Sumitomo Mitsui (Brazil) Performance
| S1MF34 Stock | BRL 77.70 6.30 8.82% |
The entity has a beta of 0.67, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Sumitomo Mitsui's returns are expected to increase less than the market. However, during the bear market, the loss of holding Sumitomo Mitsui is expected to be smaller as well. At this point, Sumitomo Mitsui Financial has a negative expected return of -0.12%. Please make sure to validate Sumitomo Mitsui's treynor ratio, skewness, and the relationship between the total risk alpha and potential upside , to decide if Sumitomo Mitsui Financial performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Sumitomo Mitsui Financial has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest weak performance, the Stock's primary indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the company investors. ...more
| Begin Period Cash Flow | 66.8 T | |
| Total Cashflows From Investing Activities | -2.7 T |
Sumitomo |
Sumitomo Mitsui Relative Risk vs. Return Landscape
If you would invest 8,563 in Sumitomo Mitsui Financial on January 13, 2025 and sell it today you would lose (793.00) from holding Sumitomo Mitsui Financial or give up 9.26% of portfolio value over 90 days. Sumitomo Mitsui Financial is generating negative expected returns and assumes 2.5022% volatility on return distribution over the 90 days horizon. Simply put, 22% of stocks are less volatile than Sumitomo, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Sumitomo Mitsui Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sumitomo Mitsui's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Sumitomo Mitsui Financial, and traders can use it to determine the average amount a Sumitomo Mitsui's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0492
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | S1MF34 |
Estimated Market Risk
| 2.5 actual daily | 22 78% of assets are more volatile |
Expected Return
| -0.12 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Sumitomo Mitsui is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Sumitomo Mitsui by adding Sumitomo Mitsui to a well-diversified portfolio.
Sumitomo Mitsui Fundamentals Growth
Sumitomo Stock prices reflect investors' perceptions of the future prospects and financial health of Sumitomo Mitsui, and Sumitomo Mitsui fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Sumitomo Stock performance.
| Return On Equity | 0.0531 | |||
| Return On Asset | 0.0026 | |||
| Profit Margin | 0.20 % | |||
| Operating Margin | 0.30 % | |||
| Shares Outstanding | 1.36 B | |||
| Price To Book | 0.1 X | |||
| Price To Sales | 0.08 X | |||
| Revenue | 3.42 T | |||
| Total Debt | 29.13 T | |||
| Book Value Per Share | 1,818 X | |||
| Cash Flow From Operations | (996.52 B) | |||
| Earnings Per Share | 24.65 X | |||
| Total Asset | 257.7 T | |||
About Sumitomo Mitsui Performance
By analyzing Sumitomo Mitsui's fundamental ratios, stakeholders can gain valuable insights into Sumitomo Mitsui's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Sumitomo Mitsui has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Sumitomo Mitsui has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about Sumitomo Mitsui Financial performance evaluation
Checking the ongoing alerts about Sumitomo Mitsui for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Sumitomo Mitsui Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Sumitomo Mitsui generated a negative expected return over the last 90 days | |
| Sumitomo Mitsui generates negative cash flow from operations |
- Analyzing Sumitomo Mitsui's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Sumitomo Mitsui's stock is overvalued or undervalued compared to its peers.
- Examining Sumitomo Mitsui's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Sumitomo Mitsui's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sumitomo Mitsui's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Sumitomo Mitsui's stock. These opinions can provide insight into Sumitomo Mitsui's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Sumitomo Stock analysis
When running Sumitomo Mitsui's price analysis, check to measure Sumitomo Mitsui's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Sumitomo Mitsui is operating at the current time. Most of Sumitomo Mitsui's value examination focuses on studying past and present price action to predict the probability of Sumitomo Mitsui's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Sumitomo Mitsui's price. Additionally, you may evaluate how the addition of Sumitomo Mitsui to your portfolios can decrease your overall portfolio volatility.
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