Company Analysis Sumitomo Mitsui Trust Holdings, Inc.
1. Summary
Advantages
- Dividends (4.26%) are higher than the sector average (4.04%).
- The stock's return over the last year (23.8%) is higher than the sector average (-0.1524%).
Disadvantages
- Price (3639 Β₯) is higher than fair price (955.76 Β₯)
- Current debt level 26.87% has increased over 5 years from 21.67%.
- The company's current efficiency (ROE=2.68%) is lower than the sector average (ROE=6.91%)
Similar companies
2. Share price and performance
2.1. Share price
2.2. News
2.3. Market efficiency
| Sumitomo Mitsui Trust Holdings, Inc. | Index | ||
|---|---|---|---|
| 7 days | -4.2% | -0% | -2% |
| 90 days | 4.5% | 16.3% | -1.9% |
| 1 year | 23.8% | -0.2% | 7.4% |
8309 vs Sector: Sumitomo Mitsui Trust Holdings, Inc. has outperformed the "" sector by 23.95% over the past year.
8309 vs Market: Sumitomo Mitsui Trust Holdings, Inc. has outperformed the market by 16.41% over the past year.
Stable price: 8309 is not significantly more volatile than the rest of the market on "Tokyo Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: 8309 with weekly volatility of 0.4576% 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 (3639 Β₯) is higher than the fair price (955.76 Β₯).
Price is higher than fair: The current price (3639 Β₯) is 73.7% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (30.84) is lower than that of the sector as a whole (118.28).
P/E vs Market: The company's P/E (30.84) is lower than that of the market as a whole (121.1).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (0.7786) is lower than that of the sector as a whole (99.03).
P/BV vs Market: The company's P/BV (0.7786) is lower than that of the market as a whole (88.19).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (2.38) is lower than that of the sector as a whole (98.9).
P/S vs Market: The company's P/S indicator (2.38) is lower than that of the market as a whole (88.15).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (5282.07) is higher than that of the sector as a whole (125.13).
EV/Ebitda vs Market: The company's EV/Ebitda (5282.07) is higher than that of the market as a whole (94.73).
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 (-0.3541%).
5.4. ROE
ROE vs Sector: The company's ROE (2.68%) is lower than that of the sector as a whole (6.91%).
ROE vs Market: The company's ROE (2.68%) is lower than that of the market as a whole (7.67%).
5.5. ROA
ROA vs Sector: The company's ROA (0.1093%) is lower than that of the sector as a whole (3.69%).
ROA vs Market: The company's ROA (0.1093%) is lower than that of the market as a whole (3.89%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (1.47%) is lower than that of the sector as a whole (6.77%).
ROIC vs Market: The company's ROIC (1.47%) is lower than that of the market as a whole (8.77%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 4.26% is higher than the average for the sector '4.04%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 4.26% has been steadily paid over the past 7 years, DSI=0.86.
Weak dividend growth: The company's dividend yield 4.26% has been growing weakly or stagnant over the past 5 years. Growth over only 2 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (101.04%) are at an uncomfortable level.
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