Sonae SGPS (Portugal) Performance
| SON Stock | EUR 0.94 0.01 1.08% |
The entity has a beta of -0.14, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Sonae SGPS are expected to decrease at a much lower rate. During the bear market, Sonae SGPS is likely to outperform the market. At this point, Sonae SGPS SA has a negative expected return of -0.0132%. Please make sure to validate Sonae SGPS's potential upside and the relationship between the accumulation distribution and period momentum indicator , to decide if Sonae SGPS SA performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Sonae SGPS SA has generated negative risk-adjusted returns adding no value to investors with long positions. 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 95.00 in Sonae SGPS SA on August 30, 2024 and sell it today you would lose (1.00) from holding Sonae SGPS SA or give up 1.05% of portfolio value over 90 days. Sonae SGPS SA is producing return of less than zero assuming 0.8212% volatility of returns over the 90 days investment horizon. Simply put, 7% 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 |
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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 = -0.0161
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| Negative Returns | SON |
Estimated Market Risk
| 0.82 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Sonae SGPS is not performing at its full potential. However, 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 Sonae SGPS 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
Assessing Sonae SGPS's fundamental ratios provides investors with valuable insights into Sonae SGPS's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Sonae SGPS is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. 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 generated a negative expected return over the last 90 days | |
| 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 | |
| Sonae SGPS SA 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.
Additional 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.