Company context

Sumitomo Mitsui Trust Group, Inc.

TSE:8309

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

Active tabPeers

Current readGood

Last close6,826.00

1M return+4.37%

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

Relative comparables

Peers

Source and lookbackPeer fundamentals and stored return summaries5839 stored daily bars; peer return rows use each peer's stored price summary where available.

Sample and caveat12 closest comparables from industry, sector, and market peer pools.Use this tab for its stated job; heavier model packets stay on their own tabs.

Peer return matrix

Cumulative returns across peer horizons

Stored daily closes, when available

TSE:8309 1W +1.88%, 1M +4.37%, 3M +21.11%, 6M +27.33%, 1Y +69.93%, 3Y +156.04%; TSE:8411 1W +1.14%, 1M +4.16%, 3M +22.22%, 6M +20.04%, 1Y +94.66%, 3Y +286.07%; TSE:8316 1W +0.64%, 1M +4.04%, 3M +24.67%, 6M +25.15%, 1Y +84.15%, 3Y +242.34%; TSE:8306 1W +0.80%, 1M +8.55%, 3M +27.15%, 6M +27.04%, 1Y +75.11%, 3Y +245.91%; TSE:8830 1W -0.81%, 1M -1.68%, 3M -14.12%, 6M -17.59%, 1Y +38.04%, 3Y +115.08%; TSE:8593 1W +1.87%, 1M +5.54%, 3M -5.15%, 6M +1.13%, 1Y +28.11%, 3Y +78.16%; TSE:8601 1W -1.65%, 1M +7.65%, 3M +24.80%, 6M +18.24%, 1Y +75.08%, 3Y +155.01%; TSE:8801 1W +0.36%, 1M -0.06%, 3M +1.73%, 6M -17.25%, 1Y +15.06%, 3Y +64.93%; TSE:8308 1W -1.34%, 1M +1.73%, 3M +13.46%, 6M +18.10%, 1Y +69.53%, 3Y +224.24%; TSE:8604 1W -0.59%, 1M +7.35%, 3M +26.44%, 6M +18.57%, 1Y +59.08%, 3Y +195.00%; TSE:8802 1W +0.17%, 1M -0.73%, 3M -2.27%, 6M +0.96%, 1Y +49.80%, 3Y +146.68%

Company1W1M

3M

6M

1Y

3Y

TSE:8309+1.88%+4.37%+21.11%+27.33%+69.93%+156.04%

TSE:8411+1.14%+4.16%+22.22%+20.04%+94.66%+286.07%

TSE:8316+0.64%+4.04%+24.67%+25.15%+84.15%+242.34%

TSE:8306+0.80%+8.55%+27.15%+27.04%+75.11%+245.91%

TSE:8830-0.81%-1.68%-14.12%-17.59%+38.04%+115.08%

TSE:8593+1.87%+5.54%-5.15%+1.13%+28.11%+78.16%

TSE:8601-1.65%+7.65%+24.80%+18.24%+75.08%+155.01%

TSE:8801+0.36%-0.06%+1.73%-17.25%+15.06%+64.93%

TSE:8308-1.34%+1.73%+13.46%+18.10%+69.53%+224.24%

TSE:8604-0.59%+7.35%+26.44%+18.57%+59.08%+195.00%

TSE:8802+0.17%-0.73%-2.27%+0.96%+49.80%+146.68%

Peer scorecard analytics

Different ways to compare this peer set

11 companies including target

Return leadership

TSE:8411+94.66% 1Y · +286.07% 3Y

TSE:8316+84.15% 1Y · +242.34% 3Y

TSE:8306+75.11% 1Y · +245.91% 3Y

TSE:8601+75.08% 1Y · +155.01% 3Y

Risk and quality spread

TSE:8601GM +56.62% · ROE +10.26%

TSE:8604GM +39.46% · ROE +10.09%

TSE:8830GM +36.31% · ROE +9.16%

TSE:8802GM +26.04% · ROE +8.47%

Valuation screen

TSE:8593P/E 12.74 · FCF yield n/a

TSE:8604P/E 13.46 · FCF yield n/a

TSE:8601P/E 14.92 · FCF yield n/a

TSE:8309P/E 15.17 · FCF yield n/a

Valuation versus growth

P/E against 1Y return

TSE:8309 P/E 15.17 1Y +69.93%, TSE:8411 P/E 16.96 1Y +94.66%, TSE:8316 P/E 17.19 1Y +84.15%, TSE:8306 P/E 17.25 1Y +75.11%, TSE:8830 P/E 16.61 1Y +38.04%, TSE:8593 P/E 12.74 1Y +28.11%, TSE:8601 P/E 14.92 1Y +75.08%, TSE:8801 P/E 15.42 1Y +15.06%, TSE:8308 P/E 20.44 1Y +69.53%, TSE:8604 P/E 13.46 1Y +59.08%, TSE:8802 P/E 23.12 1Y +49.80%

Peer heatmap

Where this company wins and lags

12 stored peers

CompanyP/E TTMPrice / SalesFCF yieldGross marginReturn on equityDebt / Equity

TSE:8309Sumitomo Mitsui Trust Group, Inc.

15.1764th pctile3.1839th pctilen/an/an/an/a+9.54%46th pctile5.8511th pctile

TSE:8411Mizuho Financial Group, Inc.

16.9629th pctile4.9614th pctilen/an/an/an/a+11.48%100th pctile5.890th pctile

TSE:8316Sumitomo Mitsui Financial Group, Inc.

17.1914th pctile4.7929th pctilen/an/an/an/a+10.38%71st pctile3.7043rd pctile

TSE:8306Mitsubishi UFJ Financial Group, Inc.

17.250th pctile5.700th pctilen/an/an/an/a+11.34%86th pctile3.5257th pctile

TSE:8830Sumitomo Realty & Development Co., Ltd.

16.6143rd pctile3.3743rd pctilen/an/a+36.31%67th pctile+9.16%29th pctile1.6186th pctile

TSE:8593Mitsubishi HC Capital Inc.

12.74100th pctile0.94100th pctilen/an/a+22.58%0th pctile+8.58%0th pctile4.9929th pctile

TSE:8601Daiwa Securities Group Inc.

14.9286th pctile1.7671st pctilen/an/a+56.62%100th pctile+10.26%57th pctile3.2771st pctile

TSE:8801Mitsui Fudosan Co., Ltd.

15.4257th pctile1.5886th pctilen/an/a+24.90%33rd pctile+8.67%14th pctile1.47100th pctile

Color ranks each metric in the favorable direction, so lower leverage and cheaper multiples can still score green.