Ratings Sonae - SGPS, SA

Equities

SON

PTSON0AM0001

Market Closed - Euronext Lisbonne Other stock markets 11:35:01 2024-04-19 am EDT			5-day change	1st Jan Change
0.903 ^EUR	0.00%		+0.78%	-0.17%

Apr. 17	Sonae Unit Closes Purchase of Majority Stake in BCF Life Sciences-owner Diorren	MT
Mar. 19	Sonae Issues EUR150 Million Bonds	MT

Summary

The company has strong fundamentals. More than 70% of companies have a lower mix of growth, profitability, debt and visibility.
The company presents an interesting fundamental situation from a short-term investment perspective.
The company's Refinitiv ESG score, based on a ranking of the company relative to its industry, comes out particularly well.

Strengths

The equity is one of the most attractive in the market with regard to earnings multiple-based valuation.
The company is one of the most undervalued, with an "enterprise value to sales" ratio at 0.4 for the 2024 fiscal year.
The company has a low valuation given the cash flows generated by its activity.
The company is one of the best yield companies with high dividend expectations.
Over the past year, analysts have regularly revised upwards their sales forecast for the company.
Over the last 4 months, analysts have significantly revised upwards the company's estimated sales.
For the last twelve months, analysts have been gradually revising upwards their EPS forecast for the upcoming fiscal year.
Analysts covering this company mostly recommend stock overweighting or purchase.
The average target price set by analysts covering the stock is above current prices and offers a tremendous appreciation potential.
The group usually releases upbeat results with huge surprise rates.

Weaknesses

As estimated by analysts, this group is among those businesses with the lowest growth prospects.
The company's currently anticipated earnings per share (EPS) growth for the next few years is a notable weakness.
The company's profitability before interest, taxes, depreciation and amortization characterizes fragile margins.
The company does not generate enough profits, which is an alarming weak point.
The price targets of various analysts who make up the consensus differ significantly. This reflects different assessments and/or a difficulty in valuing the company.

Ratings chart - Surperformance

Chart ESG Refinitiv

Sector: Food Retail & Distribution

	1st Jan change	Capi.	Investor Rating	ESG Refinitiv
SONAE - SGPS, SA	-0.83%	1.86B		B+
FOMENTO ECONÓMICO MEXICANO, S.A.B. DE C.V.	-8.20%	38.61B		A-
AVENUE SUPERMARTS LIMITED	+15.02%	36.03B		C
SEVEN & I HOLDINGS CO., LTD.	+7.00%	33.31B		A
SM INVESTMENTS CORPORATION	+7.80%	20.06B		B
COLES GROUP LIMITED	-0.37%	13.88B		B
JERÓNIMO MARTINS, SGPS, S.A.	-22.48%	12B		B-
ICA GRUPPEN	-.--%	11.82B	-	-
CASEY'S GENERAL STORES, INC.	+12.62%	11.45B		B-
DINO POLSKA S.A.	-21.23%	8.7B		C

Investor Rating

Trading Rating

ESG Refinitiv

Financials

Sales growth

Earnings Growth

EBITDA / Sales

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1 year Revenue revision

4 months Revenue revision

7 days Revenue revision

1 year EPS revision

4 months EPS revision

Consensus

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4m Target Price Revision

4m Revision of opinion

12m Revision of opinion

Business Predictability

Analyst Coverage

Divergence of Estimates

Divergence of analysts' opinions

Divergence of Target Price

Earnings quality

Environment

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Use of resources

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