Sofina SA SOF
About Quantitative Ratings
Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.
Trading Information
- Previous Close Price
- €239.80
- Day Range
- €240.00–243.80
- 52-Week Range
- €203.60–265.60
- Bid/Ask
- €241.80 / €244.00
- Shares Outstanding
- 35.33M
- Market Cap
- €8.61B
- Volume/Avg
- 16,765 / 17,274
Key Statistics
- Price/Earnings (Normalized)
- 6.20
- Price/Sales
- 5.92
- Dividend Yield (Trailing)
- 1.50%
- Dividend Yield (Forward)
- 1.50%
- Dividend Payment Schedule
- May
- Total Yield
- 1.50%
Company Profile
Sofina SA is a long-term-oriented investment holding company that favors allocating capital to entrepreneurs. The company also provides its investees access to a support network. Sofina only takes minority ownership positions in its long-term holdings with capital from its own balance sheet. Its portfolio holdings constitute the majority of its net asset value and come mostly from Europe. A smaller percentage of its net asset value base comes from investments in venture capital and private equity funds, mostly in the United States and in Asia.
- Sector
- Financial Services
- Industry
- Asset Management
- Stock Style Box
- Mid Core
- Total Number of Employees
- 84
- Website
- https://www.sofinagroup.com
Valuation
|
Metric
|
SOF
|
|---|---|
Price/Earnings (Normalized) | 6.20 |
Price/Book Value | 0.73 |
Price/Sales | 5.92 |
Price/Cash Flow | — |
Price/Earnings
SOF
Financial Strength
|
Metric
|
SOF
|
|---|---|
Quick Ratio | — |
Current Ratio | — |
Interest Coverage | — |
Quick Ratio
No chart available
Profitability
|
Metric
|
SOF
|
|---|---|
Return on Assets (Normalized) | 11.49% |
Return on Equity (Normalized) | 12.72% |
Return on Invested Capital (Normalized) | — |
Return on Assets
SOF
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1-Day Chart
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United States