Sofina Socit Anonyme Stock Fundamentals
| SOF Stock | EUR 221.80 3.40 1.56% |
Sofina Socit Anonyme fundamentals help investors to digest information that contributes to Sofina Socit's financial success or failures. It also enables traders to predict the movement of Sofina Stock. The fundamental analysis module provides a way to measure Sofina Socit's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Sofina Socit stock.
Sofina |
Sofina Socit Anonyme Company Return On Equity Analysis
Sofina Socit's Return on Equity or ROE tells company stockholders how effectually their money is being utilized or reinvested. It is a useful ratio when analyzing company profitability or the management effectiveness given the capital invested by the shareholders. ROE shows how efficiently a company utilizes investments to generate income.
Current Sofina Socit Return On Equity | -0.0338 |
Most of Sofina Socit's fundamental indicators, such as Return On Equity, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Sofina Socit Anonyme is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.
| Competition |
Based on the latest financial disclosure, Sofina Socit Anonyme has a Return On Equity of -0.0338. This is 102.33% lower than that of the Diversified Financial Services sector and 100.5% lower than that of the Financials industry. The return on equity for all Belgium stocks is 89.1% lower than that of the firm.
Sofina Socit Anonyme Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Sofina Socit's current stock value. Our valuation model uses many indicators to compare Sofina Socit value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Sofina Socit competition to find correlations between indicators driving Sofina Socit's intrinsic value. More Info.Sofina Socit Anonyme is currently regarded as top stock in return on equity category among its peers. It also is currently regarded as top stock in return on asset category among its peers . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Sofina Socit's earnings, one of the primary drivers of an investment's value.Sofina Return On Equity Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Sofina Socit's direct or indirect competition against its Return On Equity to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Sofina Socit could also be used in its relative valuation, which is a method of valuing Sofina Socit by comparing valuation metrics of similar companies.Sofina Socit is currently under evaluation in return on equity category among its peers.
Sofina Fundamentals
| Return On Equity | -0.0338 | |||
| Return On Asset | -0.0199 | |||
| Operating Margin | 1.23 % | |||
| Current Valuation | 12.3 B | |||
| Shares Outstanding | 33.48 M | |||
| Shares Owned By Insiders | 54.49 % | |||
| Shares Owned By Institutions | 7.79 % | |||
| Price To Earning | 5.28 X | |||
| Price To Book | 0.64 X | |||
| Price To Sales | 2.29 X | |||
| Revenue | 2.65 B | |||
| Gross Profit | 2.64 B | |||
| EBITDA | 2.6 B | |||
| Net Income | 2.59 B | |||
| Cash And Equivalents | 887.53 M | |||
| Cash Per Share | 26.41 X | |||
| Total Debt | 694.51 M | |||
| Debt To Equity | 0.06 % | |||
| Current Ratio | 56.43 X | |||
| Book Value Per Share | 294.95 X | |||
| Cash Flow From Operations | (540.68 M) | |||
| Earnings Per Share | 75.92 X | |||
| Target Price | 283.0 | |||
| Number Of Employees | 76 | |||
| Beta | 0.97 | |||
| Market Capitalization | 8.12 B | |||
| Total Asset | 12.09 B | |||
| Working Capital | 440 M | |||
| Current Asset | 676 M | |||
| Current Liabilities | 236 M | |||
| Z Score | 6.6 | |||
| Annual Yield | 0.01 % | |||
| Five Year Return | 1.37 % | |||
| Net Asset | 12.09 B | |||
| Last Dividend Paid | 3.13 |
About Sofina Socit Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Sofina Socit Anonyme's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Sofina Socit using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Sofina Socit Anonyme based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.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.
Pair Trading with Sofina Socit
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Sofina Socit position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Sofina Socit will appreciate offsetting losses from the drop in the long position's value.The ability to find closely correlated positions to Sofina Socit could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Sofina Socit when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Sofina Socit - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Sofina Socit Anonyme to buy it.
The correlation of Sofina Socit is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Sofina Socit moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Sofina Socit Anonyme moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Sofina Socit can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.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.