Reading the tape
NYSE: SGI
Somnigroup International Inc
Consumer Defensive · Household & Personal Products
Market Cap
$15.90B
52w High
$98.56
52w Low
$56.15
P/E
41.30
Volume
1.70M
Outstanding Shares
210.34M
Price vs Fundamentals
Why The Stock Is Moving
Optimism is getting priced inModerate confidence
Note: The most recent financial data is over 3 months old. Metrics shown may not reflect the latest reporting period.
1Y Price: 23.21%Revenue (TTM): 51.63%FCF (TTM): 11.24%P/FCF: 64th pct
What changed
The stock rose 23.21% over the last year. Revenue grew 51.63% over the trailing twelve months. Operating margin moved from 12.86% to 10.16%. Free cash flow grew 11.24% over the trailing twelve months.
What the market seems to be pricing
The stock is trading toward the richer end of its historical P/FCF range (64th percentile) while business metrics are improving. More of the upside is already embedded in the multiple now.
What would invalidate this read
Operating margin is at 10.16% — continued expansion would be needed to justify the premium. Revenue growth of 51.63% is encouraging, but any deceleration puts the stretched multiple at risk. This read changes if revenue, margins, and cash flow continue to improve faster than expected — in that case the richer multiple could still prove conservative.
Company profile
Somni is a company specializing in sleep technology and wellness solutions, developing innovative products to enhance sleep quality.
CEOScott L. Thompson
SectorConsumer Defensive
IndustryHousehold & Personal Products
Employees12,000
IPO dateAug 28, 2018
Valuation
Forward P/E—
EV/EBITDA25.49
Enterprise value$26.52B
Stock splits
Nov 24, 2020↑ Forward
Every 1 shares became 4
Profitability & growth
Revenue growth54.68%
Gross margin42.8%▲0.31%vs FY2024
Operating margin10.16%▲2.47%vs FY2024
ROE12.36%▼82.02%vs FY2024
Analyst consensus
RatingBuy
Target price$102.00▲34.96%
9
Buy
2
Hold
0
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
May 7, 2026
Q2 FY26 · EPS est $0.57 · Revenue est $1.83B
View
Dividends
$0.62/shareQuarterly6yr growth streakSafeSGI pays a dividend with a 0.82% dividend yield, 6 consecutive years of growth, growing at 9.62% annually, covered 5.0× by free cash flow.
Dividend Yield
0.82%
Annual Div / Share
$0.62
5yr CAGR
+9.62%
Doubles every ~7.5yr
Payout Ratio
33.17%
Safe
Dividend Growth Rate
3yr CAGR
+14.78%
5yr CAGR
+9.62%
10yr CAGR
+9.62%
Dividend Safety
10/10Safe
Dividend History
Annualized dividend cycles per share
YearAnnual DivYoY
2025$0.62+14.8%
2024$0.54+17.4%
2023$0.46+12.2%
2022$0.41+17.1%
2021$0.35+169.2%
2008$0.13+73.3%
2007$0.07—
Income Projection
Invest
$
Growth rate:
Reinvest dividends
Today
$8/yr
$1/mo
In 5 yrs
$13/yr+58%
$1/mo
In 10 yrs
$21/yr+151%
$2/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$8/yr $1/mo | $13/yr+58% $1/mo | $21/yr+151% $2/mo |
Yield-on-cost grows from 0.82% → 2.06% over 10yr
Analysis
Dividend Strengths
Well-covered by free cash flow
The dividend is covered 5.0× by free cash flow, indicating the company generates sufficient cash to sustain and potentially grow the payout without straining its finances.
Strong dividend growth rate
The 5-year CAGR of 9.62% meaningfully outpaces inflation, compounding real income growth for long-term holders.
Risks to Watch
No strong risk signal stands out from the latest period pair.
Congressional Activity
Congress Trades in SGI
STOCK Act disclosures from senators and representatives.
April Delaney
MDhousePurchase2026-03-31$1,001 - $15,000+8d to discloseApril Delaney
MDhousePurchase2026-03-13$1,001 - $15,000+26d to disclose