SAH Sonic Automotive, Inc. Common Stock

NYSE · Retail · Ver en SEC EDGAR ↗
$80,10
Precio · Ago 18, 2026
Fundamentales a fecha de Jul 30, 2026

Acerca de Sonic Automotive, Inc. Common Stock Descripción general de la empresa de Wikipedia

Sonic Automotive is a Fortune 500 company based in Charlotte, North Carolina, and is the fifth largest automotive retailer in the United States as measured by total revenues. The company was founded by O Bruton Smith and completed its initial public offering on the NYSE in 1997.

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Sonic Automotive is a Fortune 500 company based in Charlotte, North Carolina, and is the fifth largest automotive retailer in the United States as measured by total revenues. The company was founded by O Bruton Smith and completed its initial public offering on the NYSE in 1997.

Sonic Automotive operates in 24 states with more than 100 dealerships representing over 25 different brands of automobiles. The dealerships market new and used cars, replacement parts and vehicle maintenance, as well as collision repair services.

History

Sonic Automotive was launched as a public company in November 1997 by O Bruton Smith. At the time, the company had 20 stores, representing 15 brands and several hundred employees. The Smith family holds over 30% of the total shares outstanding but has over 80% of the voting power because of a dual-class structure with Super-voting stock.

Sonic ranked 300th on the 2022 Fortune 500 list. The company also is a member of the Russell 2000 Index.

EchoPark Automotive

Sonic Automotive owns EchoPark Automotive, a used car dealership chain also based in Charlotte. EchoPark allows customers to look up competitors' prices on mobile devices located throughout the stores.

The first EchoPark location opened in the Thornton area of Denver, Colorado in 2014. A location in Centennial was later opened along with a store in Colorado Springs. In September 2017, EchoPark purchased driversselect, a Dallas area dealership, which is now part of the EchoPark brand. EchoPark Automotive operates in 21 states across the United States with over 40 locations as of September 2021.

EchoPark facilities are constructed with sustainable building technologies and some locations are LEED certified.

Sales and acquisitions

In 2001, Sonic made its entrance into the Oklahoma City market with the purchase of Boyd Chevrolet and Steve Bailey Honda.

In 2002, Sonic acquired the sixteen-location Michigan-based Don Massey Dealerships. This brought the company to 134 total locations, making it the second-largest automotive retailer at the time. The acquisition also brought Sonic to 23 total Cadillac dealerships, representing between 5-7% of the brand's total revenue.

In July 2003, Sonic agreed to purchase eighteen dealerships, including the Momentum Automotive Group in Houston, Texas. Sonic's presence in the Houston area had traditionally been with domestic brands, but the acquisition of Momentum added BMW, Jaguar, and Audi brands to the companies portfolio. This sale also represented the first direct acquisition of a Saturn franchise by a retail automotive group, with the purchase of two Bay Area Saturn stores.

Sonic purchased two dealerships from PPE Houston in January 2007. The acquisition of the Land Rover and Jaguar stores brought Sonic to 173 franchises and 37 collision repair centers.

Sonic halted its acquisition strategy during the Great Recession but returned to acquiring new locations in order to drive growth in 2013.

In November 2014, Sonic traded one of its Don Massey Cadillac locations in Lone Tree, CO, to the Denver-based John Elway Automotive Group in exchange for the John Elway Chevrolet location and the associated real estate. The trade came about as a way for the brand to acquire a strong-performing Chevrolet franchise, as well as a plot of land beside the dealership on which the new Murray Imports BMW location could be built.

Sonic purchased the four AutoMatch USA used car locations in Florida and Georgia in 2016. These locations were re-branded under Sonic's EchoPark brand.

In October 2017, Sonic sold its Capitol Chevrolet & Hyundai franchise in Columbia, SC to the Stivers Automotive Group.

In May 2018, Sonic sold its Lone Star Ford franchise in Houston, TX to the Doggett Auto Group. The store was renamed Doggett Ford and moved into a new facility alongside Doggett's John Deere equipment dealership.

Sonic sold two dealerships to Graham Holdings in February 2019. The Lexus of Rockville store was renamed Ourisman Lexus of Rockville, as Graham has partnered with Chris Ourisman, president of the Ourisman Auto Group, to manage the locations. The Honda location in Vienna, Virginia, has been renamed Ourisman Honda of Tysons Corner.

In December 2021, Sonic acquired RFJ Auto Partners, a top 15 dealership group with approximately $3.2 billion in total annual revenues, adding 33 locations in six states to the Sonic Automotive portfolio.

Sonic acquired two franchises throughout 2022, the first being Sun Chevrolet in Chittenango, New York coming in January, and the second, Audi Owings Mills coming aboard in August.

In February 2023, Sonic Automotive acquired the Black Hills Harley-Davidson franchise in Rapid City, South Dakota, home of the Sturgis Motorcycle Rally. The Audi of New Orleans dealership was added to the Sonic portfolio in December of 2024.

Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗

Wikidata ↗

SAH Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas

Precio
$80.09
Capitalización Bursátil
P/E (TTM)
18.1
BPA (TTM)
$3.42
Ingresos (TTM)
$15.15B
Rendimiento div.
ROE
11.3%
Deuda/Capital
1.5
Rango 52S
$54 – $114

SAH Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista

Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA

Ingresos y Beneficio Neto $15.15B
9-point trend, +53.6%
2017-12-31 2025-12-31
BPA $3.42
9-point trend, +63.6%
2017-12-31 2025-12-31
Flujo de caja libre $717M
9-point trend, +1105.2%
2017-12-31 2025-12-31
Márgenes 0.78%
8-point trend, +6.4%
2017-12-31 2025-12-31

Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?

Métrica
Tendencia a 5 años
SAH
Mediana de Pares
P/E (TTM)
5-point trend, +194.8%
18.1
25.6

Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC

Métrica
Tendencia a 5 años
SAH
Mediana de Pares
Gross Margin (Margen Bruto)
5-point trend, +1.8%
15.7%
19.7%
Operating Margin (Margen Operativo)
5-point trend, -44.0%
2.4%
Net Profit Margin (Margen de Beneficio Neto)
5-point trend, -72.2%
0.78%
-1.3%
ROA
5-point trend, -75.0%
2.0%
-1.4%
ROE
5-point trend, -66.2%
11.3%
-17.2%
ROIC
5-point trend, +15.7%
18.0%

Salud financiera Deuda, liquidez, solvencia — solidez del balance general

Métrica
Tendencia a 5 años
SAH
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
5-point trend, +4.3%
1.5
291.9
Current Ratio (Ratio corriente)
5-point trend, -1.0%
1.1
1.1
Quick Ratio (Ratio Rápido)
5-point trend, -50.6%
0.2

Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años

Métrica
Tendencia a 5 años
SAH
Mediana de Pares
Revenue YoY (Ingresos interanuales)
5-point trend, +22.2%
6.5%
Revenue CAGR 3Y (Ingresos CAGR 3A)
5-point trend, +22.2%
2.7%
Revenue CAGR 5Y (Ingresos CAGR 5A)
5-point trend, +22.2%
9.2%
EPS YoY (EPS interanual)
5-point trend, -57.6%
-44.7%
Net Income YoY (Beneficio Neto interanual)
5-point trend, -66.0%
-45.1%

Métricas por acción BPA, valor contable por acción, flujo de caja por acción, dividendo por acción

Métrica
Tendencia a 5 años
SAH
Mediana de Pares
EPS (Diluted) (BPA (Diluido))
5-point trend, -57.6%
$3.42

Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar

Métrica
Tendencia a 5 años
SAH
Mediana de Pares
Payout Ratio (Ratio de Pago)
5-point trend, -883.0%
-41.1%

Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años

Rendimiento por Dividendo
Ratio de Pago
-41.1%
CAGR de Dividendos a 5 años
Fecha ex-dividendoMonto
15 de junio de 2026$0,4100
13 de marzo de 2026$0,3800
15 de diciembre de 2025$0,3800
15 de septiembre de 2025$0,3800
13 de junio de 2025$0,3500
14 de marzo de 2025$0,3500
13 de diciembre de 2024$0,3500
13 de septiembre de 2024$0,3000
14 de junio de 2024$0,3000
14 de marzo de 2024$0,3000
14 de diciembre de 2023$0,3000
14 de septiembre de 2023$0,2900
14 de junio de 2023$0,2900
14 de marzo de 2023$0,2800
14 de diciembre de 2022$0,2800
14 de septiembre de 2022$0,2500
14 de junio de 2022$0,2500
14 de marzo de 2022$0,2500
14 de diciembre de 2021$0,1200
14 de septiembre de 2021$0,1200

SAH Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista

COMPRA 17 analistas
  • Compra fuerte 4 23,5%
  • Compra 5 29,4%
  • Mantener 7 41,2%
  • Venta 1 5,9%
  • Venta fuerte 0 0,0%

Precio objetivo a 12 meses

11 analistas · 2026-08-15
Objetivo mediano $98.00 +22,4%
Objetivo medio $99.00 +23,6%

Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados

Tasa de Superación
75.0%
Sorpresa Media
0.08%
Período EPS Actual EPS est. Sorpresa
30 de junio de 2026 $1.82 $1.76 0.06%
31 de marzo de 2026 $1.61 $1.41 0.21%
31 de diciembre de 2025 $1.52 $1.51 0.01%
30 de septiembre de 2025 $1.41 $1.74 -0.33%
30 de junio de 2025 $2.19 $1.64 0.55%
31 de marzo de 2025 $1.48 $1.46 0.02%
30 de junio de 2000 $0.58 $0.48 0.10%
31 de marzo de 2000 $0.39 $0.33 0.06%

Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector

Ticker Capitalización Bursátil P/E Ingresos interanuales Margen Neto ROE Margen Bruto
SAH 18.1 6.5% 0.78% 11.3% 15.7%
AN $7.27B 12.1 3.2% 2.4% 27.0% 17.9%
VVV $4.56B 21.9 5.6% 12.3% 71.8% 38.5%
ABG 9.3 4.7% 2.7% 12.8% 17.1%
AAP $2.33B 53.3 -5.4% 0.51% 2.0% 43.4%
GPI $9.81B 15.6 13.2% 1.4% 11.0% 16.1%
APC
CWH 1.7 4.4% -1.4% -32.4%
ARKO $503M 30.3 -12.5% 0.30% 8.4%
EVGO
MNRO $621M 515.7 -3.2% 0.19% 0.36% 35.0%

Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja

Estado de resultados 15
Datos anuales de Estado de resultados para SAH
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +64.8% $15.15B $14.22B $14.37B $14.00B $12.40B $9.77B $10.45B $9.95B $9.87B $9.73B $9.62B $9.20B
Cost of Revenue 12-point trend, +63.1% $12.77B $12.03B $12.13B $11.68B $10.48B $8.34B $8.93B $8.51B $8.41B $8.30B $8.21B $7.83B
Gross Profit 12-point trend, +74.5% $2.38B $2.19B $2.25B $2.32B $1.91B $1.42B $1.52B $1.45B $1.46B $1.43B $1.41B $1.37B
SG&A Expense 12-point trend, +57.2% $1.68B $1.58B $1.60B $1.56B $1.27B $1.03B $1.10B $1.15B $1.15B $1.11B $1.11B $1.07B
Operating Income 12-point trend, +57.3% $368M $462M $424M $314M $538M $34M $308M $178M $212M $233M $217M $234M
Interest Expense 5-point trend, -75.0% · · · · · · · $500.0K $600.0K $1M $1M $2M
Other Non-op 12-point trend, +3.1% $100.0K $-500.0K $100.0K $200.0K $-16M $100.0K $-7M $106.0K $-15M $125.0K $99.0K $97.0K
Pretax Income 12-point trend, +6.8% $173M $256M $242M $190M $458M $-35M $200M $75M $108M $155M $145M $162M
Income Tax 12-point trend, -185.6% $-54M $40M $64M $102M $109M $16M $55M $23M $14M $61M $57M $63M
Net Income 12-point trend, +22.1% $119M $216M $178M $88M $349M $-51M $144M $52M $93M $93M $86M $97M
EPS (Basic) 12-point trend, +87.6% $3.49 $6.34 $5.09 $2.29 $8.43 $-1.21 $3.35 $1.21 $2.11 $2.04 $1.71 $1.86
EPS (Diluted) 12-point trend, +85.9% $3.42 $6.18 $4.97 $2.23 $8.06 $-1.21 $3.30 $1.20 $2.09 $2.03 $1.70 $1.84
Shares (Basic) 12-point trend, -34.7% 34,000,000 34,100,000 35,000,000 38,700,000 41,400,000 42,500,000 43,016,000 42,708,000 43,997,000 45,637,000 50,489,000 52,065,000
Shares (Diluted) 12-point trend, -34.0% 34,700,000 35,000,000 35,900,000 39,700,000 43,300,000 42,500,000 43,710,000 42,950,000 44,358,000 45,948,000 50,883,000 52,563,000
EBITDA 12-point trend, +57.3% $368M $462M $424M $314M $538M $34M $308M $178M $212M $233M $217M $234M
Balance general 24
Datos anuales de Balance general para SAH
Métrica Tendencia 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +50.6% $6M $44M $29M $229M $299M $170M $29M $6M $6M $3M $4M $4M
Receivables 12-point trend, +26.1% $469M $496M $528M $462M $401M $372M $433M $438M $482M $430M $379M $372M
Inventory 12-point trend, +53.5% $2.01B $1.96B $1.58B $1.22B $1.26B $1.25B $1.52B $1.53B $1.51B $1.57B $1.60B $1.31B
Other Current Assets 12-point trend, +324.6% $344M $388M $385M $298M $122M $93M $38M $21M $19M $27M $101M $81M
Current Assets 12-point trend, +60.1% $2.83B $2.89B $2.52B $2.21B $2.08B $1.88B $2.02B $1.99B $2.02B $2.03B $2.08B $1.77B
PP&E (Net) 12-point trend, +95.5% $1.56B $1.61B $1.60B $1.56B $1.46B $1.12B $1.10B $1.18B $1.15B $1.01B $887M $799M
PP&E (Gross) 5-point trend, +57.8% · · · · · · · $1.76B $1.68B $1.46B $1.27B $1.12B
Accum. Depreciation 12-point trend, +243.3% $1.09B $1.00B $928M $843M $746M $673M $617M $576M $527M $450M $380M $317M
Goodwill 12-point trend, -11.4% $422M $358M $254M $231M $416M $214M $476M $510M $526M $472M $471M $476M
Intangibles 12-point trend, +442.4% $454M $430M $417M $397M $480M $64M $64M $70M $75M $80M $81M $84M
Other Non-current Assets 12-point trend, +127.9% $92M $73M $113M $98M $62M $74M $44M $46M $51M $45M $40M $40M
Total Assets 12-point trend, +88.5% $5.97B $5.90B $5.36B $4.98B $4.98B $3.75B $4.07B $3.80B $3.82B $3.64B $3.56B $3.17B
Accounts Payable 12-point trend, +14.0% $151M $172M $150M $138M $133M $105M $135M $114M $130M $118M $131M $132M
Current Liabilities 12-point trend, +57.7% $2.60B $2.64B $2.29B $1.85B $1.89B $1.83B $2.07B $1.95B $1.95B $1.94B $1.91B $1.65B
Capital Leases 8-point trend, +268300000.00 $268M $220M $219M $231M $265M $297M $304M $0 · · · ·
Deferred Tax 7-point trend, -99.4% · · · · · $345.0K $9M $33M $52M $76M $73M $58M
Other Non-current Liabilities 12-point trend, +65.3% $114M $120M $90M $106M $96M $89M $74M $76M $62M $61M $64M $69M
Long-term Debt 12-point trend, +113.0% $1.62B $1.59B $1.68B $1.75B $1.56B $720M $707M $945M $1.02B $883M $815M $759M
Total Debt 12-point trend, +108.9% $1.62B $1.59B $1.68B $1.75B $1.56B $720M $707M $945M $1.02B $883M $815M $773M
Retained Earnings 12-point trend, +293.5% $1.48B $1.41B $1.24B $1.10B $1.05B $722M $790M $671M $625M $541M $457M $376M
Treasury Stock 12-point trend, +228.9% $1.32B $1.24B $1.20B $1.03B $765M $672M $600M $598M $574M $536M $436M $402M
AOCI 12-point trend, +89.1% $-700.0K $4M $2M $2M $-1M $-4M $-2M $4M $1M $-2M $-6M $-6M
Stockholders' Equity 12-point trend, +60.2% $1.07B $1.06B $892M $895M $1.08B $815M $945M $823M $787M $725M $729M $667M
Liabilities + Equity 12-point trend, +88.5% $5.97B $5.90B $5.36B $4.98B $4.98B $3.75B $4.07B $3.80B $3.82B $3.64B $3.56B $3.17B
Flujo de Efectivo 17
Datos anuales de Flujo de Efectivo para SAH
Métrica Tendencia 202520242023202220212020201920182017201620152014
D&A 12-point trend, +180.5% $163M $150M $142M $128M $101M $91M $93M $94M $89M $77M $69M $58M
Stock-based Comp 12-point trend, +201.0% $23M $24M $23M $20M $15M $12M $11M $12M $11M $11M $10M $8M
Deferred Tax 12-point trend, -190.6% $-26M $-29M $-19M $-13M $12M $-34M $-21M $-21M $-28M $14M $16M $28M
Amort. of Intangibles 5-point trend, -50.0% · · · · · · · $600.0K $600.0K $600.0K $600.0K $1M
Operating Cash Flow 12-point trend, +252.3% $567M $109M $-16M $406M $306M $281M $171M $144M $163M $216M $70M $161M
CapEx 12-point trend, -202.4% $-150M $-187M $-204M $-227M $-298M $127M $126M $164M $234M $206M $173M $146M
Investing Cash Flow 12-point trend, -360.5% $-499M $-178M $-219M $-300M $-1.30B $-100M $137M $-15M $-272M $-221M $-164M $-108M
Debt Issued 12-point trend, +235.4% $149M $78M $0 $327M $1.17B $58M $109M $21M $302M $103M $69M $44M
Net Debt Issued 12-point trend, +1516.2% $276M $243M $80M $194M $1.11B $13M $69M $-24M $266M $72M $50M $-19M
Stock Repurchased 12-point trend, -255.3% $-82M $-34M $-178M $-262M $-93M $72M $2M $24M $37M $100M $34M $53M
Net Stock Activity 12-point trend, +255.3% $82M $34M $178M $-262M $-93M $-72M $-2M $-24M $-37M $-100M $-34M $-53M
Dividends Paid 12-point trend, -1027.6% $-49M $-41M $-40M $-34M $-18M $17M $16M $10M $9M $9M $5M $5M
Financing Cash Flow 12-point trend, -105.9% $-106M $84M $34M $-177M $1.12B $-40M $-284M $-129M $112M $4M $94M $-52M
Net Change in Cash 12-point trend, -3333.3% $-38M $15M $-200M $-70M $129M $141M $23M $-498.0K $3M $-517.0K $-557.0K $1M
Taxes Paid 12-point trend, +99.5% $101M $36M $86M $126M $99M $57M $73M $35M $43M $28M $38M $51M
Free Cash Flow 12-point trend, +4945.0% $717M $296M $188M $179M $8M $154M $45M $-20M $-71M $10M $-104M $14M
Levered FCF 5-point trend, -256.1% · · · · · · · $-20M $-72M $10M $-105M $13M
Rentabilidad 8
Datos anuales de Rentabilidad para SAH
Métrica Tendencia 202520242023202220212020201920182017201620152014
Gross Margin 11-point trend, +5.9% 15.7% 15.4% 15.6% 16.6% 15.4% 14.6% · 14.5% 14.8% 14.7% 14.7% 14.8%
Operating Margin 11-point trend, -4.3% 2.4% 3.2% 2.9% 2.2% 4.3% 0.35% · 1.8% 2.1% 2.4% 2.3% 2.5%
Net Margin 11-point trend, -26.4% 0.78% 1.5% 1.2% 0.63% 2.8% -0.53% · 0.52% 0.94% 0.96% 0.90% 1.1%
Pretax Margin 11-point trend, -35.2% 1.1% 1.8% 1.7% 1.4% 3.7% -0.36% · 0.76% 1.1% 1.6% 1.5% 1.8%
EBITDA Margin 11-point trend, -4.3% 2.4% 3.2% 2.9% 2.2% 4.3% 0.35% · 1.8% 2.1% 2.4% 2.3% 2.5%
ROA 12-point trend, -35.9% 2.0% 3.8% 3.5% 1.8% 8.0% -1.3% 3.7% 1.4% 2.5% 2.6% 2.6% 3.1%
ROE 12-point trend, -25.5% 11.3% 20.8% 20.4% 8.8% 33.5% -6.5% 15.6% 6.3% 12.3% 12.8% 12.4% 15.2%
ROIC 12-point trend, +81.8% 18.0% 14.7% 12.2% 5.5% 15.5% 3.2% 13.5% 7.0% 10.2% 8.8% 8.5% 9.9%
Liquidez y Solvencia 5
Datos anuales de Liquidez y Solvencia para SAH
Métrica Tendencia 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, +1.5% 1.1 1.1 1.1 1.2 1.1 1.0 1.0 1.0 1.0 1.0 1.1 1.1
Quick Ratio 12-point trend, -19.9% 0.2 0.2 0.2 0.4 0.4 0.3 0.2 0.2 0.2 0.2 0.2 0.2
Debt / Equity 12-point trend, +30.4% 1.5 1.5 1.9 2.0 1.5 0.9 0.7 1.1 1.3 1.2 1.1 1.2
LT Debt / Equity 12-point trend, +31.4% 1.5 1.4 1.8 1.9 1.4 0.8 0.7 1.1 1.2 1.2 1.1 1.1
Interest Coverage 5-point trend, +204.2% · · · · · · · 355.3 352.6 232.9 155.2 116.8
Eficiencia 3
Datos anuales de Eficiencia para SAH
Métrica Tendencia 202520242023202220212020201920182017201620152014
Asset Turnover 11-point trend, -13.4% 2.6 2.5 2.8 2.8 2.8 2.5 · 2.6 2.6 2.7 2.9 3.0
Inventory Turnover 12-point trend, +6.5% 6.4 6.8 8.7 9.4 8.4 6.0 5.9 5.6 5.5 5.2 5.6 6.0
Receivables Turnover 11-point trend, +24.0% 31.4 27.8 29.0 32.4 32.1 24.3 · 21.5 21.6 24.1 25.6 25.3
Por Acción 4
Datos anuales de Por Acción para SAH
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue / Share 11-point trend, +149.6% $436.70 $406.41 $400.35 $352.67 $286.42 $229.90 · $231.70 $222.44 $211.80 $189.15 $174.97
Cash Flow / Share 12-point trend, +435.0% $16.35 $3.12 $-0.44 $10.23 $7.08 $6.62 $3.91 $3.35 $3.67 $4.71 $1.37 $3.06
Dividend / Share 5-point trend, +140.0% · · · · · · · $0 $0 $0 $0 $0
EPS (TTM) 12-point trend, +85.9% $3.42 $6.18 $4.97 $2.23 $8.06 $-1.21 $3.30 $1.20 $2.09 $2.03 $1.70 $1.84
Tasas de Crecimiento 7
Datos anuales de Tasas de Crecimiento para SAH
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -75.7% 6.5% -1.0% 2.6% 12.9% 26.9% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -80.6% 2.7% 4.7% 13.7% · · · · · · · · ·
Revenue CAGR 5Y 9.2% · · · · · · · · · · ·
EPS YoY 4-point trend, +38.3% -44.7% 24.3% 122.9% -72.3% · · · · · · · ·
EPS CAGR 3Y 2-point trend, +280.9% 15.3% -8.5% · · · · · · · · · ·
Net Income YoY 4-point trend, +39.6% -45.1% 21.2% 101.4% -74.6% · · · · · · · ·
Net Income CAGR 3Y 2-point trend, +169.6% 10.3% -14.8% · · · · · · · · · ·
Valoración (TTM) 6
Datos anuales de Valoración (TTM) para SAH
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +64.8% $15.15B $14.22B $14.37B $14.00B $12.40B $9.77B $10.45B $9.95B $9.87B $9.73B $9.62B $9.20B
Net Income TTM 12-point trend, +22.1% $119M $216M $178M $88M $349M $-51M $144M $52M $93M $93M $86M $97M
P/E 12-point trend, +23.1% 18.1 10.3 11.3 22.1 6.1 -31.9 9.4 11.5 8.8 11.3 13.4 14.7
Earnings Yield 12-point trend, -18.7% 5.5% 9.8% 8.8% 4.5% 16.3% -3.1% 10.7% 8.7% 11.3% 8.9% 7.5% 6.8%
Payout Ratio 12-point trend, -859.9% -41.1% -18.9% -22.4% 39.0% 5.2% -33.3% 10.8% 19.0% 9.5% 9.3% 5.9% 5.4%
Annual Payout 12-point trend, -1027.6% $-49M $-41M $-40M $-34M $-18M $17M $16M $10M $9M $9M $5M $5M

Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años

Estado de resultados
2026-03-312025-12-312024-12-312023-12-312022-12-31
Ingresos $15.15B$14.22B$14.37B$14.00B
Margen Bruto % 15.7%15.4%15.6%16.6%
Margen Operativo % 2.4%3.2%2.9%2.2%
Beneficio neto $119M$216M$178M$88M
EPS Diluido $3.42$6.18$4.97$2.23
Balance general
2026-03-312025-12-312024-12-312023-12-312022-12-31
Deuda / Patrimonio 1.51.51.92.0
Ratio corriente 1.11.11.11.2
Ratio Rápido 0.20.20.20.4
Flujo de Efectivo
2026-03-312025-12-312024-12-312023-12-312022-12-31
Flujo de caja libre $717M$296M$188M$179M

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Propietarios institucionales (13F) 257 declarantes · $781.9M total · A fecha de 30 de junio de 2026

Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.

Actividad institucional — Q2 2026 vs trimestre anterior
Nuevas posiciones Posiciones cerradas Aumentado Disminuido Cambio neto de acciones
47 (+8 vs trimestre anterior) 22 (-13 vs trimestre anterior) 76 (+3 vs trimestre anterior) 75 (+8 vs trimestre anterior) +1.9M

Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.

Institución Valor Acciones % de 13F rastreadas Tipo
DIMENSIONAL FUND ADVISORS LP $107 726 204 1 270 506 13,78% Acciones
VANGUARD PORTFOLIO MANAGEMENT LLC $64 513 574 760 863 8,25% Acciones
STATE STREET CORP $54 062 519 634 362 6,91% Acciones
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $49 900 000 588 516 6,38% Acciones
VANGUARD CAPITAL MANAGEMENT LLC $45 454 054 536 078 5,81% Acciones
WESTWOOD HOLDINGS GROUP INC $41 963 164 494 907 5,37% Acciones
AMERICAN CENTURY COMPANIES INC $31 108 853 366 892 3,98% Acciones
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $23 533 210 277 547 3,01% Acciones
GEODE CAPITAL MANAGEMENT, LLC $23 526 755 277 416 3,01% Acciones
BRIDGEWAY CAPITAL MANAGEMENT, LLC $18 973 967 223 776 2,43% Acciones
D. E. Shaw & Co., Inc. $17 363 211 204 779 2,22% Acciones
TWO SIGMA INVESTMENTS, LP $16 652 926 196 402 2,13% Acciones
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $15 523 014 183 076 1,99% Acciones
GOLDMAN SACHS GROUP INC $13 215 793 155 865 1,69% Acciones
Bank of New York Mellon Corp $13 190 272 155 564 1,69% Acciones
HEARTLAND ADVISORS INC $12 514 834 147 598 1,60% Acciones
JACOBS LEVY EQUITY MANAGEMENT, INC $10 320 808 121 722 1,32% Acciones
VICTORY CAPITAL MANAGEMENT INC $8 872 510 104 641 1,13% Acciones
BlackRock, Inc. $8 356 309 98 553 1,07% Acciones
FRANKLIN RESOURCES INC $7 533 846 88 853 0,96% Acciones
VANGUARD FIDUCIARY TRUST CO $7 398 351 87 255 0,95% Acciones
PDT Partners, LLC $7 162 550 84 474 0,92% Acciones
Phocas Financial Corp. $7 066 568 83 342 0,90% Acciones
ProShare Advisors LLC $6 857 137 80 872 0,88% Acciones
PRINCIPAL FINANCIAL GROUP INC $6 665 002 78 606 0,85% Acciones
TWO SIGMA ADVISERS, LP $6 408 696 103 600 0,82% Acciones
BNP PARIBAS FINANCIAL MARKETS $5 684 406 67 041 0,73% Acciones
Brandywine Global Investment Management, LLC $5 434 154 87 846 0,70% Acciones
Cubist Systematic Strategies, LLC $5 151 973 67 708 0,66% Acciones
BANK OF AMERICA CORP /DE/ $5 069 849 59 793 0,65% Acciones
DENALI ADVISORS LLC $4 799 114 56 600 0,61% Acciones
Public Sector Pension Investment Board $4 780 799 56 384 0,61% Acciones
Susquehanna Portfolio Strategies, LLC $4 633 180 54 643 0,59% Acciones
Squarepoint Ops LLC $4 568 909 53 885 0,58% Acciones
AMERIPRISE FINANCIAL INC $4 190 734 49 419 0,54% Acciones
MARTINGALE ASSET MANAGEMENT L P $4 111 637 48 492 0,53% Acciones
MILLENNIUM MANAGEMENT LLC $3 832 423 45 199 0,49% Acciones
Teewinot Capital Advisers, L.L.C. $3 328 855 39 260 0,43% Acciones
FIRST TRUST ADVISORS LP $3 296 211 38 875 0,42% Acciones
FMR LLC $3 284 680 38 739 0,42% Acciones
RHUMBLINE ADVISERS $3 042 668 35 885 0,39% Acciones
XTX Topco Ltd $3 037 856 35 828 0,39% Acciones
FORMULA GROWTH LTD $3 035 482 35 800 0,39% Acciones
RENAISSANCE TECHNOLOGIES LLC $3 010 045 35 500 0,38% Acciones
NEW YORK STATE COMMON RETIREMENT FUND $2 966 548 34 987 0,38% Acciones
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $2 951 031 34 804 0,38% Acciones
Engineers Gate Manager LP $2 580 923 30 439 0,33% Acciones
Swiss National Bank $2 382 599 28 100 0,30% Acciones
Aquatic Capital Management LLC $2 315 615 27 310 0,30% Acciones
HSBC HOLDINGS PLC $2 283 163 27 340 0,29% Acciones
Universal- Beteiligungs- und Servicegesellschaft mbH $2 280 597 26 897 0,29% Acciones
Man Group plc $1 999 348 23 580 0,26% Acciones
CAPITAL FUND MANAGEMENT S.A. $1 974 589 23 288 0,25% Acciones
TEACHER RETIREMENT SYSTEM OF TEXAS $1 961 955 23 139 0,25% Acciones
CITADEL ADVISORS LLC $1 836 212 21 656 0,23% Acciones
New Age Alpha Advisors, LLC $1 793 224 21 149 0,23% Acciones
Legal & General Group Plc $1 699 447 20 043 0,22% Acciones
NorthCrest Asset Manangement, LLC $1 685 271 17 682 0,22% Acciones
JANE STREET GROUP, LLC $1 678 842 19 800 0,21% Opción de venta
CITIGROUP INC $1 671 720 19 716 0,21% Acciones
Point72 Asset Management, L.P. $1 620 422 19 111 0,21% Acciones
ExodusPoint Capital Management, LP $1 521 896 17 949 0,19% Acciones
Brevan Howard Capital Management LP $1 508 923 17 796 0,19% Acciones
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1 412 487 32 767 0,18% Acciones
Quantbot Technologies LP $1 399 629 16 507 0,18% Acciones
ALLIANCEBERNSTEIN L.P. $1 360 292 19 838 0,17% Acciones
Quantinno Capital Management LP $1 301 354 15 347 0,17% Acciones
Nuveen, LLC $1 175 359 13 862 0,15% Acciones
PRUDENTIAL FINANCIAL INC $1 142 800 13 478 0,15% Acciones
Vanguard Global Advisers, LLC $1 116 939 13 173 0,14% Acciones
VOLORIDGE INVESTMENT MANAGEMENT, LLC $1 105 492 13 038 0,14% Acciones
WOLVERINE ASSET MANAGEMENT LLC $1 027 400 12 117 0,13% Acciones
A&I FINANCIAL SERVICES, LLC $996 791 11 755 0,13% Acciones
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $943 317 13 757 0,12% Acciones
BARCLAYS PLC $838 402 9 888 0,11% Acciones
VANGUARD ASSET MANAGEMENT, Ltd $824 837 9 728 0,11% Acciones
SUSQUEHANNA INTERNATIONAL GROUP, LLP $736 062 8 681 0,09% Acciones
VANGUARD GROUP INC $722 834 11 685 0,09% Acciones
Skopos Labs, Inc. $713 951 10 412 0,09% Acciones
MAI Capital Management $673 064 7 938 0,09% Acciones
Illinois Municipal Retirement Fund $658 140 7 762 0,08% Acciones
MetLife Investment Management, LLC $654 748 7 722 0,08% Acciones
Nebula Research & Development LLC $593 560 7 426 0,08% Acciones
Russell Investments Group, Ltd. $577 759 6 814 0,07% Acciones
STATE OF WISCONSIN INVESTMENT BOARD $572 502 6 752 0,07% Acciones
VOYA INVESTMENT MANAGEMENT LLC $560 716 6 613 0,07% Acciones
MANUFACTURERS LIFE INSURANCE COMPANY, THE $500 770 5 906 0,06% Acciones
JANUS HENDERSON GROUP PLC $500 212 7 288 0,06% Acciones
Louisiana State Employees Retirement System $483 303 5 700 0,06% Acciones
BOOTHBAY FUND MANAGEMENT, LLC $477 876 5 636 0,06% Acciones
ENVESTNET ASSET MANAGEMENT INC $477 581 5 633 0,06% Acciones
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $476 265 5 617 0,06% Acciones
Jain Global LLC $440 908 5 200 0,06% Acciones
DARK FOREST CAPITAL MANAGEMENT LP $440 908 5 200 0,06% Acciones
Jump Financial, LLC $440 738 5 198 0,06% Acciones
Sanctuary Advisors, LLC $434 295 5 122 0,06% Acciones
Invesco Ltd. $416 743 4 915 0,05% Acciones
NISA INVESTMENT ADVISORS, LLC $404 270 4 745 0,05% Acciones
Corient Private Wealth LP $400 952 4 728 0,05% Acciones
ARISTEIA CAPITAL, L.L.C. $394 697 4 655 0,05% Acciones

Informantes de la empresa 28 insiders · 9 directivos · 21 consejeros

Insider Rol Última actividad Acciones en propiedad Compras 12m Ventas 12m Neto 12m
David Bruton Smith Chairman and CEO 31 de marzo de 2025 F 552 343 0 0 $0
Heath Byrd EVP and CFO 2 de junio de 2026 S 133 952 0 2 $-1 239 895
David P Cosper Vice Chairman and CFO 22 de marzo de 2013 D 171 984 0 0 $0
Lee E Wyatt Executive VP, CFO & Treasurer 21 de abril de 2005 A 50 000 0 0 $0
Jeff Dyke President 9 de junio de 2026 S 543 668 0 2 $-5 415 638
Theodore M Wright President 19 de febrero de 2004 A 124 075 0 0 $0
Bruton O Smith Executive Chairman 31 de marzo de 2022 F 973 670 0 0 $0
Mark J Iuppenlatz Exec VP of Corp Development 19 de marzo de 2007 A 58 350 0 0 $0
Greg Young VP & Chief Accounting Officer 17 de marzo de 2006 M 1 200 0 0 $0
Michael Edward Hodge Consejero 24 de abril de 2025 A 17 807 0 0 $0
Keri A Kaiser Consejero 24 de abril de 2025 A 22 409 0 0 $0
Eugene R Taylor Consejero 24 de abril de 2025 A 61 083 0 0 $0
Marcus G Smith Consejero 24 de abril de 2025 A 98 871 0 0 $0
William I Belk Consejero 24 de abril de 2025 A 104 325 0 0 $0
Bryan Scott Smith Consejero 24 de abril de 2025 A 396 207 0 0 $0
William R Brooks Consejero 24 de abril de 2025 A 114 982 0 0 $0
John W. Harris III Consejero 16 de mayo de 2023 A 52 081 0 0 $0
Victor H Doolan Consejero 29 de abril de 2021 A 34 993 0 0 $0
Robert H Heller Consejero 29 de abril de 2021 A 95 578 0 0 $0
Bernard Clinton Byrd Jr Consejero 15 de abril de 2015 A 9 456 0 0 $0
Robert L Rewey Consejero 17 de abril de 2014 A 47 142 0 0 $0
David C Vorhoff Consejero 18 de abril de 2013 A 35 046 0 0 $0
Jeffrey C Rachor Consejero 19 de mayo de 2008 D 2 459 0 0 $0
William P Benton Consejero 25 de abril de 2008 A 12 423 0 0 $0
Thomas P Capo Consejero 22 de abril de 2005 A 2 745 0 0 $0
Maryann Keller Consejero 31 de marzo de 2004 A 0 0 $0
Rusnak Paul P. Propietario del 10% 7 de abril de 2022 P 5 000 000 0 0 $0
Sonic Financial Corporation Propietario del 10% 27 de septiembre de 2018 P 0 0 $0

Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto

Activistas y propietarios del %+ 5 4 tenencias

Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.

Declarante Presentado Participación Estado Propósito Presentación
OBS Family, LLC, Sonic Financial Corporation, B. Scott Smith, David Bruton Smith, Marcus G. Smith ×2 presentaciones 17 de junio de 2026 42,30% Enmienda SEC
Sonic Financial Corporation, O. Bruton Smith, B. Scott Smith, David Bruton Smith, Marcus G. Smith ×2 presentaciones 9 de octubre de 2018 Presentación inicial SEC
O. Bruton Smith, Sonic Financial Corporation 10 de enero de 2013 Presentación inicial SEC
Paul P. Rusnak ×2 presentaciones 26 de mayo de 2010 Presentación inicial SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Propiedad de ETFs Mantenido por 75 ETFs

El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.

Fondo Ponderación Unidades A fecha de Fuente
SMDV · ProShares Trust 1,29% 101 951 NS 31 de mayo de 2026 N-PORT
RETL · Direxion Shares ETF Trust 1,27% 5 070 NS 30 de abril de 2026 N-PORT
XSVM · Invesco Exchange-Traded Fund Trust 1,17% 94 100 SH 8 de agosto de 2026 Diario
RWJ · Invesco Exchange-Traded Fund Trust … 0,92% 233 693 SH 8 de agosto de 2026 Diario
RZV · Invesco Exchange-Traded Fund Trust 0,69% 25 697 SH 8 de agosto de 2026 Diario
PSCD · Invesco Exchange-Traded Fund Trust … 0,41% 1 221 SH 8 de agosto de 2026 Diario
ESSC · Strategy Shares 0,35% 1 157 NS 30 de abril de 2026 N-PORT
CVY · Invesco Exchange-Traded Fund Trust 0,33% 5 019 SH 8 de agosto de 2026 Diario
FYT · First Trust Exchange-Traded AlphaDE… 0,27% 6 333 NS 30 de abril de 2026 N-PORT
DFVE · DoubleLine ETF Trust 0,26% 1 024 NS 31 de marzo de 2026 N-PORT
EBIT · Harbor ETF Trust 0,21% 299 NS 30 de abril de 2026 N-PORT
FYX · First Trust Exchange-Traded AlphaDE… 0,20% 30 294 NS 30 de abril de 2026 N-PORT
VIOV · VANGUARD ADMIRAL FUNDS 0,12% 27 830 SH 8 de agosto de 2026 Diario
IJS · iShares Trust 0,12% 117 319 SH 8 de agosto de 2026 Diario
FNDA · SCHWAB STRATEGIC TRUST 0,11% 123 151 NS 31 de mayo de 2026 N-PORT
DFSV · Dimensional ETF Trust 0,10% 94 642 NS 30 de abril de 2026 N-PORT
DFAT · Dimensional ETF Trust 0,09% 158 292 NS 30 de abril de 2026 N-PORT
VFMF · VANGUARD WELLINGTON FUND 0,09% 7 780 SH 8 de agosto de 2026 Diario
PRFZ · Invesco Exchange-Traded Fund Trust 0,09% 31 102 SH 8 de agosto de 2026 Diario
AVUV · AMERICAN CENTURY ETF TRUST 0,08% 255 325 NS 31 de mayo de 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0,08% 25 287 NS 31 de mayo de 2026 N-PORT
QVMS · Invesco Exchange-Traded Fund Trust … 0,07% 2 325 SH 8 de agosto de 2026 Diario
VCR · VANGUARD WORLD FUND 0,07% 54 698 SH 8 de agosto de 2026 Diario
XJR · iShares Trust 0,07% 1 549 SH 8 de agosto de 2026 Diario
FDIS · FIDELITY COVINGTON TRUST 0,06% 14 209 NS 30 de abril de 2026 N-PORT
IJR · iShares Trust 0,06% 800 179 SH 8 de agosto de 2026 Diario
VIOO · VANGUARD ADMIRAL FUNDS 0,06% 45 765 SH 8 de agosto de 2026 Diario
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,06% 5 380 NS 30 de abril de 2026 N-PORT
FAB · First Trust Exchange-Traded AlphaDE… 0,06% 985 NS 30 de abril de 2026 N-PORT
SAA · ProShares Trust 0,05% 177 NS 31 de mayo de 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0,05% 552 NS 30 de abril de 2026 N-PORT
GSSC · Goldman Sachs ETF Trust 0,05% 6 273 NS 31 de mayo de 2026 N-PORT
IWN · iShares Trust 0,04% 71 526 SH 8 de agosto de 2026 Diario
EBI · RBB Fund Trust 0,04% 3 304 NS 31 de mayo de 2026 N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS 0,04% 6 482 SH 8 de agosto de 2026 Diario
DFAS · Dimensional ETF Trust 0,04% 69 794 NS 30 de abril de 2026 N-PORT
PKW · Invesco Exchange-Traded Fund Trust 0,04% 8 029 SH 8 de agosto de 2026 Diario
RSSL · Global X Funds 0,04% 6 484 NS 30 de abril de 2026 N-PORT
IWM · iShares Trust 0,03% 309 207 SH 8 de agosto de 2026 Diario
ISCV · iShares Trust 0,03% 2 680 SH 8 de agosto de 2026 Diario
ITWO · ProShares Trust 0,03% 704 NS 31 de mayo de 2026 N-PORT
VFVA · VANGUARD WELLINGTON FUND 0,03% 2 851 SH 8 de agosto de 2026 Diario
VTWO · VANGUARD SCOTTSDALE FUNDS 0,03% 70 132 SH 8 de agosto de 2026 Diario
SCHA · SCHWAB STRATEGIC TRUST 0,03% 70 983 NS 31 de mayo de 2026 N-PORT
IWO · iShares Trust 0,03% 43 866 SH 8 de agosto de 2026 Diario
VBR · VANGUARD INDEX FUNDS 0,02% 171 124 SH 8 de agosto de 2026 Diario
VTWG · VANGUARD SCOTTSDALE FUNDS 0,02% 5 116 SH 8 de agosto de 2026 Diario
SFGV · EA Series Trust 0,02% 2 595 NS 29 de mayo de 2026 N-PORT
UWM · ProShares Trust 0,02% 550 NS 31 de mayo de 2026 N-PORT
ISCB · iShares Trust 0,02% 546 SH 8 de agosto de 2026 Diario