mandatory disclosures for this rating
- ; time horizon around 12 months
- Rated Neutral, published since 7 Nov 2026 (in the score history since 2 Oct 2026)
- Valuation signal Fairly valued since 7 Nov 2026
- End-of-day prices, metrics cached for up to 24 hours
- Score and fair value are estimates from a disclosed model. They are not facts and not a price target.
- Produced by SSM Ventures UG (haftungsbeschränkt), responsible person Sven Brostmeyer, Managing Director, automatically according to the disclosed model.
- Not investment advice. Losses up to and including a total loss are possible. Personal circumstances are not considered.