ScoreWhy is Sofina SA ?
1
Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 10.31%
2
The company has declared Positive results for the last 4 consecutive quarters
- OPERATING CASH FLOW(Y) Highest at EUR 604.24 MM
- ROCE(HY) Highest at 14.02%
- DIVIDEND PER SHARE(HY) Highest at EUR 2.4
3
With ROE of 13.86%, it has a Attractive valuation with a 0.90 Price to Book Value
- Over the past year, while the stock has generated a return of 10.66%, its profits have risen by 1404%
Real-Time Research ReportHow much should you buy?
- Overall Portfolio exposure to Sofina SA should be less than 10%
- Overall Portfolio exposure to Capital Markets should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Sofina SA for you?
Medium Risk, Low Return
Absolute
Risk Adjusted
Volatility
Sofina SA
10.66%
0.26
26.21%
Belgium BEL 20
17.57%
1.10
15.92%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
45.90%
EBIT Growth (5y)
2.63%
EBIT to Interest (avg)
100.00
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
0
Dividend Payout Ratio
5.99%
Pledged Shares
0
Institutional Holding
0.00%
ROCE (avg)
10.97%
ROE (avg)
10.31%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
6
Industry P/E
Price to Book Value
0.90
EV to EBIT
6.03
EV to EBITDA
6.03
EV to Capital Employed
0.89
EV to Sales
6.47
PEG Ratio
NA
Dividend Yield
NA
ROCE (Latest)
14.74%
ROE (Latest)
13.86%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Bearish
Mildly Bearish
RSI
No Signal
No Signal
Bollinger Bands
Bearish
Sideways
Moving Averages
Bearish (Daily)
KST
Bearish
Bullish
Dow Theory
Mildly Bullish
No Trend
OBV
Mildly Bullish
No Trend
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend
Not enough Data to analyse Financial Trend
Not enough Data to analyse Financial Trend
Here's what is working for Sofina SA
Pre-Tax Profit
At EUR 808.58 MM has Grown at 783.25%
Year on Year (YoY)MOJO Watch
Near term Pre-Tax Profit trend is very positive
Pre-Tax Profit (EUR MM)
Net Profit
At EUR 808.58 MM has Grown at 783.22%
Year on Year (YoY)MOJO Watch
Near term Net Profit trend is very positive
Net Profit (EUR MM)
Dividend per share
Highest at EUR 2.4 and Grown
In each year in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (EUR)
Operating Cash Flow
Highest at EUR 604.24 MM
in the last three yearsMOJO Watch
The company has generated higher cash revenues from business operations
Operating Cash Flows (EUR MM)
Pre-Tax Profit
Highest at EUR 808.58 MM
in the last five periodsMOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (EUR MM)
Net Profit
Highest at EUR 808.58 MM
in the last five periodsMOJO Watch
Near term Net Profit trend is positive
Net Profit (EUR MM)
EPS
Highest at EUR 23.84
in the last five periodsMOJO Watch
Increasing profitability; company has created higher earnings for shareholders
EPS (EUR)
Cash and Eqv
Highest at EUR 884.31 MM
in the last six Semi-Annual periodsMOJO Watch
Short Term liquidity is improving
Cash and Cash Equivalents
Debt-Equity Ratio
Lowest at -1.79 %
in the last five Semi-Annual periodsMOJO Watch
The company has been reducing its borrowing as compared to equity capital
Debt-Equity Ratio
Dividend Payout Ratio
Highest at 10.02%
in the last five yearsMOJO Watch
Company is distributing higher proportion of profits generated as dividend
DPR (%)
Raw Material Cost
Fallen by 0.54% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin
Raw Material Cost as a percentage of Sales
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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