Sonae SGPS (Portugal) Performance
| SON Stock | EUR 0.92 0.02 2.22% |
Sonae SGPS has a performance score of 2 on a scale of 0 to 100. The entity has a beta of 0.0467, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Sonae SGPS's returns are expected to increase less than the market. However, during the bear market, the loss of holding Sonae SGPS is expected to be smaller as well. Sonae SGPS SA right now has a risk of 1.14%. Please validate Sonae SGPS expected short fall, day median price, and the relationship between the potential upside and accumulation distribution , to decide if Sonae SGPS will be following its existing price patterns.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Sonae SGPS SA are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively stable basic indicators, Sonae SGPS is not utilizing all of its potentials. The newest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
| Begin Period Cash Flow | 752.2 M | |
| Total Cashflows From Investing Activities | 314.8 M |
Sonae |
Sonae SGPS Relative Risk vs. Return Landscape
If you would invest 90.00 in Sonae SGPS SA on January 25, 2024 and sell it today you would earn a total of 2.00 from holding Sonae SGPS SA or generate 2.22% return on investment over 90 days. Sonae SGPS SA is generating 0.0413% of daily returns assuming 1.1406% volatility of returns over the 90 days investment horizon. Simply put, 10% of all stocks have less volatile historical return distribution than Sonae SGPS, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Sonae SGPS Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sonae SGPS's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Sonae SGPS SA, and traders can use it to determine the average amount a Sonae SGPS's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0362
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SON |
Estimated Market Risk
| 1.14 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 2 98% of assets perform better |
Based on monthly moving average Sonae SGPS is performing at about 2% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Sonae SGPS by adding it to a well-diversified portfolio.
Sonae SGPS Fundamentals Growth
Sonae Stock prices reflect investors' perceptions of the future prospects and financial health of Sonae SGPS, and Sonae SGPS fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Sonae Stock performance.
| Return On Equity | 0.11 | |||
| Return On Asset | 0.0248 | |||
| Profit Margin | 0.04 % | |||
| Operating Margin | 0.04 % | |||
| Current Valuation | 4.01 B | |||
| Shares Outstanding | 1.92 B | |||
| Price To Earning | 6.99 X | |||
| Price To Book | 0.66 X | |||
| Price To Sales | 0.23 X | |||
| Revenue | 7.02 B | |||
| EBITDA | 738.94 M | |||
| Cash And Equivalents | 580.15 M | |||
| Cash Per Share | 0.31 X | |||
| Total Debt | 1.1 B | |||
| Debt To Equity | 110.90 % | |||
| Book Value Per Share | 1.33 X | |||
| Cash Flow From Operations | 622.82 M | |||
| Earnings Per Share | 0.17 X | |||
| Total Asset | 8.32 B | |||
About Sonae SGPS Performance
To evaluate Sonae SGPS SA Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Sonae SGPS generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Sonae Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Sonae SGPS SA market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Sonae's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.Sonae, SGPS, S.A. engages in retail, financial services, technology, shopping center, and telecommunication businesses. Sonae, SGPS, S.A. was founded in 1959 and is headquartered in Maia, Portugal. SONAE operates under Department Stores classification in Exotistan and is traded on Commodity Exchange. It employs 43854 people.Things to note about Sonae SGPS SA performance evaluation
Checking the ongoing alerts about Sonae SGPS for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Sonae SGPS SA help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Sonae SGPS SA has some characteristics of a very speculative penny stock | |
| Sonae SGPS SA has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial obligations | |
| The company has accumulated 1.1 B in total debt with debt to equity ratio (D/E) of 110.9, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Sonae SGPS SA has a current ratio of 0.63, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist Sonae SGPS until it has trouble settling it off, either with new capital or with free cash flow. So, Sonae SGPS's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Sonae SGPS SA sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Sonae to invest in growth at high rates of return. When we think about Sonae SGPS's use of debt, we should always consider it together with cash and equity. | |
| About 58.0% of Sonae SGPS outstanding shares are owned by corporate insiders |
- Analyzing Sonae SGPS's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Sonae SGPS's stock is overvalued or undervalued compared to its peers.
- Examining Sonae SGPS's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Sonae SGPS's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sonae SGPS's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Sonae SGPS's stock. These opinions can provide insight into Sonae SGPS's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Sonae SGPS SA. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in board of governors. You can also try the Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.
Complementary Tools for Sonae Stock analysis
When running Sonae SGPS's price analysis, check to measure Sonae SGPS's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Sonae SGPS is operating at the current time. Most of Sonae SGPS's value examination focuses on studying past and present price action to predict the probability of Sonae SGPS's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Sonae SGPS's price. Additionally, you may evaluate how the addition of Sonae SGPS to your portfolios can decrease your overall portfolio volatility.
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