Sumitomo Mitsui Financial

SMFG

Market cap $101B

Sumitomo Mitsui Financial Group is still deserving of a "Buy" rating, as I view its capital recycling activities as value-enhancing. SMFG's recent monetization of its Kotak Mahindra Bank stake and the Infcurion IPO have strengthened its capital base and provided financial flexibility. Proceeds are being reinvested into strategic stakes in Yes Bank and Jefferies, enhancing exposure to growth markets and realizing ROE accretion.

Investors with an interest in Banks - Foreign stocks have likely encountered both Sumitomo Mitsui (SMFG) and National Australia Bank Ltd. (NABZY). But which of these two stocks offers value investors a better bang for their buck right now?

PGY, IDCC and SMFG made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on October 6, 2025.

PGY, SMFG, DINO, TPG and ECO have been added to the Zacks Rank #1 (Strong Buy) List on October 6, 2025.

Investors interested in stocks from the Banks - Foreign sector have probably already heard of Sumitomo Mitsui (SMFG) and National Australia Bank Ltd. (NABZY). But which of these two stocks presents investors with the better value opportunity right now?

NEW YORK & TOKYO--(BUSINESS WIRE)--Jefferies Financial Group, Inc. (NYSE: JEF) (“Jefferies”) and Sumitomo Mitsui Financial Group, Inc. (NYSE: SMFG) (“SMFG”), Sumitomo Mitsui Banking Corporation (“SMBC”), and SMBC Nikko Securities Inc. (“SMBC Nikko”) (collectively, “SMBC Group”) announced today that they are significantly expanding their Global Strategic Alliance. SMBC Group and Jefferies initially entered into a Strategic Alliance in 2021 to collaborate on future corporate and investment bankin.

The Japanese firm's SMBC unit plans to raise its stake in the Wall Street bank to up to 20%.

Investors interested in stocks from the Banks - Foreign sector have probably already heard of Sumitomo Mitsui (SMFG) and National Australia Bank Ltd. (NABZY). But which of these two companies is the best option for those looking for undervalued stocks?

Investors looking for stocks in the Banks - Foreign sector might want to consider either KB Financial (KB) or Sumitomo Mitsui (SMFG). But which of these two stocks is more attractive to value investors?

I upgrade SMFG to Buy after reviewing the bank's performance and prospects. Its Q1 results beat expectations, driven by strong net interest income and fee growth. The bank's cautious full-year guidance could be revised upward, especially with improving US-Japan trade clarity and likely BOJ rate hikes.