SofinaSTU:8FS -2.65%30 ROE % is 9.82% as of Dec. 2025, which is 14% below its 10-year median of 11.47. GuruFocus rates STU:8FS with a GF Score™ of 30/100. The stock has 5 warning signs investors should review. Among 1,614 Asset Management companies, Sofina ranks worse than 70.69% on this metric.
ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Sofina's annualized net income for the quarter that ended in Dec. 2025 was €1,013.9 Mil. Sofina's average Total Stockholders Equity over the quarter that ended in Dec. 2025 was €10,326.7 Mil. Therefore, Sofina's annualized ROE % for the quarter that ended in Dec. 2025 was 9.82%.
The historical rank and industry rank for Sofina's ROE % or its related term are showing as below:
STU:8FS'
s ROE % Range Over the Past 10 Years
Min: -18.11 Med: 11.47 Max: 25.61
Current: 1.1
During the past 13 years, Sofina's highest ROE % was 25.61%. The lowest was -18.11%. And the median was 11.47%.
STU:8FS's ROE % is ranked worse than 70.69% of 1614
companies
in the Asset Management industry
Industry Median: 6.36
vs STU:8FS: 1.10
Sofina (STU:8FS) ROE % Explanation
ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.
The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:
Note:
The net income data used here is two times the semi-annual (Dec. 2025) net income data. The Revenue data used here is two times the semi-annual (Dec. 2025) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.
* 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.
Be Aware
Net Income is used.
Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.
Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.
Sofina ROE % Related Terms
Sofina ROE % Historical Data
* Premium members only.
The historical data trend for Sofina's ROE % 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.
For the Asset Management subindustry, Sofina's ROE %, along with its competitors' market caps and ROE % 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 ROE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Sofina's ROE % distribution charts can be found below:
* The bar in red indicates where Sofina's ROE % 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.
In the calculation of annual ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data,
the net income data used here is two times the semi-annual (Dec. 2025) net income data.
ROE % is displayed in the 30-year financial page.
Sofina (STU:8FS) has a ROE % of 9.82% as of Dec. 2025. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Sofina and its competitors. This is 14% below median its historical median of 11.47. According to the industry distribution chart, Sofina ranks #1141 out of 1614 companies in the Asset Management industry, placing it in the top 70.7%.
Is Sofina's ROE % too high?
Sofina's current ROE % of 9.82% is 14% below median its 10-year median of 11.47. The Asset Management industry median ROE % is 6.36. Sofina's value of 9.82% is 54.4% above this industry median. Based on the distribution chart, Sofina ranks #1141 out of 1614 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 ROE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Sofina ranks #1141 out of 1614 companies for ROE %. This places Sofina in the lower half of its industry. The industry median ROE % is 6.36. Sofina's value of 9.82% is 54.4% above this benchmark. While the company's 10-year median is 11.47 vs. the industry median of 6.36, 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 ROE % for an Asset Management company?
The median ROE % among Asset Management companies is 6.36, based on 1,614 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Sofina's current ROE % of 9.82% is 54.4% 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 ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Sofina and its competitors. For the Asset Management industry, the median ROE % is 6.36 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Sofina's current ROE % is 9.82%, which is 14% below median its own 10-year median of 11.47. 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 ROE % of 9.82%. The current ROE % is 9.82%, which is 14% below median its 10-year median of 11.47 and 54.4% above the Asset Management industry median of 6.36. 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 ROE % calculated?
ROE % is calculated from a company's financial statements. For Sofina (STU:8FS), the current ROE % is 9.82% 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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