Sofina Société Anonyme (SOFB) Stock Overview

A private equity and venture capital firm specializing in direct and fund of funds investments. More details

SOFB fundamental analysis
Snowflake Score
Valuation	2/6
Future Growth	0/6
Past Performance	2/6
Financial Health	4/6
Dividends	3/6

Rewards

Price-To-Earnings ratio (6.5x) is below the UK market (16.1x)

Became profitable this year

Risk Analysis

Shares are highly illiquid

Earnings have declined by 27.3% per year over past 5 years

SOFB Community Fair Values

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Sofina Société Anonyme Competitors

Price History & Performance

Summary of share price highs, lows and changes for Sofina Société Anonyme
Historical stock prices
Current Share Price	€263.20
52 Week High	€266.70
52 Week Low	€216.70
Beta	1.25
1 Month Change	-0.38%
3 Month Change	n/a
1 Year Change	n/a
3 Year Change	27.77%
5 Year Change	9.21%
Change since IPO	329.71%

Recent updates

Shareholder Returns

	SOFB	GB Diversified Financial	GB Market
7D	0%	0.2%	-1.1%
1Y	n/a	23.1%	10.1%

Return vs Industry: Insufficient data to determine how SOFB performed against the UK Diversified Financial industry.

Return vs Market: Insufficient data to determine how SOFB performed against the UK Market.

Price Volatility

Is SOFB's price volatile compared to industry and market?
SOFB volatility
SOFB Average Weekly Movement	n/a
Diversified Financial Industry Average Movement	4.6%
Market Average Movement	5.0%
10% most volatile stocks in GB Market	11.3%
10% least volatile stocks in GB Market	2.7%

Stable Share Price: SOFB's share price has been volatile over the past 3 months compared to the UK market.

Volatility Over Time: Insufficient data to determine SOFB's volatility change over the past year.

About the Company

Founded	Employees	CEO	Website
1898	81	Harold Y. Boel	www.sofinagroup.com

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 and LBO investments. The firm primarily invests in portfolio of companies that engages in digital transformation, consumer & retail, education, healthcare, life sciences, sustainable supply chains, energy and services, e-commerce, consumer goods, digital, satellite operations, industry, finance companies, and financial services worldwide.

Sofina Société Anonyme Fundamentals Summary

How do Sofina Société Anonyme's earnings and revenue compare to its market cap?
SOFB fundamental statistics
Market cap	€8.87b
Earnings (TTM)	€1.36b
Revenue (TTM)	€1.43b

6.5x

P/E Ratio

6.2x

P/S Ratio

Is SOFB overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
SOFB income statement (TTM)
Revenue	€1.43b
Cost of Revenue	€0
Gross Profit	€1.43b
Other Expenses	€72.56m
Earnings	€1.36b

Last Reported Earnings

Dec 31, 2024

Next Earnings Date

Sep 04, 2025

Earnings per share (EPS)	41.13
Gross Margin	100.00%
Net Profit Margin	94.93%
Debt/Equity Ratio	6.8%

How did SOFB perform over the long term?

See historical performance and comparison

Dividends

1.3%

Current Dividend Yield

Payout Ratio

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/07/31 01:14
End of Day Share Price	2025/07/08 00:00
Earnings	2024/12/31
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Sofina Société Anonyme is covered by 1 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Marc Debrouwer	Degroof Petercam

Sofina Société AnonymeBATS-CHIXE:SOFB Stock Report