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Sumitomo Mitsui Financial (SMFG)
NYSE:SMFG
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Sumitomo Mitsui (SMFG) AI Stock Analysis

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SMFG

Sumitomo Mitsui

(NYSE:SMFG)

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Outperform 70 (OpenAI - 5.2)
Rating:70Outperform
Price Target:
$29.00
â–²(62.56% Upside)
Action:Reiterated
Date:05/15/26
The score is driven primarily by decent but risk-moderated fundamentals (revenue volatility, high/variable leverage, and uneven cash flows), supported by constructive technical trend signals. A very low P/E and a solid dividend yield materially lift the overall attractiveness.
Positive Factors
Diversified global banking model
SMFG's business spans commercial and retail banking, investment banking, leasing, securities, consumer finance and asset management. This diversified revenue mix reduces concentration risk, supports cross-sell, and stabilizes earnings over multi-month horizons despite cyclical shocks.
Negative Factors
Elevated, volatile leverage
Leverage that doubled recently increases sensitivity to interest rates and funding shocks and constrains strategic flexibility. High and variable debt-to-equity elevates regulatory and refinancing risk, making capital management and dividend consistency harder to sustain over months.
Read all positive and negative factors
Positive Factors
Negative Factors
Diversified global banking model
SMFG's business spans commercial and retail banking, investment banking, leasing, securities, consumer finance and asset management. This diversified revenue mix reduces concentration risk, supports cross-sell, and stabilizes earnings over multi-month horizons despite cyclical shocks.
Read all positive factors

Sumitomo Mitsui (SMFG) vs. SPDR S&P 500 ETF (SPY)

Sumitomo Mitsui Business Overview & Revenue Model

Company Description
Sumitomo Mitsui Financial Group, Inc., established in Tokyo, Japan, in 2002, is a global financial powerhouse offering a wide array of banking and financial services. Its extensive operations reach across Japan, the Americas, Europe, the Middle Ea...
How the Company Makes Money
SMFG makes money primarily by earning interest income and fee-based income across its banking and non-banking financial subsidiaries. (1) Net interest income: Through SMBC and related entities, SMFG takes deposits and other funding and lends to co...

Sumitomo Mitsui Financial Statement Overview

Summary
Profitability and equity have improved over the multi-year period (ROE ~8% in 2025), but the latest year’s sharp revenue drop (~-29%) raises durability risk. Balance-sheet risk is elevated due to high/volatile leverage (debt-to-equity up to ~4.0x), and cash flows have been notably inconsistent despite a strong recent rebound.
Income Statement
72
Positive
Balance Sheet
63
Positive
Cash Flow
58
Neutral
BreakdownMar 2026Mar 2026Mar 2025Mar 2024Mar 2023
Income Statement
Total Revenue10.82T9.66T8.77T5.78T3.80T
Gross Profit5.87T4.72T4.16T3.51T3.15T
EBITDA2.70T1.98T1.64T1.37T1.17T
Net Income1.68T1.18T962.95B805.84B706.63B
Balance Sheet
Total Assets10.00T>10.00T>10.00T>10.00T>10.00T>
Cash, Cash Equivalents and Short-Term Investments90.83T10.00T>10.00T>75.91T74.79T
Total Debt58.66T58.30T34.26T46.16T32.12T
Total Liabilities10.00T>10.00T>10.00T>10.00T>10.00T>
Stockholders Equity15.85T14.70T14.66T12.68T12.10T
Cash Flow
Free Cash Flow7.34T4.60T250.98B-6.19T1.26T
Operating Cash Flow7.54T4.97T642.86B-5.90T1.55T
Investing Cash Flow-21.91T-4.51T-918.90B5.93T-2.41T
Financing Cash Flow6.83T-480.15B280.69B-357.78B-485.34B

Sumitomo Mitsui Technical Analysis

Technical Analysis Sentiment
Positive
Last Price17.84
Price Trends
50DMA
23.53
Positive
100DMA
22.07
Positive
200DMA
20.41
Positive
Market Momentum
MACD
0.77
Negative
RSI
63.68
Neutral
STOCH
77.12
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SMFG, the sentiment is Positive. The current price of 17.84 is below the 20-day moving average (MA) of 24.89, below the 50-day MA of 23.53, and below the 200-day MA of 20.41, indicating a bullish trend. The MACD of 0.77 indicates Negative momentum. The RSI at 63.68 is Neutral, neither overbought nor oversold. The STOCH value of 77.12 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SMFG.

Sumitomo Mitsui Risk Analysis

Sumitomo Mitsui disclosed 30 risk factors in its most recent earnings report. Sumitomo Mitsui reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Sumitomo Mitsui Peers Comparison

Overall Rating
UnderperformOutperform
Sector (68)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
73
Outperform
$345.69B16.4912.07%4.14%-6.12%12.49%
70
Outperform
$165.18B16.7810.37%2.54%6.47%39.11%
69
Neutral
$269.51B12.5612.04%1.80%4.63%18.04%
68
Neutral
$249.81B16.6811.49%2.48%4.63%34.99%
68
Neutral
$18.00B11.429.92%3.81%9.73%1.22%
64
Neutral
$200.50B10.9615.73%1.85%-14.46%36.76%
63
Neutral
$225.87B13.977.53%1.94%3.91%37.25%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SMFG
Sumitomo Mitsui
25.85
11.32
77.91%
C
Citigroup
131.71
40.33
44.14%
HSBC
HSBC Holdings
100.52
40.62
67.82%
MUFG
Mitsubishi UFJ
22.13
8.84
66.52%
WFC
Wells Fargo
88.07
9.16
11.61%
SAN
Banco Santander SA
13.62
5.33
64.35%

Sumitomo Mitsui Corporate Events

Sumitomo Mitsui Financial Group Details New Senior Callable U.S. Dollar Notes in July SEC Filing
Jul 7, 2026
Sumitomo Mitsui Financial Group, Inc., the Japanese banking and financial services group, has filed a Form 6-K for July 2026 with the U.S. Securities and Exchange Commission, detailing documentation tied to its shelf registration on Form F-3. The ...
Sumitomo Mitsui Financial Group Approves Dividend, Two-for-One Stock Split and Board Slate at 24th AGM
Jun 26, 2026
Sumitomo Mitsui Financial Group held its 24th Ordinary General Meeting of Shareholders on June 26, 2026, reporting business and financial results for the fiscal year from April 1, 2025 to March 31, 2026. The consolidated and non-consolidated finan...
Sumitomo Mitsui Files June 2026 Form 6-K with Audited Japanese GAAP Results
Jun 25, 2026
Sumitomo Mitsui Financial Group, Inc. has filed a Form 6-K for June 2026 with the U.S. Securities and Exchange Commission, incorporating its latest Japanese GAAP consolidated financial statements into an existing shelf registration on Form F-3. Th...
Sumitomo Mitsui Financial Group Calls 24th Ordinary General Meeting for June 26, 2026
May 29, 2026
Sumitomo Mitsui Financial Group, Inc., the Japanese banking and financial services group, has issued notice convening its 24th Ordinary General Meeting of Shareholders. The meeting will be held at the company’s head office in Tokyo at 10:00 ...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: May 15, 2026