Sofina SA is a long-term oriented, investment holding company that favors allocating capital to entrepreneurs. The company also provides its investees access to a support network. Sofina only takes minority ownership positions in its long-term holdings with capital from its own balance sheet. Its portfolio holdings constitute the majority of its net asset value and come mostly from Europe. A smaller percentage of its net asset value base comes from investments in venture capital and private equity funds, mostly in the United States and in Asia.

Financial Strength

5/10

Name	Current	Vs Industry	Vs History
Cash-To-Debt	0.19
Equity-to-Asset	0.93
Debt-to-Equity	0.07
Debt-to-EBITDA	N/A	N/A	N/A
Interest Coverage	N/A	N/A	N/A
Piotroski F-Score	7/9	0 1 2 3 4 5 6 7 8 9
WACC vs ROIC		WACC ROIC

Growth Rank

	Name	Current	Vs Industry		Vs History
	3-Year Book Growth Rate	1

Momentum Rank

10/10

	Name	Current	Vs Industry		Vs History
	5-Day RSI	60.19
	9-Day RSI	52.15
	14-Day RSI	47.74
	6-1 Month Momentum %	2.31
	12-1 Month Momentum %	-1.77

Liquidity Ratio

	Name	Current	Vs Industry		Vs History

Dividend & Buy Back

	Name	Current	Vs Industry		Vs History
	Dividend Yield %	1.55
	Dividend Payout Ratio	0.26
	3-Year Dividend Growth Rate	3.8
	Forward Dividend Yield %	1.55
	5-Year Yield-on-Cost %	1.88
	3-Year Average Share Buyback Ratio	0.3
	Shareholder Yield %	2.92

Profitability Rank

3/10

	Name	Current	Vs Industry		Vs History
	Net Margin %	88.82
	FCF Margin %	91.44
	ROE %	4.67
	ROA %	4.32
	Years of Profitability over Past 10-Year	8

GF Value Rank

	Name	Current	Vs Industry		Vs History
	PE Ratio	16.97
	Forward PE Ratio	10.07
	PE Ratio without NRI	16.97
	Shiller PE Ratio	11.06
	PEG Ratio	2.23
	PS Ratio	14.98
	PB Ratio	0.75
	Price-to-Tangible-Book	0.75
	Price-to-Free-Cash-Flow	16.52
	Price-to-Operating-Cash-Flow	16.5
	EV-to-Revenue	15.88
	EV-to-FCF	17.32
	Price-to-Projected-FCF	1.01
	Price-to-Graham-Number	0.76
	FCF Yield %	6.21
	Forward Rate of Return (Yacktman) %	7.35

Financials

Annual Quarterly TTM

XBRU:SOF's 30-Y Financials

AAPL

Income Statement Breakdown FY

Annual Quarterly

No Enough Data

AAPL

Balance Sheet Breakdown

Annual Quarterly

No Enough Data

AAPL

Cashflow Statement Breakdown

Annual Quarterly

No Enough Data

Historical Operating Revenue by Business Segment

Value % YoY

Historical Operating Revenue by Geographic Region

Value % YoY

See Details

5-Step DuPont Analysis as of

Annual Quarterly

No Enough Data

Guru Trades

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Insider Trades

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Peter Lynch Chart

Y-axis scale:

Log Linear

Interactive Chart

Performance

Dividend

Log

Bar

Annualized Return %

Symbol	1 Week	1 Month	3 Months	6 Months	YTD	1 Year	3 Years	5 Years	10 Years

Total Annual Return %

Symbol	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015

Sofina SA Executives

Details

GF Value

XBRU:SOF

Valuation Chart

Year:

Warning Signs

Warning! GuruFocus detected 2 Medium warning signs with SOF. Try a 7-Day Free Trial to check it out.

Analyst Estimate

Annual Quarterly

Key Statistics

	Name	Value
	Revenue (TTM) (Mil €)	487.028
	EPS (TTM) (€)	12.708
	Beta	1.74
	Volatility %	24.79
	14-Day RSI	47.74
	14-Day ATR (€)	3.317893
	20-Day SMA (€)	215.62
	12-1 Month Momentum %	-1.77
	52-Week Range (€)	194.2 - 261
	Shares Outstanding (Mil)	33.13

Piotroski F-Score Details

Year:

	Component	Result
	Piotroski F-Score	7
	Positive ROA
	Positive CFROA
	Higher ROA yoy
	CFROA > ROA
	Lower Leverage yoy
	Higher Current Ratio yoy
	Less Shares Outstanding yoy
	Higher Gross Margin yoy
	Higher Asset Turnover yoy

Sofina SA Filings

10-K10-QForm 4Others

	Filing Date	Document Date	Form
No Filing Data

Sofina SA Stock Events

Financials Calendars

	Event	Date	Price(€)
No Event Data

Sofina SA Frequently Asked Questions

What is Sofina SA(XBRU:SOF)'s stock price today?

The current price of XBRU:SOF is €216.20. The 52 week high of XBRU:SOF is €261.00 and 52 week low is €194.20.

When is next earnings date of Sofina SA(XBRU:SOF)?

The next earnings date of Sofina SA(XBRU:SOF) is .

Does Sofina SA(XBRU:SOF) pay dividends? If so, how much?

The Dividend Yield % of Sofina SA(XBRU:SOF) is 1.55% (As of Today), Highest Dividend Payout Ratio of Sofina SA(XBRU:SOF) was 0.31. The lowest was 0.04. And the median was 0.14. The Forward Dividend Yield % of Sofina SA(XBRU:SOF) is 1.55%. For more information regarding to dividend, please check our Dividend Page.

Press Release

	Subject	Date
No Press Release

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