Fact based stock research
Sonae (ENXTLS:SON)


Sonae stock research in summary

sonae.pt


Sonae shares have a SELL rating. While they are good value, they show below average growth, and are riskily financed. We recommend selling Sonae shares.


Latest Obermatt Ranks


Country Portugal
Industry Food Retail
Index PSI General, PSI 20
Size class Large

June 8, 2018. Top 10 stocks updated on Top 10 schedule or at least quarterly. ()




Research History: Sonae

STOCK RESEARCH SUMMARY 2015 2016 2017 2018
STOCK VALUE RANKS
96
98
88
95
STOCK GROWTH RANKS
15
24
57
18
STOCK SAFETY RANKS
1
1
8
1
COMBINED STOCK RANKS
27
32
27
9

Last update of Combined Rank: 8-Jun-2018. Stock research history is based on the Obermatt Method. The higher the rank, the better is Sonae in the corresponding investment strategy.


Value Metrics in Detail

VALUE METRICS 2015 2016 2017 2018
PRICE VS. REVENUES (P/S)
82
89
76
87
PRICE VS. PROFITS (P/E)
97
100
96
88
PRICE VS. CAPITAL (Market-to-Book)
97
100
92
90
DIVIDEND YIELD
88
84
84
84
CONSOLIDATED RANK: VALUE
96
98
88
95

Last update of Value Rank: 8-Jun-2018. Stock analysis on value ratios: The higher the rank, the lower the value ratio of Sonae; except for dividend yield where the rank is higher, the higher the yield.


Growth Metrics in Detail

GROWTH METRICS 2015 2016 2017 2018
REVENUE GROWTH
30
60
52
1
PROFIT GROWTH
71
21
21
29
STOCK RETURNS
33
25
95
90
CONSOLIDATED RANK: GROWTH
15
24
57
18

Financial reporting date of Growth Rank: 31-Mar-2018. Stock analysis on growth metrics: The higher the rank, the higher the growth and returns of Sonae.


Safety Metrics in Detail

SAFETY METRICS 2015 2016 2017 2018
LEVERAGE
6
2
12
8
REFINANCING
2
1
1
8
LIQUIDITY
28
18
6
7
CONSOLIDATED RANK: SAFETY
1
1
8
1

Financial reporting date of Safety Rank: 31-Mar-2018. Stock analysis on safety metrics: The higher the rank, the lower the leverage of Sonae and the more cash is available to service its debt.


Stock analysis by the purely financial fact-based Obermatt Method for the investment strategies Value, Growth and Safety for Sonae from June 8, 2018.