Sofina SA | Large-cap | Financial Services

Sofina SA Performance Comparison

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Stock Range

Today's Range

Low: €273.60 High: €276.20
on August 8, 2025

52 Week Range

Low: €201.20 High: €284.80
on April 7, 2025
on June 30, 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 €9.0B
EPS i 40.09
P/E Ratio (TTM) i 6.78
Forward P/E i N/A
P/B Ratio i 0.87
PEG Ratio i 0.00
Div. Yield i 1.35%
ROE i 14.02%
Beta i 1.251
Debt to Equity i 6.76

Financial Highlights

Profitability

Gross Margin i N/A
Operating Margin i 96.47%
Profit Margin i 94.93%

Returns and Earnings

Return on Assets (TTM) i 8.17%
Return on Equity (TTM) i 14.02%
EBITDA i €0
Net Income (TTM) i €1.4B

Growth

Revenue (TTM) i
Revenue Per Share (TTM) i €43.22
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 9.00B Large-cap1.48%4.11%10.14%17.63%23.24%30.30%17.76%11.85%
Groupe Bruxelles GBLB 8.91B Large-cap0.75%1.58%2.49%12.01%12.52%12.35%-8.70%-4.59%
KBC Ancora SCA KBCA 4.94B Large-cap6.57%12.01%16.81%30.46%33.79%50.35%79.93%110.95%
Brederode S.A BREB 3.32B Large-cap1.27%-2.95%-1.10%-2.27%0.00%6.26%3.51%50.94%
Gimv NV GIMB 1.55B Large-cap-0.36%2.07%0.48%17.02%7.76%10.80%-17.84%-7.86%
Tinc Comm. VA TINC 489.70M Mid-cap0.60%-1.75%-9.64%-4.89%-8.33%-9.63%-24.78%-24.33%

Ownership & Short Interest

Insider Ownership i 54.93%
Institutional Ownership i 8.07%
Shares Short i N/A
Short Ratio i N/A
Short % of Shares Outstanding i N/A
Average 10-Day Volume i 17K
Average 90-Day Volume i 25K

Sofina SA Recurring Investment / Dollar-Cost Averaging Calculator

Calculate how a regular investment in Sofina SA would have performed over time.

If not specified, the latest available data will be used

Note: This calculator is for informational purposes only and does not consider taxes, fees, or other costs associated with investing.

Frequently Asked Questions

In the last 52 weeks, Sofina SA reached a high of €284.80 (on June 30, 2025) and a low of €201.20 (on April 7, 2025).
Curious about Sofina SA's size and valuation? Its market capitalization stands at 9.00B. When it comes to valuation, the P/E ratio (trailing twelve months) is 6.78, 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
8.91BFinancial ServicesAsset Management12.35%-8.70%
KBC Ancora SCA
KBCA
4.94BFinancial ServicesAsset Management50.35%79.93%
Brederode S.A
BREB
3.32BFinancial ServicesAsset Management6.26%3.51%
Gimv NV
GIMB
1.55BFinancial ServicesAsset Management10.80%-17.84%
Tinc Comm. VA
TINC
489.70MFinancial ServicesAsset Management-9.63%-24.78%

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 14.02%, the Debt to Equity ratio from the most recent quarter is 6.76, and its Gross Profit Margin stands at N/A.
Looking at Sofina SA's growth, its revenue over the trailing twelve months (TTM) was €1B. 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 8.07%.

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.