SMFG vs VRT

Comparison between Sumitomo Mitsui Financial Group Inc (SMFG, Company) and Vertiv Holdings Co - Class A (VRT, Company).

SMFG is from the Financial Services sector, while VRT is from the Industrials sector.

5-Year PerformanceVRT has outperformed SMFG, delivering a return of +71.5% compared to +27.4%

SMFG vs VRT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SMFG(COMPANY)	VRT(COMPANY)
Market Cap	$143B	$138B
Max Drawdown	80.38%	71.25%
Sharpe Ratio	1.60	2.46
5Y Beta	1.12	2.39
Industry	Banks - Diversified	Electrical Equipment & Parts
P/E Ratio	15.28	88.13
Forward P/E	12.41	53.48
PEG Ratio	1.36	0.67
Dividend Yield	2.57%	0.04%
5Y Dividends CAGR	16.52%	88.42%
Debt to Equity	N/A	68.84%
Free Cash Flow Yield	N/A	1.66%
P/S Ratio	0.04	12.71
P/B Ratio	1.40	29.95

Market Cap

Winner

SMFG

$143B

VRT

$138B

Max Drawdown

SMFG

80.38%

Winner

VRT

71.25%

Sharpe Ratio

SMFG

1.60

Winner

VRT

2.46

5Y Beta

Winner

SMFG

1.12

VRT

2.39

Industry

SMFG

Banks - Diversified

VRT

Electrical Equipment & Parts

P/E Ratio

Winner

SMFG

15.28

VRT

88.13

Forward P/E

Winner

SMFG

12.41

VRT

53.48

PEG Ratio

SMFG

1.36

Winner

VRT

0.67

Dividend Yield

Winner

SMFG

2.57%

VRT

0.04%

5Y Dividends CAGR

SMFG

16.52%

Winner

VRT

88.42%

Debt to Equity

SMFG

N/A

VRT

68.84%

Free Cash Flow Yield

SMFG

N/A

VRT

1.66%

P/S Ratio

Winner

SMFG

0.04

VRT

12.71

P/B Ratio

Winner

SMFG

1.40

VRT

29.95

SMFG vs VRT - Historical Returns

Returns include dividend reinvestment.

Period	SMFG	VRT
1 month	-0.70%	+20.97%
3 months	-7.67%	+68.34%
6 months	+31.47%	+89.20%
1 year	+56.15%	+255.52%
5 years(CAGR)	+27.37%	+71.47%
10 years(CAGR)	+17.52%	N/A
Max(CAGR)	+2.82%	+57.82%

SMFG

-0.70%

Winner

VRT

+20.97%

SMFG

-7.67%

Winner

VRT

+68.34%

SMFG

+31.47%

Winner

VRT

+89.20%

SMFG

+56.15%

Winner

VRT

+255.52%

5Y(CAGR)

SMFG

+27.37%

Winner

VRT

+71.47%

10Y(CAGR)

SMFG

+17.52%

VRT

N/A

Max(CAGR)

SMFG

+2.82%

Winner

VRT

+57.82%

SMFG vs VRT - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	SMFG	VRT
2026	+10.18%	+93.64%
2025	+38.85%	+37.14%
2024	+55.35%	+149.22%
2023	+24.49%	+261.32%
2022	+19.20%	-43.93%
2021	+11.31%	+34.88%
2020	-11.77%	+66.49%
2019	+16.07%	+13.13%
2018	-22.94%	-0.51%
2017	+16.68%	N/A
2016	+5.46%	N/A
2015	+7.21%	N/A
2014	-27.28%	N/A
2013	+43.57%	N/A
2012	+33.70%	N/A
2011	-18.79%	N/A
2010	+26.02%	N/A
2009	-32.78%	N/A
2008	-44.70%	N/A
2007	-28.27%	N/A
2006	-7.33%	N/A

SMFG vs VRT Drawdown Comparison

The maximum drawdown for SMFG was -77.26%, occurring on Mar 9, 2009. Recovery took 4587 trading sessions.

The maximum drawdown for VRT was -71.24%, occurring on Jun 30, 2022. Recovery took 480 trading sessions.

The current SMFG drawdown is -10.00%. The current VRT drawdown is -5.28%.

Rank	SMFG	VRT
#1	-77.26% Apr 10, 2006 - Jul 2, 2024	-71.24% Sep 2, 2021 - Aug 2, 2023
#2	-25.67% Mar 21, 2025 - Aug 14, 2025	-61.28% Jan 23, 2025 - Oct 1, 2025
#3	-21.41% Jul 31, 2024 - Nov 14, 2024	-58.62% Feb 19, 2020 - Jun 2, 2020
#4	-20.12% Feb 13, 2026 - Mar 30, 2026	-36.67% May 24, 2024 - Oct 7, 2024
#5	-11.11% Jan 31, 2006 - Apr 10, 2006	-24.78% Oct 29, 2025 - Feb 9, 2026
#6	-9.68% Aug 15, 2025 - Nov 14, 2025	-19.68% Nov 21, 2024 - Jan 21, 2025
#7	-9.28% Dec 3, 2024 - Feb 18, 2025	-17.43% Jun 8, 2020 - Aug 3, 2020
#8	-5.40% Feb 19, 2025 - Mar 14, 2025	-16.62% Oct 12, 2023 - Nov 10, 2023
#9	-5.38% Nov 14, 2025 - Nov 26, 2025	-15.19% Mar 25, 2026 - Apr 8, 2026
#10	-4.13% Dec 15, 2025 - Dec 23, 2025	-13.12% Apr 11, 2024 - Apr 25, 2024
#11	-3.94% Jul 23, 2024 - Jul 31, 2024	-11.71% Oct 22, 2020 - Dec 1, 2020
#12	-3.32% Jan 15, 2026 - Feb 4, 2026	-11.52% Feb 23, 2021 - Apr 13, 2021
#13	-2.69% Nov 25, 2024 - Nov 29, 2024	-10.91% Sep 1, 2023 - Oct 9, 2023
#14	-2.52% Nov 14, 2024 - Nov 25, 2024	-9.88% Feb 14, 2024 - Feb 26, 2024
#15	-1.88% Dec 24, 2025 - Jan 5, 2026	-9.24% Dec 8, 2020 - Jan 19, 2021

Correlation

Correlation between SMFG and VRT is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2006 - 2026)

SMFG vs VRT dividend yield comparison.

Year	SMFG	VRT
2026	0.00%	0.02%
2025	2.84%	0.11%
2024	2.82%	0.10%
2023	3.67%	0.05%
2022	2.11%	0.07%
2021	0.00%	0.04%
2020	5.97%	0.05%
2019	4.61%	0.00%
2018	4.80%	0.00%
2017	3.17%	0.00%
2016	3.63%	0.00%
2015	3.31%	0.00%
2014	3.13%	0.00%
2013	3.35%	0.00%
2012	3.37%	0.00%
2011	6.74%	0.00%
2010	0.56%	0.00%
2008	0.74%	0.00%
2007	2.61%	0.00%
2006	0.28%	0.00%