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Opening ETF evidence benchSynchronizing prices, risk metrics, holdings coverage, and source lineage

Company context

Sumitomo Mitsui Trust Group, Inc.

TSE:8309

Major Banks · benchmarked against Finance inside the JPJY constituent company universe.

Active tabFinancial reports

Current readGood

Last close6,826.00

1M return+4.37%

Open symbol page Watchlist context

OverviewVerdict, thesis map, and valuation setup.FundamentalsDrivers, trajectory, and business quality.Financial reportsStatement tables, sorting, filtering, and acceleration.Ex-ante forecastTarget price, dividend yield, and total return by horizon.FactorsCompany factor exposure, rank, and universe context.Market viewMomentum, catalysts, charts, and symbol packet.AttributionLarge-move causes, residuals, and research backlog.OwnershipSEC 13F holder flow, crowding, and manager changes.PeersPeer heatmap and closest comparables.

Tab scope

Raw financial statements

Financial reports

Source and lookbackStored financial report rows12 report snapshots; latest report Jun 25, 2:12 AM GMT+8.

Sample and caveat19 reported metrics across 4 sections.Use this tab for its stated job; heavier model packets stay on their own tabs.

Traditional statement tables

Financial reports

12 reports · latest Jun 25, 2:12 AM GMT+8

Distinct report rows12

Sections4

Metrics shown19of 28 tracked

Coverage68%

CompanySumitomo Mitsui Trust Group, Inc.

Overview scoring

Fundamental overview

54/100 blended · 84/100 confidence · benchmark Closest peers

Blended fundamental score: Earnings 48/100; Cash flow 70/100; Balance sheet 40/100; Valuation 65/100.

Broad comparison

Cohort scorecard

Coverage-adjusted score with thinner cohorts automatically down-weighted

Cohort scorecard: Closest peers 55/100; Major Banks 63/100; Finance 53/100; JPJY constituent company universe 51/100.

Selected company rank

Rank and percentile

Confidence-adjusted standing inside each cohort

Rank and percentile: Closest peers #6 of 13; Major Banks #2 of 4; Finance #13 of 28; JPJY constituent company universe #87 of 168.

Section scoring matrix

Earnings, cash flow, balance sheet, and valuation

Heatmap score by cohort and statement section

Section scoring matrix: Closest peers Earnings 47/100; Cash flow 71/100; Balance sheet 43/100; Valuation 66/100.

Sort byFilter metrics

Specialist report review

Quant, PM, and risk-manager reads

Deterministic review lanes from stored report metrics

Quant review

Favorable acceleration5/13

Current ratio has the largest second-order move at -124.11%. 5 metrics are accelerating favorably and 8 are decelerating.

Fundamental PM review

Growth and cash quality1/5

EPS TTM is 2.84 with -99.33% latest change. The PM lane checks revenue, EPS, cash flow, and margin confirmation together.

Risk manager review

Risk controls need review1 watch items

Current ratio is 1.21 with -54.57% latest change. The risk lane checks leverage, liquidity, and cash-yield deterioration.

Indexed report history

Financial report trend chart

First visible report = 100

Financial report trend chart: Total revenue 18.3B; Revenue quarter 1.2B; Operating income TTM 1.8B; Operating margin +9.91%.

Second order change

Acceleration chart

Favorable acceleration means the latest move improved versus the prior move

Acceleration chart: Total revenue -99.64%; Revenue quarter -100.43%; Operating income TTM -101.51%; Operating margin -18.22%.

PM / risk lens

Risk and quality radar

Directional score from change and acceleration

Risk and quality radar: Growth 13/100; Cash 50/100; Quality 61/100; Balance 44/100; Valuation 38/100.

Earnings

Metric trend table

8 of 10 metrics shown

Metric	Latest	Change	Acceleration	Trend	Samples
Total revenueRevenue	18.3B	-99.34%-2.8T	-99.64%-2.8T	decelerating	12
Revenue quarterRevenue	1.2B	-99.83%-684.9B	-100.43%-689.1B	decelerating	12
Revenue next quarterRevenue	1.3B	Need 2 reportsNeed 2 reports	Need 3 reportsNeed 3 reports	stable	1
Operating income TTMEarnings	1.8B	-99.45%-329.2B	-101.51%-335.9B	decelerating	12
Operating marginProfitability	+9.91%	-16.46%-1.95 pts	-18.22%-2.16 pts	decelerating	12
EPS TTMEarnings	2.84	-99.33%-419.83	-100.74%-425.73	decelerating	12
EPS next quarterEarnings	0.66	Need 2 reportsNeed 2 reports	Need 3 reportsNeed 3 reports	stable	1
Net marginQuality	+21.53%	+9.86%+1.93 pts	+8.94%+1.75 pts	accelerating	12

Historical statement rows

Earnings report history

12 dated rows

Snapshot date	Total revenue	Revenue quarter	Revenue next quarter	Operating income TTM	Operating margin	EPS TTM	EPS next quarter	Net margin
Jul 3, 2023	1.8T	487.7B	—	244.2B	+13.31%	222.65	—	+14.78%
Oct 2, 2023	1.9T	509.6B	—	190.6B	+9.79%	179.15	—	+12.50%
Jan 4, 2024	2T	529.8B	—	133.1B	+6.56%	129.61	—	+9.47%
Apr 1, 2024	2.1T	605.5B	—	106.3B	+4.98%	109.10	—	+7.89%
Jul 1, 2024	2.3T	638.6B	—	139.9B	+6.13%	151.20	—	+10.27%
Oct 7, 2024	2.4T	619.8B	—	204.3B	+8.53%	233.04	—	+14.84%
Jan 6, 2025	2.5T	677.9B	—	289.7B	+11.40%	355.71	—	+20.21%
Apr 7, 2025	2.7T	810.9B	—	321.2B	+11.69%	358.94	—	+17.39%
Jul 7, 2025	2.7T	611.8B	—	304.3B	+11.19%	394.31	—	+19.14%
Oct 6, 2025	2.8T	682B	—	324.3B	+11.66%	416.77	—	+19.42%
Jan 5, 2026	2.8T	686.1B	—	331B	+11.86%	422.67	—	+19.60%
Jun 25, 2026	18.3B	1.2B	1.3B	1.8B	+9.91%	2.84	0.66	+21.53%