Sofina (STU:8FS) Moat Score: 4/10 (As of Jun. 29, 2026)


STU:8FS Sofina SA STU:8FS
36 GF Score
Price €222.60
! 5 Warning Signs
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What is Sofina Moat Score?

Sofina STU:8FS +1.37% 36 Moat Score is 4 as of Jun. 29, 2026. GuruFocus rates STU:8FS with a GF Score™ of 36/100. The stock has 5 warning signs investors should review. Among 1,695 Asset Management companies, Sofina ranks better than 95.52% on this metric.

Sofina has the Moat Score of 4, which implies that the company might have Narrow Moat - Discernible but modest moat.

Sofina has Narrow Moat: Sofina has a diversified investment portfolio providing some stability, but lacks significant market leadership or proprietary advantages that would elevate it to a strong narrow moat.

Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more.

The company's Moat Score is based on these criteria:

1. Market leadership and sustainable market share
2. Network effects and significant customer switching costs
3. Valuable intellectual property and patents
4. Strong brand strength and deep customer loyalty
5. Durable cost advantages (e.g., economies of scale, proprietary technology)
6. Significant regulatory barriers and exclusive licenses
7. Superior distribution network
8. Strong and sustainable pricing power
9. Consistent and impactful innovation and R&D capabilities

Based on the research, GuruFocus believes Sofina might have Narrow Moat - Discernible but modest moat.

Sofina  (STU:8FS) Moat Score Explanation

The Moat Score ranges from 0 to 10, with 10 as the highest. GuruFocus divided Moat Score into following 8 categories:

Moat Score Moat Level
10Wide Moat - Exceptionally dominant and durable wide moat
8 - 9Wide Moat - Clear and robust wide moat
7Wide Moat - Entry-level wide moat, clearly possessing durable advantages
6Narrow Moat - Strong narrow moat, clearly distinguishable but not wide
5Narrow Moat - Solid narrow moat
4Narrow Moat - Discernible but modest moat
1 - 3No Moat - Very weak/transient advantages
0No Moat - No discernible moat

Sofina Moat Score Related Terms

STU:8FS vs BLK, BX, KKR: Moat Score Comparison

For the Asset Management subindustry, Sofina's Moat Score, along with its competitors' market caps and Moat Score 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 Moat Score vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Sofina's Moat Score distribution charts can be found below:

* The bar in red indicates where Sofina's Moat Score falls into.


STU:8FS
36GF Score
Sofina SA STU:8FS
Moat Score is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Moat Score →
What does a Moat Score of 4 mean?
Sofina (STU:8FS) has a Moat Score of 4 as of Jun. 29, 2026. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. According to the industry distribution chart, Sofina ranks #76 out of 1695 companies in the Asset Management industry, placing it in the top 4.5%.
Is Sofina's Moat Score too high?
Sofina's current Moat Score is 4. Based on the distribution chart, Sofina ranks #76 out of 1695 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Sofina has a GF Score™ of 36/100, reflecting its overall financial health beyond just this single metric.
How does Sofina's Moat Score compare to BLK and BX?
According to the Asset Management industry distribution chart, Sofina ranks #76 out of 1695 companies for Moat Score. This places Sofina in the top 5% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Moat Score for an Asset Management company?
A good Moat Score depends on the Asset Management industry context. However, Moat Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Moat Score mean?
A high Moat Score can signal that a stock is expensive relative to its fundamentals. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. Sofina's current Moat Score is 4. 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 Moat Score of 4. The current Moat Score is 4. 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 Moat Score calculated?
Moat Score is calculated from a company's financial statements. For Sofina (STU:8FS), the current Moat Score is 4 as of Jun. 29, 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 Business Description

Address Rue de l’Industrie 31, Bruxelles, BEL, 1040
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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Moat Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€222.60
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