Sofina

Sofina ROCE

The Return on Capital Employed (ROCE) of Sofina (SOF.BR) as of Nov 8, 2026 is 13.05 %. In the previous year, Return on Capital Employed (ROCE) was -1.35 % — a change of -1,067.59% (higher).

ROCE

13.05 %

YoY

-1,067.59%

Last updated:

In 2024, Sofina's return on capital employed (ROCE) was 13.05 %, a -1,067.59% increase from the -1.35 % ROCE in the previous year.

The Sofina ROCE history

  • 3 Years

  • 10 Years

  • 25 Years

  • Max

ROCE
Date
ROCE
Jan 1, 2017
8.75 EUR
Jan 1, 2018
13.01 EUR
Jan 1, 2019
15.69 EUR
Jan 1, 2020
15.49 EUR
Jan 1, 2021
22.75 EUR
Jan 1, 2022
-20.02 EUR
Jan 1, 2023
-1.35 EUR
Jan 1, 2024
13.05 EUR
The Sofina ROCE history
YEARROCEYoY
13.05 %-1,067.59%
-1.35 %-93.27%
-20.02 %-188.00%
22.75 %+46.90%
15.49 %-1.32%
15.69 %+20.60%
13.01 %+48.78%
8.75 %+852.67%
0.92 %+17.88%
0.78 %-28.90%
1.10 %—

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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.

ROCE Details

Unraveling Sofina's Return on Capital Employed (ROCE)

Sofina's Return on Capital Employed (ROCE) is a financial metric that measures the company's profitability and efficiency with respect to the capital employed. It is calculated by dividing earnings before interest and tax (EBIT) by the employed capital. A higher ROCE indicates that the company is effectively utilizing its capital to generate profits.

Year-to-Year Comparison

Analyzing Sofina's ROCE annually provides valuable insights into its efficiency in using its capital to generate profits. An increasing ROCE indicates improved profitability and operational efficiency, whereas a decrease might signal potential issues in capital utilization or business operations.

Impact on Investments

Sofina's ROCE is a critical factor for investors and analysts for evaluating the company’s efficiency and profitability. A higher ROCE can make the company an attractive investment, as it often signifies that the firm is generating adequate profits from its employed capital.

Interpreting ROCE Fluctuations

Changes in Sofina’s ROCE are attributed to variations in EBIT or the capital employed. These fluctuations offer insights into the company’s operational efficiency, financial performance, and strategic financial management, assisting investors in making informed investment decisions.

Frequently Asked Questions about Sofina stock

Return on Capital Employed (ROCE) of Sofina is 13.05 % in 2024.

Return on Capital Employed (ROCE) of Sofina changed from -1.35 % to 13.05 %, representing a -1,067.59% change. The value is higher than the previous year.

On Eulerpool you can find the complete historical development of Return on Capital Employed (ROCE) Sofina since 2006 – with annual values, charts, and detailed analysis.

ROCE is a profitability measure and stands for Return on Capital Employed or the return on invested capital. The measure shows the ratio of operating profit to the interest-bearing capital employed. The higher the return on capital employed, the more profitable a company operates and the higher the important free cash flow. The free cash flow refers to the portion of profits that is not needed for expanding the company at the end of a period, but is available to shareholders.

A 'good' varies by industry and company stage. On Eulerpool, you can compare Return on Capital Employed (ROCE)'s Sofina with sector peers and the industry average to assess whether it is attractive.

To evaluate Return on Capital Employed (ROCE)'s, it is essential to compare it with peers in the same industry and sector. On Eulerpool, you can find direct industry comparisons for Return on Capital Employed (ROCE).

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Profitability — Sofina

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