Sofina S.A.
Sofina S.A.
Your view on SFNXF
Overview
What the company does, where it operates, and who runs it.
About Sofina S.A.
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Harold Y. H. Boel
- Headquarters
- Rue de l’Industrie, 31, Brussels, BE
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Harold Y. H. Boel
- Headquarters
- Rue de l’Industrie, 31, Brussels, BE
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.
Media
Infographics, videos, and posts covering the company.
Stock Data
Price chart, volume, and trading data.
Fair Value
What FRC thinks it is worth vs. the current price.
FRC's fair value estimate for Sofina S.A., and the rating behind it. SFNXF last traded at $279.85, 6.5× trailing earnings — the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.
Financial Ratios
Profitability, returns, valuation, and leverage ratios.
Valuation, profitability, liquidity and leverage ratios for Sofina S.A.. Starting points for Sofina S.A.: P/E 6.5, EPS $38.50, beta 1.17 — an Asset Management name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.
Dividend Analysis
Yield, payout ratio, and dividend coverage metrics.
Dividend history, yield and payout sustainability for Sofina S.A.. Sofina S.A. does not currently pay a regular dividend, so this section tracks capacity rather than history. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.
Earnings Analysis
EPS history, beat rate, and upcoming earnings reports.
Reported vs. expected earnings history for Sofina S.A.. Trailing twelve-month EPS for Sofina S.A. stands at $38.50. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.
Financial Statements
Income statement, balance sheet, and cash flow statements.
Income statement, balance sheet and cash flow history for Sofina S.A.. Sofina S.A. has reported as a listed company since 2012. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
List of peer companies in the same industry.
Sofina S.A. valued side by side against its closest peers. Sofina S.A. is measured against Asset Management peers within the Financial Services sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.
Institutional Ownership
PremiumWhich funds and firms own the stock.
Which institutions hold Sofina S.A., and how their positions are changing. At a $9.95B market value, institutional positions materially move Sofina S.A.'s register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.
Insider Trading
PremiumRecent buying and selling by company executives.
Buying and selling by Sofina S.A. executives and directors. Shares of Sofina S.A. have traded between $228.30 and $340.69 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.
Senate Trading
PremiumU.S. Senator disclosures filed under the STOCK Act.
U.S. Senate disclosures naming Sofina S.A.. Sofina S.A. is a $9.95B Financial Services company. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.
House Trading
PremiumU.S. Representative disclosures filed under the STOCK Act.
U.S. House of Representatives disclosures naming Sofina S.A.. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.
News
Latest headlines and market coverage.
Latest headlines and company announcements for Sofina S.A.. Coverage tracks Sofina S.A. within Asset Management (Financial Services). Press releases and market coverage, newest first.