Sofina Société Anonyme

Sofina Société Anonymeverified

SOF.BR

Price:

$259.6

Market Cap:

$8.60B

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, industry consolidation, and LBO investments. The firm primarily invests in portfolio of companies that engages in digital transformation, consumer & retail, education, healthcare, 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 invest...[Read more]

Industry

Asset Management

IPO Date

2000-01-04

Stock Exchange

EURONEXT

Ticker

SOF.BR

The ROE as of September 2024 (TTM) for Sofina Société Anonyme (SOF.BR) is 4.65%

According to Sofina Société Anonyme’s latest financial reports and current stock price. The company's current ROE is 4.65%. This represents a change of -1782.68% compared to the average of -0.28% of the last 4 quarters.

Sofina Société Anonyme (SOF.BR) Historical ROE (quarterly & annually)

How has SOF.BR ROE performed in the past?

The mean historical ROE of Sofina Société Anonyme over the last ten years is 7.17%. The current 4.65% ROE has changed -35.09% with respect to the historical average. Over the past ten years (40 quarters), SOF.BR's ROE was at its highest in in the June 2019 quarter at 8.08%. The ROE was at its lowest in in the December 2022 quarter at -5.75%.

Quarterly (TTM)
Annual

Average

7.17%

Median

7.37%

Minimum

-20.10%

Maximum

22.84%

Sofina Société Anonyme (SOF.BR) ROE by Quarter and Year

Discovering the peaks and valleys of Sofina Société Anonyme ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 68.63%

Maximum Annual ROE = 22.84%

Minimum Annual Increase = -187.98%

Minimum Annual ROE = -20.10%

Quarterly (TTM)
Annual
YearROEChange
2023-1.15%-94.29%
2022-20.10%-187.98%
202122.84%47.41%
202015.49%-1.49%
201915.73%19.52%
201813.16%53.68%
20178.56%68.63%
20165.08%-13.91%
20155.90%-4.40%
20146.17%27.80%

Sofina Société Anonyme (SOF.BR) Average ROE

How has SOF.BR ROE performed in the past?

The current ROE of Sofina Société Anonyme (SOF.BR) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

0.53%

5-year avg

6.56%

10-year avg

7.17%

Sofina Société Anonyme (SOF.BR) ROE vs. Peers

How is SOF.BR’s ROE compared to its peers?

Sofina Société Anonyme’s ROE is

CompanyROEMarket cap

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