Company Analysis Sumitomo Mitsui Trust Holdings, Inc.
1. Summary
Advantages
- The stock's return over the last year (17.82%) is higher than the sector average (0%).
- Current debt level 24.83% is below 100% and has decreased over 5 years from 39.97%.
Disadvantages
- Price (5.95 $) is higher than fair price (5.91 $)
- Dividends (2.83%) are below the sector average (4.68%).
- The company's current efficiency (ROE=8.32%) is lower than the sector average (ROE=100.53%)
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% | -12.9% | 0.6% |
| 90 days | 9.8% | -9.3% | 8.5% |
| 1 year | 17.8% | 0% | 16.7% |
SUTNY vs Sector: Sumitomo Mitsui Trust Holdings, Inc. has outperformed the "Financials" sector by 17.82% over the past year.
SUTNY vs Market: Sumitomo Mitsui Trust Holdings, Inc. has outperformed the market by 1.08% 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 0.3427% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (5.95 $) is higher than the fair price (5.91 $).
Price is higher than fair: The current price (5.95 $) is 0.7% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (0.0828) is lower than that of the sector as a whole (72.5).
P/E vs Market: The company's P/E (0.0828) is lower than that of the market as a whole (50.4).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (0.0069) is lower than that of the sector as a whole (12.33).
P/BV vs Market: The company's P/BV (0.0069) is lower than that of the market as a whole (6.85).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (0.0077) is lower than that of the sector as a whole (13.84).
P/S vs Market: The company's P/S indicator (0.0077) is lower than that of the market as a whole (15.61).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (-7.6) is lower than that of the sector as a whole (65.96).
EV/Ebitda vs Market: The company's EV/Ebitda (-7.6) is lower than that of the market as a whole (27.37).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Rising and has grown by 11.61% over the last 5 years.
Accelerating profitability: The return for the last year (225.3%) exceeds the average return for 5 years (11.61%).
Profitability vs Sector: The return for the last year (225.3%) exceeds the return for the sector (-1.24%).
5.4. ROE
ROE vs Sector: The company's ROE (8.32%) is lower than that of the sector as a whole (100.53%).
ROE vs Market: The company's ROE (8.32%) is lower than that of the market as a whole (51.72%).
5.5. ROA
ROA vs Sector: The company's ROA (0.3293%) is lower than that of the sector as a whole (84.73%).
ROA vs Market: The company's ROA (0.3293%) is lower than that of the market as a whole (36.04%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (0.7278%) is lower than that of the sector as a whole (11.09%).
ROIC vs Market: The company's ROIC (0.7278%) is lower than that of the market as a whole (10.91%).
7. Dividends
7.1. Dividend yield vs Market
Low yield: The dividend yield of the company 2.83% is below the average for the sector '4.68%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 2.83% has been steadily paid over the past 7 years, DSI=0.79.
Weak dividend growth: The company's dividend yield 2.83% has been growing weakly or stagnant over the past 5 years. Growth over only 1 year.
7.3. Payout percentage
Dividend Coverage: Current payments from income (35.66%) are at a comfortable level.
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