Sumitomo Mitsui Trust Holdings, Inc. Fundamental Analysis (JPX: 8309.T)
Sumitomo Mitsui Trust Holdings, Inc. Fundamental Analysis (JPX: 8309.T)
Sumitomo Mitsui Trust Holdings, Inc. (JPX: 8309.T) shows strong financial fundamentals with a PE ratio of 13.25, profit margin of 12.31%, and ROE of 10.68%. The company generates $2969.4B in annual revenue with strong year-over-year growth of 18.63%.
Key Strengths
Areas of Concern
The stock receives a Fundamental Health Score of 48.5/100 based on profitability, valuation, growth, and balance sheet metrics. The D grade reflects weak fundamentals and significant financial concerns.
Fundamental Health Score
We analyze 8309.T's fundamental strength across five key dimensions:
Efficiency Score
Weak8309.T struggles to generate sufficient returns from assets.
Valuation Score
Excellent8309.T trades at attractive valuation levels.
Growth Score
Moderate8309.T shows steady but slowing expansion.
Financial Health Score
Moderate8309.T shows balanced financial health with some risks.
Profitability Score
Weak8309.T struggles to sustain strong margins.
Key Financial Metrics
Is 8309.T Expensive or Cheap?
P/E Ratio
8309.T trades at 13.25 times earnings. This suggests potential undervaluation.
PEG Ratio
When adjusting for growth, 8309.T's PEG of 0.39 indicates potential undervaluation.
Price to Book
The market values Sumitomo Mitsui Trust Holdings, Inc. at 1.33 times its book value. This may indicate undervaluation.
EV/EBITDA
Enterprise value stands at 16.62 times EBITDA. This signals the market has high growth expectations.
How Well Does 8309.T Make Money?
Net Profit Margin
For every $100 in sales, Sumitomo Mitsui Trust Holdings, Inc. keeps $12.31 as profit after all expenses.
Operating Margin
Core operations generate 16.56 in profit for every $100 in revenue, before interest and taxes.
ROE
Management delivers $10.68 in profit for every $100 of shareholder equity.
ROA
Sumitomo Mitsui Trust Holdings, Inc. generates $0.44 in profit for every $100 in assets, demonstrating efficient asset deployment.
Following the Money - Real Cash Generation
Operating Cash Flow
Sumitomo Mitsui Trust Holdings, Inc. generates limited operating cash flow of $0.00, signaling weaker underlying cash strength.
Free Cash Flow
Sumitomo Mitsui Trust Holdings, Inc. generates weak or negative free cash flow of $0.00, restricting financial flexibility.
FCF Per Share
Each share generates $0.00 in free cash annually.
FCF Yield
8309.T converts 0.00% of its market value into free cash.
Financial Ratios Analysis
Valuation Ratios
P/E Ratio
Price to earnings ratio
13.25
vs 25 benchmark
PEG Ratio
Price/earnings to growth ratio
0.39
vs 25 benchmark
P/B Ratio
Price to book value ratio
1.33
vs 25 benchmark
P/S Ratio
Price to sales ratio
1.61
vs 25 benchmark
Financial Health
Debt/Equity
Total debt to shareholders' equity
5.47
vs 25 benchmark
Current Ratio
Current assets to current liabilities
3.74
vs 25 benchmark
Efficiency Ratios
ROE
Return on equity percentage
0.11
vs 25 benchmark
ROA
Return on assets percentage
0.004
vs 25 benchmark
ROCE
Return on capital employed
0.006
vs 25 benchmark
How 8309.T Stacks Against Its Sector Peers
| Metric | 8309.T Value | Sector Average | Performance |
|---|---|---|---|
| P/E Ratio | 13.25 | 21.08 | Better (Cheaper) |
| ROE | 10.68% | 658.00% | Weak |
| Net Margin | 12.31% | -1621.00% (disorted) | Strong |
| Debt/Equity | 5.47 | 0.92 | Weak (High Leverage) |
| Current Ratio | 3.74 | 927.71 | Strong Liquidity |
| ROA | 0.44% | -588.00% (disorted) | Weak |
8309.T outperforms its industry in 3 out of 6 key metrics, particularly excelling in Net Margin, but lagging in ROE.
Historical Growth Performance
5-Year Growth Trajectory
This section reviews Sumitomo Mitsui Trust Holdings, Inc.'s 5-year compound annual growth rate (CAGR) and compares its performance against the typical investment style of its industry.
Revenue CAGR
104.44%
Industry Style: Value, Dividend, Cyclical
High GrowthEPS CAGR
65.58%
Industry Style: Value, Dividend, Cyclical
High GrowthFCF CAGR
100.00%
Industry Style: Value, Dividend, Cyclical
High Growth