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Financial Services

Sumitomo Mitsui Trust Holdings, Inc.(SUTNY)

Fund

Live Price

Offline

$7.63

+1.87% today

1Y Change

+44.78%

Window

Jun 23, 2025 โ†’ Jun 18, 2026

Market Cap
$3.71T
Dividend Yield
3.5%
50-Day Avg
โ€”
Exchange
OTC

Coverage: 249 bars ยท Jun 23, 2025 โ†’ Jun 18, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

Sumitomo Mitsui Trust Holdings, Inc. (SUTNY) is a fund with a market cap of $3.71T and listed on OTC. The fund last traded around $7.63 and up 44.8% across the available one-year price window (Jun 23, 2025 โ†’ Jun 18, 2026). Baseline metrics include a dividend yield of 3.5%. Valuation is more restrained than many high-expectation growth names at P/E 12.5 and price/sales 1.5. Stock Foundry combines SUTNY price history, analyst forecasts, news, related Financial Services peers on this page.

Benchmark Comparison

Normalized Performance vs SPY

Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.

1Y shared range

SUTNY

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Normalized return

SPY

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S&P 500

Excess Return

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Relative to SPY

SUTNY Max Drawdown

-19.11%

Trailing 1Y

SPY Max Drawdown

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Trailing 1Y

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Calendar-Year Returns

Uses the longest available daily history for SUTNY and SPY.

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Financial profile

Sumitomo Mitsui Trust Holdings, Inc. (SUTNY)

Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.

FY Revenue

$1.2T

-3.0% YoY

FY Net Income

$142.2B

-15.9% YoY

Free Cash Flow

-$392.9B

-322.5% YoY

Revenue Growth

+18.6%

EPS Growth

+229.6%

Gross Margin

60.4%

Net Margin

12.2%

Income statement

JPY

Annual
Metric20252024202320222021
Revenue2779.5B2343.0B1689.9B1266.3B1228.3B
Gross Profit1514.2B1213.7B1138.5B1158.4B1090.8B
Operating Income354.4B98.0B271.4B228.0B200.0B
EBITDA404.2B142.6B312.2B266.7B242.4B
Net Income257.6B79.2B191.0B169.1B142.2B
EPS (Diluted)โ€”โ€”โ€”โ€”โ€”

Balance sheet

JPY

Point-in-time
Metric20252024202320222021
Cash & Equivalents25173.6B22831.7B21602.5B18223.4B18488.8B
Total Assets78247.1B75876.9B69022.7B64633.2B63368.6B
Total Liabilities75119.8B72739.2B66200.2B61887.9B60646.0B
Shareholder Equity3096.9B3107.2B2793.0B2716.6B2694.8B
Total Debt19426.4B17684.4B17119.0B16716.0B14849.1B
Net Debt-5747.2B-5147.2B-4483.4B-1507.4B-3639.6B

Cash flow positioning

Latest Full Year

Operating Cash Flow

331.0B

-703.9% YoY

Capital Expenditures

61.9B

-19.4% YoY

Free Cash Flow

392.9B

-322.5% YoY

Key ratios

  • Gross Margin

    60.4%

  • Operating Margin

    18.3%

  • Net Margin

    12.2%

  • ROE

    9.3%

  • Debt / Equity

    6.73x

Next Step

Turn financials into a decision

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