WallStSmart

Ero Copper Corp (ERO)vsSumitomo Mitsui Financial Group Inc (SMFG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sumitomo Mitsui Financial Group Inc generates 471677% more annual revenue ($3.71T vs $785.84M). ERO leads profitability with a 33.6% profit margin vs 20.7%. ERO trades at a lower P/E of 10.0x. SMFG earns a higher WallStSmart Score of 76/100 (B+).

ERO

Strong Buy

68

out of 100

Grade: B-

Growth: 7.3Profit: 9.5Value: 5.7Quality: 5.0

SMFG

Strong Buy

76

out of 100

Grade: B+

Growth: 8.0Profit: 6.5Value: 10.0Quality: 3.5
Piotroski: 6/9Altman Z: -0.38
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

EROSignificantly Overvalued (-83.1%)

Margin of Safety

-83.1%

Fair Value

$17.20

Current Price

$25.41

$8.21 premium

UndervaluedFair: $17.20Overvalued
SMFGUndervalued (+42.7%)

Margin of Safety

+42.7%

Fair Value

$41.40

Current Price

$19.93

$21.47 discount

UndervaluedFair: $41.40Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ERO6 strengths · Avg: 9.7/10
P/E RatioValuation
10.0x10/10

Attractively priced relative to earnings

Return on EquityProfitability
34.9%10/10

Every $100 of equity generates 35 in profit

Profit MarginProfitability
33.6%10/10

Keeps 34 of every $100 in revenue as profit

Operating MarginProfitability
43.6%10/10

Strong operational efficiency at 43.6%

Revenue GrowthGrowth
161.3%10/10

Revenue surging 161.3% year-over-year

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

SMFG6 strengths · Avg: 9.0/10
Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Operating MarginProfitability
39.3%10/10

Strong operational efficiency at 39.3%

Market CapQuality
$124.28B9/10

Large-cap with strong market position

Profit MarginProfitability
20.7%9/10

Keeps 21 of every $100 in revenue as profit

PEG RatioValuation
0.818/10

Growing faster than its price suggests

P/E RatioValuation
13.8x8/10

Attractively priced relative to earnings

Areas to Watch

ERO1 concerns · Avg: 2.0/10
EPS GrowthGrowth
-11.0%2/10

Earnings declined 11.0%

SMFG3 concerns · Avg: 2.0/10
Return on EquityProfitability
4.9%3/10

ROE of 4.9% — below average capital efficiency

Altman Z-ScoreHealth
-0.382/10

Distress zone — elevated risk

Debt/EquityHealth
3.891/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : ERO

The strongest argument for ERO centers on P/E Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 33.6% and operating margin at 43.6%. Revenue growth of 161.3% demonstrates continued momentum.

Bull Case : SMFG

The strongest argument for SMFG centers on Price/Book, Operating Margin, Market Cap. Profitability is solid with margins at 20.7% and operating margin at 39.3%. Revenue growth of 21.8% demonstrates continued momentum.

Bear Case : ERO

The primary concerns for ERO are EPS Growth.

Bear Case : SMFG

The primary concerns for SMFG are Return on Equity, Altman Z-Score, Debt/Equity. Debt-to-equity of 3.89 is elevated, increasing financial risk.

Key Dynamics to Monitor

ERO carries more volatility with a beta of 1.51 — expect wider price swings.

ERO is growing revenue faster at 161.3% — sustainability is the question.

Monitor COPPER industry trends, competitive dynamics, and regulatory changes.

Bottom Line

SMFG scores higher overall (76/100 vs 68/100), backed by strong 20.7% margins and 21.8% revenue growth. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Ero Copper Corp

BASIC MATERIALS · COPPER · USA

Ero Copper Corp. The company is headquartered in Vancouver, Canada.

Sumitomo Mitsui Financial Group Inc

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

Sumitomo Mitsui Financial Group, Inc. provides commercial banking, finance leasing, securities, consumer finance, and other services primarily in Japan. The company is headquartered in Tokyo, Japan.

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