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Sonae

LIS:SON · PTSON0AM0001
Food & Staples RetailingX-Large

360

23
EV / EBIT58
Price / Owner Earnings97
Owner Earnings Yield1
Dividend Yield61
Price/Sales66
EV / Gross Profit48
Price/Book34
Return on Capital19
Cash Return on Capital16
Return on Equity35
EBIT Margin63
Gross Profitability9
Cash Conversion89
Accruals59
Owner Earnings Margin12
Sales growth69
Profit Growth67
Long-Term EPS Growth90
Owner Earnings Growth1
Reinvestment77
Price momentum98
Debt load61
Refinancing44
Debt Payback1
Liquidity43
Analyst ratings80
Opinion Changes13
Price Target Upside6
Market mood29
Value Creation10/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Sonae clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryPortugal
IndustryFood & Staples Retailing
SizeX-Large
TypePublic Company
ExchangeENXTLS
Employees1,854
Websitesonae.pt
ISINPTSON0AM0001
Last UpdateApr 2, 2026
Indices
PSI 20 (Portugal)
Themes
Online GroceryBrand MarketingLifestyleFast-Moving Consumer GoodsPet Food and SuppliesRetail

Description

Sonae, SGPS, S.A. (Sonae) engages in retail, real estate, telecommunications, technology, and financial services businesses in Portugal and internationally. The company is a subsidiary of Efanor Investimentos SGPS, S.E. Strategy Strategic Prioritie…

Analysis

Middle-of-the-road

Sonae, SGPS, S.A. is a middle-of-the-road business: neither the economics nor the price stand out from the peer group.

Valuation data is not available for this company.

The trajectory is moderate and the balance sheet is stretched. The company scores 10/20 on our value-creation score: creating some value. Analyst sentiment is cautious.

What to watch: The financial cushion is thinner than comfortable. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
67
2023202420252026

All-time high

98

Jan 2026

All-time low

23

Jan 2025

Average rank

70

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
66
68
63
78
Price/Earnings
29
91
94
62
Price/Book
34
65
69
76
Dividend Yield
61
71
87
92
Value (overall)
40
82
94
94

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
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