Sonae SGPS (FRA:YSON) ROCE %: 5.98% (As of Mar. 2026)


FRA:YSON Sonae SGPS SA FRA:YSON
80 GF Score
Price €2.04
GF Value €1.30
Valuation Significantly Overvalued
! 8 Warning Signs
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What is Sonae SGPS ROCE %?

Sonae SGPS FRA:YSON -0.97% 80 ROCE % is 5.98% as of Mar. 2026. GuruFocus rates FRA:YSON with a GF Score™ of 80/100 and a GF Value™ of €1.30 (Significantly Overvalued). The stock has 8 warning signs investors should review.

ROCE % measures how well a company generates profits from its capital. It is calculated as EBIT divided by Capital Employed, where Capital Employed is calculated as Total Assets minus Total Current Liabilities. Sonae SGPS's annualized ROCE % for the quarter that ended in Mar. 2026 was 5.98%.

Sonae SGPS  (FRA:YSON) ROCE % Explanation

ROCE % can be especially useful when comparing the performance of capital-intensive companies. Unlike ROE %, which indicates the profitability of Shareholders Equity, ROCE % also considers long-term debt in Capital Employed. This can be helpful when analyzing companies with significant debt, as the result is neutralized by taking debt into consideration.

Generally speaking, a higher ROCE % indicates a stonger profitability for a company. Moreover, it is important to look at the ratio from a long term perspective. Investors tend to favor companies with stable and rising ROCE % trend over those with volatile ones.

Sonae SGPS ROCE % Related Terms

Sonae SGPS ROCE % Historical Data

* Premium members only.

The historical data trend for Sonae SGPS's ROCE % 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 ROCE % Chart

Sonae SGPS Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROCE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 6.89 7.55 9.29 7.19 6.73

Sonae SGPS Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
ROCE % 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 5.59 7.21 9.56 4.92 5.98
FRA:YSON
80GF Score
Sonae SGPS SA FRA:YSON
ROCE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Sonae SGPS ROCE % Calculation

Sonae SGPS's annualized ROCE % for the fiscal year that ended in Dec. 2025 is calculated as:

ROCE %=EBIT/( (Capital Employed+Capital Employed)/ count )
(A: Dec. 2025 )  (A: Dec. 2024 )(A: Dec. 2025 )
=EBIT/( ( (Total Assets - Total Current Liabilities)+(Total Assets - Total Current Liabilities) )/ count )
(A: Dec. 2025 )  (A: Dec. 2024 )(A: Dec. 2025 )
=541.011/( ( (11334.565 - 3322.464) + (11358.994 - 3284.208) )/ 2 )
=541.011/( (8012.101+8074.786)/ 2 )
=541.011/8043.4435
=6.73 %

Sonae SGPS's ROCE % of for the quarter that ended in Mar. 2026 is calculated as:

ROCE %=EBIT (1)/( (Capital Employed+Capital Employed)/ count )
(Q: Mar. 2026 )  (Q: Dec. 2025 )(Q: Mar. 2026 )
=EBIT/( ( (Total Assets - Total Current Liabilities)+(Total Assets - Total Current Liabilities) )/ count )
(Q: Mar. 2026 )  (Q: Dec. 2025 )(Q: Mar. 2026 )
=488.076/( ( (11358.994 - 3284.208) + (11377.692 - 3121.234) )/ 2 )
=488.076/( ( 8074.786 + 8256.458 )/ 2 )
=488.076/8165.622
=5.98 %

(1) Note: The EBIT data used here is four times the quarterly (Mar. 2026) EBIT 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.

Frequently Asked Questions Learn more about ROCE % →
What does a ROCE % of 5.98% mean?
Sonae SGPS (FRA:YSON) has a ROCE % of 5.98% as of Mar. 2026.
Is Sonae SGPS's ROCE % too high?
Sonae SGPS's current ROCE % is 5.98%. The Retail - Defensive industry median ROCE % is 8.98. Sonae SGPS's value of 5.98% is 33.4% below this industry median. Overall, Sonae SGPS has a GF Score™ of 80/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Sonae SGPS's ROCE % compare to KR and SFM?
Sonae SGPS's ROCE % of 5.98% can be compared against companies in the Retail - Defensive industry. The industry median ROCE % is 8.98. Sonae SGPS's value of 5.98% is 33.4% below this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROCE % for a Retail - Defensive company?
The median ROCE % among Retail - Defensive companies is 8.98, based on 307 companies in the industry. Companies in the top quartile (top 25%) have a ROCE % significantly above this median, while those in the bottom quartile fall well below. However, ROCE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Sonae SGPS's current ROCE % of 5.98% is 33.4% 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 ROCE % mean?
A high ROCE % can signal that a stock is expensive relative to its fundamentals. For the Retail - Defensive industry, the median ROCE % is 8.98 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Sonae SGPS's current ROCE % is 5.98%. 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 ROCE % is 5.98% and 33.4% below the Retail - Defensive industry median of 8.98. Sonae SGPS's overall GF Score™ is 80/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROCE % calculated?
ROCE % is calculated from a company's financial statements. For Sonae SGPS (FRA:YSON), the current ROCE % is 5.98% 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:

  • ROCE %: 5.98%
  • GF Value™: €1.30 vs. price of €2.04 (56.9% above fair value)
  • GF Score™: 80/100 with 8 warning signs
  • Industry Position: 33.4% below the Retail - Defensive median

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 Business Description

Other Exchanges SON:PortugalSONu:UK0ML0:UK
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 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.
80GF Score

Get the complete analysis for FRA:YSON

ROCE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€2.04
Price
€1.30
GF Value