ScoreComparison
Company
Score
Quality
Valuation
Financial
Technical
Why is Sumitomo Mitsui Trust Holdings, Inc. ?
1
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 0.20% signifying low profitability per unit of total assets
2
Healthy long term growth as Net profit has grown by an annual rate of 9.60%
3
The company has declared Positive results for the last 4 consecutive quarters
- ROCE(HY) Highest at 0.37%
- NET SALES(Q) Highest at JPY 321,875 MM
- OPERATING PROFIT(Q) Highest at JPY 99,274 MM
4
With ROA of 0.30%, it has a very attractive valuation with a 0.89 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 24.76%, its profits have risen by 225% ; the PEG ratio of the company is 0.1
Real-Time Research ReportHow 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.
24.76%
446.03
30.62%
Japan Nikkei 225
36.73%
1.30
28.24%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
18.80%
EBIT Growth (5y)
3.51%
EBIT to Interest (avg)
0
Debt to EBITDA (avg)
0
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
0
Dividend Payout Ratio
43.11%
Pledged Shares
0
Institutional Holding
0.00%
ROCE (avg)
0
ROE (avg)
0
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
11
Industry P/E
Price to Book Value
0.89
EV to EBIT
-6.30
EV to EBITDA
-5.27
EV to Capital Employed
1.26
EV to Sales
-1.38
PEG Ratio
0.05
Dividend Yield
NA
ROCE (Latest)
-19.96%
ROE (Latest)
8.32%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Bearish
Mildly Bullish
Moving Averages
Mildly Bullish (Daily)
KST
Mildly Bearish
Bullish
Dow Theory
Mildly Bearish
Mildly Bullish
OBV
No Trend
No Trend
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend7What is working for the Company
ROCE(HY)
Highest at 0.37%
NET SALES(Q)
Highest at JPY 321,875 MM
OPERATING PROFIT(Q)
Highest at JPY 99,274 MM
PRE-TAX PROFIT(Q)
Highest at JPY 132,672 MM
NET PROFIT(Q)
Highest at JPY 96,017.02 MM
EPS(Q)
Highest at JPY 135.75
-2What is not working for the Company
ROCE(HY)
Lowest at 0.37%
Here's what is working for Sumitomo Mitsui Trust Holdings, Inc.
Net Sales
Highest at JPY 321,875 MM
in the last five periodsMOJO Watch
Near term sales trend is positive
Net Sales (JPY MM)
Operating Profit
Highest at JPY 99,274 MM
in the last five periodsMOJO Watch
Near term Operating Profit trend is positive
Operating Profit (JPY MM)
Pre-Tax Profit
Highest at JPY 132,672 MM
in the last five periodsMOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (JPY MM)
Net Profit
Highest at JPY 96,017.02 MM
in the last five periodsMOJO Watch
Near term Net Profit trend is positive
Net Profit (JPY MM)
EPS
Highest at JPY 135.75
in the last five periodsMOJO Watch
Increasing profitability; company has created higher earnings for shareholders
EPS (JPY)
Depreciation
Highest at JPY 14,354 MM
in the last five periodsMOJO Watch
The expenditure on assets done by the company may have gone into operation
Depreciation (JPY MM)
Here's what is not working for Sumitomo Mitsui Trust Holdings, Inc.
Capital Adequacy Ratio
Lowest at 12.71%
in the last five periodsMOJO Watch
The Bank's capital base vs its risk assets is deteriorating.
CAR (%)
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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