Sofina

Sofina Equity

The The Equity of Sofina (SOF.BR) as of Nov 15, 2026 is 10.31 B EUR. In the previous year, The Equity was 9.08 B EUR — a change of 13.45% (higher).

Equity

10.31 BEUR

YoY

13.45%

Last updated:

In 2024, Sofina's equity was 10.31 B EUR, a 13.45% increase from the 9.08 B EUR equity in the previous year.

The Sofina Equity history

  • 3 Years

  • 10 Years

  • 25 Years

  • Max

Equity
Date
Equity
Jan 1, 2017
5.78 B EUR
Jan 1, 2018
6.54 B EUR
Jan 1, 2019
7.63 B EUR
Jan 1, 2020
8.90 B EUR
Jan 1, 2021
11.35 B EUR
Jan 1, 2022
9.31 B EUR
Jan 1, 2023
9.08 B EUR
Jan 1, 2024
10.31 B EUR
The Sofina Equity history
YEAREquityYoY
10.31 BEUR+13.45%
9.08 BEUR-2.47%
9.31 BEUR-17.98%
11.35 BEUR+27.57%
8.90 BEUR+16.67%
7.63 BEUR+16.58%
6.54 BEUR+13.24%
5.78 BEUR+7.60%
5.37 BEUR+3.12%
5.21 BEUR+11.99%
4.65 BEUR—

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Sofina Stock analysis

What does Sofina do? 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.

Equity Details

Analyzing Sofina's Equity

Sofina's equity represents the ownership interest in the company, calculated as the difference between total assets and total liabilities. It reflects the residual claim by shareholders on the company’s assets after all debts have been paid. Understanding Sofina's equity is essential for assessing its financial health, stability, and value to shareholders.

Year-to-Year Comparison

Evaluating Sofina's equity over successive years offers insights into the company's growth, profitability, and capital structure. Increasing equity indicates an enhancement in net assets and financial health, while decreasing equity could point to rising debts or operational challenges.

Impact on Investments

Sofina's equity is a crucial element for investors, influencing the company's leverage, risk profile, and return on equity (ROE). Higher equity levels generally suggest lower risk and enhanced financial stability, making the company a potentially attractive investment opportunity.

Interpreting Equity Fluctuations

Fluctuations in Sofina’s equity can arise from various factors, including changes in net income, dividend payments, and issuance or buyback of shares. Investors analyze these shifts to gauge the company's financial performance, operational efficiency, and strategic financial management.

Frequently Asked Questions about Sofina stock

The Equity of Sofina is 10.31 B EUR in 2024.

The Equity of Sofina changed from 9.08 B EUR to 10.31 B EUR, representing a 13.45% change. The value is higher than the previous year.

On Eulerpool you can find the complete historical development of The Equity Sofina since 2006 – with annual values, charts, and detailed analysis.

The Equity's EUR is a key factor for investors. Changes in this metric can signal improving or deteriorating fundamentals, directly impacting the stock price. On Eulerpool, you can track The Equity's Sofina historically and in real time.

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Balance Sheet — Sofina

All Key Metrics — Sofina