Financial Services
Live Price
Offline$19.72
+1.60% today
1Y Change
+30.99%
Window
Jun 23, 2025 → Jun 12, 2026
Coverage: 245 bars · Jun 23, 2025 → Jun 12, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Sompo Holdings, Inc. (SMPNY) is a Financial Services stock with a market cap of $5.09T and listed on OTC. The stock last traded around $19.72 and up 31.0% across the available one-year price window (Jun 23, 2025 → Jun 12, 2026). Baseline metrics include revenue growth of -1.9%, EPS growth of -40.2%, a dividend yield of 2.6%. What stands out right now is revenue -1.9%, EPS -40.2%, free cash flow +16.5% with operating margin 26.6% and ROIC 7.3%. The dividend matters to the case here, with a current yield around 2.6%. Valuation is more restrained than many high-expectation growth names at P/E 13.6 and price/sales 0.8. Overall, the current profile looks closer to a income-oriented value setup than a generic broad-market placeholder. Stock Foundry combines SMPNY price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Benchmark Comparison
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
SMPNY
—
Normalized return
SPY
—
S&P 500
Excess Return
—
Relative to SPY
SMPNY Max Drawdown
-12.82%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for SMPNY and SPY.
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$3.8T
-8.1% YoY
FY Net Income
$142.5B
-36.6% YoY
Free Cash Flow
$601.7B
+4.0% YoY
Revenue Growth
-1.9%
EPS Growth
-40.2%
Gross Margin
100.0%
Net Margin
6.3%
Income statement
JPY
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Revenue | 5253.1B | 5352.8B | 4338.6B | 4130.1B | 3795.2B |
| Gross Profit | 5253.1B | 4598.6B | 3635.4B | 3497.4B | 3245.9B |
| Operating Income | 330.3B | 614.5B | 50.4B | 317.6B | 194.9B |
| EBITDA | 451.7B | 722.8B | 148.2B | 413.1B | 277.4B |
| Net Income | 243.1B | 529.7B | 26.4B | 224.8B | 142.5B |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
JPY
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Cash & Equivalents | 1027.6B | 1231.3B | 1246.6B | 1170.9B | 1069.0B |
| Total Assets | 15890.0B | 14832.8B | 14460.2B | 13787.8B | 13118.7B |
| Total Liabilities | 11663.9B | 11964.5B | 614.1B | 11747.0B | 11087.5B |
| Shareholder Equity | 4205.2B | 2852.1B | 1854.4B | 2028.6B | 2018.8B |
| Total Debt | 691.2B | 682.3B | 609.1B | 539.7B | 529.6B |
| Net Debt | -336.4B | -549.0B | -637.6B | -631.1B | -539.4B |
Cash flow positioning
Latest Full Year
Operating Cash Flow
626.2B
+4.4% YoY
Capital Expenditures
24.5B
-14.2% YoY
Free Cash Flow
601.7B
+4.0% YoY
Key ratios
Gross Margin
100.0%
Operating Margin
26.6%
Net Margin
6.3%
ROE
8.3%
Debt / Equity
0.14x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.