Sonae Capital (SON) Stock Price, Fundamentals & Analysis

What SON does

Sonae Capital (SON) is a stock listed on the Euronext Lisbon market, part of the PSI index, operating in the Consumer Defensive sector, specifically the Grocery Stores industry. Headquartered in Cidade da Maia, Portugal, the company runs a diversified portfolio of businesses in retail, real estate, telecommunications, technology, and financial services. Its retail operations span food through banners like Continente Modelo and Continente Bom Dia supermarkets, health and wellness chains such as Wells and Arenal, bookshops under the Note! brand, and cafeterias and restaurants under the Bagga brand. The company also operates in electronics retail, pet supplies, and telecommunications services.

Key numbers explained

• Sonae Capital trades at 2.11 EUR, with a market capitalization of 4.1B EUR, representing the total market value of its outstanding shares.
• The trailing P/E ratio of 19.2 compares the current share price to the last twelve months of earnings per share (0.11 EUR), while the forward P/E of 12.8 uses expected future earnings, offering a view of how the market prices growth.
• The dividend yield of 2.95% indicates the annual dividend return relative to the share price, with 55% of earnings paid out as dividends and an ex-dividend date of May 13, 2026.
• A beta of 0.53 suggests the stock has historically been less volatile than the overall market, a common trait in defensive consumer sectors.
• The 52-week price range of 1.32 – 2.16 shows the lowest and highest traded prices over the past year, with the current price near the top of that range.
• Revenue of 11.83 mld. EUR with 6.2% year-over-year growth and a profit margin of 1.9% illustrate the company's scale and efficiency in converting sales into profit.
• The debt-to-equity ratio of 107.7% means Sonae Capital carries more debt than equity, a metric often compared to peers like Ahold Delhaize (AD) or Jerónimo Martins (JMT).

What to watch

Investors tracking Sonae Capital may monitor its upcoming earnings release on Nov 18, 2026, which can provide insight into forward guidance and the forward P/E ratio. The grocery retail sector, where it competes with companies like Tsingtao Brewery (600600) and Japan Tobacco (2914), is sensitive to consumer spending patterns and inflation. The company's diversified business model across retail, real estate, and telecommunications means its performance can be influenced by sector-specific cycles. The dividend policy, with the next ex-dividend date on May 13, 2026, is a key factor for income-focused investors.