Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

SMFG Relative to the S&P 500

SMFG Relative to the Sector

% of Revenue Generated in Each Quarter

% of Net Income Generated in Each Quarter

Seasonal Chart Analysis

Analysis of the Sumitomo Mitsui Financial Group Inc. (NYSE:SMFG) seasonal charts above shows that a Buy Date of September 8 and a Sell Date of January 13 has resulted in a geometric average return of 1.22% above the benchmark rate of the S&P 500 Total Return Index over the past 16 years. This seasonal timeframe has shown positive results compared to the benchmark in 11 of those periods. This is a good rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 16 years by an average of 10.93% per year.

The seasonal timeframe correlates Poorly with the period of seasonal strength for the Financial sector, which runs from November 22 to April 13. The seasonal chart for the broad sector is available via the following link: Financial Sector Seasonal Chart.

Sumitomo Mitsui Financial Group is roughly tied with Mizuho Financial Group for the status of Japan’s second-largest bank after Mitsubishi UFJ Financial Group. As of March 2024, its market share of domestic loans was 7.2%, compared with 8.0% for MUFG. It has a larger consumer finance business than the other two megabanks, owning 100% of the Promise business and SMBC Card. It also controls one of Japan’s largest leasing companies and SMBC Aviation Capital, one of the top five aircraft lessors globally. In securities, its SMBC Nikko unit is Japan’s third-largest retail broker, although SMFG has lagged somewhat in institutional securities business and asset management.

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Stocks mentioned in this post: SMFG