Sony (Germany) Performance
| SONA Stock | EUR 21.00 1.20 6.06% |
On a scale of 0 to 100, Sony holds a performance score of 13. The entity has a beta of -0.56, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Sony are expected to decrease at a much lower rate. During the bear market, Sony is likely to outperform the market. Please check Sony's total risk alpha, treynor ratio, value at risk, as well as the relationship between the sortino ratio and maximum drawdown , to make a quick decision on whether Sony's existing price patterns will revert.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Sony Group are ranked lower than 13 (%) of all global equities and portfolios over the last 90 days. Despite nearly fragile basic indicators, Sony reported solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 1.8 T | |
| Total Cashflows From Investing Activities | -728.8 B |
Sony |
Sony Relative Risk vs. Return Landscape
If you would invest 1,570 in Sony Group on November 1, 2024 and sell it today you would earn a total of 530.00 from holding Sony Group or generate 33.76% return on investment over 90 days. Sony Group is generating 0.5429% of daily returns assuming 3.19% volatility of returns over the 90 days investment horizon. Simply put, 28% of all stocks have less volatile historical return distribution than Sony, and 90% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Sony Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sony's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Sony Group, and traders can use it to determine the average amount a Sony'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 = 0.1702
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | SONA | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 3.19 actual daily | 28 72% of assets are more volatile |
Expected Return
| 0.54 actual daily | 10 90% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Sony is performing at about 13% 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 Sony by adding it to a well-diversified portfolio.
Sony Fundamentals Growth
Sony Stock prices reflect investors' perceptions of the future prospects and financial health of Sony, and Sony 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 Sony Stock performance.
| Return On Equity | 0.13 | |||
| Return On Asset | 0.0247 | |||
| Profit Margin | 0.09 % | |||
| Operating Margin | 0.11 % | |||
| Current Valuation | 110.04 B | |||
| Shares Outstanding | 1.23 B | |||
| Price To Earning | 10.68 X | |||
| Price To Book | 1.99 X | |||
| Price To Sales | 0.01 X | |||
| Revenue | 9.92 T | |||
| EBITDA | 2.06 T | |||
| Cash And Equivalents | 21.89 B | |||
| Cash Per Share | 17.25 X | |||
| Total Debt | 1.2 T | |||
| Debt To Equity | 30.80 % | |||
| Book Value Per Share | 5,359 X | |||
| Cash Flow From Operations | 1.23 T | |||
| Earnings Per Share | 5.06 X | |||
| Total Asset | 30.48 T | |||
| Retained Earnings | 949.72 B | |||
| Current Asset | 4.06 T | |||
| Current Liabilities | 4.91 T | |||
About Sony Performance
By analyzing Sony's fundamental ratios, stakeholders can gain valuable insights into Sony's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Sony has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Sony has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Sony Corporation designs, develops, produces, and sells electronic equipment, instruments, and devices for the consumer, professional, and industrial markets worldwide. Sony Corporation was founded in 1946 and is headquartered in Tokyo, Japan. SONY CORP is traded on Frankfurt Stock Exchange in Germany.Things to note about Sony Group performance evaluation
Checking the ongoing alerts about Sony for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Sony Group help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Sony Group appears to be risky and price may revert if volatility continues | |
| Sony Group has accumulated 1.2 T in total debt with debt to equity ratio (D/E) of 30.8, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Sony Group has a current ratio of 0.84, 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 Sony until it has trouble settling it off, either with new capital or with free cash flow. So, Sony'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 Sony Group sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Sony to invest in growth at high rates of return. When we think about Sony's use of debt, we should always consider it together with cash and equity. |
- Analyzing Sony'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 Sony's stock is overvalued or undervalued compared to its peers.
- Examining Sony'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 Sony's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sony's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Sony's stock. These opinions can provide insight into Sony's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Sony Stock analysis
When running Sony's price analysis, check to measure Sony'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 Sony is operating at the current time. Most of Sony's value examination focuses on studying past and present price action to predict the probability of Sony's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Sony's price. Additionally, you may evaluate how the addition of Sony to your portfolios can decrease your overall portfolio volatility.
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world | |
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| FinTech Suite Use AI to screen and filter profitable investment opportunities | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance |