Sumitomo Mitsui Trust Holdings, Inc. (8309) Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

Comparison

Company

Score

Quality

Valuation

Financial

Technical

The Chiba Bank, Ltd.

Sumitomo Mitsui Financial Group, Inc.

Mebuki Financial Group, Inc.

Seven Bank Ltd.

Mitsubishi UFJ Financial Group, Inc.

Sumitomo Mitsui Trust Holdings, Inc.

Mizuho Financial Group, Inc.

The Shiga Bank, Ltd.

The 77 Bank, Ltd.

Fukuoka Financial Group, Inc.

Kyushu Financial Group, Inc.

Why is Sumitomo Mitsui Trust Holdings, Inc. ?

Weak Capital Buffers- the bank has a low Capital Adequacy Ratio of 12.95% signifying inadequate buffers against its risk based assets

Poor long term growth as Net Interest Income (ex other income) has grown by an annual rate of 0%
Weak Capital Buffers- the bank has a low Capital Adequacy Ratio of 12.95% signifying inadequate buffers against its risk based assets
The bank has been able to generate a Return on Assets (avg) of 0.19% signifying low profitability per unit of total assets

Healthy long term growth as Net profit has grown by an annual rate of 9.60%

Flat results in Mar 26

ROCE(HY) Lowest at 0.4%
OPERATING PROFIT(Q) Lowest at JPY 36,388 MM
OPERATING PROFIT MARGIN(Q) Lowest at 10.73 %

With ROA of 0.28%, it has a very attractive valuation with a 1.08 Price to Book Value

The stock is trading at a premium compared to its peers' average historical valuations
Over the past year, while the stock has generated a return of 59.59%, its profits have risen by 225% ; the PEG ratio of the company is 0.1

Real-Time Research Report

Verdict Report

How much should you hold?

Overall Portfolio exposure to Sumitomo Mitsui Trust Holdings, Inc. should be less than 10%
Overall Portfolio exposure to Major Banks should be less than 30%

(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Major Banks)

When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock

Is Sumitomo Mitsui Trust Holdings, Inc. for you?

Low Risk, High Return

Absolute

Risk Adjusted

Volatility

Sumitomo Mitsui Trust Holdings, Inc.

59.88%

621.80

26.76%

Japan Nikkei 225

88.41%

3.25

27.24%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

18.80%

EBIT Growth (5y)

9.58%

EBIT to Interest (avg)

Debt to EBITDA (avg)

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

Dividend Payout Ratio

43.11%

Pledged Shares

Institutional Holding

0.00%

ROCE (avg)

ROE (avg)

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

1.08

EV to EBIT

6.88

EV to EBITDA

6.00

EV to Capital Employed

1.12

EV to Sales

2.01

PEG Ratio

0.06

Dividend Yield

ROCE (Latest)

16.35%

ROE (Latest)

7.74%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Bullish

RSI

No Signal

Bollinger Bands

Bullish

Moving Averages

Bullish (Daily)

KST

Bullish

Dow Theory

Bullish

OBV

No Trend

Mildly Bearish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

4What is working for the Company

ROCE(HY)

Highest at 0.4%

DIVIDEND PER SHARE(HY)

Highest at JPY 0

NET SALES(Q)

Highest at JPY 339,235 MM

-4What is not working for the Company

ROCE(HY)

Lowest at 0.4%

OPERATING PROFIT(Q)

Lowest at JPY 36,388 MM

OPERATING PROFIT MARGIN(Q)

Lowest at 10.73 %

Here's what is working for Sumitomo Mitsui Trust Holdings, Inc.

Net Sales

Highest at JPY 339,235 MM

in the last five periods

MOJO Watch

Near term sales trend is positive

Net Sales (JPY MM)

Dividend per share

Highest at JPY 0

in the last five years

MOJO Watch

Company is distributing higher dividend from profits generated

DPS (JPY)

Here's what is not working for Sumitomo Mitsui Trust Holdings, Inc.

Operating Profit

Lowest at JPY 36,388 MM

in the last five periods

MOJO Watch

Near term Operating Profit trend is negative

Operating Profit (JPY MM)

Operating Profit Margin

Lowest at 10.73 %

in the last five periods

MOJO Watch

Company's profit margin has deteriorated

Operating Profit to Sales

Non Operating Income

Highest at JPY 0.57 MM

in the last five periods

MOJO Watch

Increased income from non business activities may not be sustainable

Non Operating income