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Sonae SGPS (LTS:0ML0) Cyclically Adjusted PB Ratio : (As of Jun. 03, 2025)


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What is Sonae SGPS Cyclically Adjusted PB Ratio?

Shiller PE for Stocks: The True Measure of Stock Valuation


Sonae SGPS Cyclically Adjusted PB Ratio Historical Data

The historical data trend for Sonae SGPS's Cyclically Adjusted PB Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Sonae SGPS Cyclically Adjusted PB Ratio Chart

Sonae SGPS Annual Data
Trend Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24
Cyclically Adjusted PB Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.75 1.05 0.84 0.76 0.71

Sonae SGPS Quarterly Data
Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25
Cyclically Adjusted PB Ratio Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.72 0.70 0.75 0.71 -

Competitive Comparison of Sonae SGPS's Cyclically Adjusted PB Ratio

For the Grocery Stores subindustry, Sonae SGPS's Cyclically Adjusted PB Ratio, along with its competitors' market caps and Cyclically Adjusted PB Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Sonae SGPS's Cyclically Adjusted PB Ratio Distribution in the Retail - Defensive Industry

For the Retail - Defensive industry and Consumer Defensive sector, Sonae SGPS's Cyclically Adjusted PB Ratio distribution charts can be found below:

* The bar in red indicates where Sonae SGPS's Cyclically Adjusted PB Ratio falls into.


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Sonae SGPS Cyclically Adjusted PB Ratio Calculation

Like the Shiller PE Ratio, the Cyclically Adjusted PB Ratio takes the Book Value per Share from the past 10 years, adjusts it for inflation, and then calculates the average. This average is then used for the P/B calculation. Because it considers this 10-year average, it's often referred to as the CAPB Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio.

Sonae SGPS's Cyclically Adjusted Book per Share for the quarter that ended in Mar. 2025 is calculated as:

For example, Sonae SGPS's adjusted Book Value per Share data for the three months ended in Mar. 2025 was:

Adj_Book=Book Value per Share/CPI of Mar. 2025 (Change)*Current CPI (Mar. 2025)
=1.602/122.6242*122.6242
=1.602

Current CPI (Mar. 2025) = 122.6242.

Sonae SGPS Quarterly Data

Book Value per Share CPI Adj_Book
201506 0.850 100.769 1.034
201509 0.853 100.489 1.041
201512 0.829 100.119 1.015
201603 0.843 100.547 1.028
201606 0.866 101.319 1.048
201609 0.903 101.122 1.095
201612 0.947 100.998 1.150
201703 0.913 101.924 1.098
201706 0.938 102.240 1.125
201709 0.970 102.527 1.160
201712 0.945 102.479 1.131
201803 1.001 102.626 1.196
201806 1.037 103.790 1.225
201809 1.085 103.960 1.280
201812 1.034 103.159 1.229
201903 1.096 103.495 1.299
201906 1.056 104.192 1.243
201909 1.070 103.844 1.264
201912 1.120 103.592 1.326
202003 1.069 103.544 1.266
202006 1.009 104.323 1.186
202009 1.005 103.699 1.188
202012 1.043 103.354 1.237
202103 1.043 104.014 1.230
202106 1.039 104.852 1.215
202109 1.271 105.232 1.481
202112 1.326 106.191 1.531
202203 1.374 109.559 1.538
202206 1.364 114.003 1.467
202209 1.397 114.999 1.490
202212 1.453 116.377 1.531
202303 1.463 117.701 1.524
202306 1.432 117.872 1.490
202309 1.460 119.111 1.503
202312 1.567 118.032 1.628
202403 1.577 120.396 1.606
202406 1.535 121.165 1.553
202409 1.540 121.574 1.553
202412 1.581 121.585 1.595
202503 1.602 122.624 1.602

Add all the adjusted book value per share together and divide the count will get our Cyclically Adjusted Book per Share.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.


Sonae SGPS  (LTS:0ML0) Cyclically Adjusted PB Ratio Explanation

Compared with the regular PB Ratio, which works poorly for cyclical businesses, the Cyclically Adjusted PB Ratio smoothed out the fluctuations of book value during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Cyclically Adjusted PB Ratio should give similar results to regular PB Ratio.


Sonae SGPS Cyclically Adjusted PB Ratio Related Terms

Thank you for viewing the detailed overview of Sonae SGPS's Cyclically Adjusted PB Ratio provided by GuruFocus.com. Please click on the following links to see related term pages.


Sonae SGPS Business Description

Traded in Other Exchanges
Address
Lugar do Espido, Via Norte, Apartado 1011, Maia, PRT, 4470-909
Sonae SGPS SA is a retail company that manages a variety of business portfolios, including food, sports goods, clothing & apparel, financial services, electronics, technology, and telecommunication. The company's business is divided into eight segments based on the business offerings: Sonae MC, Worten, Sonae Fashion, Iberian Sports Retail Group, Sonae FS, Sonae IM, Sonae Sierra, and NOS. The Sonae MC business segment, which generates most of the company's revenue, is the company's food retail unit and operates restaurants, supermarkets, and convenience stores, among others. The company operates globally but earns most of its revenue in Portugal.

Sonae SGPS Headlines

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