Sonae SGPSSOSSF 86 3-Year ROIIC % is 6.45 as of Dec. 2025, which is 433% above its 10-year median of 1.21. GuruFocus rates SOSSF with a GF Score™ of 86/100 and a GF Value™ of $0.45. The stock has 8 warning signs investors should review. Among 293 Retail - Defensive companies, Sonae SGPS ranks better than 51.19% on this metric.
3-Year Return on Invested Incremental Capital (3-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 3-year.
Sonae SGPS's 3-Year ROIIC % for the quarter that ended in Dec. 2025 was 6.45%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Sonae SGPS's 3-Year ROIIC % or its related term are showing as below:
SOSSF's 3-Year ROIIC % is ranked better than 51.19% of 293
companies
in the Retail - Defensive industry
Industry Median: 5.95
vs SOSSF: 6.45
Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.
High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
Be Aware
It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.
Sonae SGPS 3-Year ROIIC % Related Terms
Sonae SGPS 3-Year ROIIC % Historical Data
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The historical data trend for Sonae SGPS's 3-Year ROIIC % 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 3-Year ROIIC %, along with its competitors' market caps and 3-Year ROIIC % 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 3-Year ROIIC % vs Retail - Defensive Industry
For the Retail - Defensive industry and Consumer Defensive sector, Sonae SGPS's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Sonae SGPS's 3-Year ROIIC % 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.
** Annual data of NOPAT and Invested Capital was used to calculate 3-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.
Sonae SGPS (SOSSF) has a 3-Year ROIIC % of 6.45 as of Dec. 2025. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Sonae SGPS and its competitors. This is 433% above median its historical median of 1.21. According to the industry distribution chart, Sonae SGPS ranks #143 out of 293 companies in the Retail - Defensive industry, placing it in the top 48.8%.
Is Sonae SGPS's 3-Year ROIIC % too high?
Sonae SGPS's current 3-Year ROIIC % of 6.45 is 433% above median its 10-year median of 1.21. The Retail - Defensive industry median 3-Year ROIIC % is 5.95. Sonae SGPS's value of 6.45 is 8.4% above this industry median. Based on the distribution chart, Sonae SGPS ranks #143 out of 293 companies in the Retail - Defensive industry, which is above the industry midpoint. Overall, Sonae SGPS has a GF Score™ of 86/100, reflecting its overall financial health beyond just this single metric.
How does Sonae SGPS's 3-Year ROIIC % compare to KR and SFM?
According to the Retail - Defensive industry distribution chart, Sonae SGPS ranks #143 out of 293 companies for 3-Year ROIIC %. This puts Sonae SGPS in the upper half of its industry. The industry median 3-Year ROIIC % is 5.95. Sonae SGPS's value of 6.45 is 8.4% above this benchmark. While the company's 10-year median is 1.21 vs. the industry median of 5.95, 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 3-Year ROIIC % for a Retail - Defensive company?
The median 3-Year ROIIC % among Retail - Defensive companies is 5.95, based on 293 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year ROIIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Sonae SGPS's current 3-Year ROIIC % of 6.45 is 8.4% 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 3-Year ROIIC % mean?
A high 3-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Sonae SGPS and its competitors. For the Retail - Defensive industry, the median 3-Year ROIIC % is 5.95 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Sonae SGPS's current 3-Year ROIIC % is 6.45, which is 433% above median its own 10-year median of 1.21. 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 3-Year ROIIC % of 6.45. 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 3-Year ROIIC % is 6.45, which is 433% above median its 10-year median of 1.21 and 8.4% above the Retail - Defensive industry median of 5.95. Sonae SGPS's overall GF Score™ is 86/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year ROIIC % calculated?
3-Year ROIIC % is calculated from a company's financial statements. For Sonae SGPS (SOSSF), the current 3-Year ROIIC % is 6.45 as of Dec. 2025. 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:
3-Year ROIIC %: 6.45 (433% above median its 10-year median of 1.21)
GF Value™: $0.45 vs. price of $0.70 (55.6% above fair value)
Industry Position: 8.4% above the Retail - Defensive median (#143 of 293)
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.
86GF Score
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