SUTNY

Sumitomo Mitsui Trust Group, Inc.
OTC Markets OTCIDUSDEQUITY DELAYED
Last price
5.36
▲ 0.12 (2.29%)
MARKET ·

Price

Open
5.41
Prev close
5.24
Day high
5.41
Day low
5.35
Volume
6.80K
Market cap
P/E (TTM)
52W range
3.18 – 5.73

Options chain

Account required
ExpirySpot 5.36
Calls
StrikeLastBidAskVolOIIV
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
Puts
StrikeLastBidAskVolOIIV
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
Free account required

Every listed expiry, both sides of the book, with volume, open interest and implied volatility.

Trailing performance

Price return · vs SPY
Returnvs SPY
1W
-0.92% +0.4%
1M
+4.08% +0.3%
3M
+17.64% +14.5%
6M
+19.78% +8.7%
YTD
+39.67% +27.4%
1Y
+46.85% +26.9%
3Y
+145.03% +70.9%
5Y

Price return only. Dividends are not reinvested, so total return on a dividend payer will be higher than shown.

Fundamentals

TTM · reported
Market cap
Enterprise value
Revenue (TTM)
Gross profit
EBITDA
Net income
EPS (TTM)
Free cash flow
Total cash
Total debt
Book value / share
Shares outstanding
Float
Short % of float
Dividend yield
Beta (5Y)

Valuation & profitability ratios

Account required
Trailing P/E
Forward P/E
PEG ratio
Price / sales
Price / book
EV / revenue
EV / EBITDA
Gross margin
Operating margin
Profit margin
Return on equity
Return on assets
Debt / equity
Current ratio
Free account required

Fourteen ratios including P/E, PEG, EV/EBITDA, margins and return on equity.

Financial statements

As reported · 4 years · 5 quarters
Blank means not reported, not zero
Line item2026202520242023YoY
Total revenue $1.55T$1.51T$1.21T$1.14T +2.5%
Operating revenue $1.55T$1.51T$1.21T$1.14T +2.5%
Selling, general & admin $572.65B$530.73B$505.94B$460.34B +7.9%
Total operating expense $1.13T$1.13T$1.11T$852.19B +0.1%
Pre-tax income $428.06B$354.43B$97.98B$271.39B +20.8%
Tax provision $107.51B$95.29B$17.64B$79.36B +12.8%
Net income $317.57B$257.63B$79.20B$191.00B +23.3%
Net income to common $317.57B$257.63B$79.20B$191.00B +23.3%
Basic EPS 56.4844.9513.6532.32 +25.7%
Diluted EPS 56.4544.9213.6432.30 +25.7%
Basic shares 5.62B5.73B5.80B5.91B -1.9%
Diluted shares 5.63B5.74B5.81B5.91B -1.9%

Analyst targets & ownership

Account required
Mean target
High target
Low target
Implied upside
Analyst count
Consensus
Strong buy / Buy— / —
Hold
Sell / Strong sell— / —
Held by insiders
Held by institutions
Institutions holding
Free account required

Price targets, consensus spread, insider and institutional ownership.

Moving averages & technicals

Computed from 2Y daily closes
SMA 10
5.33
+0.49% from price
SMA 20
5.26
+1.84% from price
SMA 50
5.05
+6.20% from price
SMA 100
4.69
+14.37% from price
SMA 200
4.33
+23.90% from price
EMA 12
5.31
+0.95% from price
EMA 26
5.22
+2.60% from price
EMA 50
5.06
+5.96% from price
RSI (14)
58.9
Neutral
MACD (12,26,9)
0.09
Hist -0.01
ATR (14)
0.18
3.34% of price
Realised vol 30D
23.3%
Annualised
Bollinger upper
5.46
20, 2σ
Bollinger lower
5.06
20, 2σ
50 / 200 cross
Golden
5.05 vs 4.33
Trend bias
Above 200
+23.90%

Risk profile

Daily returns · 1Y window
Beta vs SPY
0.73
Less volatile than market
Correlation to SPY
0.37
Loosely linked
Realised vol 30D
23.3%
Annualised
Market vol 1Y
12.9%
SPY, annualised
Max drawdown 1Y
-19.1%
Peak to trough
Max drawdown 5Y
-26.8%
Peak to trough
ATR 14
0.18
3.34% of price
Beta (reported)
5Y monthly, from filing

PRIVATE STRATEGY · BY QUALIFICATION

The same data. A different seat.

The research you are reading is the input layer for a discretionary options program we run for a small number of qualified investors. Minimum $1,000,000.