Profitability
Weight: 25%
D
37
Scored using ROA (NIM proxy) — financial-archetype substitution.
- 5yr Avg ROA 0.3%
- Operating Margin Trend -0.62 pp/yr
SMFG
Sumitomo Mitsui Financial Group, Inc.
AlphaQuality composite grade, weighted for banks, insurers & asset managers businesses.
Capital Efficiency
Weight: 20%
D
36
Scored using ROTCE — financial-archetype substitution.
- 5yr Avg ROTCE 7.3%
- 5yr Share-Count CAGR 11.7%
Growth Quality
Weight: 10%
A
88
Scored using BVPS — financial-archetype substitution.
- 5yr BVPS CAGR 8.8%
- 5yr EPS CAGR 11.4%
- Positive-EPS Years (5) 5/5
Cash Generation
Weight: 5%
B
75
Scored using OCF/NI — banks have no FCF concept.
- 5yr OCF/NI 0.85x
Balance Sheet
Weight: 30%
F
23
Scored using Equity/Assets — financial-archetype substitution.
- Equity / Assets 4.8%
- Interest Coverage (EBIT/Int) 0.50x
Stability
Weight: 10%
B+
76
- EPS Volatility (σ/μ) 0.27
- Piotroski F-Score 7
- Negative-Revenue Years (5) 0/5
Guru Flow
Curated superinvestor sentiment — not part of the AlphaQuality grade.1 of 2 gurus held; 1 trimmed; 1 full exit.
- Holders
- 1 -1
- Avg Δ position
- -61.2%
- New buys
- 0
- Full exits
- 1