SOF 📈 Sofina Société Anonyme - Overview

Exchange: BR • Country: Belgium • Currency: EUR • Type: Common Stock • ISIN: BE0003717312

SOF: Digital, Consumer, Education, Healthcare, Energy, Finance

Sofina Société Anonyme is a leading private equity and venture capital firm that takes a multi-faceted approach to investing. Through direct investments, the firm provides growth capital to companies at various stages, from early startups to mature businesses, and across a range of sectors including digital transformation, consumer goods, healthcare, energy, and financial services.

The firm's investment portfolio is diversified across geographies, with a focus on European-based companies with global exposure, as well as companies in Western Europe, Asia, including India, China, and South East Asia, and the United States. Sofina typically invests between €20 million and €300 million in companies with an enterprise value between €250 million and €4.5 billion, taking minority stakes in these businesses.

In addition to direct investments, Sofina also invests in fund of funds, focusing on private equity, venture capital, and growth equity funds. The firm builds strong relationships with fund managers and invests in buyout and special situations funds. Sofina's fund of funds approach allows it to tap into a broader range of investment opportunities, further diversifying its portfolio.

The firm's investment strategy is centered around supporting growth, financing acquisitions, providing liquidity to existing shareholders, and making minority investments alongside controlling shareholders. In listed companies, Sofina's investments aim to replace existing shareholders, provide long-term support to controlling shareholders, and facilitate delisting. Through its investments, Sofina seeks to create value for its portfolio companies and stakeholders alike.

Sofina's investment scope is broad, covering sectors such as media, communications, insurance, property development, and more. The firm's investment team has a deep understanding of these sectors, allowing it to identify opportunities with high growth potential. With a strong track record of investments, Sofina has established itself as a trusted partner for companies seeking growth capital and strategic guidance.

For more information, please visit Sofina's website at https://www.sofinagroup.com.

Additional Sources for SOF Stock

Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle

SOF Stock Overview

Market Cap in USD 7,719m
Sector Financial Services
Industry Asset Management
GiC Industry Financial Services
TER 0.00%
IPO / Inception

SOF Stock Ratings

Growth 5y 6.63%
Fundamental 7.37%
Dividend 49.3%
Rel. Performance Sector -2.81
Analysts -
Fair Price Momentum 199.68 EUR
Fair Price DCF 363.92 EUR

SOF Dividends

Dividend Yield 12m 1.55%
Yield on Cost 5y 1.82%
Annual Growth 5y 3.07%
Payout Consistency 90.98%

SOF Growth Ratios

Growth Correlation 3m -87.8%
Growth Correlation 12m 50.4%
Growth Correlation 5y -22.8%
CAGR 5y 3.20%
CAGR/Mean DD 5y 0.11
Sharpe Ratio 12m 0.09
Alpha -27.69
Beta 0.93
Volatility 19.14%
Current Volume 16.4k
Average Volume 20d 16.7k
What is the price of SOF stocks?
As of December 04, 2024, the stock is trading at EUR 216.00 with a total of 16,423 shares traded.
Over the past week, the price has changed by +1.38%, over one month by -5.01%, over three months by +1.85% and over the past year by +10.21%.
Is Sofina Société Anonyme a good stock to buy?
Neither. Based on ValueRay Fundamental Analyses, Sofina Société Anonyme is currently (December 2024) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 7.37 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SOF as of December 2024 is 199.68. This means that SOF is currently overvalued and has a potential downside of -7.56%.
Is SOF a buy, sell or hold?
Sofina Société Anonyme has no consensus analysts rating.
What are the forecast for SOF stock price target?
According to ValueRays Forecast Model, SOF Sofina Société Anonyme will be worth about 220.3 in December 2025. The stock is currently trading at 216.00. This means that the stock has a potential upside of +1.99%.
Issuer Forecast Upside
Wallstreet Target Price 291.7 35%
Analysts Target Price - -
ValueRay Target Price 220.3 2%