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Sony Group Corporation (SONY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US8356993076

CUSIP

835699307

Sector

Technology

IPO Date

Dec 1, 1958

Highlights

Market Cap

$117.40B

EPS (TTM)

$1.18

PE Ratio

16.25

PEG Ratio

3.81

Total Revenue (TTM)

$12.41T

Gross Profit (TTM)

$3.44T

EBITDA (TTM)

$2.42T

Year Range

$15.02 - $20.67

Target Price

$24.27

Short %

0.16%

Short Ratio

3.78

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
SONY vs. MSFT SONY vs. NVDA SONY vs. NKE SONY vs. TM SONY vs. VOO SONY vs. AAPL SONY vs. VGT SONY vs. GOOG SONY vs. VTI SONY vs. TSLA
Popular comparisons:
SONY vs. MSFT SONY vs. NVDA SONY vs. NKE SONY vs. TM SONY vs. VOO SONY vs. AAPL SONY vs. VGT SONY vs. GOOG SONY vs. VTI SONY vs. TSLA

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Sony Group Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5.00%10.00%15.00%20.00%JuneJulyAugustSeptemberOctoberNovember
18.69%
12.53%
SONY (Sony Group Corporation)
Benchmark (^GSPC)

Returns By Period

Sony Group Corporation had a return of 0.98% year-to-date (YTD) and 9.16% in the last 12 months. Over the past 10 years, Sony Group Corporation had an annualized return of 17.96%, outperforming the S&P 500 benchmark which had an annualized return of 11.21%.


SONY

YTD

0.98%

1M

8.73%

6M

18.69%

1Y

9.16%

5Y (annualized)

11.23%

10Y (annualized)

17.96%

^GSPC (Benchmark)

YTD

25.15%

1M

2.97%

6M

12.53%

1Y

31.00%

5Y (annualized)

13.95%

10Y (annualized)

11.21%

Monthly Returns

The table below presents the monthly returns of SONY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20243.23%-12.21%0.25%-3.70%-0.28%3.17%4.28%10.13%-1.01%-8.87%0.98%
202317.28%-6.57%8.81%-1.08%4.49%-3.91%3.95%-11.12%0.72%0.78%3.49%10.17%26.63%
2022-11.66%-8.18%1.47%-16.22%9.32%-13.08%4.43%-7.07%-18.97%5.34%23.12%-8.17%-38.64%
2021-5.33%10.55%0.45%-5.52%-0.55%-2.40%7.28%-0.81%8.12%4.71%5.23%3.73%26.80%
20203.21%-11.37%-3.03%8.57%0.79%6.75%12.77%0.87%-0.87%9.00%11.51%8.37%53.91%
20193.81%-4.25%-10.06%19.25%-4.71%9.15%8.53%0.09%4.22%2.88%4.36%7.12%44.37%
20186.65%5.26%-2.80%-5.19%2.75%8.86%5.39%5.20%7.92%-10.75%-2.42%-8.60%10.20%
20177.99%2.28%9.32%2.34%6.08%4.29%7.54%-3.51%-4.32%16.26%7.81%-3.95%63.39%
2016-2.97%-11.56%22.30%-6.30%15.60%5.35%13.83%-3.74%4.70%-5.66%-7.21%-3.58%15.96%
201513.78%21.59%-5.44%12.88%2.28%-8.18%-0.14%-9.07%-4.60%15.92%-8.73%-5.05%20.69%
2014-8.91%11.43%9.83%-7.74%-8.28%3.65%9.90%3.69%-5.60%9.87%10.95%-6.91%19.35%
201333.40%-2.41%20.58%-5.58%22.64%5.16%-0.71%-5.13%8.59%-19.84%6.09%-5.52%57.09%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of SONY is 50, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of SONY is 5050
Combined Rank
The Sharpe Ratio Rank of SONY is 5454
Sharpe Ratio Rank
The Sortino Ratio Rank of SONY is 4747
Sortino Ratio Rank
The Omega Ratio Rank of SONY is 4545
Omega Ratio Rank
The Calmar Ratio Rank of SONY is 5252
Calmar Ratio Rank
The Martin Ratio Rank of SONY is 5151
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Sony Group Corporation (SONY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for SONY, currently valued at 0.34, compared to the broader market-4.00-2.000.002.004.000.342.53
The chart of Sortino ratio for SONY, currently valued at 0.70, compared to the broader market-4.00-2.000.002.004.000.703.39
The chart of Omega ratio for SONY, currently valued at 1.09, compared to the broader market0.501.001.502.001.091.47
The chart of Calmar ratio for SONY, currently valued at 0.23, compared to the broader market0.002.004.006.000.233.65
The chart of Martin ratio for SONY, currently valued at 0.83, compared to the broader market0.0010.0020.0030.000.8316.21
SONY
^GSPC

The current Sony Group Corporation Sharpe ratio is 0.34. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Sony Group Corporation with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio-1.000.001.002.003.00JuneJulyAugustSeptemberOctoberNovember
0.34
2.53
SONY (Sony Group Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

Sony Group Corporation provided a 1.51% dividend yield over the last twelve months, with an annual payout of $0.29 per share.


0.00%1.00%2.00%3.00%4.00%5.00%$0.00$0.10$0.20$0.30$0.40$0.50$0.6020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.29$0.56$0.32$0.33$0.09$0.22$0.16$0.13$0.11$0.08$0.13$0.17

Dividend yield

1.51%2.95%2.09%1.29%0.46%1.62%1.65%1.48%2.05%1.71%3.10%4.86%

Monthly Dividends

The table displays the monthly dividend distributions for Sony Group Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.29$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.29
2023$0.00$0.00$0.29$0.00$0.00$0.00$0.00$0.00$0.27$0.00$0.00$0.00$0.56
2022$0.00$0.00$0.27$0.00$0.00$0.00$0.00$0.00$0.05$0.00$0.00$0.00$0.32
2021$0.00$0.00$0.27$0.00$0.00$0.00$0.00$0.00$0.05$0.00$0.00$0.00$0.33
2020$0.00$0.00$0.05$0.00$0.00$0.00$0.00$0.00$0.05$0.00$0.00$0.00$0.09
2019$0.00$0.00$0.18$0.00$0.00$0.00$0.00$0.00$0.04$0.00$0.00$0.00$0.22
2018$0.00$0.00$0.03$0.00$0.00$0.00$0.00$0.00$0.13$0.00$0.00$0.00$0.16
2017$0.00$0.00$0.02$0.00$0.00$0.00$0.00$0.00$0.11$0.00$0.00$0.00$0.13
2016$0.00$0.00$0.09$0.00$0.00$0.00$0.00$0.00$0.02$0.00$0.00$0.00$0.11
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.08$0.00$0.00$0.00$0.08
2014$0.00$0.00$0.13$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.13
2013$0.04$0.00$0.00$0.00$0.00$0.00$0.13$0.00$0.00$0.00$0.17

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%1.5%
Sony Group Corporation has a dividend yield of 1.51%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
200.0%400.0%600.0%800.0%6.2%
Sony Group Corporation has a payout ratio of 6.20%, which is below the market average. This means Sony Group Corporation returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-40.00%-30.00%-20.00%-10.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-22.88%
-0.53%
SONY (Sony Group Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Sony Group Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Sony Group Corporation was 92.35%, occurring on Dec 4, 2012. Recovery took 2055 trading sessions.

The current Sony Group Corporation drawdown is 22.88%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-92.35%Mar 1, 20003212Dec 4, 20122055Feb 3, 20215267
-56.31%Jun 2, 1981302Aug 10, 1982939Apr 25, 19861241
-50.05%Jan 6, 2022193Oct 12, 2022
-44.1%Oct 10, 1989612Mar 11, 1992447Dec 15, 19931059
-40.14%Aug 4, 1997296Oct 5, 1998127Apr 8, 1999423

Volatility

Volatility Chart

The current Sony Group Corporation volatility is 11.04%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%JuneJulyAugustSeptemberOctoberNovember
11.04%
3.97%
SONY (Sony Group Corporation)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Sony Group Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Sony Group Corporation compared to its peers in the Consumer Electronics industry.


PE Ratio
20.040.060.080.0100.016.3
The chart displays the price to earnings (P/E) ratio for SONY in comparison to other companies of the Consumer Electronics industry. Currently, SONY has a PE value of 16.3. This PE ratio falls in the average range for the industry.
PEG Ratio
-1.00.01.02.03.03.8
The chart displays the price to earnings to growth (PEG) ratio for SONY in comparison to other companies of the Consumer Electronics industry. Currently, SONY has a PEG value of 3.8. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Sony Group Corporation.


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items