Sony Group Corp
SONY, SNEJF · Household Audio & Video Equipment · EDGAR filings ↗
Reference price $20.54 — last insider sale, 2026-06-17 (estimated from the dated SEC Form 4 price — not a live quote)
Grade
A85Sony is a dominant diversified franchise (PlayStation, image sensors, music/pictures IP) with top-decile ROE and durable competitive moats.
Strengths
- ROE 21% (100th pct) and ROA at the 100th pct with interest coverage at the 95th pct — strong, scaled returns
- Wide-moat portfolio: near-leading CMOS image sensors, PlayStation ecosystem, and irreplaceable music/film catalogs
Risks
- Low current/quick ratios (25th pct) and intense, capital-intensive competition across consumer-electronics and content
- Metrics are dated (FY2021), tempering confidence
Notable findings
- Weak liquidityCurrent ratio 0.70 (<1)
- Strong balance sheetStrong balance sheet — $20.0B cash & investments
- Insider sellingInsider selling — 3 open-market sale(s) by 2 insider(s) (cluster of 2 insiders, ~$10M, last 6mo) Form 4 ↗
Key metrics
Gross margin
34.4%
Operating margin
10.9%
Net margin
9.0%
Return on equity
13.6%
Return on assets
3.3%
ROIC
10.2%
Revenue growth (QoQ)
0.8%
Net-income growth
19.9%
Debt / equity
0.3×
Interest coverage
19.4×
Current ratio
0.7×
Tangible book value
$46.9B
Cash & investments
$20.0B
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-17 | Kodera Tsuyoshi | Sell | 51K | $20.54 |
| 2026-06-12 | Kodera Tsuyoshi | Option exercise | 51K | $4.21 |
| 2026-05-18 | Yoshida Kenichiro | Sell | 400K | $22.61 |
| 2026-05-18 | Kodera Tsuyoshi | Sell | 18K | $22.61 |
| 2026-05-13 | Yoshida Kenichiro | Option exercise | 200K | $14.49 |
| 2026-05-13 | Yoshida Kenichiro | Option exercise | 200K | $16.47 |
| 2026-05-13 | Kodera Tsuyoshi | Option exercise | 18K | $4.28 |
All non-derivative Form 4 activity (SEC), newest first.
Supply chain
Suppliers (1)
Named in the 10-K; linked when we track them.
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 20-F | 2026-06-18 | 2026-03-31 | 0001193125-26-274893 ↗ |
| 20-F | 2025-06-20 | 2025-03-31 | 0001193125-25-143137 ↗ |
| 20-F | 2024-06-25 | 2024-03-31 | 0001193125-24-167500 ↗ |
| 20-F | 2023-06-20 | 2023-03-31 | 0001193125-23-169510 ↗ |
| 20-F | 2022-06-28 | 2022-03-31 | 0001193125-22-183263 ↗ |
| 20-F | 2021-06-22 | 2021-03-31 | 0001193125-21-195631 ↗ |
| 20-F | 2020-06-26 | 2020-03-31 | 0001193125-20-179707 ↗ |
| 20-F | 2019-06-18 | 2019-03-31 | 0001193125-19-175182 ↗ |
| 20-F | 2018-06-19 | 2018-03-31 | 0001193125-18-196263 ↗ |
| 20-F | 2017-06-15 | 2017-03-31 | 0001193125-17-203939 ↗ |
| 20-F | 2016-06-17 | 2016-03-31 | 0001193125-16-624169 ↗ |
| 20-F | 2015-06-23 | 2015-03-31 | 0001193125-15-231346 ↗ |