Obermatt

Sumitomo Electric

TYO:5802 · JP3407400005
Auto ComponentsXX-Large

360

67
EV / EBIT18
Price / Owner Earnings32
Owner Earnings Yield48
Dividend Yield67
Price/Sales30
EV / Gross Profit17
Price/Book14
Return on Capital70
Cash Return on Capital84
Return on Equity84
EBIT Margin62
Gross Profitability63
Cash Conversion11
Accruals18
Owner Earnings Margin77
Sales growth19
Profit Growth87
Long-Term EPS Growth30
Reinvestment85
Price momentum95
Debt load68
Refinancing23
Debt Payback52
Liquidity71
Analyst ratings46
Opinion Changes50
Price Target Upside87
Market mood91
Value Creation17/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Sumitomo Electric generates returns well above its cost of capital, the foundation of durable shareholder value.

Based on 3/5 components.

Profile

CountryJapan
IndustryAuto Components
SizeXX-Large
TypePublic Company
ExchangeTSE
Founded1920
Employees1,213
ISINJP3407400005
Last UpdateApr 2, 2026
Themes
Industrial AutomationSensorsInjection MoldingEnergy StorageDetectors, Sensors and MemsOptical InfrastructureData Center TechnologyConsumer ElectronicsHardwareInformation TechnologyManufacturingTransportation

Description

Sumitomo Electric Industries, Ltd. engages in the design, manufacture, and sale of electric cables, optical fibers and components, advanced electronic devices, automotive parts, cemented carbide tools, and special steel wires-products. Segments The…

Analysis

Hope premium

Sumitomo Electric Industries, Ltd. is priced well ahead of what the underlying numbers justify, a pattern we describe as a hope premium. Worth noting: the cash the business generates has lagged behind what the income statement shows.

On valuation, the picture is fair. The owner-earnings multiple stands at 22.4×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 8% a year, against analyst forecasts of 9%. The price, in other words, assumes less than the experts do.

Growth is moderate; the safety picture is sturdy. The company scores 17/20 on our value-creation score: strong value creator.

Flags to be aware of: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
88
2023202420252026

All-time high

96

Feb 2024

All-time low

49

Nov 2025

Average rank

80

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
30
65
78
70
Price/Earnings
39
51
61
47
Price/Book
14
56
74
69
Dividend Yield
67
24
53
71
Value (overall)
29
9
59
71

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

Similar Stocks

The companies this stock is ranked against.

Compare Sumitomo Electric with its peers
Jahwa Electronics
KSC:033240
98
CountrySouth Korea
IndustryElectronic Equipment, Instruments & Components
SizeSmall
Full Stock Analysis →
THN
KSC:019180
99
CountrySouth Korea
IndustryAuto Components
SizeSmall
Full Stock Analysis →
China Automotive Systems
NAQ:CAAS
97
CountryChina
IndustryAuto Components
SizeMedium
Full Stock Analysis →
LG Innotek
KSC:011070
89
CountrySouth Korea
IndustryElectronic Equipment, Instruments & Components
SizeSmall
Full Stock Analysis →
Inzi Controls
KSC:023800
43
CountrySouth Korea
IndustryAuto Components
SizeSmall
Full Stock Analysis →
NHK Spring
TYO:5991
48
CountryJapan
IndustryAuto Components
SizeLarge
Full Stock Analysis →

Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →