Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI Summary - About
Sonic Automotive Inc(SAH)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SAH
10/26/2026: SAH (1-star) is currently NOT-A-BUY. Pass it for now.
Sonic Automotive is a prominent U.S. automotive retailer that operates through a balanced mix of traditional franchised dealerships and its growing pre-owned brand, EchoPark. Its primary strength lies in its diverse dealership portfolio and consistent, high-margin parts and service revenue. The company’s core growth story centers on scaling the EchoPark platform, though it currently faces risks related to interest rate sensitivity and intense competition in the digital vehicle retail space. Investors should monitor the company's ability to balance its debt levels while maintaining profitability in the EchoPark segment. It may suit value-oriented investors who are comfortable with the inherent cyclicality of the automotive sector.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | While EchoPark offers a growth narrative, the core business is cyclical and matures. |
| Momentum investor | Mixed fit | The stock often follows broader automotive sector sentiment rather than independent momentum. |
| Value investor | Strong fit | The company often trades at low P/E multiples relative to its earnings power in normal market conditions. |
| Dividend investor | Mixed fit | It pays a consistent dividend, but the industry's cyclicality introduces variability. |
| Low-risk investor | Weak fit | High sensitivity to interest rates and consumer cycles results in significant price volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | Automotive retail stocks are highly sensitive to economic cycles and interest rate changes. |
| Valuation risk | Medium | Cyclical earnings can make trailing valuation metrics misleading during peak or trough periods. |
| Competition risk (Digital Retailers) | Medium / high | Competition from pure-play digital retailers like Carvana impacts market share and margins in used vehicle sales. |
| Business quality | Medium | The business relies on a mix of highly profitable service revenue and lower-margin, capital-intensive vehicle sales. |
| Dividend income | Medium | Dividends are stable, but not a primary driver of total returns compared to growth or value prospects. |
| Execution risk | Medium | Successfully scaling the EchoPark model while maintaining profitability in the franchised segment is an ongoing operational challenge. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit -21.87% | Avg. Invested days 36 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/26/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.94B USD | Price to earnings Ratio 9.77 | 1Y Target Price 87.55 |
Price to earnings Ratio 9.77 | 1Y Target Price 87.55 | ||
Volume (30-day avg) 346.6K shares | Beta 0.93 | 52 Weeks Range 53.22 - 113.06 | Updated Date 10/25/2026 |
52 Weeks Range 53.22 - 113.06 | Updated Date 10/25/2026 | ||
Dividends yield (FY) 2.45% | Basic EPS (TTM) 6.27 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| New Vehicle Retail | Sale of new vehicles from franchised brands, including manufacturer incentives and financing commission. | The foundational part of the business, highly sensitive to overall economic health. |
| Used Vehicle Retail (EchoPark) | Direct-to-consumer sales of pre-owned vehicles with fixed pricing. | A growth-oriented segment aiming to capture the modern car-buyer who prefers online convenience. |
| Parts and Service | Maintenance, repairs, and sale of genuine parts. | Provides recurring, high-margin revenue that helps cushion the volatility of car sales. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2026-10-29 | When Before Market | Estimate 1.66 | Actual - |
Profitability
Profit Margin 1.37% | Operating Margin (TTM) 3.38% |
Management Effectiveness
Return on Assets (TTM) 5.25% | Return on Equity (TTM) 20.63% |
Valuation
Trailing PE 9.77 | Forward PE 8.83 | Enterprise Value 6.72B | Price to Sales(TTM) 0.13 |
Enterprise Value 6.72B | Price to Sales(TTM) 0.13 | ||
Enterprise Value to Revenue 0.43 | Enterprise Value to EBITDA 10.09 | Shares Outstanding 19.59M | Shares Floating 11.99M |
Shares Outstanding 19.59M | Shares Floating 11.99M | ||
Percent Insiders 39.34 | Percent Institutions 76.69 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.