Company Valuation: Sofina SA

Data adjusted to current consolidation scope
Fiscal Period: December 2021 2023 2024 2025 2026 2027
Market Cap 1 14,561 7,504 7,236 8,176 9,016 -
Change - - -3.56% 12.99% 10.27% -
Enterprise Value (EV) 1 14,561 7,504 7,236 7,856 9,475 9,985
Change - - -3.56% 8.57% 20.61% 5.38%
P/E - - 5.45x - - -
PBR - - - 0.81x 0.74x 0.68x
PEG - - - - - -
Capitalization / Revenue - - - - - -
EV / Revenue - - - - - -
EV / EBITDA - - - - - -
EV / EBIT - - - - - -
EV / FCF - - - - - -
FCF Yield - - - - - -
Dividend per Share 2 3.129 3.35 3.5 3.66 3.825 3.997
Rate of return 0.72% 1.49% 1.6% 1.48% 1.5% 1.57%
EPS 2 - - 40.09 - - -
Distribution rate - - 8.73% - - -
Net sales - - - - - -
EBITDA - - - - - -
EBIT - - - - - -
Net income - - 1,360 - - -
Net Debt 1 - - - -320 459.5 969.2
Reference price 2 432.00 225.40 218.40 247.00 255.20 255.20
Nbr of stocks (in thousands) 33,706 33,291 33,133 33,101 35,329 -
Announcement Date - - 3/26/25 3/26/26 - -
1EUR in Million2EUR
Estimates


P/E (Y) EV / Sales (Y) EV / EBITDA (Y) Dividend Yield (Y) Capi.($)
- - - 1.51% 10B
11.81x1.23x5.3x2.46% 16.46B
8.1x15.05x - -.--% 15.9B
27.04x7.04x14.21x2.57% 12.14B
Average 15.65x 7.77x 9.75x 1.63% 13.62B
Weighted average by Cap. 14.64x 7.75x 9.08x 1.59%

Y-o-Y evolution of P/E

Valuation ratios - P/E - Sofina SA

Historical PBR trend

Valuation ratios - PBR - Sofina SA

Evolution Enterprise Value / Sales

Valuation ratios - VE_REV - Sofina SA

Change in Enterprise Value/EBITDA

Valuation ratios - VE_EBITDA - Sofina SA


Year-on-year evolution of the Yield

Valuation ratios - Yield - Sofina SA