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Sonae SGPSSOSSF 92 Forward Rate of Return (Yacktman) % is 24.58% as of Mar. 2026, which is 0% below its 10-year median of 24.65. GuruFocus rates SOSSF with a GF Score™ of 92/100 and a GF Value™ of $0.45. The stock has 7 warning signs investors should review. Among 221 Retail - Defensive companies, Sonae SGPS ranks better than 85.52% on this metric.
Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Sonae SGPS's forward rate of return for was 24.58%.
The historical rank and industry rank for Sonae SGPS's Forward Rate of Return (Yacktman) % or its related term are showing as below:
SOSSF'
s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 15.04 Med: 24.65 Max: 39.75
Current: 23.92
During the past 13 years, Sonae SGPS's highest Forward Rate of Return was 39.75. The lowest was 15.04. And the median was 24.65.
SOSSF's Forward Rate of Return (Yacktman) % is ranked better than 85.52% of 221
companies
in the Retail - Defensive industry
Industry Median: 14.11
vs SOSSF: 23.92
Unlike the Earnings Yield %, the Forward Rate of Return uses the normalized Free Cash Flow of the past five years, and considers growth. The forward rate of return can be thought of as the return that investors buying the stock today can expect from it in the future.
Sonae SGPS (OTCPK:SOSSF) Forward Rate of Return (Yacktman) % Explanation
Unlike the Earnings Yield, the Forward Rate of Return uses the normalized Free Cash Flow of the past five years, and considers growth. The forward rate of return can be thought of as the return that investors buying the stock today can expect from it in the future.
For the growth part of the Forward Rate of Return calculation, GuruFocus uses the 5-year average growth rate of EBITDA per share as the growth rate, and the growth rate is always capped at 20%. For the Free Cash Flow we use per share data averaged over five years. The reason we use five years is to make it comparable to the growth rate.
Be Aware
In the Forward Rate of Return calculation, the growth rate is added directly to today's free cash flow yield. Therefore the calculation is reliable only if the company can grow at the same rate in the future as it did in the past. Investors should pay close attention to this when researching growth stocks. A more accurate measurement for return is Return on Capital.
Sonae SGPS Forward Rate of Return (Yacktman) % Related Terms
Sonae SGPS Forward Rate of Return (Yacktman) % Historical Data
* Premium members only.
The historical data trend for Sonae SGPS's Forward Rate of Return (Yacktman) % 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.
Sonae SGPS Forward Rate of Return (Yacktman) % Chart
SOSSF vs KR, SFM: Forward Rate of Return (Yacktman) % Comparison
For the Grocery Stores subindustry, Sonae SGPS's Forward Rate of Return (Yacktman) %, along with its competitors' market caps and Forward Rate of Return (Yacktman) % 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 Forward Rate of Return (Yacktman) % vs Retail - Defensive Industry
For the Retail - Defensive industry and Consumer Defensive sector, Sonae SGPS's Forward Rate of Return (Yacktman) % distribution charts can be found below:
* The bar in red indicates where Sonae SGPS's Forward Rate of Return (Yacktman) % falls into.
Sonae SGPS Forward Rate of Return (Yacktman) % Calculation
Forward Rate of Return is a concept that Don Yacktman uses in his investment approach. Yacktman explained the forward rate of return concept in detail in his interview with GuruFocus. Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. He said in the interview (March 2012, when the S&P 500 was at about 1400):
If the business is stable, this calculation is fairly straightforward. For instance, on the S&P 500 we would normalize earnings. We would then calculate what percentage of those earnings are not reinvested in the underlying businesses and are therefore free. Historically, for the S&P 500, this has been just under 50% of earnings. Currently, we expect the S&P to earn about 70 on a normalized basis, a number which is far below reported earnings due to our adjusting for record high profit margins. $70 X ½ / 1400 gives you a normalized free cash flow yield of approximately 2.5%.
The historical real growth rate of the S&P 500 (companies) is about 1.5%. Assuming an inflation rate of 2.5%, the forward rate of return on an investment in the S&P 500 is about 6.5% today (2.5% free cash flow yield plus 1.5% real growth plus 2.5% inflation).
Sonae SGPS's Forward Rate of Return of Mar. 2026 is
Forward Rate of Return
=
Normalized Free Cash Flow
/
Price
+
5-Year EBITDA Growth Rate
=
0.23714286
/
0.7
+
0.1088
=
44.76 %
* 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.
What does a Forward Rate of Return (Yacktman) % of 24.58% mean?
Sonae SGPS (SOSSF) has a Forward Rate of Return (Yacktman) % of 24.58% as of Mar. 2026. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on Sonae SGPS and its competitors. This is near median its historical median of 24.65. Over the past decade, Sonae SGPS's Forward Rate of Return (Yacktman) % has ranged from 15.04 to 39.75. According to the industry distribution chart, Sonae SGPS ranks #32 out of 221 companies in the Retail - Defensive industry, placing it in the top 14.5%.
Is Sonae SGPS's Forward Rate of Return (Yacktman) % too high?
Sonae SGPS's current Forward Rate of Return (Yacktman) % of 24.58% is near median its 10-year median of 24.65. Over the past 10 years, this metric has ranged from a low of 15.04 to a high of 39.75. The Retail - Defensive industry median Forward Rate of Return (Yacktman) % is 14.11. Sonae SGPS's value of 24.58% is 74.2% above this industry median. Based on the distribution chart, Sonae SGPS ranks #32 out of 221 companies in the Retail - Defensive industry, which is in the top quartile — a strong position relative to peers. Overall, Sonae SGPS has a GF Score™ of 92/100, reflecting its overall financial health beyond just this single metric.
How does Sonae SGPS's Forward Rate of Return (Yacktman) % compare to KR and SFM?
According to the Retail - Defensive industry distribution chart, Sonae SGPS ranks #32 out of 221 companies for Forward Rate of Return (Yacktman) %. This places Sonae SGPS in the top 15% of its industry — outperforming the majority of peers. The industry median Forward Rate of Return (Yacktman) % is 14.11. Sonae SGPS's value of 24.58% is 74.2% above this benchmark. Historically, Sonae SGPS's own Forward Rate of Return (Yacktman) % has ranged from 15.04 to 39.75 over the past decade. While the company's 10-year median is 24.65 vs. the industry median of 14.11, Sonae SGPS has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Forward Rate of Return (Yacktman) % for a Retail - Defensive company?
The median Forward Rate of Return (Yacktman) % among Retail - Defensive companies is 14.11, based on 221 companies in the industry. Companies in the top quartile (top 25%) have a Forward Rate of Return (Yacktman) % significantly above this median, while those in the bottom quartile fall well below. However, Forward Rate of Return (Yacktman) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Sonae SGPS's current Forward Rate of Return (Yacktman) % of 24.58% is 74.2% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Forward Rate of Return (Yacktman) % mean?
A high Forward Rate of Return (Yacktman) % can signal that a stock is expensive relative to its fundamentals. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on Sonae SGPS and its competitors. For the Retail - Defensive industry, the median Forward Rate of Return (Yacktman) % is 14.11 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Sonae SGPS's current Forward Rate of Return (Yacktman) % is 24.58%, which is near median its own 10-year median of 24.65. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Sonae SGPS stock overvalued right now?
Sonae SGPS (SOSSF) has a current Forward Rate of Return (Yacktman) % of 24.58%. The stock's GF Value™ is $0.45, compared to a current price of $0.70 — trading 55.6% above its estimated fair value. The current Forward Rate of Return (Yacktman) % is 24.58%, which is near median its 10-year median of 24.65 and 74.2% above the Retail - Defensive industry median of 14.11. Sonae SGPS's overall GF Score™ is 92/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Forward Rate of Return (Yacktman) % calculated?
Forward Rate of Return (Yacktman) % is calculated from a company's financial statements. For Sonae SGPS (SOSSF), the current Forward Rate of Return (Yacktman) % is 24.58% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Sonae SGPS (SOSSF) Overvalued in 2026?
Based on GuruFocus' analysis, Sonae SGPS stock appears to be overvalued.
The current stock price of $0.70 is trading 55.6% above its estimated GF Value™ of $0.45.
Key valuation signals for SOSSF:
Forward Rate of Return (Yacktman) %: 24.58% (near median its 10-year median of 24.65)
GF Value™: $0.45 vs. price of $0.70 (55.6% above fair value)
Industry Position: 74.2% above the Retail - Defensive median (#32 of 221)
No single metric tells the full story. See the SOSSF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
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 segments based on the business offerings: MC, Worten, Musti, Bright Pixel, Sierra, and NOS. The MC business segment, which generates maximum of the company's revenue, deals in the Portuguese food retail market and also operates in complementary businesses to retail activities, as well as in the health and beauty retail sector in Portugal and Spain. The company operates earns majority of its revenue in Portugal, while it also has its presence in Nordic Countries, Spain, Netherlands, Romania, France, Italy, England, and Rest of the World.
92GF Score
Get the complete analysis for SOSSF
Forward Rate of Return (Yacktman) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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