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Overview
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Sofina stock

SOF.BR
BE0003717312
852448

Price

220.00
Today +/-
+0.20
Today %
+0.09 %
P

Sofina stock price

%
Weekly
Details

Price

Overview

The Quote Chart provides detailed and dynamic insights into the Sofina stock's performance, showcasing daily, weekly, or monthly aggregated quotes. Users can switch between different time frames to analyze the stock's progression meticulously and make informed investment decisions.

Intraday Feature

The intraday feature provides real-time data, allowing investors to view the Sofina stock’s price fluctuations within the trading day, facilitating timely and strategic investment decisions.

Total Return and Relative Price Change

View the total return of the Sofina stock to gauge its profitability over time. The relative price change, based on the first quote available in the selected timeframe, offers insights into the stock’s performance, assisting in evaluating its investment potential.

Interpretation and Investment

Utilize the comprehensive data presented in the Quote Chart to analyze Sofina's market trends, price movements, and potential returns. Make informed investment choices by comparing different time frames and evaluating intraday data for optimized portfolio management.

Sofina Stock Price History

DateSofina Price
11/15/2024220.00 undefined
11/14/2024219.80 undefined
11/13/2024216.80 undefined
11/12/2024218.00 undefined
11/11/2024224.60 undefined
11/8/2024222.60 undefined
11/7/2024222.20 undefined
11/6/2024218.60 undefined
11/5/2024222.80 undefined
11/4/2024222.40 undefined
11/1/2024225.20 undefined
10/31/2024224.60 undefined
10/30/2024227.20 undefined
10/29/2024229.40 undefined
10/28/2024231.60 undefined
10/25/2024229.80 undefined
10/24/2024230.80 undefined
10/23/2024231.40 undefined
10/22/2024233.00 undefined
10/21/2024234.60 undefined
10/18/2024239.00 undefined

Sofina Revenue, EBIT, Net Income

  • 3 years

  • 5 years

  • 10 years

  • 25 Years

  • Max

Revenue
EBIT
Net Income
Details

Revenue, EBIT and Profit

Understanding Revenue, EBIT, and Income

Gain insights into Sofina, a comprehensive overview of its financial performance can be obtained by analyzing the Revenue, EBIT, and Income chart. Revenue represents the total income generated by Sofina from its primary operations, showcasing the company’s ability to attract and retain clients. EBIT, or Earnings Before Interest and Taxes, indicates the company’s operational profitability, free from the influence of tax and interest expenses. The Income section reflects Sofina’s net earnings, an ultimate measure of its financial health and profitability.

Yearly Analysis and Comparisons

Observe the yearly bars to understand the annual performance and growth of Sofina. Compare the Revenue, EBIT, and Income to evaluate the company’s efficiency and profitability. A higher EBIT compared to the previous year suggests an improvement in operational efficiency. Likewise, an increase in Income indicates enhanced overall profitability. Analyzing the year-to-year comparison assists investors in understanding the company’s growth trajectory and operational efficiency.

Utilizing Expectations for Investment

The expected values for the forthcoming years offer investors a glimpse into Sofina’s anticipated financial performance. Analyzing these projections alongside historical data aids in making informed investment decisions. Investors can gauge the potential risks and returns, aligning their investment strategies accordingly to optimize profitability and mitigate risks.

Investment Insights

Leveraging the comparison between Revenue and EBIT helps in assessing Sofina’s operational efficiency, while the Revenue and Income comparison reveals the net profitability after accounting for all expenses. Investors can derive valuable insights by meticulously analyzing these financial parameters, laying the foundation for strategic investment decisions aimed at capitalizing on Sofina’s growth potential.

Sofina Revenue, EBIT and net profit per share

DateSofina RevenueSofina EBITSofina Net Income
2023-81.03 M undefined-122.49 M undefined-104.27 M undefined
2022-1.82 B undefined-1.86 B undefined-1.87 B undefined
20212.64 B undefined2.58 B undefined2.59 B undefined
20201.41 B undefined1.38 B undefined1.38 B undefined
20191.23 B undefined1.2 B undefined1.2 B undefined
2018884.87 M undefined851.59 M undefined861.14 M undefined
2017528.86 M undefined505.46 M undefined499.13 M undefined
201679.14 M undefined49.31 M undefined267.52 M undefined
201569.37 M undefined40.57 M undefined307.2 M undefined
201474.5 M undefined50.95 M undefined286.93 M undefined
201378.07 M undefined54.67 M undefined198.4 M undefined
201289.33 M undefined66 M undefined152.11 M undefined
2011112.68 M undefined93.52 M undefined140.11 M undefined
201089.04 M undefined69.48 M undefined141.47 M undefined
200995.6 M undefined76.22 M undefined173.94 M undefined
2008111.06 M undefined85.42 M undefined84.96 M undefined
2007106.03 M undefined77.05 M undefined262.54 M undefined
2006101.33 M undefined88.46 M undefined229 M undefined
200576 M undefined60.01 M undefined161.17 M undefined
200461.89 M undefined47.7 M undefined106.24 M undefined

Sofina Income Statement, Balance Sheet, Cash Flow Statement

  • Simple

  • Expanded

  • Income Statement

  • Balance Sheet

  • Cashflow

 
REVENUE (B)REVENUE GROWTH (%)GROSS MARGIN (%)GROSS INCOME (B)NET INCOME (B)NET INCOME GROWTH (%)DIV. ()DIV. GROWTH (%)SHARES (M)DOCUMENTS
19951996199719981999200020012002200320042005200620072008200920102011201220132014201520162017201820192020202120222023
0.030.030.040.050.040.050.050.050.050.060.080.10.110.110.10.090.110.090.080.070.070.080.530.881.231.412.64-1.82-0.08
-3.8540.7418.42-2.224.556.526.12-1.9219.6124.5932.894.954.72-14.41-6.3225.84-20.54-12.36-5.13-6.7614.49568.3567.4238.9114.9087.10-168.94-95.55
-342.31-329.63-234.21-197.78-202.27-193.48-181.63-171.15-174.51100.0098.6898.0289.6290.0998.9597.7599.1194.3894.8795.9594.2094.94100.00100.00100.00100.0099.81100.44109.88
0000000000.060.080.10.10.10.090.090.110.080.070.070.070.080.530.881.231.412.64-1.83-0.09
0.070.070.10.450.580.280.14-0.290.160.110.160.230.260.080.170.140.140.150.20.290.310.270.50.861.21.382.59-1.87-0.1
-5.9735.21364.5830.49-51.55-50.35-307.14-156.55-35.3751.8942.2414.41-67.94105.95-18.50-0.718.5730.2644.447.34-13.0386.8972.5539.2615.0188.03-172.16-94.44
-----------------------------
-----------------------------
1.8937.8237.8239.7139.7139.7138.2337.8737.6836.3136.2736.4336.0135.9134.7935.2534.7333.8333.8333.734.2134.0634.1534.0634.1434.1534.1633.5133.37
-----------------------------
Details

Keystats

Revenue and Growth

The Sofina Revenue and Revenue Growth are pivotal to understanding the company's financial health and operational efficiency. A consistent increase in revenue indicates a company’s ability to effectively market and sell its products or services, while the revenue growth percentage offers insights into the pace at which the company is expanding over the years.

Gross Margin

The Gross Margin is a crucial metric that showcases the percentage of revenue exceeding the cost of goods sold (COGS). A higher gross margin is indicative of a company’s efficiency in controlling its production costs, thereby promising potential profitability and financial stability.

EBIT and EBIT Margin

EBIT (Earnings Before Interest and Taxes) and EBIT Margin offer deep insights into a company’s profitability, excluding the impacts of interest and taxes. Investors often assess these metrics to gauge the operational efficiency and inherent profitability of a business, separate from its financial structure and tax environment.

Income and Growth

Net Income and its subsequent growth are quintessential for investors looking to understand a company’s profitability. Consistent income growth underscores a company’s ability to enhance its profitability over time, reflecting operational efficiency, strategic competitiveness, and financial health.

Shares Outstanding

Shares outstanding refer to the total number of shares a company has issued. It's instrumental in calculating key metrics like Earnings Per Share (EPS) which is pivotal for investors to evaluate a company’s profitability on a per-share basis, offering a more granular view of financial health and valuation.

Interpreting Year to Year Comparison

Comparing yearly data allows investors to identify trends, assess the company’s growth, and anticipate potential future performance. Analyzing how metrics like revenue, income, and margins change year over year can provide valuable insights into the company’s operational efficiency, competitiveness, and overall financial health.

Expectations and Predictions

Investors often juxtapose the current and past financial data with the market’s expectations. This comparison aids in assessing whether the Sofina is performing as anticipated, underperforming or outperforming the market predictions, providing pivotal data for investment decisions.

 
ASSETSCASH BALANCE (M)RECEIVABLES (k)OTHER REC. (M)INVENTORIES (M)OTHER CURRENT LIAB. (M)CURRENT ASSETS (M)TANGIBLE ASSETS (M)LONG-T. INVEST. (B)LONG-T. REC. (M)INTANGIBLE ASSETS (M)GOODWILL (M)OTHER NON-CURRENT ASSETS (M)NON-CURRENT ASSETS (B)TOTAL ASSETS (B)LIABILITIESCOMMON STOCK (M)ADDITIONAL PAID-IN CAPITAL (M)RETAINED EARNINGS (B)OTHER EQUITY (M)UNREAL. GAINS/LOSSES (B)EQUITY (B)LIABILITIES (M)PROVISIONS (M)OTHER SHORT-TERM LIAB. (M)SHORT-TERM DEBTS (M)LONG-TERM DEBT PORTION (M)SHORT-TERM REC. (M)LONG-T. LIAB. (M)DEFERRED TAXES (M)OTHER LIAB. (M)LONG-T. LIABILITIES (M)DEBT (M)TOTAL CAPITAL (B)
19951996199719981999200020012002200320042005200620072008200920102011201220132014201520162017201820192020202120222023
                                                         
319.68314.67314.52412.12474.18538.21616.7628.37602.09610.8499.7513.33454.16555.46409.12330.68338.91465.63572.69607.05671.13359.19711.72441.41380.67434.63890.36822.17726.31
181824259361421477700000000000000000000
9.476.8427.2713.4715.519.618.164.7713.2700000000000000000000
00000000000000000000000000000
2.512.842.33.17.9463.8717.8818.424.3400000000000000000000
331.85324.42344.13428.74497.66611.83642.75651.55639.78610.8499.7513.33454.16555.46409.12330.68338.91465.63572.69607.05671.13359.19711.72441.41380.67434.63890.36822.17726.31
7.460.310.310.310.310.311.310.931.464.9913.8615.0614.714.318.5517.6217.0516.3815.915.3514.9414.9914.9510.5810.6710.599.69.118.93
0.520.540.570.91.351.471.471.081.192.162.953.784.172.913.093.453.233.33.674.214.735.115.065.816.467.8710.398.548.61
29.925.4620.3814.5244.2865.9867.578.0283.230.010.120.060.090.240.250.01092.2734.244.4540.5300000000
00000000000000000000000000000
00000000000000000000000000000
0000000000.490.630.61100.510.470.70.730.622.12.390.240.230.220000000
0.560.570.590.911.41.541.541.161.282.162.963.794.292.933.113.473.253.413.724.274.785.135.085.826.487.8810.48.558.62
0.890.890.941.341.92.152.181.821.922.773.464.314.743.483.523.83.583.874.34.885.455.495.796.266.868.3111.299.379.35
                                                         
74.6774.7974.8478.5979.4379.4379.6979.7479.7479.7479.7479.7479.7479.7479.7479.7479.7479.7479.7479.7479.7479.7479.7479.7479.7479.7479.7479.7479.74
0.150.871.211.20.370.373.814.424.424.424.424.424.424.424.424.424.424.424.424.424.424.424.424.424.424.424.424.424.42
0.610.640.711.111.651.911.941.611.732.663.354.054.293.152.432.522.593.64.034.575.125.295.696.467.548.8211.279.239
40.0241.137.4928.2727.1727.3624.9524.9521.500000000000000000000
000000000000000.951.170.87000000000000
0.720.760.821.221.762.022.051.721.842.753.444.144.383.233.473.763.553.684.114.655.215.375.786.547.638.911.359.319.08
0.10.060.240.560.160.10.250.080.080.360.591.6227.711.691.440.560.810.880.530.070.486.234.8417.2337.0923.1226.899.044.4
0.660.240.180.220.220.240.240.260.260.480.520.400.410.741.61.241.93.673.133.2900000000
62.8455.9261.2660.867.3867.72107.3476.2362.6710.7315.45160.171.0374.712.932.592.61.471.030.990.990.120.0178.480.17161.610.94175.6355.98
15.7536.437.21.790.0500.830.982000331.79169.9397.191.11185.394.2216.13.9100000000
1.8100.0100000000000000000227.75100.0200002.112.012.11
81.1692.6668.8963.3667.8168.07108.6777.5565.0211.5616.56162.2360.52246.75102.1995.85122.659.649.4520.29236.43106.374.8595.7137.26184.7329.94186.6862.49
15.510.011.179.939.949.940.010000000000183.36176.88202.57000000694.51695.51696.29
02.50.920004.683.943.613.784.194.443.443.333.223.12.992.882.773.935.184.895.392.162.091.931.5600
15.1415.5920.8324.7128.0220.6213.7510.437.280.290.430.80.530.140.190.380.574.5356.647.5211.027.327.9712.425.994.692.320.73
30.6518.122.9134.6337.9530.5618.4414.3710.894.074.625.233.973.463.413.493.56190.77184.65213.1312.715.9112.7110.1314.517.92700.76697.82697.02
111.81110.7691.897.99105.7698.63127.191.9275.9115.6321.17167.43364.49250.21105.699.34126.21200.42194.1233.42249.13122.2817.55105.8451.77192.64730.71884.51759.5
0.840.870.921.321.872.122.181.811.922.763.464.34.743.483.573.863.673.884.34.885.465.495.86.657.689.0912.0910.29.84
Details

Balance Sheet

Understanding the Balance Sheet

The balance sheet of Sofina provides a detailed financial snapshot, revealing the company's assets, liabilities, and equity at a specific point in time. Analyzing these components is crucial for investors looking to understand Sofina's financial health and stability.

Assets

Sofina's assets represent everything the company owns or controls that has monetary value. These are categorized into current and non-current assets, offering insights into the company's liquidity and long-term investments.

Liabilities

Liabilities are obligations that Sofina must settle in the future. Analyzing the ratio of liabilities to assets provides insights into the company's financial leverage and risk exposure.

Equity

Equity refers to the residual interest in the assets of Sofina after deducting liabilities. It represents the owners’ claim on the company’s assets and earnings.

Year-to-Year Analysis

Comparing balance sheet figures year-to-year allows investors to identify trends, growth patterns, and potential financial risks, facilitating informed investment decisions.

Interpreting the Data

Detailed analysis of assets, liabilities, and equity can provide investors with comprehensive insights into Sofina's financial standing, aiding in investment evaluations and risk assessments.

 
NET INCOME (M)DEPRECIATION (M)DEFERRED TAXES (M)CHANGES IN WORKING CAPITAL (M)NON-CASH ITEM (M)PAID INTEREST (M)PAID TAXES (k)NET CASH FLOW FROM OPERATING ACTIVITIES (M)CAPITAL EXPENDITURES (M)CASH FLOW FROM INVESTING ACTIVITIES (M)CASH FLOW FROM OTHER INVESTING ACTIVITIES (M)INTEREST INCOME AND EXPENSES (M)NET DEBT CHANGE (M)NET CHANGE IN EQUITY (M)CASH FLOW FROM FINANCING ACTIVITIES (M)CASH FLOW FROM OTHER FINANCING ACTIVITIES (M)TOTAL DIVIDENDS PAID (M)NET CHANGE IN CASH FLOW (M)FREE CASH FLOW (M)SHARE-BASED COMPENSATION (M)
2004200520062007200820092010201120122013201420152016201720182019202020212022
0000000000000000000
0000000000000000000
0000000000000000000
-7523-23207-431282-17-1250-1496-2211-63-23-117-579256
50669492975575936276595885703489543837
0000000003123000037
0000000000-5,0000001,0001,000-4,00000
-258970300531837875-6375451556281-2966-63-540294
-3-9-100-40000000000000
-91-155-147-27919158-77-109312064150-129465211487-6781-31
-88-145-145-27919163-77-109312064150-128465211488-6681-31
0000000000000000000
000231-170-73-32767-600-127-1000006940
-64-120-65-12-23-10-25-23-12-7-10-1-4-6-17-12-43-72
-110-61-51110-237-156-74-61-23-91-83-89-211-190-441-62395367-17
00000-300000000-344-511205-181160
-46-49-51-55-55-56-60-64-67-72-75-79-82-86-89-93-97-101-104
-227-126-127132785-743510426216-278356-258-70-34-91244
-28.580.869300.353.3178.97875-63.375.145.12154.8162.1581.82-29.1965.03-63.57-541.17294.03
0000000000000000000

Sofina stock margins

The Sofina margin analysis displays the gross margin, EBIT margin, as well as the profit margin of Sofina. The EBIT margin (EBIT/sales) indicates the percentage of sales that remains as operating profit. The profit margin shows the percentage of sales that remains for Sofina.
  • 3 years

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Gross margin
EBIT margin
Profit margin
Details

Margin

Understanding Gross Margin

The gross margin, expressed as a percentage, delineates the gross profit made from the Sofina's sales revenue. A higher gross margin percentage indicates that the Sofina retains more revenue after accounting for the costs of goods sold. Investors use this metric to gauge financial health and operational efficiency, as well as to compare it with competitors and industry averages.

EBIT Margin Analysis

EBIT margin represents the Sofina's earnings before interest and taxes. Analyzing the EBIT margin over different years provides insights into the operational profitability and efficiency, excluding the effects of financial leverage and tax structure. A growing EBIT margin over the years signifies improving operational performance.

Revenue Margin Insights

The revenue margin demonstrates the Sofina's total revenue generated. When comparing the revenue margin year over year, investors can gauge the Sofina's growth and market expansion. It is essential to compare the revenue margin with the gross and EBIT margins to understand the cost and profit structures better.

Interpreting Expectations

The expected values for gross, EBIT, and revenue margins provide future financial outlook of the Sofina. Investors should compare these expectations with historical data to understand potential growth and risk factors. It is crucial to consider the underlying assumptions and methodologies used in projecting these expected values to make informed investment decisions.

Comparative Analysis

Comparing the gross, EBIT, and revenue margins, both yearly and over multiple years, enables investors to perform a comprehensive analysis of the Sofina's financial health and growth prospects. Evaluating the trends and patterns in these margins helps in identifying strengths, weaknesses, and potential investment opportunities.

Sofina Margin History

Sofina Gross marginSofina Profit marginSofina EBIT marginSofina Profit margin
2023110.67 %151.17 %128.68 %
2022100.45 %102.46 %102.83 %
202199.79 %97.82 %98.2 %
202099.99 %97.63 %97.67 %
2019100 %97.42 %97.63 %
2018100 %96.24 %97.32 %
201799.96 %95.58 %94.38 %
201695.82 %62.31 %338.04 %
201593.8 %58.48 %442.85 %
201495.3 %68.38 %385.14 %
201395.64 %70.02 %254.12 %
201294.92 %73.89 %170.28 %
201199.12 %83 %124.35 %
201098.56 %78.03 %158.89 %
200998.39 %79.73 %181.95 %
200890.81 %76.92 %76.5 %
200790.45 %72.67 %247.61 %
200698.28 %87.3 %225.99 %
200599.83 %78.96 %212.07 %
200499.94 %77.07 %171.66 %

Sofina Stock Sales Revenue, EBIT, Earnings per Share

The Sofina earnings per share therefore indicates how much revenue Sofina has generated per share in a given period. The earnings before interest and taxes per share shows how much of the operating profit corresponds to each share. The earnings per share indicates how much of the profit belongs to each share.
  • 3 years

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  • Max

Sales per Share
EBIT per share
Earnings per Share
Details

Revenue, EBIT and Earnings per share

Revenue Per Share

Revenue per share represents the total revenue Sofina earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Sofina's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Sofina’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Sofina's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Sofina Revenue, EBIT and net profit per share

DateSofina Sales per ShareSofina EBIT per shareSofina Earnings per Share
2023-2.43 undefined-3.67 undefined-3.12 undefined
2022-54.31 undefined-55.65 undefined-55.85 undefined
202177.31 undefined75.62 undefined75.92 undefined
202041.35 undefined40.36 undefined40.38 undefined
201936 undefined35.08 undefined35.15 undefined
201825.98 undefined25 undefined25.28 undefined
201715.49 undefined14.8 undefined14.62 undefined
20162.32 undefined1.45 undefined7.85 undefined
20152.03 undefined1.19 undefined8.98 undefined
20142.21 undefined1.51 undefined8.52 undefined
20132.31 undefined1.62 undefined5.87 undefined
20122.64 undefined1.95 undefined4.5 undefined
20113.24 undefined2.69 undefined4.03 undefined
20102.53 undefined1.97 undefined4.01 undefined
20092.75 undefined2.19 undefined5 undefined
20083.09 undefined2.38 undefined2.37 undefined
20072.94 undefined2.14 undefined7.29 undefined
20062.78 undefined2.43 undefined6.29 undefined
20052.1 undefined1.65 undefined4.44 undefined
20041.7 undefined1.31 undefined2.93 undefined

Sofina business model

The Sofina SA is a Belgian company with a history of over 70 years. It was founded in 1956 by the Boël family and has since expanded its activities continuously. The business model of Sofina SA is based on investments in companies worldwide. The company uses a mixed fund approach, diversifying its portfolio widely and investing in both publicly traded and private companies. The goal is to achieve long-term value creation for investors. Sofina SA operates in various sectors, including technology, healthcare, consumer goods, and financial services. In the technology sector, the company invests in companies such as Tencent, Delivery Hero, and Farfetch. In healthcare, Sofina SA has holdings in companies like Moderna and Guardant Health. In the consumer goods sector, the company invests, for example, in firms like Warby Parker and Made.com. In the financial services sector, Sofina SA holds stakes in companies such as PayPal and Adyen. In addition to these sectors, Sofina SA also has board mandates in some of its portfolio companies. This means that the company actively participates in the development of the companies and contributes to strategic decision-making in an advisory role. Another important part of the business model is the focus on sustainability and ESG criteria (Environment, Social, Governance). The company aims to invest in companies that pursue sustainable initiatives and adhere to ESG criteria. This is also reflected in the company's own philosophy, which aims to invest in a long-term and responsible manner. In addition to its activities as an investor, Sofina SA also offers innovative products and services. This includes, for example, the mobile banking service Qonto, which is specifically tailored to the needs of small business owners. Overall, Sofina SA is a global company that plays an important role in the global economy through its highly diversified investments and board mandates in portfolio companies. Through its clear focus on sustainability and ESG criteria, it positions itself as a responsible company and sets standards for future-oriented business practices. Translation of the output: The Sofina SA is a Belgian company that has been in operation for over 70 years. It was founded in 1956 by the Boël family and has since expanded its activities steadily. The company's business model is based on investing in companies worldwide using a mixed fund approach. Its goal is to achieve long-term value creation for investors. Sofina SA operates in various sectors including technology, healthcare, consumer goods, and financial services. In addition to its investments, the company also holds board mandates in some of its portfolio companies. Sofina SA focuses on sustainability and ESG criteria, aiming to invest in companies that pursue sustainable initiatives and adhere to environmental, social, and governance standards. It also offers innovative products and services such as the mobile banking service Qonto. Overall, Sofina SA is a global company that plays an important role in the global economy through its diversified investments and focus on sustainability. Sofina is one of the most popular companies on Eulerpool.com.

Sofina SWOT Analysis

Strengths

Sofina SA has several strengths that contribute to its success in the market. Firstly, the company has a diverse portfolio of investments across various industries and regions, which helps to mitigate risks and maximize potential returns. Additionally, Sofina SA has a strong financial position, with a solid track record of generating consistent profits. This financial strength provides the company with ample resources to seize new investment opportunities and support their portfolio companies when needed.

Weaknesses

Despite its strengths, Sofina SA also faces certain weaknesses that need to be addressed. One of the main weaknesses is its dependence on a limited number of key investments for a significant portion of its revenue. This concentration of risk exposes the company to potential financial setbacks if any of these key investments underperform. Furthermore, Sofina SA may face challenges in terms of effectively managing and overseeing its diverse portfolio, which spans across different industries and regions.

Opportunities

There are several opportunities for Sofina SA to capitalize on in the market. Firstly, the company can benefit from the ongoing global economic growth, which creates favorable conditions for investments. Moreover, the increasing demand for innovative technologies and sustainable solutions presents opportunities for Sofina SA to invest in companies operating in these sectors. Additionally, the company can explore strategic partnerships and alliances to enhance its market presence and expand its investment network.

Threats

Sofina SA also faces certain threats in its operating environment. One of the main threats is the uncertainty and volatility in the global financial markets, which can impact the overall performance of its investments. Additionally, political and regulatory changes in different countries can pose challenges to Sofina SA's investment strategies and operations. Moreover, increased competition from other investment firms and changing consumer preferences can diminish the company's market share and returns.

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Sofina Eulerpool Fair Value

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Fair Value

Understanding Fair Value

The fair value of a stock provides insights into whether the stock is currently undervalued or overvalued. It is calculated based on profit, revenue, or dividends and offers a comprehensive perspective of the stock’s intrinsic value.

Income-Based Fair Value

This is calculated by multiplying the earnings per share by the average P/E ratio of the selected past years for smoothing. If the fair value is higher than the current market price, it suggests that the stock is undervalued.

Example 2022

Fair Value Profit 2022 = Earnings per Share 2022 / Average P/E Ratio 2019 - 2021 (3 Years Smoothing)

Revenue-Based Fair Value

It is derived by multiplying the revenue per share by the average price-to-sales ratio of the selected past years for smoothing. An undervalued stock is identified if the fair value exceeds the ongoing market price.

Example 2022

Fair Value Revenue 2022 = Revenue per Share 2022 / Average PSR 2019 - 2021 (3 Years Smoothing)

Dividend-Based Fair Value

This value is determined by dividing the dividend per share by the average dividend yield of the selected past years for smoothing. A higher fair value than the market price indicates an undervalued stock.

Example 2022

Fair Value Dividend 2022 = Dividend per Share 2022 * Average Dividend Yield 2019 - 2021 (3 Years Smoothing)

Expectations and Forecasts

Future expectations provide potential trajectories for stock prices and aid investors in decision-making. The expected values are forecasted figures of fair value, taking into account the growth or decline trends of profit, revenue, or dividend.

Comparative Analysis

Comparing the fair value based on profit, revenue, and dividend provides a holistic overview of the stock’s financial health. Observing the annual and per-annual variations contributes to understanding the consistency and reliability of stock performance.

Sofina historical P/E ratio, EBIT multiple, and P/S ratio

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Sofina shares outstanding

The number of shares was Sofina in 2023 — This indicates how many shares 33.371 M is divided into. Since shareholders are the owners of a company, each share represents a small portion of the company's ownership.
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Number of stocks
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Revenue, EBIT and Earnings per share

Revenue Per Share

Revenue per share represents the total revenue Sofina earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Sofina's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Sofina’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Sofina's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Sofina stock splits

In Sofina's history, there have been no stock splits.

Sofina dividend history and estimates

In 2023, Sofina paid a dividend amounting to 3.24 EUR. Dividend means that Sofina distributes a portion of its profits to its owners.
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Dividend
Dividend (Estimate)
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Dividend

Dividend Overview

The dividend per year chart for Sofina provides a comprehensive view of the annual dividends distributed to shareholders. Analyze the trend to understand the consistency and growth in dividend payouts over the years.

Interpretation and Use

A consistent or increasing trend in dividends can indicate the company's profitability and financial health. Investors can use this data to identify Sofina’s potential for long-term investment and income generation through dividends.

Investment Strategy

Incorporate the dividend data in evaluating Sofina's overall performance. A thorough analysis, considering other financial aspects, will help in making informed investment decisions for optimal capital growth and income generation.

Sofina Dividend History

DateSofina Dividend
20233.24 undefined
20223.13 undefined
20213.01 undefined
20202.9 undefined
20192.79 undefined
20182.67 undefined
20172.56 undefined
20162.45 undefined
20152.28 undefined
20142.17 undefined
20132.07 undefined
20121.96 undefined
20111.85 undefined
20101.75 undefined
20091.64 undefined
20081.53 undefined
20071.43 undefined
20061.33 undefined
20051.25 undefined
20041.19 undefined

Sofina dividend payout ratio

In 2023, Sofina had a payout ratio of 6.36%. The payout ratio indicates the percentage of the company's profits that Sofina distributes as dividends.
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Payout ratio
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Payout ratio

What is Yearly Payout Ratio?

The yearly payout ratio for Sofina represents the proportion of earnings paid out as dividends to shareholders. It is an indicator of the company's financial health and stability, illustrating how much profit is being returned to investors versus being reinvested back into the company.

How to Interpret the Data

A lower payout ratio for Sofina could mean that the company is reinvesting more into its growth, whereas a higher ratio indicates more earnings are being distributed as dividends. Investors seeking regular income might prefer companies with a higher payout ratio, while those looking for growth may opt for companies with a lower ratio.

Using the Data for Investments

Evaluate Sofina's payout ratio in conjunction with other financial metrics and performance indicators. A sustainable payout ratio, coupled with strong financial health, can indicate a reliable dividend payout. However, a very high ratio might suggest the company is not sufficiently reinvesting in its future growth.

Sofina Payout Ratio History

DateSofina Payout ratio
20236.36 %
2022-5.6 %
20213.97 %
20207.18 %
20197.93 %
201810.57 %
201717.51 %
201631.24 %
201525.39 %
201425.54 %
201335.21 %
201243.65 %
201145.99 %
201043.56 %
200932.8 %
200864.7 %
200719.57 %
200621.2 %
200528.23 %
200440.5 %
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Unfortunately, there are currently no price targets and forecasts available for Sofina.

Eulerpool ESG Scorecard© for the Sofina stock

Eulerpool World ESG Rating (EESG©)

45/ 100

🌱 Environment

36

👫 Social

67

🏛️ Governance

32

Environment

Scope 1 - Direct Emissions
216
Scope 2 - Indirect emissions from purchased energy
55
Scope 3 - Indirect emissions within the value chain
533.91
Total CO₂ emissions
271
CO₂ reduction strategy
Coal energy
Nuclear power
Animal experiments
Fur & Leather
Pesticides
Palm Oil
Tobacco
Genetically modified organisms
Climate concept
Sustainable forestry
Recycling regulations
Environmentally friendly packaging
Hazardous substances
Fuel consumption and efficiency
Water consumption and efficiency

Social

Percentage of female employees47
Percentage of women in management
Percentage of Asian employees
Share of Asian management
Percentage of Hispanic/Latino employees
Hispano/Latino Management share
Percentage of Black employees
Black Management Share
Percentage of white employees
White Management Share
Adult content
Alcohol
Weapons
Firearms
Gambling
Military contracts
Human rights concept
Privacy concept
Occupational health and safety
Catholic

Governance (Corporate Governance)

Environmental reporting
Stakeholder Engagement
Call Back Policies
Antitrust law

The Eulerpool ESG Scorecard© is the strictly copyrighted intellectual property of Eulerpool Research Systems. Any unauthorized use, imitation, or infringement will be actively pursued and may lead to significant legal consequences. For licenses, collaborations, or usage rights, please contact us directly via our contact form. Contact Form to us.

Sofina shareholders

%
Name
Stocks
Change
Date
25.61291 % Soci¿t¿ de Participations Industrielles S.A.8,486,32008/20/2024
23.51557 % Union Financi¿re Bo¿l S.A.7,791,408114,6798/20/2024
7.65391 % Mobili¿re et Immobili¿re du Centre S.A.2,535,96808/20/2024
1.62488 % The Vanguard Group, Inc.538,3723,0549/30/2024
1.24713 % Norges Bank Investment Management (NBIM)413,21235,1266/30/2024
0.80654 % BlackRock Institutional Trust Company, N.A.267,23012,1619/30/2024
0.59525 % UBS Asset Management (UK) Ltd.197,2255929/30/2024
0.41671 % BlackRock Advisors (UK) Limited138,067-5529/30/2024
0.31147 % Geode Capital Management, L.L.C.103,1984468/31/2024
0.17725 % Charles Schwab Investment Management, Inc.58,7281719/30/2024
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5
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Sofina Executives and Management Board

Mr. Harold Boeel(58)
Sofina Chief Executive Officer, Member of the Executive Committee, Member of the Board of Directors
Compensation 1.27 M
Mr. Dominique Lancksweert(67)
Sofina Chairman of the Board
Compensation 292,669
Ms. Charlotte Stroemberg(64)
Sofina Independent Vice Chairman of the Board
Compensation 231,377
Ms. Anja Langenbucher(51)
Sofina Independent Member of the Board of Directors
Compensation 164,084
Ms. Laura Cioli(59)
Sofina Independent Member of the Board of Directors
Compensation 157,584
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4
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Sofina Supply Chain

NameRelationshipTwo-week correlationOne-month correlationThree-Month CorrelationSix-Month CorrelationOne Year CorrelationTwo-Year Correlation
SupplierCustomer0,04-0,69-0,170,250,080,81
SupplierCustomer-0,05-0,86-0,100,870,12
1

Most common questions regarding Sofina

What values and corporate philosophy does Sofina represent?

Sofina SA represents a set of core values and corporate philosophy that drive its operations. The company prioritizes long-term investments, aiming for sustainable growth and shareholder value creation. Sofina SA focuses on fostering strong relationships with investee companies, offering strategic guidance and support to drive their success. By emphasizing ethical conduct, transparency, and integrity in all its business activities, Sofina SA sets high standards for itself and its investee companies. With a diversified and global investment portfolio, Sofina SA aims to generate long-term value for its shareholders while contributing to the growth and development of the companies it invests in.

In which countries and regions is Sofina primarily present?

Sofina SA is primarily present in various countries and regions worldwide. With a global presence, the company operates in Europe, including Belgium, France, Germany, and the Netherlands. Additionally, Sofina SA has established a strong presence in North America, particularly in the United States and Canada. This diversified geographical footprint allows Sofina SA to tap into different markets and leverage opportunities for growth and investment.

What significant milestones has the company Sofina achieved?

Sofina SA, a renowned company in the stock market, has achieved several significant milestones. Over the years, Sofina SA has successfully expanded its business operations globally, establishing a strong presence in various sectors such as telecommunications, energy, and financial services. The company has demonstrated consistent growth, achieving remarkable financial results and delivering substantial returns to its investors. Furthermore, Sofina SA has built a robust portfolio of strategic investments, partnering with leading companies across multiple industries. By prioritizing innovation and fostering long-term collaborations, Sofina SA continues to pave the way for its success in the global stock market.

What is the history and background of the company Sofina?

Sofina SA is a well-established investment company with a rich history and background. Founded in 1980, Sofina has become a prominent player in the global investment landscape. Initially focusing on investment activities in Belgium, the company has expanded its reach internationally and now engages in a diverse portfolio of investments across various sectors. Sofina has a strong track record of identifying promising investment opportunities and supporting companies' long-term growth. With a commitment to strategic partnerships and value creation, Sofina has cemented its reputation as a reliable and trusted investment partner. Today, Sofina SA continues to thrive and contribute to the economic growth and development of the companies it invests in.

Who are the main competitors of Sofina in the market?

The main competitors of Sofina SA in the market include established investment companies such as Berkshire Hathaway, Blackstone Group, Carlyle Group, and KKR & Co. These competitors also operate in the investment sector, participating in various industries worldwide. Sofina SA, a renowned Belgian investment company, competes with these firms in terms of investment strategies, portfolio diversification, deal sourcing, and overall performance. However, Sofina SA has carved its niche by focusing on long-term value creation, partnerships with startups, and sustainable investment practices, which sets it apart from its competitors.

In which industries is Sofina primarily active?

Sofina SA is primarily active in various industries, including consumer goods, healthcare, and technology. As an investment holding company, Sofina SA aims to support and finance companies operating in these sectors. With a diverse portfolio, Sofina SA provides financial assistance and expertise to consumer goods companies involved in manufacturing, distribution, and retail. Furthermore, it invests in healthcare firms focusing on pharmaceuticals, medical devices, and healthcare services. Sofina SA also has a keen interest in technology companies, particularly those engaged in digital transformation, software development, and communication technologies.

What is the business model of Sofina?

The business model of Sofina SA is focused on long-term investment in companies with high growth potential. Sofina invests in both listed and non-listed companies, primarily targeting those operating in innovative sectors such as technology, healthcare, and consumer goods. The company adopts a patient and flexible approach, aiming to create sustainable value for its shareholders over time. Sofina actively engages with the management teams of its portfolio companies, offering strategic guidance and support to drive growth and profitability. By leveraging its extensive industry knowledge and network, Sofina seeks to identify promising investment opportunities and foster their development into successful enterprises.

What is the P/E ratio of Sofina 2024?

The P/E ratio cannot be calculated for Sofina at the moment.

What is the P/S ratio of Sofina 2024?

The P/S cannot be calculated for Sofina currently.

What is the Quality Investing of Sofina?

The Quality Investing for Sofina is 2/10.

What is the revenue of Sofina 2024?

The revenue cannot currently be calculated for Sofina.

How high is the profit of Sofina 2024?

The profit cannot currently be calculated for Sofina.

What is the business model of Sofina

Sofina SA is a Belgian publicly traded company that has been in existence since 1956 and specializes in long-term investments. It primarily invests in solid companies in various sectors such as consumer goods, IT, healthcare, telecommunications, and energy. Through its broad diversification, the company is able to achieve a sustainable return. The company utilizes a "Buy and Hold" model. It aims to acquire stakes in companies that have strong growth potential and promote long-term engagement. The goal is to maximize the value of these companies through operational improvements and strategic acquisitions. Sofina SA also operates in the venture capital sector and invests in start-ups that are on their way to conducting disruptive innovations. The investment strategy is focused on betting on future trends, but also on those already in the early stages of growth. One of the innovative companies Sofina invests in is Knewton, a company that develops and offers AI-based teaching and learning platforms. Sofina intends to support Knewton in further expanding its offering of educational content and technological platform. Another invested company is the French biotechnology company Owkin, which also provides AI-based solutions in healthcare. In the telecommunications industry, Sofina is involved with the British mobile operator Sunrise. Through this partnership, Sunrise was able to bring an improved service offering to the market, leading to an increase in subscriber numbers. Sofina also invests in companies that are on the sustainability agenda. An example of this is the company Danone. Danone is a globally leading company in the food production sector and manufactures products that aim to improve well-being. Sofina holds a significant stake in Danone to support the company in achieving its sustainability goals while increasing revenues. In addition to investments in other companies, Sofina also offers its own products and services. For example, it operates the Bistrots de la mer restaurant, specializing in seafood and fish dishes. It operates in Belgium and France. Sofina SA has established itself as a company that utilizes a long-term investment vision. It is committed to financing innovations and modern technologies, as well as supporting companies that have a positive impact on the world. Through its broad diversification, it can achieve a sustainable return, making it an attractive investment option for investors seeking long-term engagement.

What is the Sofina dividend?

Sofina pays a dividend of 3.13 EUR distributed over 1 payouts per year.

How often does Sofina pay dividends?

Sofina pays out a dividend 1 times a year.

What is the Sofina ISIN?

The ISIN of Sofina is BE0003717312.

What is the Sofina WKN?

The WKN of Sofina is 852448.

What is the Sofina ticker?

The ticker of Sofina is SOF.BR.

How much dividend does Sofina pay?

Over the past 12 months, Sofina paid a dividend of 3.24 EUR . This corresponds to a dividend yield of about 1.47 %. For the coming 12 months, Sofina is expected to pay a dividend of 3.24 EUR.

What is the dividend yield of Sofina?

The current dividend yield of Sofina is 1.47 %.

When does Sofina pay dividends?

Sofina pays a quarterly dividend. This is distributed in the months of June, June, June, June.

How secure is the dividend of Sofina?

Sofina paid dividends every year for the past 20 years.

What is the dividend of Sofina?

For the upcoming 12 months, dividends amounting to 3.24 EUR are expected. This corresponds to a dividend yield of 1.47 %.

In which sector is Sofina located?

Sofina is assigned to the 'Finance' sector.

Wann musste ich die Aktien von Sofina kaufen, um die vorherige Dividende zu erhalten?

To receive the latest dividend of Sofina from 5/22/2024 amounting to 3.35 EUR, you needed to have the stock in your portfolio before the ex-date on 5/20/2024.

When did Sofina pay the last dividend?

The last dividend was paid out on 5/22/2024.

What was the dividend of Sofina in the year 2023?

In the year 2023, Sofina distributed 3.129 EUR as dividends.

In which currency does Sofina pay out the dividend?

The dividends of Sofina are distributed in EUR.

All fundamentals about Sofina

Our stock analysis for Sofina Revenue stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of Sofina Revenue. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.