SMBC Value Score

3

24

15

Limited Growth
  • AI analysis rates SMBC  with a lower value score of 2.
  • It is mainly due to  unstable operating cash flow, along with potential higher debt.
  • Over the past 3 months, SMBC has maintained a consecutive value rating of 2.0, close to the rating of 2.3 over the past 3 years, indicating low growth opportunities for enterprise value.
  • Compared to all stocks in the Financials sector, SMBC has a medium value rating.

SMBC Value Reference Factors

The Value score is derived from various data and factor information, integrated through AI algorithms. The following factors are part of the evaluation used by AI value scores.

Update to 2024/04/02 (Weekly Update)

SMBC Financial Forecast

Unit : USD

Update to 2024/5/23 (Quarterly Update)

SMBC Earnings Table

Unit : USD

QTREPSEPS YoYEPS Surprise %SalesSales YoYSales Surprise %NPM
Current
0.99
-30.8%
-5.2%
40.09M
-11.2%
-4.3%
16.2%
2024Q2
1.07
-15.1%
-4%
40.13M
19%
-2.5%
18.1%
2024Q1
1.07
-15.1%
-4.1%
40.13M
19%
-2.5%
20.5%
2023Q4
1.43
1.4%
17.6%
45.17M
44.3%
11.2%
24.4%
2023Q3
1.43
38.8%
17.6%
45.17M
50.5%
11.2%
4.4%

Update to 2024/5/23 (Quarterly Update)

SMBC Historical Value Score

You can use historical scores of 3 or above to observe potential performance and make investment decisions.

SMBC Value Strategy Backtest

The following backtest is based on specified rules since 2007. Price chart shows buy/sell time, cumulative returns, and backtesting statistics.

Entry
Exit

The Backtest Result of SMBC from 2007/01 till Now

42.74%
Cumulative Return
2.39%
Annual Return
12.39%
Volatility
0.19
Sharpe Ratio

Statistics data for entering at or above a Value score of 4 and exiting at or below a Value score of 2 from January, 2007 to May, 2024. (Total Trades: 1)

SMBCSectorUS Overall Market
Wining Rate100%60%56%
Avg Return53.5%28.2%57%
Avg Profit53.5%61.8%130%
Avg Loss--23.2%-35.6%
Avg Risk-Reward Ratio-266.6%364.8%

Update to 2024/5/23 (Daily Update)

Top 10 High Relevance to SMBC Value Score