Business Description
Sofina SA
ISIN : BE0003717312
Share Class Description:
WBO:SOF: Ordinary SharesTotal Employee Number:
83Description
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
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Cash-To-Debt | 0.16 | |||||
Equity-to-Asset | 0.89 | |||||
Debt-to-Equity | 0.12 | |||||
Debt-to-EBITDA | N/A |
N/A
|
N/A
| |||
Interest Coverage | N/A |
N/A
|
N/A
| |||
Piotroski F-Score | 1/9 | |||||
Beneish M-Score | -4.33 | |||||
WACC vs ROIC | ||||||
Growth Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Book Growth Rate | 3.3 |
Momentum Rank
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
5-Day RSI | 80.99 | |||||
9-Day RSI | 69.41 | |||||
14-Day RSI | 62.4 | |||||
3-1 Month Momentum % | 4.1 | |||||
6-1 Month Momentum % | -9.11 | |||||
12-1 Month Momentum % | -16.88 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Dividend Yield % | 1.61 | |||||
Dividend Payout Ratio | 1.07 | |||||
3-Year Dividend Growth Rate | 3.8 | |||||
Forward Dividend Yield % | 1.61 | |||||
5-Year Yield-on-Cost % | 1.98 | |||||
3-Year Average Share Buyback Ratio | -1.8 | |||||
Shareholder Yield % | -8.07 |
Profitability Rank
2/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Net Margin % | 61.9 | |||||
FCF Margin % | -405.88 | |||||
OCF Margin % | -405.86 | |||||
ROE % | 1.1 | |||||
ROA % | 1 | |||||
Years of Profitability over Past 10-Year | 8 | |||||
Moat Score | 4 | |||||
Tariff Resilience Score | 6 |
GF Value Rank
2/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
PE Ratio | 70.01 | |||||
Forward PE Ratio | 12.1 | |||||
PE Ratio without NRI | 70.01 | |||||
Shiller PE Ratio | 9.81 | |||||
Price-to-Owner-Earnings | 67.75 | |||||
PEG Ratio | 50.01 | |||||
PS Ratio | 45.28 | |||||
PB Ratio | 0.75 | |||||
Price-to-Tangible-Book | 0.75 | |||||
EV-to-Revenue | 50.36 | |||||
EV-to-FCF | -12.02 | |||||
Price-to-Projected-FCF | 1.03 | |||||
Price-to-Graham-Number | 1.52 | |||||
FCF Yield % | -9.16 | |||||
Forward Rate of Return (Yacktman) % | -0.31 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
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Performance
Dividend
Log
Bar
Annualized Return % Â
Total Annual Return % Â
Sofina SA Executives
DetailsGF Value™
Analyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil €) | 182.551 | ||
| EPS (TTM) (€) | 3.257 | ||
| Beta | 0.6882 | ||
| 3-Year Sharpe Ratio | 0.18 | ||
| 3-Year Sortino Ratio | 0.28 | ||
| Volatility % | 19.9 | ||
| 14-Day RSI | 62.4 | ||
| 14-Day ATR (€) | 3.207913 | ||
| 20-Day SMA (€) | 219.53 | ||
| 12-1 Month Momentum % | -16.88 | ||
| 52-Week Range (€) | 204.8 - 282.099851 | ||
| Shares Outstanding (Mil) | 35.46 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 1 | ||
| 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
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Sofina SA Stock Events
| Event | Date | Price (€) | ||
|---|---|---|---|---|
| EUR 3.660000 Cash Dividend | 2026-05-27 | 226.20 (-0.35%) | ||
| EUR 3.474136 Cash Dividend | 2025-05-20 | 244.98 (-3.06%) |
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Sofina SA Frequently Asked Questions
What is Sofina SA(WBO:SOF)'s stock price today?
The current price of WBO:SOF is €228.00. The 52 week high of WBO:SOF is €282.10 and 52 week low is €204.80.
When is next earnings date of Sofina SA(WBO:SOF)?
The next earnings date of Sofina SA(WBO:SOF) is .
Does Sofina SA(WBO:SOF) pay dividends? If so, how much?
The Dividend Yield %  of Sofina SA(WBO:SOF) is 1.61% (As of Today), Highest Dividend Payout Ratio of Sofina SA(WBO:SOF) was 1.07. The lowest was 0.04. And the median was 0.09. The  Forward Dividend Yield % of Sofina SA(WBO:SOF) is 1.61%. For more information regarding to dividend, please check our Dividend Page.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
Articles on Sofina SA
No articles.
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