Sonae Sgps Sa Stock Net Income
| SON Stock | EUR 1.76 0.01 0.57% |
As of the 29th of January, Sonae SGPS has the Risk Adjusted Performance of 0.2033, coefficient of variation of 368.14, and Semi Deviation of 0.5504. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Sonae SGPS SA, as well as the relationship between them. Please validate Sonae SGPS SA treynor ratio, as well as the relationship between the potential upside and expected short fall to decide if Sonae SGPS is priced more or less accurately, providing market reflects its prevalent price of 1.76 per share.
Sonae SGPS's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Sonae SGPS's valuation are provided below:Sonae SGPS SA does not presently have any fundamental trend indicators for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Sonae |
Sonae SGPS 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Sonae SGPS's stock what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Sonae SGPS.
| 10/31/2025 |
| 01/29/2026 |
If you would invest 0.00 in Sonae SGPS on October 31, 2025 and sell it all today you would earn a total of 0.00 from holding Sonae SGPS SA or generate 0.0% return on investment in Sonae SGPS over 90 days. Sonae SGPS is related to or competes with Banco Comercial, NOS SGPS, Navigator, Altri SGPS, and Galp Energia. Sonae, SGPS, S.A. engages in retail, financial services, technology, shopping center, and telecommunication businesses More
Sonae SGPS Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Sonae SGPS's stock current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Sonae SGPS SA upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.07 | |||
| Information Ratio | 0.2062 | |||
| Maximum Drawdown | 4.79 | |||
| Value At Risk | (1.23) | |||
| Potential Upside | 2.05 |
Sonae SGPS Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sonae SGPS's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Sonae SGPS's standard deviation. In reality, there are many statistical measures that can use Sonae SGPS historical prices to predict the future Sonae SGPS's volatility.| Risk Adjusted Performance | 0.2033 | |||
| Jensen Alpha | 0.2915 | |||
| Total Risk Alpha | 0.1999 | |||
| Sortino Ratio | 0.2204 | |||
| Treynor Ratio | 2.08 |
Sonae SGPS January 29, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.2033 | |||
| Market Risk Adjusted Performance | 2.09 | |||
| Mean Deviation | 0.8725 | |||
| Semi Deviation | 0.5504 | |||
| Downside Deviation | 1.07 | |||
| Coefficient Of Variation | 368.14 | |||
| Standard Deviation | 1.14 | |||
| Variance | 1.31 | |||
| Information Ratio | 0.2062 | |||
| Jensen Alpha | 0.2915 | |||
| Total Risk Alpha | 0.1999 | |||
| Sortino Ratio | 0.2204 | |||
| Treynor Ratio | 2.08 | |||
| Maximum Drawdown | 4.79 | |||
| Value At Risk | (1.23) | |||
| Potential Upside | 2.05 | |||
| Downside Variance | 1.15 | |||
| Semi Variance | 0.3029 | |||
| Expected Short fall | (1.27) | |||
| Skewness | 0.5939 | |||
| Kurtosis | 1.93 |
Sonae SGPS SA Backtested Returns
Sonae SGPS appears to be slightly risky, given 3 months investment horizon. Sonae SGPS SA owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.33, which indicates the firm had a 0.33 % return per unit of risk over the last 3 months. We have found twenty-nine technical indicators for Sonae SGPS SA, which you can use to evaluate the volatility of the company. Please review Sonae SGPS's Semi Deviation of 0.5504, coefficient of variation of 368.14, and Risk Adjusted Performance of 0.2033 to confirm if our risk estimates are consistent with your expectations. On a scale of 0 to 100, Sonae SGPS holds a performance score of 25. The entity has a beta of 0.14, 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. Please check Sonae SGPS's expected short fall, day median price, and the relationship between the potential upside and accumulation distribution , to make a quick decision on whether Sonae SGPS's existing price patterns will revert.
Auto-correlation | 0.93 |
Excellent predictability
Sonae SGPS SA has excellent predictability. Overlapping area represents the amount of predictability between Sonae SGPS time series from 31st of October 2025 to 15th of December 2025 and 15th of December 2025 to 29th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Sonae SGPS SA price movement. The serial correlation of 0.93 indicates that approximately 93.0% of current Sonae SGPS price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.93 | |
| Spearman Rank Test | 0.9 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Sonae SGPS SA reported net income of 267.65 M. This is 47.59% lower than that of the Consumer Cyclical sector and about the same as Department Stores (which currently averages 269.34 M) industry. The net income for all Portugal stocks is 53.12% higher than that of the company.
Sonae Net Income Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Sonae SGPS's direct or indirect competition against its Net Income to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Sonae SGPS could also be used in its relative valuation, which is a method of valuing Sonae SGPS by comparing valuation metrics of similar companies.Sonae SGPS is currently under evaluation in net income category among its peers.
Sonae Fundamentals
| 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 | |||
| Shares Owned By Insiders | 57.96 % | |||
| Shares Owned By Institutions | 12.12 % | |||
| Price To Earning | 6.99 X | |||
| Price To Book | 0.66 X | |||
| Price To Sales | 0.23 X | |||
| Revenue | 7.02 B | |||
| Gross Profit | 1.74 B | |||
| EBITDA | 738.94 M | |||
| Net Income | 267.65 M | |||
| Cash And Equivalents | 580.15 M | |||
| Cash Per Share | 0.31 X | |||
| Total Debt | 1.1 B | |||
| Debt To Equity | 110.90 % | |||
| Current Ratio | 0.64 X | |||
| Book Value Per Share | 1.33 X | |||
| Cash Flow From Operations | 622.82 M | |||
| Earnings Per Share | 0.17 X | |||
| Target Price | 1.4 | |||
| Number Of Employees | 36.29 K | |||
| Beta | 1.06 | |||
| Market Capitalization | 1.8 B | |||
| Total Asset | 8.32 B | |||
| Z Score | 0.6 | |||
| Annual Yield | 0.05 % | |||
| Net Asset | 8.32 B | |||
| Last Dividend Paid | 0.051 |
About Sonae SGPS Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Sonae SGPS SA's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Sonae SGPS using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Sonae SGPS SA based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Thematic Opportunities
Explore Investment Opportunities
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.