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Sofina S.A.

Data quality: 100%
Oversold
SFNXF
OTC Financial Services Asset Management
$246.92
$0.00 (0.00%)
Mkt Cap: 8.78B
Day Range
$246.92 $258.00
52-Week Range
$228.30 $340.69
Volume
2
50D / 200D Avg
$284.05 / $286.95
Prev Close
$246.92

Quick Summary

Price History

Financial Trends

Peer Comparison

vs Financial Services sector median (854 peers)

Metric Stock Sector Median
P/E 6.5 10.3
P/B 0.9 1.1
ROE % 14.0 11.7
Net Margin % 95.5 16.9
Rev Growth 5Y % 0.0 11.6
D/E 0.1 0.5

Analyst Price Target

No analyst coverage available

Earnings Estimates

No forward estimates available

Earnings Surprises

Last 8 quarters
Quarter Est. EPS Actual EPS Surprise
2025-09-04 N/A -$13.98
2025-03-26 N/A $24.70
2024-09-05 N/A $17.48
2024-03-28 N/A -$3.92
2023-06-30 N/A $0.46
2022-12-31 N/A -$8.62
2022-09-06 N/A -$20.82
2022-03-23 N/A $16.49

Dividend History

Yield

0.02%

Payout Ratio

N/A

Growth (3Y)

N/A

Growth (5Y)

N/A

Ex-Date Payment Date Amount Yield
May 21, 2025 May 22, 2025 $3.97 1.66%
May 20, 2024 May 22, 2024 $3.64 1.58%
May 12, 2023 May 16, 2023 $3.52 1.59%
May 13, 2022 May 17, 2022 $3.26 1.20%
May 14, 2021 May 18, 2021 $3.65 1.10%
May 14, 2020 May 18, 2020 $3.13 1.58%
May 09, 2019 May 13, 2019 $3.13 1.54%
May 10, 2018 May 14, 2018 $3.18 1.83%
May 09, 2017 May 11, 2017 $2.78 2.04%
May 11, 2016 May 13, 2016 $2.81 2.45%
May 14, 2015 May 18, 2015 $2.59 2.27%
May 08, 2014 May 13, 2014 $3.01 3.51%
May 08, 2013 May 13, 2013 $2.72 2.40%
May 07, 2012 May 10, 2012 $2.56 2.68%
May 07, 2001 May 07, 2001 $0.93 0.79%
Jun 27, 2000 Jun 27, 2000 $0.92 0.79%
Jun 25, 1999 Jun 25, 1999 $0.99 0.85%

Key Takeaways

Revenue grew 0.02% annually over 5 years — modest growth
ROE of 14.02% — decent returns on equity
Net margin of 95.54% shows strong profitability
Debt/Equity of 0.07 — conservative balance sheet
Generating 99.51M in free cash flow
P/E of 6.46 — trading at a low valuation

Growth

Revenue Growth (5Y)
0.02%
Revenue (1Y)-2680.39%
Earnings (1Y)N/A
FCF Growth (3Y)-41.82%

Quality

Return on Equity
14.02%
ROIC9.27%
Net Margin95.54%
Op. Margin95.54%

Safety

Debt / Equity
0.07
Current Ratio129.11
Interest Coverage154.58

Valuation

P/E Ratio
6.46
Forward P/EN/A
P/B Ratio0.85
EV/EBITDA6.71
Dividend Yield0.02%

All Fundamental Metrics

Growth
Revenue Growth (1Y) -2680.39% Revenue Growth (3Y) N/A
Earnings Growth (1Y) N/A Earnings Growth (3Y) N/A
Revenue Growth (5Y) 0.02% Earnings Growth (5Y) -0.36%
Profitability
Revenue (TTM) 1.42B Net Income (TTM) 1.36B
ROE 14.02% ROA 12.18%
Gross Margin 100.00% Operating Margin 95.54%
Net Margin 95.54% Free Cash Flow (TTM) 99.51M
ROIC 9.27% FCF Growth (3Y) -41.82%
Safety
Debt / Equity 0.07 Current Ratio 129.11
Interest Coverage 154.58
Dividends
Dividend Yield 0.02% Payout Ratio N/A
Dividend Growth (3Y) N/A Dividend Growth (5Y) N/A
Consecutive Div Years N/A
Valuation
P/E Ratio 6.46 Forward P/E N/A
P/B Ratio 0.85 P/S Ratio 6.17
PEG Ratio 0.00 Forward PEG N/A
EV/EBITDA 6.71 Fwd EV/EBITDA N/A
Forward P/S N/A Fwd Earnings Yield N/A
FCF Yield 1.13%
Market Cap 8.78B Enterprise Value 9.12B

Income Statement

Annual, most recent first

Income statement data, annual, most recent first
Metric FY2024 FY2023 FY2022 FY2021 FY2020
Revenue 1.42B -55.15M -1.83B 2.65B 1.42B
Net Income 1.36B -104.27M -1.87B 2.59B 1.38B
EPS (Diluted) 40.11 -3.12 -55.85 75.92 40.38
Gross Profit 1.42B -55.15M -1.83B 2.64B 1.41B
Operating Income 1.36B -87.98M -1.86B 2.59B 1.38B

Balance Sheet

Annual, most recent first

Balance sheet data, annual, most recent first
Metric FY2024 FY2023 FY2022 FY2021 FY2020
Total Assets 11.16B 9.84B 10.20B 12.09B 9.09B
Total Liabilities 853.78M 759.50M 884.51M 730.71M 192.64M
Shareholders' Equity 10.31B 9.08B 9.31B 11.35B 8.90B
Total Debt 697.07M 696.29M 871.14M 695.46M 161.59M
Cash & Equivalents 357.38M 198.34M 385.49M 140.74M 232.35M
Current Assets 357.38M 1.22B 1.21B 939.99M 1.01B
Current Liabilities 2.77M 8.55M 1.37M 602,000.0 23.12M

Strategy Scores

This stock passed the criteria for 2 strategies

Score = fit strength (0–100)
Rank = position among all matches

Recent Activity

Entered Deep Value Investing (Seth Klarman)
Mar 24, 2026
Entered Defensive Investing (Benjamin Graham)
Mar 24, 2026