Sofina SA | Large-cap | Financial Services

Sofina SA Performance Comparison

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Stock Range

Today's Range

Low: €255.80 High: €257.60
on September 23, 2025

52 Week Range

Low: €201.20 High: €285.20
on April 7, 2025
on August 19, 2025

All-Time High: €436.80 on December 13, 2021

Explore how other BE stocks compare to their 52-week ranges: View BE Market 52-Week Insights

Key Statistics

Market Cap i €8.4B
EPS i 11.96
P/E Ratio (TTM) i 21.10
Forward P/E i N/A
P/B Ratio i 0.85
PEG Ratio i N/A
Div. Yield i 1.35%
ROE i 4.29%
Beta i 1.228
Debt to Equity i 7.11

Financial Highlights

Profitability

Gross Margin i N/A
Operating Margin i 107.93%
Profit Margin i 85.30%

Returns and Earnings

Return on Assets (TTM) i 2.57%
Return on Equity (TTM) i 4.29%
EBITDA i €0
Net Income (TTM) i €414.6M

Growth

Revenue (TTM) i
Revenue Per Share (TTM) i €14.68
Quarterly Revenue Growth (YoY) i N/A
Quarterly Earnings Growth (YoY) i N/A

Dividend Information

Last 12-Month Dividend i €3.50
Current Dividend Yield i 1.35%
3-Year Average Dividend Yield i 1.50%
3-Year Average Annual Dividend i €3.36
3-Year Total Dividends i €10.09
Ex-Dividend Date i May 20, 2025

Peer Performance Comparison

Performance comparison table showing returns for peer companies over various time periods
CompanyMarket Cap1W1M3M6MYTD1Y3Y5Y
Sofina SA SOF 8.43B Large-cap1.35%-4.05%-1.69%6.68%15.14%0.63%44.00%7.85%
Groupe Bruxelles GBLB 9.25B Large-cap-0.13%-2.15%5.63%6.38%13.88%5.85%4.41%-2.28%
KBC Ancora SCA KBCA 5.18B Large-cap-2.50%-3.77%17.14%13.92%30.26%35.17%98.27%145.37%
Brederode S.A BREB 3.14B Large-cap-3.84%-8.68%-7.23%-6.74%-6.07%-8.36%17.02%33.67%
Gimv NV GIMB 1.65B Large-cap3.67%4.96%7.63%17.85%19.57%12.55%9.22%1.82%
Tinc Comm. VA TINC 496.50M Mid-cap0.00%0.79%0.20%-4.15%-7.97%-14.33%-18.33%-24.46%

Ownership & Short Interest

Insider Ownership i 54.93%
Institutional Ownership i 8.11%
Shares Short i N/A
Short Ratio i N/A
Short % of Shares Outstanding i N/A
Average 10-Day Volume i 20K
Average 90-Day Volume i 18K

Recurring Investment / Dollar-Cost Averaging Calculator

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Frequently Asked Questions

In the last 52 weeks, Sofina SA reached a high of €285.20 (on August 19, 2025) and a low of €201.20 (on April 7, 2025).
Curious about Sofina SA's size and valuation? Its market capitalization stands at 8.43B. When it comes to valuation, the P/E ratio (trailing twelve months) is 21.10, and the forward P/E (looking ahead) is N/A.
Yes, Sofina SA is a dividend-paying stock. Investors have recently enjoyed a trailing annual dividend yield of 1.35%, and the company has paid an average of €3.36 per share annually over the past 3 years.

When looking at Sofina SA, it can be helpful to see how it compares to other players in its field. Here are a few similar companies or key competitors:

CompanyMkt CapSectorIndustry1Y Return3Y Return
Groupe Bruxelles
GBLB
9.25BFinancial ServicesAsset Management5.85%4.41%
KBC Ancora SCA
KBCA
5.18BFinancial ServicesAsset Management35.17%98.27%
Brederode S.A
BREB
3.14BFinancial ServicesAsset Management-8.36%17.02%
Gimv NV
GIMB
1.65BFinancial ServicesAsset Management12.55%9.22%
Tinc Comm. VA
TINC
496.50MFinancial ServicesAsset Management-14.33%-18.33%

For a more comprehensive list, please see the Peer Performance Comparison table on this page.

To get a sense of Sofina SA's financial health, here are a few key indicators: its Return on Equity (ROE) over the last twelve months is 4.29%, the Debt to Equity ratio from the most recent quarter is 7.11, and its Gross Profit Margin stands at N/A.
Looking at Sofina SA's growth, its revenue over the trailing twelve months (TTM) was €486M. Compared to the same quarter last year (YoY), quarterly revenue grew by N/A, and quarterly earnings saw a YoY growth of N/A.
Wondering who owns Sofina SA stock? Company insiders (like executives and directors) hold about 54.93% of the shares, while institutional investors (such as mutual funds and pension funds) own approximately 8.11%.

For more common questions about our data, please visit our About Data page.

Data is provided for informational purposes only. Devyara does not guarantee the accuracy of the data displayed.