Logo
DCA

Sofina Société Anonyme

SOF.BRFinancial ServicesAsset Management
€228.60
+0.97%
Last Price
€228.60
2026-07-17
24h Change
+0.97%
2.20 EUR
Volume
47K
Shares Traded
Data Reliability
High
6820 points (27 years)

Price History

Start a simulation with this asset

SOF.BR

Global parameters

Available data from 1/4/2000 to 7/17/2026

Fundamental Analysis

New
CAGR (5y)
-87.19%
Revenue Growth
Net Margin
61.90%
Profitability
ROE
1.04%
Return on Equity
Debt / EBITDA
0.00
Solvency
PEG Ratio
3.37
Valuation vs Growth
Rev. Growth (TTM)
-34.50%
Current Trend

PE Ratio History (5 Years)

Historical PE
Average (5.0x)
Current: 68.1x
Technical focus
SOF.BR
30d volatility
23.90%
Distance to MA50
3.26%
Distance to MA200
-2.51%
Distance to ATH
-47.40%
Momentum 3M
-0.78%
Risk score
N/A

Volatility moderate. Momentum neutral.

About Sofina Société Anonyme

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. 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 Southeast Asia and in the United States. It invests in minority investments between €100 million ($103.08 million) and €300 million ($309.25 million). The firm seeks to invest between €20 million ($20.62million) and €100 million ($103.08 million) in fast growing business. It seeks equity investment between €5 million ($5.35million) and €50 million (54.18 million) in venture and growth capital funds. 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 funds. It typically invests in the North America, US, Europe and Asia, and concentrates on emerging markets. The firm prefers to hold a minority ownership equity in its portfolio companies and 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 1898 and is based in Brussels, Belgium with additional offices in Luxembourg, Luxembourg; Singapore, Singapore and London, United Kingdom.

Invest in this asset
Buy on Saxo Bank
🏦Regulated Broker
🌍Global Markets Access
📈Pro Tools

Ad link. Capital at risk.

Technical Analysis & Risk

Key Metrics

CAGR6.86%
Volatility23.90%
Max Drawdown-26.62%

Momentum : SOF.BR

Indicateur synthétique
PEURNEUTREAVIDITÉ
59
Greed

Risk Analysis

VaR (95%)-2.24%
DCA Health
95/100

Recent History (60 days)

DateCloseVolume
2026-07-17€228.6047,179
2026-07-16€226.4013,222
2026-07-15€226.0012,132
2026-07-14€226.8012,670
2026-07-13€227.6017,099
2026-07-10€226.4012,994
2026-07-09€0.0028,505
2026-07-08€224.4017,146
2026-07-07€228.2016,425
2026-07-06€230.4015,301
2026-07-03€230.609,500
2026-07-02€229.2017,885
2026-07-01€228.2020,721
2026-06-30€222.6023,916
2026-06-29€221.8015,745
2026-06-26€220.2019,076
2026-06-25€219.2026,169
2026-06-24€221.0027,530
2026-06-23€220.2029,344
2026-06-22€226.4024,621
2026-06-19€220.8059,284
2026-06-18€221.4019,863
2026-06-17€223.2025,764
2026-06-16€219.6027,252
2026-06-15€218.0021,254
2026-06-12€216.8021,701
2026-06-11€212.0015,626
2026-06-10€214.6016,540
2026-06-09€213.0025,470
2026-06-08€214.4021,566
2026-06-05€215.2017,015
2026-06-04€217.4021,399
2026-06-03€215.8032,488
2026-06-02€222.4019,032
2026-06-01€223.6021,536
2026-05-29€223.00133,550
2026-05-28€0.0014,844
2026-05-27€219.6021,371
2026-05-26€225.0020,479
2026-05-25€229.6019,870
2026-05-22€223.8016,636
2026-05-21€222.6020,534
2026-05-20€222.4025,014
2026-05-19€218.2016,191
2026-05-18€216.6018,560
2026-05-15€217.6011,841
2026-05-14€218.4018,987
2026-05-13€212.2022,715
2026-05-12€213.4021,077
2026-05-11€215.4023,529
2026-05-08€218.4018,187
2026-05-07€220.8028,613
2026-05-06€224.4022,917
2026-05-05€220.4019,996
2026-05-04€220.4021,056
2026-04-30€218.0031,553
2026-04-29€215.8017,007
2026-04-28€218.0022,611
2026-04-27€220.0024,861
2026-04-24€220.0013,801

Recent Dividends

DateAmount
2026-05-27+€3.66
2025-05-20+€3.47
2024-05-20+€3.32
2023-05-12+€3.22
2022-05-13+€3.10
2021-05-14+€2.99
2020-05-14+€2.88
2019-05-09+€2.76
2018-05-10+€2.65
2017-05-09+€2.54
2016-05-11+€2.43
2015-05-14+€2.26
2014-05-08+€2.16
2013-05-08+€2.05
2012-05-07+€1.95
2011-04-27+€1.84
2010-05-07+€1.73
2010-04-16+€1.73
2009-05-08+€1.63
2008-05-09+€1.52

Related Assets