Stock 8309 SUMITOMO MITSUI TRUST HOLDINGS, INC.
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Financials Sumitomo Mitsui Trust Holdings, Inc.

Equities

8309

JP3892100003

Banks

Market Closed - Japan Exchange
Other stock markets
 07:00:00 26/04/2024 BST 		5-day change 1st Jan Change
3,259 JPY +0.25% Intraday chart for Sumitomo Mitsui Trust Holdings, Inc. +2.71% +20.44%
04-26 Ichigo Office REIT Investment Secures Fixed Rates for 2 Billion Loans In Swap Deal MT
04-23 NTT UD REIT Investment Secures 2 Billion Yen of Debt Financing MT

Valuation

Fiscal Period: Marzo 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 1,505,304 1,170,051 1,445,366 1,498,669 1,667,286 2,363,324 - -
Enterprise Value (EV) 1 1,505,304 1,170,051 1,445,366 1,498,669 1,667,286 2,363,324 2,363,324 2,363,324
P/E ratio 8.66 x 7.19 x 10.2 x 8.86 x 8.78 x 29.1 x 10.5 x 9.67 x
Yield 3.52% 4.8% 3.89% 4.25% 4.62% 3.41% 3.8% 4.13%
Capitalization / Revenue 2.22 x 1.69 x 2.12 x 2 x 0.92 x 2.95 x 2.9 x 2.77 x
EV / Revenue 2.22 x 1.69 x 2.12 x 2 x 0.92 x 2.95 x 2.9 x 2.77 x
EV / EBITDA - - - - - - - -
EV / FCF - - - - - - - -
FCF Yield - - - - - - - -
Price to Book 0.57 x 0.46 x 0.54 x 0.55 x 0.59 x 0.79 x 0.76 x 0.72 x
Nbr of stocks (in thousands) 757,195 749,072 749,088 749,147 734,326 725,168 - -
Reference price 2 1,988 1,562 1,930 2,000 2,270 3,259 3,259 3,259
Announcement Date 15/05/19 14/05/20 13/05/21 12/05/22 12/05/23 - - -
1JPY in Million2JPY
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: Marzo 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 678,554 690,832 680,826 748,372 1,819,060 801,251 814,066 852,335
EBITDA - - - - - - - -
EBIT 1 282,200 289,000 294,707 346,000 324,641 294,525 295,877 326,605
Operating Margin 41.59% 41.83% 43.29% 46.23% 17.85% 36.76% 36.35% 38.32%
Earnings before Tax (EBT) 1 241,340 240,721 200,003 227,999 271,387 106,602 304,160 329,465
Net income 1 173,889 163,028 142,196 169,078 191,000 77,390 220,072 237,089
Net margin 25.63% 23.6% 20.89% 22.59% 10.5% 9.66% 27.03% 27.82%
EPS 2 229.5 217.2 189.8 225.7 258.6 112.1 310.7 337.1
Free Cash Flow - - - - - - - -
FCF margin - - - - - - - -
FCF Conversion (EBITDA) - - - - - - - -
FCF Conversion (Net income) - - - - - - - -
Dividend per Share 2 70.00 75.00 75.00 85.00 105.0 111.0 123.8 134.5
Announcement Date 15/05/19 14/05/20 13/05/21 12/05/22 12/05/23 - - -
1JPY in Million2JPY
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: Marzo 2020 S1 2021 S1 2021 S2 2022 Q2 2022 S1 2022 Q3 2022 Q4 2022 S2 2023 Q1 2023 Q2 2023 S1 2023 Q3 2023 Q4 2023 S2 2024 Q1 2024 Q2 2024 S1 2024 Q3 2024 Q4 2025 Q1 2025 Q2 2025 Q3
Net sales 1 352,929 331,004 349,822 - 375,037 174,770 198,565 - 199,116 174,845 - 427,061 566,878 - 182,273 - - 587,013 200,622 162,021 162,522 186,587
EBITDA - - - - - - - - - - - - - - - - - - - - - -
EBIT 1 - 141,000 153,612 84,380 152,179 99,520 94,300 - 88,615 56,245 - 74,996 81,412 - 47,666 118,634 - - 77,943 50,079 74,789 78,973
Operating Margin - 42.6% 43.91% - 40.58% 56.94% 47.49% - 44.5% 32.17% - 17.56% 14.36% - 26.15% - - - 38.85% 30.91% 46.02% 42.32%
Earnings before Tax (EBT) 1 151,264 112,938 87,065 - 151,447 41,420 35,132 - 88,462 - 144,483 57,360 69,544 - 47,259 - 54,637 3,870 49,300 - - -
Net income 1 106,039 80,091 62,105 60,278 111,029 30,838 27,211 58,049 64,556 - 104,032 41,658 45,310 86,968 36,736 7,327 44,063 5,218 26,325 28,774 69,740 70,633
Net margin 30.05% 24.2% 17.75% - 29.6% 17.64% 13.7% - 32.42% - - 9.75% 7.99% - 20.15% - - 0.89% 13.12% 17.76% 42.91% 37.86%
EPS 2 140.9 106.9 - 80.46 148.2 41.16 36.32 - 86.24 53.66 139.9 56.84 61.83 - 50.58 10.09 60.68 7.185 38.78 51.78 84.86 90.30
Dividend per Share 2 37.50 37.50 37.50 - 40.00 - 45.00 45.00 - - 50.00 - 55.00 - - 55.00 55.00 - 55.00 - - -
Announcement Date 13/11/19 12/11/20 13/05/21 11/11/21 11/11/21 27/01/22 12/05/22 12/05/22 28/07/22 11/11/22 11/11/22 31/01/23 12/05/23 12/05/23 28/07/23 14/11/23 14/11/23 31/01/24 - - - -
1JPY in Million2JPY
Estimates

Balance Sheet Analysis

Fiscal Period: Marzo 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt - - - - - - - -
Net Cash position - - - - - - - -
Leverage (Debt/EBITDA) - - - - - - - -
Free Cash Flow - - - - - - - -
ROE (net income / shareholders' equity) 6.6% 6.3% 5.4% 6.3% 6.9% 2.74% 7.42% 7.76%
ROA (Net income/ Total Assets) 0.41% 0.45% 0.24% 0.36% 0.43% 0.13% 0.32% 0.34%
Assets 1 42,516,687 35,917,162 59,332,388 46,665,379 44,654,338 58,376,663 69,168,014 68,787,191
Book Value Per Share 2 3,504 3,411 3,596 3,625 3,843 4,107 4,303 4,503
Cash Flow per Share - - - - - - - -
Capex - - - - - - - -
Capex / Sales - - - - - - - -
Announcement Date 15/05/19 14/05/20 13/05/21 12/05/22 12/05/23 - - -
1JPY in Million2JPY
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Ratings for Sumitomo Mitsui Trust Holdings, Inc.

Trading Rating
Investor Rating
ESG Refinitiv
B
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
11
Last Close Price
3,259 JPY
Average target price
3,538 JPY
Spread / Average Target
+8.57%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

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