SUMITOMO HEAVY INDUSTRIES chart

Last update: 2021-02-19
Key statistics and financials
Revenue per share 8,505.31
Dividend & Yield90.00¥ (3.09%)
Beta 1.21
Market capitalization 357.82B
Operating cash flow N/A
ESG Scores unknown

Company description

Sumitomo Heavy Industries, Ltd. manufactures and sells general machinery, advanced precision machinery, construction machinery, ships, and environmental plant facilities in Japan and internationally. The company operates through four segments: Mechatronics, Industrial Machinery, Logistics & Construction, and Energy & Lifelines. Its Mechatronics segment offers gear reducers, motors, and boxes; motion control drives, inverters, precision positioning equipment, laser processing systems, control systems and components, motion components, and drive and collaborative robot solutions. The company's Industrial Machinery segment provides plastics machinery, film forming machines, cryogenic equipment, precision forgings, semiconductor production equipment, medical machines and equipment, forging press machines, machining tools, air conditioning equipment, defense equipment, injection molding machines, transfer molding presses, cryocoolers, cryopumps, ion accelerators and implanters, cyclotrons, tracer production systems, proton therapy systems, vacuum coating equipment, steel tube air forming systems, lifting magnets, spinning machines, clean room systems, dust collectors, cast iron and steel rolls, surface grinding machines, coolant systems, and extrusion coating products. Its Logistics & Construction segment offers hydraulic excavators, mobile cranes, road machinery, material handling systems, logistics systems, automated parking systems, road machinery, crawler cranes, foundation machines, and forklifts. The company's Energy & Lifelines segment provides private power generation facilities, boilers, air pollution control equipment, water and sewage treatment systems, industrial waste treatment facilities, turbines, pumps, process equipment, pressure vessels, mixing vessels, food processing machinery, ships, circulating and bubbling fluidized bed boilers, liquid air energy storage, rotary kiln-type recycling facilities, electrostatic precipitators, ash handling systems, evaporation and crystallization facilities, fluidized bed gasifiers, waste heat boilers, waste-to-energy plants, CFB scrubbers, baghouses, flue gas denitrification systems, plant operation support systems, industrial waste water treatment facilities, water and sewage treatment systems, steam turbines, process pumps, distillation technology and extractors, reactor vessels, mixing vessels, coke oven machines, food and beverage manufacturing facilities, and oil tankers. The company was founded in 1888 and is headquartered in Tokyo, Japan.

Sector: Industrials - Industry: Specialty Industrial Machinery

Financial Ratios
Quick Ratio1.13
Working Capital0.16
Return On Equity0.08
Debt To Equity0.12
Fixed Asset Ratio0.06
Fixed Interest Cover87.8

Financial data

Financial Statements

Cashflow Statement 2019-03-31 2020-03-31 2021-03-31 2022-03-31
Change To Liabilities 2.97B -27.86B 966M 4.17B
Total Cashflows From Investing Activities -54.97B -57.75B -43.73B -49.68B
Net Borrowings 5.08B 51.82B -814M -15.3B
Total Cash From Financing Activities -13.31B 35.96B -7.96B -28.11B
Change To Operating Activities 5.15B 2.25B 14.44B 7.47B
Issuance Of Stock
Net Income 45.65B 32.81B 26.76B 44.05B
Change In Cash -15.73B 13.85B 12.61B -11.25B
Effect Of Exchange Rate -2.61B -621M -734M 4.86B
Total Cash From Operating Activities 55.17B 36.26B 64.13B 61.68B
Depreciation 25.98B 27.86B 29.75B 30.93B
Change To Account Receivables -11.62B 21.22B -10.94B -2.02B
Other Cashflows From Financing Activities -6.76B -1.41B -1.74B -1.66B
Change To Netincome -11.96B -22.11B -9.76B -14.82B
Capital Expenditures -33.85B -41.32B -39.84B -45.64B

Income Statement 2019-03-31 2020-03-31 2021-03-31 2022-03-31
Research Development 16.84B 18.75B 19.43B 20.14B
Income Before Tax 67.07B 52.66B 43.77B 62.35B
Net Income 45.65B 32.81B 26.76B 44.05B
Selling General Administrative 117.9B 118.94B 114.76B 125.66B
Gross Profit 209.92B 194.29B 185.45B 211.96B
Ebit 75.24B 56.82B 51.34B 65.68B
Operating Income 75.24B 56.82B 51.34B 65.68B
Interest Expense -1.08B -1.18B -954M -748M
Income Tax Expense 18.43B 17.84B 15.13B 17.11B
Total Revenue 903.05B 864.49B 849.07B 943.98B
Cost Of Revenue 693.13B 670.2B 663.62B 732.02B
Total Other Income ExpenseNet -8.17B -4.16B -7.57B -3.33B
Net Income From Continuing Ops 48.64B 34.82B 28.64B 45.25B
Net Income Applicable To Common Shares 45.65B 32.81B 26.76B 44.05B

Balance Sheet Statement 2019-03-31 2020-03-31 2021-03-31 2022-03-31
Total Liabilities 489.05B 517.51B 525.76B 528.09B
Total Stockholder Equity 453.47B 464.46B 490.7B 551.39B
Other Current Liabilities 141.91B 139.53B 145.93B 151.26B
Total Assets 954.05B 995.15B 1.03T 1.09T
Common Stock 30.87B 30.87B 30.87B 30.87B
Other Current Assets 33.19B 36.67B 34.28B 35.9B
Retained Earnings 348.86B 367.23B 390.34B 423.1B
Treasury Stock 47.66B 40.29B 43.42B 71.34B
Cash 73.59B 87.07B 99.52B 88.78B
Total Current Liabilities 382.38B 365.66B 341.16B 366.82B
Other Stockholder Equity 48.71B 41.37B 44.52B 72.46B
Property, Plant, and Equipment 248.28B 268.07B 275.8B 301.01B
Total Current Assets 583.57B 592.78B 613.62B 648.1B
Net Tangible Assets 388.4B 391.3B 413.9B 473.83B
Net Receivables 287.75B 268.06B 279.67B 291.28B
Accounts Payable 188.07B 158.49B 160.26B 172.62B


Insider Transactions

Here are the insider transactions of stock shares related to SUMITOMO HEAVY INDUSTRIES:

Filer Name Transaction Text Ownership Date Filer Relation Shares
NO DATA

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to SUMITOMO HEAVY INDUSTRIES. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on SUMITOMO HEAVY INDUSTRIES

Here is the result of two systematic investment strategies applied to SUMITOMO HEAVY INDUSTRIES. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on SUMITOMO HEAVY INDUSTRIES

The following chart shows the equity curve of the two systematic investment strategies applied to SUMITOMO HEAVY INDUSTRIES:

SUMITOMO HEAVY INDUSTRIES automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 0.65% on the backtest period.

Performance at glance

Performance

0.65 %

Latent gain

168.0 ¥

Invested capital

26040.0 ¥

Annualized return

0.15 %
Build your Trading System
Automated Trading using Prorealtime ebook

Momentum strategy results on SUMITOMO HEAVY INDUSTRIES

This is the result of two momentum investment strategies applied to SUMITOMO HEAVY INDUSTRIES. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on SUMITOMO HEAVY INDUSTRIES

The following chart shows all the entries opened by the momentum investment system on SUMITOMO HEAVY INDUSTRIES:

SUMITOMO HEAVY INDUSTRIES momentum entries
  • The first momentum investment strategy would give 65.86% of return on SUMITOMO HEAVY INDUSTRIES. That represents 4625.0¥ of latent gain with 7023.0¥ of employed capital.
  • The second momentum investment strategy would give 0.98% of return on SUMITOMO HEAVY INDUSTRIES. That represents 85.0¥ of latent gain with 8651.0¥ of employed capital.
Performance at glance (1Q Momentum)

Performance

65.86 %

Latent gain

4625.0 ¥

Invested capital

7023.0 ¥

Annualized return

8.78 %
Performance at glance (2Q Momentum)

Performance

0.98 %

Latent gain

85.0 ¥

Invested capital

8651.0 ¥

Annualized return

0.26 %

Momentum equity curve on SUMITOMO HEAVY INDUSTRIES

The following chart shows the equity curve of the two momentum strategies applied to SUMITOMO HEAVY INDUSTRIES:

SUMITOMO HEAVY INDUSTRIES momentum equity

Note: the dividends potentially given by SUMITOMO HEAVY INDUSTRIES are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on SUMITOMO HEAVY INDUSTRIES

The following chart shows the employed capital evolution of the two momentum strategies on SUMITOMO HEAVY INDUSTRIES since the beginning:

SUMITOMO HEAVY INDUSTRIES

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250¥, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000¥.


Buy the dip strategy result on SUMITOMO HEAVY INDUSTRIES

Buy the dip entry openings on SUMITOMO HEAVY INDUSTRIES

SUMITOMO HEAVY INDUSTRIES

The performance achieved by the robo-advisor on SUMITOMO HEAVY INDUSTRIES is 19.31%. That represents 1885.0$ of latent gain with 9763.0¥ of employed capital. The following chart shows SUMITOMO HEAVY INDUSTRIES stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of SUMITOMO HEAVY INDUSTRIES, and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

19.31 %

Latent gain

1885.0 ¥

Invested capital

9763.0 ¥

Annualized return

8.78 %

Equity curve of the strategy applied to SUMITOMO HEAVY INDUSTRIES

The following chart shows the result of the investment strategy applied to SUMITOMO HEAVY INDUSTRIES:

SUMITOMO HEAVY INDUSTRIES

Note: the dividends potentially given by SUMITOMO HEAVY INDUSTRIES are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on SUMITOMO HEAVY INDUSTRIES

The following chart shows the employed capital evolution since the beginning of the investment strategy on SUMITOMO HEAVY INDUSTRIES:

SUMITOMO HEAVY INDUSTRIES

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on SUMITOMO HEAVY INDUSTRIES

In this section, I will compare the three previous investment strategies applied to SUMITOMO HEAVY INDUSTRIES.

Equity curve comparison on SUMITOMO HEAVY INDUSTRIES

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

SUMITOMO HEAVY INDUSTRIES investment strategy comparison

Employed capital comparison on SUMITOMO HEAVY INDUSTRIES

SUMITOMO HEAVY INDUSTRIES investment comparison

Performance comparison on SUMITOMO HEAVY INDUSTRIES

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 0.65% 168.0¥ 26040.0¥ 0.15%
Momentum 1 quarter 65.86% 4625.0¥ 7023.0¥ 16.63%
Momentum 2 quarters 0.98% 85.0¥ 8651.0¥ 0.26%
Non-directional 19.31% 1885.0¥ 9763.0¥ 8.78%
Annualized return comparison

Automatic investment

0.15 %

Momentum 1Q

0.26 %

Momentum 2Q

0.26 %

Non-directional

8.78 %

Correlated stocks

Here are the most positively and negatively correlated stocks with SUMITOMO HEAVY INDUSTRIES:

Positive correlations

Most correlated stocks this year


Most correlated stocks last 3 months

Negative correlation

Most negatively correlated stocks this year


Most negatively correlated stocks last 3 months

Note: The algorithm computes the probability of correlation between SUMITOMO HEAVY INDUSTRIES and the other stocks. There may be false positives or some missing correlated stocks. If the price of SUMITOMO HEAVY INDUSTRIES does not vary for 36 weeks, the correlation calculation result will be wrong.


Company information

Company name SUMITOMO HEAVY INDUSTRIES
Country Japan
City Tokyo
Address ThinkPark Tower
Phone 81 3 6737 2000
Website www.shi.co.jp
FullTime employees 24584
Industry Specialty Industrial Machinery
Sector Industrials
Exchange XTKS
Ticker 6302.XTKS
Market www.jpx.co.jp

SUMITOMO HEAVY INDUSTRIES ESG Scores

Environment scores

Environment ESG Factors Scores
Environment Score 0
Peer Environment Performance unknown
Environment Percentile unknown
Palm Oil unknown
Nuclear unknown
Fur Leather unknown
GMO unknown
Coal unknown
Pesticides unknown
Animal Testing unknown

Social scores

Social ESG Factors Scores
Social Score 0
Peer Social Performance unknown
Social Percentile unknown
Highest Controversy unknown
Peer Highest Controversy Performance unknown
Adult unknown
Gambling unknown
Alcoholic unknown
Tobacco unknown
Catholic unknown
Controversial Weapons unknown
Small Arms unknown
Military Contract unknown
Peer Count unknown

Related Controversy:


Governance scores

Governance ESG Factors Scores
Governance Score 0
Peer Governance Performance unknown
Governance Percentile unknown

ESG at glance
Total ESG Scores: unknown
Environment Score: 0
Social Score: 0
Governance Score: 0

ESG Performance: unknown

Peer Group: unknown

Peer Esg Score Performance: unknown

Rating Year: unknown

Rating Month: unknown

Max Age: unknown

Percentile: unknown