Company Analysis Sumitomo Mitsui Trust Holdings, Inc.
1. Summary
Advantages
- Price (5.26 $) is less than fair price (5.33 $)
- The stock's return over the last year (14.1%) is higher than the sector average (0%).
- Current debt level 26.88% is below 100% and has decreased over 5 years from 39.97%.
Disadvantages
- Dividends (6.63%) are below the sector average (6.87%).
- The company's current efficiency (ROE=2.68%) is lower than the sector average (ROE=131.94%)
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| Sumitomo Mitsui Trust Holdings, Inc. | Financials | Index | |
|---|---|---|---|
| 7 days | 1.2% | -1.6% | 1.6% |
| 90 days | 0.8% | -0.2% | 4.7% |
| 1 year | 14.1% | 0% | 12.2% |
SUTNY vs Sector: Sumitomo Mitsui Trust Holdings, Inc. has outperformed the "Financials" sector by 14.1% over the past year.
SUTNY vs Market: Sumitomo Mitsui Trust Holdings, Inc. has outperformed the market by 1.88% over the past year.
Stable price: SUTNY is not significantly more volatile than the rest of the market on "OTC" over the last 3 months, with typical variations of +/- 5% per week.
Long period: SUTNY with weekly volatility of 0.2711% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Below fair price: The current price (5.26 $) is lower than the fair price (5.33 $).
Price not significantly lower than the fair price: The current price (5.26 $) is slightly lower than the fair price by 1.3%.
4.2. P/E
P/E vs Sector: The company's P/E (30.05) is higher than that of the sector as a whole (19.22).
P/E vs Market: The company's P/E (30.05) is lower than that of the market as a whole (59.99).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (0.7585) is lower than that of the sector as a whole (1.82).
P/BV vs Market: The company's P/BV (0.7585) is lower than that of the market as a whole (3.41).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (1.96) is lower than that of the sector as a whole (3.23).
P/S vs Market: The company's P/S indicator (1.96) is lower than that of the market as a whole (3.65).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (5298.41) is higher than that of the sector as a whole (121.16).
EV/Ebitda vs Market: The company's EV/Ebitda (5298.41) is higher than that of the market as a whole (40.09).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Negative and has fallen by -10.28% over the last 5 years.
Accelerating profitability: The return for the last year (0%) exceeds the average return for 5 years (-10.28%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-9.08%).
5.4. ROE
ROE vs Sector: The company's ROE (2.68%) is lower than that of the sector as a whole (131.94%).
ROE vs Market: The company's ROE (2.68%) is lower than that of the market as a whole (41.13%).
5.5. ROA
ROA vs Sector: The company's ROA (0.1093%) is lower than that of the sector as a whole (118.35%).
ROA vs Market: The company's ROA (0.1093%) is lower than that of the market as a whole (29.31%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (1.29%) is lower than that of the sector as a whole (8.3%).
ROIC vs Market: The company's ROIC (1.29%) is lower than that of the market as a whole (11.01%).
7. Dividends
7.1. Dividend yield vs Market
Low yield: The dividend yield of the company 6.63% is below the average for the sector '6.87%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 6.63% has been steadily paid over the past 7 years, DSI=0.79.
Weak dividend growth: The company's dividend yield 6.63% has been growing weakly or stagnant over the past 5 years. Growth over only 0 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (101.04%) are at an uncomfortable level.
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