Sumitomo Mitsui Financial Group, Inc. (SMFG)

The Duckhorn Portfolio Statistics

Total Valuation

SMFG has a market cap or net worth of $103.37 billion.

Market Cap	103.37B
Enterprise Value	n/a

Important Dates

The last earnings date was Thursday, July 31, 2025, before market open.

Earnings Date	Jul 31, 2025
Ex-Dividend Date	Mar 31, 2025

Share Statistics

SMFG has 3.86 billion shares outstanding. The number of shares has decreased by -2.02% in one year.

Current Share Class	n/a
Shares Outstanding	3.86B
Shares Change (YoY)	-2.02%
Shares Change (QoQ)	-0.16%
Owned by Insiders (%)	n/a
Owned by Institutions (%)	n/a
Float	3.84B

Valuation Ratios

The trailing PE ratio is 30.84.

PE Ratio	30.84
Forward PE	n/a
PS Ratio	4.46
Forward PS	0.05
PB Ratio	1.02
P/TBV Ratio	1.11
P/FCF Ratio	n/a
P/OCF Ratio	n/a
PEG Ratio	n/a

Enterprise Valuation

EV / Earnings	n/a
EV / Sales	n/a
EV / EBITDA	n/a
EV / EBIT	n/a
EV / FCF	n/a

Financial Position

Current Ratio	n/a
Quick Ratio	n/a
Debt / Equity	n/a
Debt / EBITDA	n/a
Debt / FCF	n/a
Interest Coverage	n/a

Financial Efficiency

Return on equity (ROE) is 3.52%.

Return on Equity (ROE)	3.52%
Return on Assets (ROA)	0.17%
Return on Invested Capital (ROIC)	n/a
Return on Capital Employed (ROCE)	n/a
Revenue Per Employee	$188,575
Profits Per Employee	$27,256
Employee Count	123,000
Asset Turnover	n/a
Inventory Turnover	n/a

Taxes

In the past 12 months, SMFG has paid $660.18 million in taxes.

Income Tax	660.18M
Effective Tax Rate	15.42%

Stock Price Statistics

The stock price has increased by +33.44% in the last 52 weeks. The beta is 0.22, so SMFG's price volatility has been lower than the market average.

Beta (5Y)	0.22
52-Week Price Change	+33.44%
50-Day Moving Average	15.18
200-Day Moving Average	14.68
Relative Strength Index (RSI)	65.65
Average Volume (20 Days)	2,178,328

Short Selling Information

Short Interest	2.89M
Short Previous Month	2.98M
Short % of Shares Out	0.06%
Short % of Float	n/a
Short Ratio (days to cover)	1.46

Income Statement

In the last 12 months, SMFG had revenue of $23.19 billion and earned $3.35 billion in profits. Earnings per share was $0.86.

Revenue	23.19B
Gross Profit	23.19B
Operating Income	3.45B
Pretax Income	8.02B
Net Income	3.35B
EBITDA	n/a
EBIT	n/a
Earnings Per Share (EPS)	$0.86

Balance Sheet

The company has $707.50 billion in cash and $404.63 billion in debt, giving a net cash position of $302.87 billion or $78.54 per share.

Cash & Cash Equivalents	707.50B
Total Debt	404.63B
Net Cash	302.87B
Net Cash Per Share	$78.54
Equity (Book Value)	101.25B
Book Value Per Share	26.01
Working Capital	-848.35B

Cash Flow

Operating Cash Flow	n/a
Capital Expenditures	n/a
Free Cash Flow	n/a
FCF Per Share	n/a

Margins

Gross Margin	n/a
Operating Margin	14.85%
Pretax Margin	18.46%
Profit Margin	15.40%
EBITDA Margin	n/a
EBIT Margin	n/a
FCF Margin	n/a

Dividends & Yields

This stock pays an annual dividend of $0.39, which amounts to a dividend yield of 2.40%.

Dividend Per Share	$0.39
Dividend Yield	2.40%
Dividend Growth (YoY)	40.43%
Years of Dividend Growth	2
Payout Ratio	45.41%
Buyback Yield	2.02%
Shareholder Yield	4.41%
Earnings Yield	3.24%
FCF Yield	n/a

Analyst Forecast

Price Target	n/a
Price Target Difference	n/a
Analyst Consensus	n/a
Analyst Count	n/a
Revenue Growth Forecast (5Y)	n/a
EPS Growth Forecast (5Y)	n/a

Fair Value

There are several formulas that can be used to estimate the intrinsic value of a stock.

Lynch Fair Value
Lynch Upside
Graham Number
Graham Upside

Stock Splits

The last stock split was on November 1, 2010. It was a reverse split with a ratio of 1:2.

Last Split Date	Nov 1, 2010
Split Type	Reverse
Split Ratio	1:2

Scores

Altman Z-Score	n/a
Piotroski F-Score	2