Sonae SGPSFRA:YSON -0.97%80 ROE % is 5.90% as of Mar. 2026, which is 39% below its 10-year median of 9.61. 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. Among 306 Retail - Defensive companies, Sonae SGPS ranks worse than 58.5% on this metric.
ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Sonae SGPS's annualized net income for the quarter that ended in Mar. 2026 was €190 Mil. Sonae SGPS's average Total Stockholders Equity over the quarter that ended in Mar. 2026 was €3,221 Mil. Therefore, Sonae SGPS's annualized ROE % for the quarter that ended in Mar. 2026 was 5.90%.
The historical rank and industry rank for Sonae SGPS's ROE % or its related term are showing as below:
FRA:YSON'
s ROE % Range Over the Past 10 Years
Min: 3.44 Med: 9.61 Max: 12.59
Current: 6.48
During the past 13 years, Sonae SGPS's highest ROE % was 12.59%. The lowest was 3.44%. And the median was 9.61%.
FRA:YSON's ROE % is ranked worse than 58.5% of 306
companies
in the Retail - Defensive industry
Industry Median: 8.53
vs FRA:YSON: 6.48
Sonae SGPS (FRA:YSON) ROE % Explanation
ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.
The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:
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. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.
* 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
Net Income is used.
Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.
Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.
Sonae SGPS ROE % Related Terms
Sonae SGPS ROE % Historical Data
* Premium members only.
The historical data trend for Sonae SGPS's ROE % 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 ROE %, along with its competitors' market caps and ROE % 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 ROE % vs Retail - Defensive Industry
For the Retail - Defensive industry and Consumer Defensive sector, Sonae SGPS's ROE % distribution charts can be found below:
* The bar in red indicates where Sonae SGPS's ROE % 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 ROE %, the net income of the last fiscal year and the average total shareholder equity 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.
ROE % is displayed in the 30-year financial page.
Sonae SGPS (FRA:YSON) has a ROE % of 5.90% as of Mar. 2026. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Sonae SGPS and its competitors. This is 39% below median its historical median of 9.61. Over the past decade, Sonae SGPS's ROE % has ranged from 3.44 to 12.59. According to the industry distribution chart, Sonae SGPS ranks #179 out of 306 companies in the Retail - Defensive industry, placing it in the top 58.5%.
Is Sonae SGPS's ROE % too high?
Sonae SGPS's current ROE % of 5.90% is 39% below median its 10-year median of 9.61. Over the past 10 years, this metric has ranged from a low of 3.44 to a high of 12.59. The Retail - Defensive industry median ROE % is 8.53. Sonae SGPS's value of 5.90% is 30.8% below this industry median. Based on the distribution chart, Sonae SGPS ranks #179 out of 306 companies in the Retail - Defensive industry, which is below the industry midpoint. 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 ROE % compare to KR and SFM?
According to the Retail - Defensive industry distribution chart, Sonae SGPS ranks #179 out of 306 companies for ROE %. This places Sonae SGPS in the lower half of its industry. The industry median ROE % is 8.53. Sonae SGPS's value of 5.90% is 30.8% below this benchmark. Historically, Sonae SGPS's own ROE % has ranged from 3.44 to 12.59 over the past decade. While the company's 10-year median is 9.61 vs. the industry median of 8.53, 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 ROE % for a Retail - Defensive company?
The median ROE % among Retail - Defensive companies is 8.53, based on 306 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Sonae SGPS's current ROE % of 5.90% is 30.8% 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 ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Sonae SGPS and its competitors. For the Retail - Defensive industry, the median ROE % is 8.53 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Sonae SGPS's current ROE % is 5.90%, which is 39% below median its own 10-year median of 9.61. 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 ROE % is 5.90%, which is 39% below median its 10-year median of 9.61 and 30.8% below the Retail - Defensive industry median of 8.53. 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 ROE % calculated?
ROE % is calculated from a company's financial statements. For Sonae SGPS (FRA:YSON), the current ROE % is 5.90% 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:
ROE %: 5.90% (39% below median its 10-year median of 9.61)
GF Value™: €1.30 vs. price of €2.04 (56.9% above fair value)
Industry Position: 30.8% below the Retail - Defensive median (#179 of 306)
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.
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