SAH vs. PAG

Last updated Apr 1, 2026

Compare and contrast key facts about Sonic Automotive, Inc. (SAH) and Penske Automotive Group, Inc. (PAG).

Performance

SAH vs. PAG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sonic Automotive, Inc. (SAH) and Penske Automotive Group, Inc. (PAG). The values are adjusted to include any dividend payments, if applicable.

SAH vs. PAG - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SAH Sonic Automotive, Inc.	11.55%	-0.27%	15.18%	16.72%	1.93%	29.41%	26.06%	129.24%	-24.45%	-18.62%
PAG Penske Automotive Group, Inc.	-4.72%	7.13%	-2.54%	42.29%	9.22%	84.36%	20.12%	28.91%	-13.21%	-5.10%

Fundamentals

Market Cap SAH : $2.36B PAG : $9.84B
EPS SAH : $3.44 PAG : $13.54
PE Ratio SAH : 19.95 PAG : 11.05
PS Ratio SAH : 0.16 PAG : 0.32
PB Ratio SAH : 2.21 PAG : 1.76
Total Revenue (TTM) SAH : $15.15B PAG : $30.73B
Gross Profit (TTM) SAH : $2.22B PAG : $5.06B
EBITDA (TTM) SAH : $530.50M PAG : $1.61B

Returns By Period

In the year-to-date period, SAH achieves a 11.55% return, which is significantly higher than PAG's -4.72% return. Over the past 10 years, SAH has underperformed PAG with an annualized return of 16.26%, while PAG has yielded a comparatively higher 18.03% annualized return.

SAH

• 1D: 2.74%
• 1M: 10.02%
• YTD: 11.55%
• 6M: -8.78%
• 1Y: 22.99%
• 3Y*: 10.49%
• 5Y*: 9.10%
• 10Y*: 16.26%

PAG

• 1D: 1.04%
• 1M: -5.08%
• YTD: -4.72%
• 6M: -12.52%
• 1Y: 7.27%
• 3Y*: 4.53%
• 5Y*: 15.77%
• 10Y*: 18.03%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

SAH vs. PAG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SAH

SAH Risk / Return Rank: 58
SAH Sharpe Ratio Rank: 63
SAH Sortino Ratio Rank: 56
SAH Omega Ratio Rank: 57
SAH Calmar Ratio Rank: 60
SAH Martin Ratio Rank: 56

PAG

PAG Risk / Return Rank: 49
PAG Sharpe Ratio Rank: 52
PAG Sortino Ratio Rank: 46
PAG Omega Ratio Rank: 44
PAG Calmar Ratio Rank: 51
PAG Martin Ratio Rank: 52

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SAH vs. PAG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sonic Automotive, Inc. (SAH) and Penske Automotive Group, Inc. (PAG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	SAH	PAG	Difference
Sharpe ratio Return per unit of total volatility	0.59	0.27	+0.32
Sortino ratio Return per unit of downside risk	1.00	0.62	+0.38
Omega ratio Gain probability vs. loss probability	1.14	1.07	+0.07
Calmar ratio Return relative to maximum drawdown	0.81	0.39	+0.42
Martin ratio Return relative to average drawdown	1.35	0.90	+0.45
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SAH vs. PAG - Sharpe Ratio Comparison

The current SAH Sharpe Ratio is 0.59, which is higher than the PAG Sharpe Ratio of 0.27. The chart below compares the historical Sharpe Ratios of SAH and PAG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	SAH	PAG	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.59	0.27	+0.32
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.22	0.49	-0.27
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.34	0.50	-0.16
Sharpe Ratio (All Time) Calculated using the full available price history	0.18	0.20	-0.02

Correlation

The correlation between SAH and PAG is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

SAH vs. PAG - Dividend Comparison

SAH's dividend yield for the trailing twelve months is around 2.17%, less than PAG's 3.58% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SAH Sonic Automotive, Inc.	2.17%	2.36%	1.97%	2.06%	2.09%	0.93%	1.04%	1.29%	1.74%	1.08%	0.87%	0.49%
PAG Penske Automotive Group, Inc.	3.58%	3.27%	2.68%	1.73%	1.80%	1.66%	1.41%	3.15%	3.52%	2.63%	2.12%	2.22%

Drawdowns

SAH vs. PAG - Drawdown Comparison

The maximum SAH drawdown since its inception was -97.17%, which is greater than PAG's maximum drawdown of -83.34%. Use the drawdown chart below to compare losses from any high point for SAH and PAG.

Drawdown Indicators

	SAH	PAG	Difference
Max Drawdown Largest peak-to-trough decline	-97.17%	-83.34%	-13.83%
Max Drawdown (1Y) Largest decline over 1 year	-33.64%	-24.03%	-9.61%
Max Drawdown (5Y) Largest decline over 5 years	-37.97%	-24.03%	-13.94%
Max Drawdown (10Y) Largest decline over 10 years	-70.80%	-59.98%	-10.82%
Current Drawdown Current decline from peak	-21.43%	-19.21%	-2.22%
Average Drawdown Average peak-to-trough decline	-34.21%	-23.92%	-10.29%
Ulcer Index Depth and duration of drawdowns from previous peaks	20.09%	10.29%	+9.80%

Volatility

SAH vs. PAG - Volatility Comparison

Sonic Automotive, Inc. (SAH) has a higher volatility of 8.57% compared to Penske Automotive Group, Inc. (PAG) at 6.62%. This indicates that SAH's price experiences larger fluctuations and is considered to be riskier than PAG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SAH	PAG	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.57%	6.62%	+1.95%
Volatility (6M) Calculated over the trailing 6-month period	28.75%	17.00%	+11.75%
Volatility (1Y) Calculated over the trailing 1-year period	39.21%	26.83%	+12.38%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	41.78%	32.24%	+9.54%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	47.71%	36.02%	+11.69%

Financials

SAH vs. PAG - Profitability Comparison

The chart below illustrates the profitability comparison between Sonic Automotive, Inc. and Penske Automotive Group, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

SAH - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Sonic Automotive, Inc. reported a gross profit of 556.90M and revenue of 3.87B. Therefore, the gross margin over that period was 14.4%.

PAG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Penske Automotive Group, Inc. reported a gross profit of 1.24B and revenue of 7.77B. Therefore, the gross margin over that period was 16.0%.

SAH - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Sonic Automotive, Inc. reported an operating income of 123.20M and revenue of 3.87B, resulting in an operating margin of 3.2%.

PAG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Penske Automotive Group, Inc. reported an operating income of 275.00M and revenue of 7.77B, resulting in an operating margin of 3.5%.

SAH - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Sonic Automotive, Inc. reported a net income of 46.90M and revenue of 3.87B, resulting in a net margin of 1.2%.

PAG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Penske Automotive Group, Inc. reported a net income of 186.10M and revenue of 7.77B, resulting in a net margin of 2.4%.