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SMFGSumitomo Mitsui Financial Group, Inc.
$25.85$100.1B
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Sumitomo Mitsui Financial Group, Inc. (SMFG) Financial Ratios

Latest Ratios: P/E Ratio 15.6x · EV/EBITDA 0.2x · ROE 10.9%. (2000–2026 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

SMFG Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Market Cap$100.1B$126.5B$60.4B$46.9B$32.8B$25.8B$29.8B$19.8B$29.5B$36.0B$29.8B
Enterprise Value$2.9B$-15265535912500$-17232478688760$-43840390474050$-46498350408000$-42641866884620$-42176418555750$-18149679043970$-33813426171020$-28977342903000$-21800764474750
P/E Ratio →15.620.080.050.050.040.040.060.030.040.050.04
P/S Ratio2.620.020.010.010.010.010.010.010.010.010.01
P/B Ratio1.640.010.000.000.000.000.000.000.000.000.00
P/FCF2.160.020.010.19—0.020.000.000.010.000.01
P/OCF2.100.020.010.07—0.020.000.000.010.000.01

P/E links to full P/E history page with 30-year chart

SMFG EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
EV / Revenue—-2.52-3.40-9.89-12.50-12.46-13.83-5.87-10.50-7.22-7.77
EV / EBITDA0.17-5.66-8.70-26.81-34.03-36.40-46.89-16.27-28.52-13.88-12.56
EV / EBIT0.20-6.39-10.14-32.66-42.33-45.87-62.74-20.42-30.09-26.13-22.26
EV / FCF—-2.08-3.74-174.68—-33.92-2.28-2.65-8.57-3.41-5.63

SMFG Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Gross Margin97.1%97.1%93.2%93.8%94.3%92.0%88.2%94.5%136.0%113.9%149.5%
Operating Margin39.5%39.5%33.6%30.3%29.5%27.2%22.0%28.7%27.7%44.4%51.0%
Net Profit Margin27.8%27.8%23.3%21.7%21.7%20.6%16.8%22.8%22.6%18.3%22.7%

Return on Capital

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
ROE10.9%10.9%7.9%7.0%6.4%5.9%4.5%6.3%6.3%6.2%5.7%
ROA0.5%0.5%0.4%0.3%0.3%0.3%0.2%0.3%0.4%0.4%0.3%
ROIC2.4%2.4%2.1%1.9%1.6%1.6%1.0%1.5%1.9%3.6%3.1%
ROCE1.3%1.3%1.9%0.7%0.4%0.4%0.5%0.7%0.5%0.9%0.8%

SMFG Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Debt / Equity3.673.673.932.313.612.632.554.042.062.132.15
Debt / EBITDA21.7621.7629.4320.9533.7827.4233.7639.0919.8811.8414.70
Net Debt / Equity—-0.96-1.17-2.97-3.64-3.50-3.55-1.68-2.96-2.50-1.84
Net Debt / EBITDA-5.71-5.71-8.73-26.84-34.05-36.42-46.93-16.29-28.54-13.90-12.58
Debt / FCF—-2.10-3.76-174.86—-33.94-2.28-2.66-8.57-3.42-5.64
Interest Coverage0.500.500.370.310.532.451.300.750.971.431.95

Net cash position: cash ($74.05T) exceeds total debt ($58.66T)

SMFG Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Current Ratio2.762.760.451.3114.8838.1211.050.5946.1627.0621.23
Quick Ratio2.762.760.451.3114.8838.1211.050.5946.1627.0621.23
Cash Ratio2.252.250.330.4115.4339.4911.510.3948.289.026.24
Asset Turnover—0.020.020.020.010.010.010.010.020.020.01
Inventory Turnover———————————
Days Sales Outstanding———————————

SMFG Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Dividend Yield2.2%100.0%100.0%100.0%100.0%100.0%100.0%100.0%100.0%100.0%100.0%
Payout Ratio34.1%34.1%35.0%36.1%37.4%38.8%52.1%36.3%33.8%29.8%32.3%

Total Shareholder Return Metrics

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Earnings Yield6.4%1326.8%1950.1%2030.8%2434.9%2712.1%1702.8%3524.4%2439.1%2019.9%2346.8%
FCF Yield46.3%5804.3%7618.9%534.7%—4874.1%61949.8%34577.4%13381.0%23599.4%12995.6%
Buyback Yield1.7%100.0%100.0%100.0%100.0%0.3%0.2%100.0%100.0%0.4%0.3%
Total Shareholder Yield3.9%100.0%100.0%100.0%100.0%100.0%100.0%100.0%100.0%100.0%100.0%
Shares Outstanding—$6.4B$3.9B$4.0B$4.1B$4.1B$4.1B$4.1B$4.2B$4.2B$4.1B

Key Metrics

Growth RegimeAccelerating
ProfitabilityModerate
Balance SheetAdequate
Cash FlowStable
Top Statement Risk

Overseas CRE exposure

Premium P/B Despite Japan Discount

SMFG trades at 1.59x P/B, a premium to domestic peers like MUFG (1.63x) and Mizuho (1.77x), but below global banks, as per recent market data, implying the market still prices in a Japan discount.

The P/B of 1.59x is above the peer average of roughly 1.4x, suggesting investors assign a modest premium for SMFG's efficiency and capital return discipline. However, the forward P/E of 0.09x is distorted by a data anomaly, likely a data error, and should be disregarded. The implied ROTCE from the P/B is around 10-11%, which is consistent with SMFG's reported ROE of 9.0% in 2026Q3, indicating the market is pricing in a stable, but not exceptional, return profile.

ROE Volatility Masks Underlying Strength

SMFG's ROE swung from 0.3% in 2025Q4 to 9.0% in 2026Q3, as per quarterly data, reflecting lumpy securities gains and provisions, but the 2027Q1 ROE of 3.2% suggests a more normalized, albeit moderate, profitability level.

DuPont decomposition shows that ROE is driven by a thin net margin (0.2% NIM) and high leverage (equity/assets of 5%), with non-interest income contributing 28.6% of revenue in 2027Q1. The efficiency ratio of 32.3% in 2027Q1 is strong, indicating good cost control, but the volatility in ROE (from 0.3% to 9.0%) suggests earnings quality is uneven, likely due to mark-to-market on securities and policy shareholdings. Investors should focus on core operating profitability, which appears stable but unspectacular.

NIM Stagnant Despite BOJ Hikes

SMFG's net interest margin has remained at 0.2% for ten consecutive quarters, as reported in financial statements, despite the Bank of Japan's rate hikes, suggesting that deposit beta and asset repricing are offsetting potential spread expansion.

The stagnant NIM indicates that the benefit of higher rates is being absorbed by increased funding costs or competitive pressures on loan yields. The efficiency ratio improved to 32.3% in 2027Q1 from 40.1% in 2026Q4, but this is volatile, with a range of 22.2% to 66.0% over the past ten quarters, reflecting unstable operating leverage. Management's cost discipline is evident, but the lack of NIM traction raises questions about the pace of rate pass-through.

Thin Equity Base Limits Flexibility

SMFG's equity-to-assets ratio has been constant at 5% for ten quarters, as per balance sheet data, indicating a thin capital base relative to its $325.3T asset size, which may constrain capital return capacity.

The stable 5% equity ratio is low compared to global peers, but typical for Japanese megabanks. With a CET1 ratio not disclosed, the equity ratio suggests limited buffer for unexpected losses. The bank's commitment to dividends and buybacks (e.g., $572.6B dividends in 2026Q4) is positive for shareholders, but the thin capital base could limit future increases. Regulatory minimums are likely met, but the margin of safety appears narrow.

Lumpy Provisions Signal Credit Risk

SMFG's loan loss provisions were zero in 2027Q1 and 2026Q4, but spiked to $218.9B in 2026Q3, as per income statement data, indicating a non-linear credit cost pattern that complicates earnings forecasts.

The lumpy provisioning suggests that credit costs are event-driven, possibly tied to specific sectors like overseas commercial real estate. The zero provisions in recent quarters may indicate either improving credit conditions or a delay in recognizing emerging risks. Given the elevated global interest rates and SMFG's exposure to overseas CRE, investors should monitor for potential impairment charges. The current reserve levels appear minimal, which may be inadequate if the CRE downturn deepens.

Efficiency Leader, ROE Laggard

SMFG's efficiency ratio of 32.3% in 2027Q1 is superior to MUFG's and Mizuho's, as per reported figures, but its ROE of 3.2% lags the peer average of ~10%, indicating that cost advantages are not translating into superior returns.

SMFG's cost leadership is evident, but its ROE is significantly below peers like MUFG (10.8%) and Mizuho (12.3%). This gap may be due to a higher proportion of low-yielding domestic assets and a slower pace of rate pass-through. The P/B of 1.59x is in line with MUFG (1.63x) and below Mizuho (1.77x), suggesting the market does not fully reward SMFG's efficiency. The structural gap in ROE may narrow if BOJ rate hikes eventually lift NIM, but the current data suggests SMFG is not yet realizing the benefits.

P/E Misleads on Earnings Quality

The P/E ratio for SMFG is often misapplied due to volatile provisions and securities gains, as per reported data, obscuring core earnings power; investors should use P/B and ROTCE for a clearer valuation picture.

SMFG's P/E of 15.2x appears reasonable, but it is distorted by lumpy items like the $218.9B provision in 2026Q3 and mark-to-market gains on policy shareholdings. The forward P/E of 0.09x is clearly a data error and should be ignored. A more reliable metric is P/B, which at 1.59x reflects the market's view of the franchise. Additionally, ROTCE, which adjusts for intangible assets, would provide a better measure of underlying profitability. Investors should focus on core pre-provision profit and normalized credit costs when assessing SMFG's earnings power.

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SMFG — Frequently Asked Questions

Quick answers to the most common questions about buying SMFG stock.

What is Sumitomo Mitsui Financial Group, Inc.'s P/E ratio?

Sumitomo Mitsui Financial Group, Inc.'s current P/E ratio is 15.6x. The historical average is 0.1x. This places it at the 100th percentile of its historical range.

What is Sumitomo Mitsui Financial Group, Inc.'s EV/EBITDA?

Sumitomo Mitsui Financial Group, Inc.'s current EV/EBITDA is 0.2x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 4.8x.

What is Sumitomo Mitsui Financial Group, Inc.'s ROE?

Sumitomo Mitsui Financial Group, Inc.'s return on equity (ROE) is 10.9%. The historical average is 6.7%.

Is SMFG stock overvalued?

Based on historical data, Sumitomo Mitsui Financial Group, Inc. is trading at a P/E of 15.6x. This is at the 100th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is Sumitomo Mitsui Financial Group, Inc.'s dividend yield?

Sumitomo Mitsui Financial Group, Inc.'s current dividend yield is 2.18% with a payout ratio of 34.1%.

What are Sumitomo Mitsui Financial Group, Inc.'s profit margins?

Sumitomo Mitsui Financial Group, Inc. has 97.1% gross margin and 39.5% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.

How much debt does Sumitomo Mitsui Financial Group, Inc. have?

Sumitomo Mitsui Financial Group, Inc.'s Debt/EBITDA ratio is 21.8x, indicating high leverage. A ratio above 4x may signal elevated financial risk.