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SofinaSTU:8FS -0.18%36 Forward PE Ratio is 12.04 as of Jul. 15, 2026. GuruFocus rates STU:8FS with a GF Score™ of 36/100. The stock has 5 warning signs investors should review. Among 325 Asset Management companies, Sofina ranks worse than 58.15% on this metric.
The Forward PE Ratio of a company is often used to compare current earnings to estimated future earnings, as well as gaining a clearer picture of what earnings will look like without charges and other accounting adjustments. If earnings are expected to grow in the future, the Forward PE Ratio will be lower than the current PE Ratio. This measure is also used to compare one company to another with a forward-looking focus.
Trailing PE Ratio relies on what is already done. It uses the current share price and divides by the total EPS (Basic) over the past 12 months. PE Ratio can be affected by Non Operating Income such as the sale of part of businesses. This may increase for the current year or quarter dramatically. But it cannot be repeated over and over. Therefore PE Ratio without NRI is a more accurate indication of valuation than PE Ratio .
Sofina Forward PE Ratio Related Terms
Sofina Forward PE Ratio Historical Data
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The historical data trend for Sofina's Forward PE Ratio 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.
Sofina Forward PE Ratio Chart
Sofina Annual Data
Trend
2024-12
Forward PE Ratio
10.13
Sofina Semi-Annual Data
2024-12
2025-06
Forward PE Ratio
10.13
13.10
STU:8FS vs BLK, BX, KKR: Forward PE Ratio Comparison
For the Asset Management subindustry, Sofina's Forward PE Ratio, along with its competitors' market caps and Forward PE Ratio 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 Forward PE Ratio vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Sofina's Forward PE Ratio distribution charts can be found below:
* The bar in red indicates where Sofina's Forward PE Ratio falls into.
It's a measure of the price-to-earnings ratio (PE Ratio) using forecasted earnings for the calculation. While the earnings used are just an estimate and are not as reliable as current earnings data, there is still benefit in estimated P/E analysis. The forecasted earnings used in the formula can either be for the next 12 months or for the next full-year fiscal period.
Sofina (STU:8FS) has a Forward PE Ratio of 12.04 as of Jul. 15, 2026. Forward P/E ratio is the share price dividend by the expected per-share earnings in the next 12 months. View historical data on Sofina and its competitors. According to the industry distribution chart, Sofina ranks #189 out of 325 companies in the Asset Management industry, placing it in the top 58.2%.
Is Sofina's Forward PE Ratio too high?
Sofina's current Forward PE Ratio is 12.04. The Asset Management industry median Forward PE Ratio is 10.94. Sofina's value of 12.04 is 10.1% above this industry median. Based on the distribution chart, Sofina ranks #189 out of 325 companies in the Asset Management industry, which is below 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 Forward PE Ratio compare to BLK and BX?
According to the Asset Management industry distribution chart, Sofina ranks #189 out of 325 companies for Forward PE Ratio. This places Sofina in the lower half of its industry. The industry median Forward PE Ratio is 10.94. Sofina's value of 12.04 is 10.1% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Forward PE Ratio for an Asset Management company?
The median Forward PE Ratio among Asset Management companies is 10.94, based on 325 companies in the industry. Companies in the top quartile (top 25%) have a Forward PE Ratio significantly above this median, while those in the bottom quartile fall well below. However, Forward PE Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Sofina's current Forward PE Ratio of 12.04 is 10.1% 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 Forward PE Ratio mean?
A high Forward PE Ratio can signal that a stock is expensive relative to its fundamentals. Forward P/E ratio is the share price dividend by the expected per-share earnings in the next 12 months. View historical data on Sofina and its competitors. For the Asset Management industry, the median Forward PE Ratio is 10.94 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Sofina's current Forward PE Ratio is 12.04. 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 (STU:8FS) has a current Forward PE Ratio of 12.04. The current Forward PE Ratio is 12.04 and 10.1% above the Asset Management industry median of 10.94. Sofina's overall GF Score™ is 36/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Forward PE Ratio calculated?
Forward PE Ratio is calculated from a company's financial statements. For Sofina (STU:8FS), the current Forward PE Ratio is 12.04 as of Jul. 15, 2026. 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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