Share Price & News
How has Sofina Société Anonyme's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: SFNX.F has not had significant price volatility in the past 3 months.
7 Day Return
US Diversified Financial
1 Year Return
US Diversified Financial
Return vs Industry: Insufficient data to determine how SFNX.F performed against the US Diversified Financial industry.
Return vs Market: Insufficient data to determine how SFNX.F performed against the US Market.
Price Volatility Vs. Market
How volatile is Sofina Société Anonyme's share price compared to the market and industry in the last 5 years?
Simply Wall St News
No news available
Is Sofina Société Anonyme undervalued compared to its fair value and its price relative to the market?
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: SFNX.F ($222) is trading below our estimate of fair value ($266.16)
Significantly Below Fair Value: SFNX.F is trading below fair value, but not by a significant amount.
Price To Earnings Ratio
PE vs Industry: SFNX.F is good value based on its PE Ratio (6.9x) compared to the Diversified Financial industry average (10.4x).
PE vs Market: SFNX.F is good value based on its PE Ratio (6.9x) compared to the US market (18.9x).
Price to Earnings Growth Ratio
PEG Ratio: Insufficient data to calculate SFNX.F's PEG Ratio to determine if it is good value.
Price to Book Ratio
PB vs Industry: SFNX.F is overvalued based on its PB Ratio (0.9x) compared to the US Diversified Financial industry average (0.8x).
How is Sofina Société Anonyme forecast to perform in the next 1 to 3 years based on estimates from 0 analysts?
Forecasted Diversified Financials industry annual growth in earnings
In this section we usually present revenue and earnings growth projections based on the consensus estimates of professional analysts to help investors understand the company’s ability to generate profit. But as Sofina Société Anonyme has not provided enough past data and has no analyst forecast, its future earnings cannot be reliably calculated by extrapolating past data or using analyst predictions.
This is quite a rare situation as 97% of companies covered by SimplyWall St do have past financial data.
How has Sofina Société Anonyme performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: SFNX.F has high quality earnings.
Growing Profit Margin: SFNX.F's current net profit margins (95.4%) are lower than last year (96.7%).
Past Earnings Growth Analysis
Earnings Trend: SFNX.F's earnings have grown significantly by 30.6% per year over the past 5 years.
Accelerating Growth: SFNX.F's earnings growth over the past year (20.4%) is below its 5-year average (30.6% per year).
Earnings vs Industry: SFNX.F earnings growth over the past year (20.4%) underperformed the Diversified Financial industry 58%.
Return on Equity
High ROE: SFNX.F's Return on Equity (13.5%) is considered low.
Return on Assets
Return on Capital Employed
How is Sofina Société Anonyme's financial position? (This company is analysed differently as a bank or financial institution)
Financial Position Analysis
Debt to Equity History and Analysis
Inventory Level: SFNX.F has a low level of unsold assets or inventory.
Debt Coverage by Assets: Insufficient data to determine if SFNX.F's debt is covered by short term assets.
Financial Institutions Analysis
Asset Level: SFNX.F's level of assets compared to its equity is low.
Allowance for Bad Loans: Insufficient data to determine if SFNX.F has a sufficient allowance for bad loans.
Low Risk Liabilities: SFNX.F reports no customer deposits, loans are made up entirely of externally borrowed funds.
Loan Level: Insufficient data to determine if SFNX.F has an acceptable proportion of non-loan assets held.
Low Risk Deposits: SFNX.F has advanced significantly more loans than the customer deposits it holds.
Level of Bad Loans: Insufficient data to determine if SFNX.F has an appropriate level of bad loans.
What is Sofina Société Anonyme's current dividend yield, its reliability and sustainability?
Current Dividend Yield
Dividend Yield vs Market
Current dividend yield vs market & industry
Notable Dividend: SFNX.F's dividend (1.43%) is higher than the bottom 25% of dividend payers in the US market (1.4%).
High Dividend: SFNX.F's dividend (1.43%) is low compared to the top 25% of dividend payers in the US market (3.66%).
Stability and Growth of Payments
Stable Dividend: SFNX.F's dividend payments have been volatile in the past 10 years.
Growing Dividend: SFNX.F's dividend payments have increased over the past 10 years.
Current Payout to Shareholders
Dividend Coverage: With its low payout ratio (9.9%), SFNX.F's dividend payments are thoroughly covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: Insufficient data to determine if a dividend will be paid in 3 years and that it will be covered by earnings.
How experienced are the management team and are they aligned to shareholders interests?
Average board tenure
Harold Y. Boël (55yo)
Mr. Harold Y. H. Boël is the Chief Executive Officer and Director at Sofina Société Anonyme since 2008. Mr. Boël serves as Managing Director/Chief Executive Officer at Henex SA. He held management position ...
CEO Compensation Analysis
Compensation vs Market: Harold Y.'s total compensation ($USD2.32M) is below average for companies of similar size in the US market ($USD6.46M).
Compensation vs Earnings: Harold Y.'s compensation has increased by more than 20% in the past year.
|CEO & Director||11.9yrs||€2.08m||no data|
|Independent Director||9.9yrs||no data||no data|
|Honorary Chairman||0yrs||€348.00k||no data|
|Chairman||15.9yrs||no data||no data|
|Independent Director||0yrs||no data||no data|
|Independent Director||8.9yrs||no data||no data|
|Member of the Board of Director||12.9yrs||no data||no data|
|Vice-Chairman||0yrs||no data||no data|
|Member of the Board of Director||8.9yrs||no data||no data|
|Independent Director||7.9yrs||no data||no data|
Experienced Board: SFNX.F's board of directors are considered experienced (9.9 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Sofina Société Anonyme's company bio, employee growth, exchange listings and data sources
- Name: Sofina Société Anonyme
- Ticker: SFNX.F
- Exchange: OTCPK
- Founded: 1890
- Industry: Multi-Sector Holdings
- Sector: Diversified Financials
- Market Cap: €6.554b
- Listing Market Cap: €7.323b
- Shares outstanding: 33.68m
- Website: https://www.sofinagroup.com
Number of Employees
- Sofina Société Anonyme
- Rue de l’Industrie, 31
|Ticker||Exchange||Primary Security||Security Type||Country||Currency||Listed on|
|SOF||ENXTBR (Euronext Brussels)||Yes||Common Shares||BE||EUR||Jan 1992|
|SFNX.F||OTCPK (Pink Sheets LLC)||Yes||Common Shares||US||USD||Jan 1992|
|0G2X||LSE (London Stock Exchange)||Yes||Common Shares||GB||EUR||Jan 1992|
|8FS||DB (Deutsche Boerse AG)||Yes||Common Shares||DE||EUR||Jan 1992|
|SOFB||BATS-CHIXE (BATS 'Chi-X Europe')||Yes||Common Shares||GB||EUR||Jan 1992|
|SOF||WBAG (Wiener Boerse AG)||Yes||Common Shares||AT||EUR||Jan 1992|
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 energy and services, retail, e-commerce, consumer goods, digital, education, healthcare, 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 and China and also in the United States. It invests between €75 million ($86.83 million) and €300.29 million ($339.29 million) in companies with an enterprise value between €250 million ($278.91 million) and €4.5 billion ($4500 million) in minority investments, and €15 million ($18.38 million) and €50 million ($57.88 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 ($11.57 million) and €25 million ($28.94 million) commitments in funds. It invest from own balance sheet. The firm prefers to hold a minority ownership equity in its portfolio companies and also seeks board seat. The firm also co-invests. It typically holds its investments for ten to twelve years. Sofina Société Anonyme was founded in 1980 and it is based in Brussels, Belgium with additional offices Luxembourg and Singapore.
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2019/12/30 00:09|
|End of Day Share Price||2019/10/01 00:00|
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 here.