Last Price | 218.00 | Max Price | 259.60 |
Min Price | 199.70 | 1 Year return | 6.03 |
Avg. Target | 291.67 | Expected Return | 33.79 % |
Sector | Financials | Subsector | Investment companies |
Sell | 0 | Rating | |
Hold | 0 | Concensus | |
Buy | 3 | ||
Annual report 2018 |
Sofina is an investment banker which invests in various listed and non-listed companies. These companies operate in the following branches: Distribution and Consumer Goods, Energy, Community Services, Telecommunications, Private Equity Investment Companies and “Bank and Insurance”. Sofina stocks are traded on the Euronext Brussels and the company is a component of the BELMID. (ISIN: BE0003717312 / Mnemo: SOF)
Sofina SA is a Belgium based investment firm that invests in a large number of industrial sectors including both listed and un-listed conglomerate. The investment is mainly done in the fields of Energy & Services, Retailing, Consumer-goods, Telecommunications, Community services, Distribution, Portfolio industries and private equity. The company has been headquartered in Brussels, Belgium and the other locations of investments of the company are holding the presence in North America, UK and The Netherlands. Yves Boel is the Chairman and Count Richard Goblet d'Alviella is the Chief Executive Officer of the company.
The overall capitalization of the company counts to be 79.734.940 € and the shares have been distributed in the amount of 34.750.000 with the trading of the company listed on the Euronext Brussels stock exchange. Talking about the percentages of different sectors can be justified as: 7 % by Telecommunications, 6 % of Bank & Insurances, 18 % of Company services themselves, 31 % buy Consumables goods, Energy is having 6 %, 8 % Distributing sectors and the remaining 10 % within other sectors.
One of the company’s division: Energy & Services investing is done in Suez Environnement, bioMerieux, Exmar, International Power and GDF Suez to perform the activities of manufacturing, selling of energy and environmental products. Other works involve transporting of LPG (including ammonia, butane and propane); designing and manufacturing and marketing of invitro diagnostic equipments for industrialized and clinical apps; finally performing the water and waste managing activities. B & W Group, Chapoutier, Rapala and Danone are the investment areas in the Retailing sector mainly focusing on the manufacturing of the dairy, mineral water, lures and hooks (for fishing), wine and marketing of loud-speaker equipments. SES is the main company including in the Satellite Communications sectors serving mainly in the satellite operations, offering transmission servicing for radio-stations and TV’s, data broadcasting, tele-communication, Internet accessing, leased refrigeration vehicles and for standardizing mobiles services.
In addition, the group is engaged in designing and printing of bank notes and for other secure documentations of other institutes; production of timber system for constructing work; investing in possessions, energy, financing and insurances, privately help industries; and at last in managing of funds for privatized assets and hedging sectors. And in the Finance sector invest in, the major contributors to the company includes Luxempart, Caledonia and Eurazeo. The partners in the Industrial sectors have Deceuninck, Touax, Mersen, Ipsos, Oberthur Fiduciare and Petit Forestier in the line.
Participants of many of the big names likely, Delhaize, Eurazeo, GDF Suez, SES, Danone, Colruyt and Richemont are also in the list of the holders of investments with this firm. There are many of the auxiliary units of the company empowering the working status including, Sofina Multi Stategy, Tufilux, Trufidee, Truficar, Sofilec, Sofindev, Sidro, Finabru and Rebelco, which have a strong presence in the regions of Panama, Switzerland, the Netherlands, Luxembourg and last but not the least Belgium.
Year | Turnover | Total sector | Market share |
---|---|---|---|
2019 | 1,229 | 837,581 | 0.15 % |
2020 | 1,412 | 814,649 | 0.17 % |
2021 | 2,641 | 971,501 | 0.27 % |
2022 | -1,820 | 124,079 | -1.47 % |
2023 | 0 | 0 | 0.00 % |
No Records Found
2017 | 2018 | 2019 | 2020 | 2021 |
---|---|---|---|---|
The stock gained over the past 12 months at around 26 percent. Over the past 5 years the stock rose a massive 106,66 percent. Sofina's revenues between 2011 and 2015 were quite similar and moved between 89,33 million euros and 69,37 million euros. Sofina's net incomes between 2011 and 2015 were very volatile and moved between 140,11 million euros and 307,2 million euros.
The headquarter of Sofina is located in Bruxelles . Sofina's core business is the investment sector. The past 10 years the (international) industry gained at around 4 percent. Since 2011 the sector is 17 percent higher and over the past year minus 4 percent.
The Belgian company paid out dividends in the past 5 years. On average Sofina's dividend yield over the past 5 years was around 8,15 percent annually.
At the end of 2015 the investment company's balance sheet was worth 5,46 billion euros. 249,13 million euros (4,57 percent of the total balance sheet) was financed by debt. At the end of 2016 the Belgian company was traded with a price/earnings-ratio of around 9. So investors paid 9 times the company's 2015's EPS. Based on the classical stock valuation theories the Belgian stock can be seen as a value stock.
At the end of 2015 the Belgian company's market capitalization equaled around 3,42 billion euros. At the end of 2015 the Belgian company had around 33,72 million stocks listed on the exchanges.
On this page you can find all Sofina's financial reports. More information about Sofina can be found it's website. .
Results |
2015
|
2016
|
2017
|
2018
|
2019
|
2020
|
---|---|---|---|---|---|---|
Revenue |
69
|
79
|
67
|
885
|
1,229
|
1,412
|
Costs |
-238
|
-188
|
-432
|
24
|
29
|
33
|
Profit |
307
|
268
|
499
|
861
|
1,200
|
1,379
|
Margin of profit |
442.84
|
338.03
|
743.42
|
97.32
|
97.63
|
97.67
|
ROI |
5.90
|
4.98
|
8.64
|
13.16
|
15.73
|
15.49
|
Balance |
2015
|
2016
|
2017
|
2018
|
2019
|
2020
|
---|---|---|---|---|---|---|
Equity |
5,208
|
5,370
|
5,778
|
6,544
|
7,629
|
8,900
|
Debt |
249
|
122
|
18
|
106
|
52
|
193
|
Total assets |
5,457
|
5,493
|
5,796
|
6,649
|
7,680
|
9,093
|
Solvency |
95.43
|
97.77
|
99.70
|
98.41
|
99.33
|
97.88
|
Cash |
671
|
359
|
712
|
441
|
381
|
435
|
Cashflow |
155
|
63
|
82
|
-29
|
66
|
-63
|
Employees |
51
|
57
|
57
|
50
|
0
|
|
Revenue per employee |
1.36
|
1.39
|
1.18
|
17.70
|
0.0
|
|
Cashflow / Debt |
0.62
|
0.51
|
4.67
|
-0.28
|
1.27
|
-0.33
|
Details |
2016
|
2017
|
2018
|
2019
|
2020
|
---|---|---|---|---|---|
Price |
103.40
|
125.35
|
131.15
|
165.80
|
192.60
|
Eps |
7.85
|
14.62
|
25.28
|
35.15
|
40.38
|
Price/earnings-ratio |
13.17
|
8.57
|
5.19
|
4.72
|
5.40
|
Dividend |
1.79
|
1.87
|
1.95
|
2.03
|
2.11
|
Dividend % |
1.73 %
|
1.49 %
|
1.49 %
|
1.22 %
|
0.97 %
|
Payout % |
0.23
|
0.13
|
0.08
|
0.06
|
0.05
|
Book value |
159.56
|
171.75
|
194.28
|
226.92
|
264.59
|
Market to book |
1.54
|
1.37
|
1.48
|
1.37
|
1.21
|
Cashflow per stock |
1.87
|
2.44
|
-0.86
|
1.96
|
-1.88
|
Stocks |
34
|
34
|
34
|
34
|
34
|
Market Cap |
3.480.12
|
4.217.37
|
4.417.30
|
5.573.91
|
7.333.19
|
Date
|
Price
|
---|---|
13 Nov 2024
|
218.00
|
08 Nov 2024
|
222.20
|
05 Nov 2024
|
222.40
|
31 Oct 2024
|
227.20
|
29 Oct 2024
|
231.60
|
23 Oct 2024
|
233.00
|
19 Oct 2024
|
239.00
|
16 Oct 2024
|
240.00
|
14 Oct 2024
|
238.00
|
05 Oct 2024
|
246.60
|
02 Oct 2024
|
251.20
|
27 Sep 2024
|
255.40
|
20 Sep 2024
|
259.60
|
17 Sep 2024
|
252.40
|
13 Sep 2024
|
248.60
|
28 Aug 2024
|
216.00
|
26 Aug 2024
|
218.80
|
23 Aug 2024
|
218.40
|
11 Aug 2024
|
208.60
|
07 Aug 2024
|
207.60
|
05 Aug 2024
|
200.60
|
01 Aug 2024
|
218.40
|
30 Jul 2024
|
218.60
|
26 Jul 2024
|
216.00
|
23 Jul 2024
|
211.40
|
16 Jul 2024
|
210.20
|
10 Jul 2024
|
214.20
|
09 Jul 2024
|
215.20
|
04 Jul 2024
|
218.80
|
02 Jul 2024
|
214.40
|