Sofina SA (SOF) | Stock Overview & Key Data
Sofina SA Performance Comparison
Stock Range
Today's Range
52 Week Range
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
Financial Highlights
Annual Income Flow
2025
Dividend Information
Peer Performance Comparison
| Company | Market Cap | 1W | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Sofina SA
SOF
|
8.12B Large-cap | 1.68% | 0.18% | -3.02% | -9.54% | -11.81% | -14.51% | 9.38% | -40.41% | 82.65% | 270.79% | 270.79% |
|
Groupe Bruxelles
GBLB
|
9.68B Large-cap | 0.37% | 4.32% | 3.32% | 9.63% | 6.03% | 11.67% | 9.48% | -13.77% | 11.84% | 55.03% | 55.03% |
|
KBC Ancora SCA
KBCA
|
5.91B Large-cap | 4.44% | 3.50% | 11.59% | 8.56% | 6.11% | 39.26% | 94.06% | 115.65% | 152.31% | 1,249.83% | 1,249.83% |
|
Brederode S.A
BREB
|
3.01B Large-cap | 1.96% | 2.57% | 0.78% | -2.44% | -3.17% | -10.28% | 0.39% | -3.56% | 175.18% | 408.89% | 408.89% |
|
Gimv NV
GIMB
|
1.76B Large-cap | 4.21% | -6.15% | 1.89% | 4.81% | 3.86% | 2.37% | 3.91% | -12.91% | -7.21% | 7.97% | 10.30% |
|
Mopoli Parts des
MOPF
|
729.28M Mid-cap | -3.23% | -2.60% | -2.60% | -19.35% | -24.24% | -3.23% | 2.74% | -3.85% | -16.67% | -12.59% | -12.59% |
Ownership & Short Interest
Calculate Your Sofina SA Investment Returns
Long-Term Investment Performance Analysis
Sofina SA stock price in Jul 2016 was €117.65, A €1,000.00 lump sum investment in Sofina SA made 9 years ago would be worth approximately €1,852.95 today, representing a solid return of 85.30%. This translates to an annualized return (CAGR) of 6.42%.
9 Years 10 Months Investment Scenario (Jul 2016 - Jun 2026)
Investment Breakdown
Value Comparison
Disclaimer: This calculator is for informational purposes only and does not consider taxes, fees, or other costs associated with investing. Past performance does not guarantee future results.
Frequently Asked Questions
- What is SOF's 52-week high and low?
- In the last 52 weeks, Sofina SA reached a high of €285.20 (on August 19, 2025) and a low of €203.60 (on March 30, 2026).
- What is the market cap and P/E ratio for SOF?
- Curious about Sofina SA's size and valuation? Its market capitalization stands at 8.12B. When it comes to valuation, the P/E ratio (trailing twelve months) is 67.98, and the forward P/E (looking ahead) is N/A.
- Does SOF pay dividends? If so, what's the yield?
- 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.
- Who are Sofina SA's main competitors or similar companies to consider before investing?
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:
Company Mkt Cap Sector Industry 1Y Return 3Y Return Groupe Bruxelles
GBLB9.68B Financial Services Asset Management 11.67% 9.48% KBC Ancora SCA
KBCA5.91B Financial Services Asset Management 39.26% 94.06% Brederode S.A
BREB3.01B Financial Services Asset Management -10.28% 0.39% Gimv NV
GIMB1.76B Financial Services Asset Management 2.37% 3.91% Mopoli Parts des
MOPF729.28M Financial Services Asset Management -3.23% 2.74% For a more comprehensive list, please see the Peer Performance Comparison table on this page.
- What are the key financial health indicators for Sofina SA? (e.g., ROE, Debt/Equity)
- 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 1.07%, the Debt to Equity ratio from the most recent quarter is 11.93, and its Gross Profit Margin stands at N/A.
- What is the recent revenue and earnings growth for SOF?
- Looking at Sofina SA's growth, its revenue over the trailing twelve months (TTM) was €194M. Compared to the same quarter last year (YoY), quarterly revenue grew by -34.50%, and quarterly earnings saw a YoY growth of -37.30%.
- How much of SOF stock is held by insiders and institutions?
- Wondering who owns Sofina SA stock? Company insiders (like executives and directors) hold about 54.60% of the shares, while institutional investors (such as mutual funds and pension funds) own approximately 8.43%.
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.