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SofinaFRA:8FS -1.13%36 Equity-to-Asset is 0.89 as of Dec. 2025, which is 7% below its 10-year median of 0.96. GuruFocus rates FRA:8FS with a GF Score™ of 36/100. The stock has 7 warning signs investors should review. Among 1,628 Asset Management companies, Sofina ranks better than 59.15% on this metric.
Equity to Asset ratio is calculated as total stockholders equity divided by total asset. Sofina's Total Stockholders Equity for the quarter that ended in Dec. 2025 was €10,842.9 Mil. Sofina's Total Assets for the quarter that ended in Dec. 2025 was €12,167.0 Mil.
Therefore, Sofina's Equity to Asset Ratio for the quarter that ended in Dec. 2025 was 0.89.
The historical rank and industry rank for Sofina's Equity-to-Asset or its related term are showing as below:
FRA:8FS'
s Equity-to-Asset Range Over the Past 10 Years
Min: 0.89 Med: 0.96 Max: 1
Current: 0.89
During the past 13 years, the highest Equity to Asset Ratio of Sofina was 1.00. The lowest was 0.89. And the median was 0.96.
FRA:8FS's Equity-to-Asset is ranked better than 59.15% of 1628
companies
in the Asset Management industry
Industry Median: 0.83
vs FRA:8FS: 0.89
Equity to Asset ratio can vary greatly across different industries, as they have different capital structure. A company with smaller Equity to Asset ratio (more leveraged) may have higher ROE % because of the leverage.
For banks, the required minimum Equity to Asset ratio by regulation is 5%. Some stronger banks may have Equity to Asset Ratio of more than 10%.
Sofina Equity-to-Asset Related Terms
Sofina Equity-to-Asset Historical Data
* Premium members only.
The historical data trend for Sofina's Equity-to-Asset can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
FRA:8FS vs BLK, BX, KKR: Equity-to-Asset Comparison
For the Asset Management subindustry, Sofina's Equity-to-Asset, along with its competitors' market caps and Equity-to-Asset data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Sofina Equity-to-Asset vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Sofina's Equity-to-Asset distribution charts can be found below:
* The bar in red indicates where Sofina's Equity-to-Asset falls into.
Equity to Asset ratio measures the ratios of the portion of the asset owned by shareholders out of the total asset. It indicates the leverage of the company, and the amount of debt the company uses in its operation.
Equity to Asset ratio is calculated by dividing total stockholders equity by total asset.
Sofina's Equity to Asset Ratio for the fiscal year that ended in Dec. 2025 is calculated as
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Sofina (FRA:8FS) has a Equity-to-Asset of 0.89 as of Dec. 2025. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Sofina and its competitors. This is near median its historical median of 0.96. Over the past decade, Sofina's Equity-to-Asset has ranged from 0.89 to 1.00. According to the industry distribution chart, Sofina ranks #665 out of 1628 companies in the Asset Management industry, placing it in the top 40.8%.
Is Sofina's Equity-to-Asset too high?
Sofina's current Equity-to-Asset of 0.89 is near median its 10-year median of 0.96. Over the past 10 years, this metric has ranged from a low of 0.89 to a high of 1.00. The Asset Management industry median Equity-to-Asset is 0.83. Sofina's value of 0.89 is 7.2% above this industry median. Based on the distribution chart, Sofina ranks #665 out of 1628 companies in the Asset Management industry, which is above the industry midpoint. Overall, Sofina has a GF Score™ of 36/100, reflecting its overall financial health beyond just this single metric.
How does Sofina's Equity-to-Asset compare to BLK and BX?
According to the Asset Management industry distribution chart, Sofina ranks #665 out of 1628 companies for Equity-to-Asset. This puts Sofina in the upper half of its industry. The industry median Equity-to-Asset is 0.83. Sofina's value of 0.89 is 7.2% above this benchmark. Historically, Sofina's own Equity-to-Asset has ranged from 0.89 to 1.00 over the past decade. While the company's 10-year median is 0.96 vs. the industry median of 0.83, Sofina has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Equity-to-Asset for an Asset Management company?
The median Equity-to-Asset among Asset Management companies is 0.83, based on 1,628 companies in the industry. Companies in the top quartile (top 25%) have a Equity-to-Asset significantly above this median, while those in the bottom quartile fall well below. However, Equity-to-Asset should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Sofina's current Equity-to-Asset of 0.89 is 7.2% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Equity-to-Asset mean?
A high Equity-to-Asset can signal that a stock is expensive relative to its fundamentals. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Sofina and its competitors. For the Asset Management industry, the median Equity-to-Asset is 0.83 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Sofina's current Equity-to-Asset is 0.89, which is near median its own 10-year median of 0.96. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Sofina stock overvalued right now?
Sofina (FRA:8FS) has a current Equity-to-Asset of 0.89. The current Equity-to-Asset is 0.89, which is near median its 10-year median of 0.96 and 7.2% above the Asset Management industry median of 0.83. Sofina's overall GF Score™ is 36/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Equity-to-Asset calculated?
Equity-to-Asset is calculated from a company's financial statements. For Sofina (FRA:8FS), the current Equity-to-Asset is 0.89 as of Dec. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
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.
36GF Score
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