Sonae SGPSFRA:YSON -0.97%82 ROA % is 1.67% as of Mar. 2026, which is 38% below its 10-year median of 2.69. GuruFocus rates FRA:YSON with a GF Score™ of 82/100 and a GF Value™ of €1.30 (Significantly Overvalued). The stock has 8 warning signs investors should review. Among 310 Retail - Defensive companies, Sonae SGPS ranks worse than 66.77% on this metric.
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Sonae SGPS's annualizedNet Income for the quarter that ended in Mar. 2026 was €190 Mil.
Sonae SGPS's average Total Assets over the quarter that ended in Mar. 2026 was €11,368 Mil. Therefore, Sonae SGPS's annualized ROA % for the quarter that ended in Mar. 2026 was 1.67%.
The historical rank and industry rank for Sonae SGPS's ROA % or its related term are showing as below:
FRA:YSON'
s ROA % Range Over the Past 10 Years
Min: 0.83 Med: 2.69 Max: 4.08
Current: 1.81
During the past 13 years, Sonae SGPS's highest ROA % was 4.08%. The lowest was 0.83%. And the median was 2.69%.
FRA:YSON's ROA % is ranked worse than 66.77% of 310
companies
in the Retail - Defensive industry
Industry Median: 3.615
vs FRA:YSON: 1.81
Sonae SGPS (FRA:YSON) ROA % Explanation
ROA % measures the rate of return on the total assets (shareholder equity plus liabilities). It measures a firm's efficiency at generating profits from shareholders' equity plus its liabilities. ROA % shows how well a company uses what it has to generate earnings. ROA %s can vary drastically across industries. Therefore, ROA % should not be used to compare companies in different industries. For retailers, a ROA % of higher than 5% is expected. For example, Wal-Mart (WMT) has a ROA % of about 8% as of 2012. For banks, ROA % is close to their interest spread. A banks ROA % is typically well under 2%.
Similar to ROE, ROA % is affected by profit margins and asset turnover. This can be seen from the Du Pont Formula:
Note:
The Net Income data used here is four times the quarterly (Mar. 2026) net income data. The Revenue data used here is four times the quarterly (Mar. 2026) revenue data.
* 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.
Be Aware
Like ROE, ROA % is calculated with only 12 months data. Fluctuations in the company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective. ROA % can be affected by events such as stock buyback or issuance, and by goodwill, a company's tax rate and its interest payment. ROA % may not reflect the true earning power of the assets. A more accurate measurement is ROC % (ROC).
Many analysts argue the higher return the better. Buffett states that really high ROA % may indicate vulnerability in the durability of the competitive advantage.
E.g. Raising $43b to take on KO is impossible, but $1.7b to take on Moody's is. Although Moody's ROA % and underlying economics is far superior to Coca Cola, the durability is far weaker because of lower entry cost.
Sonae SGPS ROA % Related Terms
Sonae SGPS ROA % Historical Data
* Premium members only.
The historical data trend for Sonae SGPS's ROA % 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.
For the Grocery Stores subindustry, Sonae SGPS's ROA %, along with its competitors' market caps and ROA % 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 ROA % vs Retail - Defensive Industry
For the Retail - Defensive industry and Consumer Defensive sector, Sonae SGPS's ROA % distribution charts can be found below:
* The bar in red indicates where Sonae SGPS's ROA % falls into.
* 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.
In the calculation of annual ROA %, the net income of the last fiscal year and the average total assets over the fiscal year are used. In calculating the quarterly data,
the Net Income data used here is four times the quarterly (Mar. 2026) net income data.
ROA % is displayed in the 30-year financial page.
Sonae SGPS (FRA:YSON) has a ROA % of 1.67% as of Mar. 2026. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Sonae SGPS and its competitors. This is 38% below median its historical median of 2.69. Over the past decade, Sonae SGPS's ROA % has ranged from 0.83 to 4.08. According to the industry distribution chart, Sonae SGPS ranks #207 out of 310 companies in the Retail - Defensive industry, placing it in the top 66.8%.
Is Sonae SGPS's ROA % too high?
Sonae SGPS's current ROA % of 1.67% is 38% below median its 10-year median of 2.69. Over the past 10 years, this metric has ranged from a low of 0.83 to a high of 4.08. The Retail - Defensive industry median ROA % is 3.62. Sonae SGPS's value of 1.67% is 53.8% below this industry median. Based on the distribution chart, Sonae SGPS ranks #207 out of 310 companies in the Retail - Defensive industry, which is below the industry midpoint. Overall, Sonae SGPS has a GF Score™ of 82/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Sonae SGPS's ROA % compare to KR and SFM?
According to the Retail - Defensive industry distribution chart, Sonae SGPS ranks #207 out of 310 companies for ROA %. This places Sonae SGPS in the lower half of its industry. The industry median ROA % is 3.62. Sonae SGPS's value of 1.67% is 53.8% below this benchmark. Historically, Sonae SGPS's own ROA % has ranged from 0.83 to 4.08 over the past decade. While the company's 10-year median is 2.69 vs. the industry median of 3.62, Sonae SGPS has consistently been below 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 ROA % for a Retail - Defensive company?
The median ROA % among Retail - Defensive companies is 3.62, based on 310 companies in the industry. Companies in the top quartile (top 25%) have a ROA % significantly above this median, while those in the bottom quartile fall well below. However, ROA % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Sonae SGPS's current ROA % of 1.67% is 53.8% below 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 ROA % mean?
A high ROA % can signal that a stock is expensive relative to its fundamentals. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Sonae SGPS and its competitors. For the Retail - Defensive industry, the median ROA % is 3.62 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Sonae SGPS's current ROA % is 1.67%, which is 38% below median its own 10-year median of 2.69. 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?
Based on GuruFocus' analysis, Sonae SGPS (FRA:YSON) is currently considered Significantly Overvalued. The stock's GF Value™ is €1.30, compared to a current price of €2.04 — trading 56.9% above its estimated fair value. The current ROA % is 1.67%, which is 38% below median its 10-year median of 2.69 and 53.8% below the Retail - Defensive industry median of 3.62. Sonae SGPS's overall GF Score™ is 82/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROA % calculated?
ROA % is calculated from a company's financial statements. For Sonae SGPS (FRA:YSON), the current ROA % is 1.67% 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 (FRA:YSON) Overvalued in 2026?
Based on GuruFocus' analysis, Sonae SGPS stock appears to be overvalued.
The current stock price of €2.04 is trading 56.9% above its estimated GF Value™ of €1.30.
GuruFocus considers Sonae SGPS to be Significantly Overvalued.
Key valuation signals for FRA:YSON:
ROA %: 1.67% (38% below median its 10-year median of 2.69)
GF Value™: €1.30 vs. price of €2.04 (56.9% above fair value)
Industry Position: 53.8% below the Retail - Defensive median (#207 of 310)
No single metric tells the full story. See the FRA:YSON 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.
82GF Score
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