Sofina Socit (Belgium) Performance
| SOF Stock | EUR 219.60 1.80 0.83% |
Sofina Socit has a performance score of 1 on a scale of 0 to 100. The entity has a beta of -0.35, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Sofina Socit are expected to decrease at a much lower rate. During the bear market, Sofina Socit is likely to outperform the market. Sofina Socit Anonyme right now has a risk of 1.81%. Please validate Sofina Socit coefficient of variation, jensen alpha, sortino ratio, as well as the relationship between the standard deviation and total risk alpha , to decide if Sofina Socit will be following its existing price patterns.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Sofina Socit Anonyme are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. Even with relatively invariable technical and fundamental indicators, Sofina Socit is not utilizing all of its potentials. The latest stock price agitation, may contribute to short-term losses for the retail investors. ...more
| Begin Period Cash Flow | 232.4 M | |
| Total Cashflows From Investing Activities | 81.2 M |
Sofina |
Sofina Socit Relative Risk vs. Return Landscape
If you would invest 21,840 in Sofina Socit Anonyme on September 2, 2024 and sell it today you would earn a total of 120.00 from holding Sofina Socit Anonyme or generate 0.55% return on investment over 90 days. Sofina Socit Anonyme is generating 0.0237% of daily returns assuming 1.8127% volatility of returns over the 90 days investment horizon. Simply put, 16% of all stocks have less volatile historical return distribution than Sofina Socit, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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Sofina Socit Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sofina Socit's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Sofina Socit Anonyme, and traders can use it to determine the average amount a Sofina Socit's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0131
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| Negative Returns | SOF |
Estimated Market Risk
| 1.81 actual daily | 16 84% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 1 99% of assets perform better |
Based on monthly moving average Sofina Socit is performing at about 1% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Sofina Socit by adding it to a well-diversified portfolio.
Sofina Socit Fundamentals Growth
Sofina Stock prices reflect investors' perceptions of the future prospects and financial health of Sofina Socit, and Sofina Socit fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Sofina Stock performance.
| Return On Equity | -0.0338 | |||
| Return On Asset | -0.0199 | |||
| Operating Margin | 1.23 % | |||
| Current Valuation | 12.3 B | |||
| Shares Outstanding | 33.48 M | |||
| Price To Earning | 5.28 X | |||
| Price To Book | 0.64 X | |||
| Price To Sales | 2.29 X | |||
| Revenue | 2.65 B | |||
| EBITDA | 2.6 B | |||
| Cash And Equivalents | 887.53 M | |||
| Cash Per Share | 26.41 X | |||
| Total Debt | 694.51 M | |||
| Debt To Equity | 0.06 % | |||
| Book Value Per Share | 294.95 X | |||
| Cash Flow From Operations | (540.68 M) | |||
| Earnings Per Share | 75.92 X | |||
| Total Asset | 12.09 B | |||
| Current Asset | 676 M | |||
| Current Liabilities | 236 M | |||
About Sofina Socit Performance
Assessing Sofina Socit's fundamental ratios provides investors with valuable insights into Sofina Socit's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Sofina Socit is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Sofina Socit Anonyme is a private equity and venture capital firm specializing in direct and fund of funds investments. Sofina Socit Anonyme was founded in 1980 and is based in Brussels, Belgium with additional offices in Luxembourg and Singapore. SOFINA operates under Asset Management classification in Belgium and is traded on Brussels Stock Exchange. It employs 75 people.Things to note about Sofina Socit Anonyme performance evaluation
Checking the ongoing alerts about Sofina Socit for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Sofina Socit Anonyme help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Sofina Socit Anonyme has accumulated about 887.53 M in cash with (540.68 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 26.41. | |
| Roughly 54.0% of the company outstanding shares are owned by corporate insiders |
- Analyzing Sofina Socit's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Sofina Socit's stock is overvalued or undervalued compared to its peers.
- Examining Sofina Socit's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Sofina Socit's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sofina Socit's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Sofina Socit's stock. These opinions can provide insight into Sofina Socit's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Sofina Stock Analysis
When running Sofina Socit's price analysis, check to measure Sofina Socit's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Sofina Socit is operating at the current time. Most of Sofina Socit's value examination focuses on studying past and present price action to predict the probability of Sofina Socit's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Sofina Socit's price. Additionally, you may evaluate how the addition of Sofina Socit to your portfolios can decrease your overall portfolio volatility.