Sofina Société Anonyme

Ticker

SOF.BR

ISIN

BE0003717312

Price

EUR 217.80

Change Today

+0.80 / 0.369 %

Price 1 year ago

197.25 / 10.421 %

Market Capitalization

7,051,232,256.00

52 Week Low

195.67

52 Week High

259.60

200 Day Moving Average

219.81

50-day Moving Average

236.50


Price evolution

Yearly Returns


Peers


Peers

Company information

Summary

Sofina Société Anonyme is a private equity and venture capital firm specializing in direct and fund of funds investments. Within direct investments, it specializes in growth capital, early, startup, later stages, mature, emerging growth, mid venture, late venture, industry consolidation, and LBO investments. The firm primarily invests in portfolio of companies that engages in digital transformation, consumer & retail, education, healthcare, energy and services, e-commerce, consumer goods, digital, satellite operations, industry, finance companies, and financial services worldwide. It also invests in the media, communications, insurance, property development sectors. The firm typically invests in European based companies with a global exposure, and it also has a particular focus on companies based in Western Europe and Asia such as in India, China and South East Asia and also in the United States. It invests between €75 million ($84.81 million) and €300 million ($339.2 million) in companies with an enterprise value between €250 million ($282.7 million) and €4500 million ($5088.41 million) in minority investments, and €15 million ($16.96 million) and €50 million ($56.54 million) in companies operating in emerging markets or fast growing sectors. It invests in privately owned and listed companies. It invests in private companies to support growth, finance acquisitions, give liquidity to existing shareholders/families, support sales processes, and make minority investment alongside shareholders controlling shareholders and in listed companies for replacement of existing shareholder, long term support of controlling shareholders, and delisting. Within fund of funds, the firm focuses on private equity, venture capital and growth equity funds, and selected relationships in buyout and special situations. It also manages funds in the fields of private equity and hedge funds. It typically invests in the US, Europe and Asia, and also concentrates on emerging markets. The firm makes between €10 million ($11.31 million) and €40 million ($45.23 million) commitments in funds. The firm prefers to hold a minority ownership equity in its portfolio companies and also seeks board seat. The firm also prefers majority stake and co-invests. It typically holds its investments for ten to twelve years. Sofina Société Anonyme was founded in 1980 and is based in Brussels, Belgium with additional offices in Luxembourg and Singapore.

Sector

Financial Services

Industry

Asset Management

Country

Belgium

Exchange

BRU

Earnings Per Share

40.381

P/E Ratio

5.180654

Debt/Equity Ratio

6.117

Beta

0.930043

City

Brussels

Address

Rue de l’Industrie, 31

Zip

1040

Ebitda

-

-

Enterprise to Ebitda

-

Enterprise Value

7,482,839,040.00

Target Price

314.33

Estimated Price

-

Book Value

264.59

Expected Growth

-

Balance sheet

Income statement

Sustainability

Correlation

Company Name Correlation
NORTEGRAN.SN NORTE GRANDE SA -0.57
SRTG.JK Saratoga Investama Sedaya Tbk. -0.43
600816.SS ANXIN TRUST CO LTD -0.41
IDFC.NS IDFC LIMITED -0.36
UKW.L GREENCOAT UK WIND PLC -0.34
ILUS ILUSTRATO PICTURES INTL INC -0.30
FNOR11.SA FINOR CI * -0.30
EMG.L MAN GROUP PLC ORD USD0.03428571 -0.25
GSDHO.IS GSD HOLDING -0.21
MNG.L M&G PLC ORD 5 -0.09
BAM.BK BANGKOK COMMERCIAL ASSET MANAGE -0.03
TRIG.L THE RENEWABLES INFRASTRUCTURE G 0.09
600318.SS ANHUI XINLI FINANCE CO LTD 0.29
AMP.AX AMP FPO 0.30
BLU.L BLUE STAR CAPITAL PLC 0.33
600120.SS ZHEJIANG ORIENT FINANCIAL HOLDI 0.34
LGEN.L LEGAL & GENERAL GROUP PLC 0.34
ABDN.L ABRDN PLC 0.37
VELA.L VELA TECHNOLOGIES PLC 0.40
HICL.L HICL INFRASTRUCTURE PLC ORD 0.0 0.40
BPH.AX BPH ENERGY FPO 0.41
INPP.L INTERNATIONAL PUBLIC PARTNERSHI 0.44
600643.SS SHANGHAI AJ GROUP CO LTD 0.47
AMTD AMTD IDEA Group 0.48
1359.HK CHINA CINDA 0.52
QLT.L QUILTER PLC ORD 8 1/6P 0.63
601108.SS CAITONG SECURITIES CO. LTD 0.67
2799.HK CHINA HUARONG 0.67

Similar companies

Ticker Name City Country Currency Exchange Beta EV/EBITDA Employees Site
FNOR11.SA FINOR CI * Brazil BRL SAO
VELA.L VELA TECHNOLOGIES PLC Bingley United Kingdom GBp LSE 0.68 1 https://www.velatechplc.com
NORTEGRAN.SN NORTE GRANDE SA Las Condes Chile CLP SGO 0.89 -228576.36 15
BLU.L BLUE STAR CAPITAL PLC Crawley United Kingdom GBp LSE 1.40 3 https://www.bluestarcapital.co.uk
GSDHO.IS GSD HOLDING Istanbul Turkey TRY IST 0.71 2.48 107 https://www.gsdholding.com.tr
601108.SS CAITONG SECURITIES CO. LTD Hangzhou China CNY SHH 0.96 3881 https://www.ctsec.com
1359.HK CHINA CINDA Beijing China HKD HKG 0.67 14723 https://www.cinda.com.cn
YF8.SI YZJ Fin Hldg Jingjiang China SGD SES -5.40 54
2799.HK CHINA HUARONG Beijing China HKD HKG 0.67 10904 https://www.chamc.com.cn
600120.SS ZHEJIANG ORIENT FINANCIAL HOLDI Hangzhou China CNY SHH 0.39 15.00 1238 https://www.zjorient.com
600318.SS ANHUI XINLI FINANCE CO LTD Hefei China CNY SHH 0.28 244 https://www.xinlijinrong.cn
LGEN.L LEGAL & GENERAL GROUP PLC London United Kingdom GBp LSE 1.47 20.00 10743 https://www.legalandgeneralgroup.com
SRTG.JK Saratoga Investama Sedaya Tbk. Jakarta Indonesia IDR JKT -0.18 1.30 61 https://www.saratoga-investama.com
BAM.BK BANGKOK COMMERCIAL ASSET MANAGE Bangkok Thailand THB SET 0.58 https://www.bam.co.th
BPH.AX BPH ENERGY FPO Stirling Australia AUD ASX -0.00 https://www.bphenergy.com.au
600816.SS ANXIN TRUST CO LTD Shanghai China CNY SHH 0.39 -181.69 https://www.anxintrust.com
9318.T ASIA DEVELOPMENT CAPITAL CO LTD Tokyo Japan JPY JPX 0.99 -175.76 32 https://www.asiadevelop.com
AMP.AX AMP FPO Sydney Australia AUD ASX 0.73 376.06 4826 https://www.amp.com.au
ABDN.L ABRDN PLC Edinburgh United Kingdom GBp LSE 1.21 9.78 5000 https://www.standardlifeaberdeen.com
AMTD AMTD IDEA Group Central Hong Kong USD NYQ 0.00 39 https://www.amtdinc.com
MNG.L M&G PLC ORD 5 London United Kingdom GBp LSE 1.88 6.36 5587 https://www.mandgplc.com
ILUS ILUSTRATO PICTURES INTL INC New York United States USD PNK https://ilus-group.com
600643.SS SHANGHAI AJ GROUP CO LTD Shanghai China CNY SHH 0.56 10.48 886 https://www.aj.com.cn
IDFC.NS IDFC LIMITED Mumbai India INR NSI 1.20 https://www.idfc.com
EMG.L MAN GROUP PLC ORD USD0.03428571 St Helier Jersey GBp LSE 1.04 4.03 1498 https://www.man.com
UKW.L GREENCOAT UK WIND PLC London United Kingdom GBp LSE 0.15 https://www.greencoat-ukwind.com
TRIG.L THE RENEWABLES INFRASTRUCTURE G Saint Peter Port Guernsey GBp LSE 0.02 https://www.trig-ltd.com
QLT.L QUILTER PLC ORD 8 1/6P London United Kingdom GBp LSE 1.22 0.67 3056 https://www.quilter.com
HICL.L HICL INFRASTRUCTURE PLC ORD 0.0 London United Kingdom GBp LSE 0.18 https://www.hicl.com
INPP.L INTERNATIONAL PUBLIC PARTNERSHI London United Kingdom GBp LSE 0.28 https://www.internationalpublicpartnerships.com
BX Blackstone Inc. New York United States USD NYQ 1.45 3795 https://www.blackstone.com
IVZ Invesco Ltd Atlanta United States USD NYQ 1.28 7.68 8506 https://www.invesco.com
BK The Bank of New York Mellon Cor New York United States USD NYQ 1.14 50800 https://www.bnymellon.com
PSLV Sprott Physical Silver Trust ET Toronto Canada USD NYQ https://sprott.com/investment-strategies/physical-bullion-trusts/silver/net-asset-value-premium-discount/
QLT.JO Quilter Plc London United Kingdom ZAc JNB 1.27 149.97 3056 https://www.quilter.com
OWL Blue Owl Capital Inc. New York United States USD NYQ -13.23 350 https://www.blueowl.com
INVE-B.ST Investor AB ser. B Stockholm Sweden SEK STO 0.77 -35.22 17736 https://www.investorab.com
SMT.L SCOTTISH MORTGAGE INVESTMENT TR Edinburgh United Kingdom GBp LSE 0.71 https://www.bailliegifford.com/en/uk/institutional-investor/funds/scottish-mortgage-investment-trust/
0810.HK CH INTERNET INV Hong Kong HKD HKG -0.26 -25.27 21 https://www.hk0810.com.hk/en/
BRAP4.SA BRADESPAR PN N1 São Paulo Brazil BRL SAO 0.75 https://www.bradespar.com.br

Funds


Mutual Fund Holders

Social

Dividends

Ratings

News

Earnings

SEC Filings

Options

Indicators

Glossary
Momentum
A technical indicator that measures the rate of change in price movements over a specific period. It indicates the strength or weakness of a price trend.
Assessment: A positive momentum value generally indicates a good trend, while a negative value suggests a weak or downward trend.
Inertia
In trading, inertia refers to the tendency of prices to continue moving in their current direction. It suggests that an asset's price will likely maintain its current trend.
Assessment: A higher inertia value is generally considered good, as it indicates a strong and sustained price trend.
Relative Strength Index (RSI)
A momentum oscillator that measures the speed and change of price movements. It helps identify overbought or oversold conditions in an asset.
Assessment: An RSI value above 70 is typically considered overbought and may suggest a potential reversal or correction. Conversely, an RSI value below 30 is often considered oversold, indicating a possible upward price correction.
Fibonacci's Weighted Moving Average
A technical indicator that assigns different weights to recent data points, giving more significance to recent prices. It helps smooth out price fluctuations and identify trend reversals.
Assessment: The interpretation of the Fibonacci's Weighted Moving Average value depends on its comparison to other moving averages or trendlines. A value above 50 may indicate an uptrend, while a value below 50 may suggest a downtrend.
Williams %R
A momentum indicator that measures overbought or oversold conditions in an asset. It shows the relationship of the current closing price to the high-low range over a specified period.
Assessment: Williams %R values above -20 are typically considered overbought and may indicate a potential price reversal. Values below -80 are often viewed as oversold, suggesting a potential price bounce.
Relative Volatility Index (RVI)
A technical indicator that measures the volatility of a security by comparing the magnitude of recent price movements to the magnitude of average price changes. It helps identify periods of high or low volatility.
Assessment: A higher RVI value suggests higher volatility, which can provide trading opportunities but also carries increased risk.
Commodity Channel Index (CCI)
A versatile indicator that measures the current price level relative to an average price level over a given period. It helps identify overbought or oversold conditions and potential trend reversals.
Assessment: CCI values above 100 are often considered overbought, indicating a potential price correction or reversal. Values below -100 are typically viewed as oversold, suggesting a potential price rebound.