SofinaSTU:8FS +0.27%30 Pretax Margin % is 92.80% as of Dec. 2025, which is 4% below its 10-year median of 96.31. GuruFocus rates STU:8FS with a GF Score™ of 30/100. The stock has 5 warning signs investors should review. Among 1,576 Asset Management companies, Sofina ranks worse than 62.88% on this metric.
Pre-Tax margin is calculated as Pre-Tax Income divided by its Revenue. Sofina's Pre-Tax Income for the
six
months ended in Dec. 2025 was €506.9 Mil. Sofina's Revenue for the
six
months ended in Dec. 2025 was €546.3 Mil. Therefore, Sofina's pretax margin for the quarter that ended in Dec. 2025 was 92.80%.
The historical rank and industry rank for Sofina's Pretax Margin % or its related term are showing as below:
STU:8FS'
s Pretax Margin % Range Over the Past 10 Years
Min: 61.9 Med: 96.31 Max: 163.8
Current: 61.9
STU:8FS's Pretax Margin % is ranked worse than 62.88% of 1576
companies
in the Asset Management industry
Industry Median: 89.475
vs STU:8FS: 61.90
Sofina (STU:8FS) Pretax Margin % Explanation
The pretax margin, as know as pretax profit margin, is widely used to measure the operating efficiency of a company before deducting taxes.
The pretax margin is sometimes preferred over the net margin as tax expenditures can make profitability comparisons between companies misleading.
It is a useful tool to compare companies operating in the same sector and less effective when comparing companies from other sectors as each industry generally has different operating expenses and sales patterns.
The long term trend of the pretax margin is a good indicator of the competitiveness and health of the business.
Sofina Pretax Margin % Related Terms
Sofina Pretax Margin % Historical Data
* Premium members only.
The historical data trend for Sofina's Pretax Margin % 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.
STU:8FS vs BLK, BX, KKR: Pretax Margin % Comparison
For the Asset Management subindustry, Sofina's Pretax Margin %, along with its competitors' market caps and Pretax Margin % 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 Pretax Margin % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Sofina's Pretax Margin % distribution charts can be found below:
* The bar in red indicates where Sofina's Pretax Margin % falls into.
* 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 (STU:8FS) has a Pretax Margin % of 92.80% as of Dec. 2025. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Sofina and its competitors. This is near median its historical median of 96.31. Over the past decade, Sofina's Pretax Margin % has ranged from 61.90 to 163.80. According to the industry distribution chart, Sofina ranks #991 out of 1576 companies in the Asset Management industry, placing it in the top 62.9%.
Is Sofina's Pretax Margin % too high?
Sofina's current Pretax Margin % of 92.80% is near median its 10-year median of 96.31. Over the past 10 years, this metric has ranged from a low of 61.90 to a high of 163.80. The Asset Management industry median Pretax Margin % is 89.48. Sofina's value of 92.80% is 3.7% above this industry median. Based on the distribution chart, Sofina ranks #991 out of 1576 companies in the Asset Management industry, which is below the industry midpoint. Overall, Sofina has a GF Score™ of 30/100, reflecting its overall financial health beyond just this single metric.
How does Sofina's Pretax Margin % compare to BLK and BX?
According to the Asset Management industry distribution chart, Sofina ranks #991 out of 1576 companies for Pretax Margin %. This places Sofina in the lower half of its industry. The industry median Pretax Margin % is 89.48. Sofina's value of 92.80% is 3.7% above this benchmark. Historically, Sofina's own Pretax Margin % has ranged from 61.90 to 163.80 over the past decade. While the company's 10-year median is 96.31 vs. the industry median of 89.48, 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 Pretax Margin % for an Asset Management company?
The median Pretax Margin % among Asset Management companies is 89.48, based on 1,576 companies in the industry. Companies in the top quartile (top 25%) have a Pretax Margin % significantly above this median, while those in the bottom quartile fall well below. However, Pretax Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Sofina's current Pretax Margin % of 92.80% is 3.7% 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 Pretax Margin % mean?
A high Pretax Margin % can signal that a stock is expensive relative to its fundamentals. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Sofina and its competitors. For the Asset Management industry, the median Pretax Margin % is 89.48 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Sofina's current Pretax Margin % is 92.80%, which is near median its own 10-year median of 96.31. 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 Pretax Margin % of 92.80%. The current Pretax Margin % is 92.80%, which is near median its 10-year median of 96.31 and 3.7% above the Asset Management industry median of 89.48. Sofina's overall GF Score™ is 30/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Pretax Margin % calculated?
Pretax Margin % is calculated from a company's financial statements. For Sofina (STU:8FS), the current Pretax Margin % is 92.80% 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.
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