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Company Analysis Sumitomo Mitsui Trust Holdings, Inc.
1. Summary
Advantages
- The stock's return over the last year (14.38%) is higher than the sector average (-20.63%).
Disadvantages
- Price (4152 Β₯) is higher than fair price (1246.17 Β₯)
- Dividends (3.13%) are below the sector average (5%).
- Current debt level 23.31% has increased over 5 years from 21.67%.
- The company's current efficiency (ROE=2.68%) is lower than the sector average (ROE=7.82%)
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| Sumitomo Mitsui Trust Holdings, Inc. | Index | ||
|---|---|---|---|
| 7 days | 3% | 0% | 0.4% |
| 90 days | 8.9% | 1.3% | 14.3% |
| 1 year | 14.4% | -20.6% | 12.7% |
8309 vs Sector: Sumitomo Mitsui Trust Holdings, Inc. has outperformed the "" sector by 35.01% over the past year.
8309 vs Market: Sumitomo Mitsui Trust Holdings, Inc. has outperformed the market by 1.7% 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 0.2765% 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 (4152 Β₯) is higher than the fair price (1246.17 Β₯).
Price is higher than fair: The current price (4152 Β₯) is 70% 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 (76.98).
P/E vs Market: The company's P/E (30.84) is lower than that of the market as a whole (145.33).
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 (117.46).
P/BV vs Market: The company's P/BV (0.7786) is lower than that of the market as a whole (148.5).
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 (117.36).
P/S vs Market: The company's P/S indicator (2.38) is lower than that of the market as a whole (149.54).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (-18.97) is lower than that of the sector as a whole (124.31).
EV/Ebitda vs Market: The company's EV/Ebitda (-18.97) is lower than that of the market as a whole (147.75).
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 (-2.04%).
5.4. ROE
ROE vs Sector: The company's ROE (2.68%) is lower than that of the sector as a whole (7.82%).
ROE vs Market: The company's ROE (2.68%) is lower than that of the market as a whole (9.43%).
5.5. ROA
ROA vs Sector: The company's ROA (0.1093%) is lower than that of the sector as a whole (3.96%).
ROA vs Market: The company's ROA (0.1093%) is lower than that of the market as a whole (4.67%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (0.8228%) is lower than that of the sector as a whole (7.35%).
ROIC vs Market: The company's ROIC (0.8228%) is lower than that of the market as a whole (9%).
7. Dividends
7.1. Dividend yield vs Market
Low yield: The dividend yield of the company 3.13% is below the average for the sector '5%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 3.13% has been steadily paid over the past 7 years, DSI=0.93.
Weak dividend growth: The company's dividend yield 3.13% has been growing weakly or stagnant over the past 5 years. Growth over only 3 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (101.04%) are at an uncomfortable level.
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