Sofina SA
XBRU:SOF

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Sofina SA
XBRU:SOF
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Price: 221.2 EUR -0.98%
Market Cap: €8.1B

P/FCFE

-52.5
Current
306%
Cheaper
vs 3-y average of 25.5

Price to Free Cash Flow to Equity (P/FCFE) ratio compares a company`s market value to the free cash flow available to its shareholders. It`s similar to the P/OCF ratio but more precise, since it accounts for capital expenditures deducted from operating cash flow.

P/FCFE
-52.5
=
Market Cap
€7.8B
/
Free Cash Flow to Equity
€-155.4m

Price to Free Cash Flow to Equity (P/FCFE) ratio compares a company`s market value to the free cash flow available to its shareholders. It`s similar to the P/OCF ratio but more precise, since it accounts for capital expenditures deducted from operating cash flow.

P/FCFE
-52.5
=
Market Cap
€7.8B
/
Free Cash Flow to Equity
€-155.4m

Valuation Scenarios

Sofina SA is trading above its 3-year average

If P/FCFE returns to its 3-Year Average (25.5), the stock would be worth €-107.24 (148% downside from current price).

Statistics
Positive Scenarios
0/4
Maximum Downside
-216%
Maximum Upside
No Upside Scenarios
Average Downside
164%
Scenario P/FCFE Value Implied Price Upside/Downside
Current Multiple -52.5 €221.2
0%
3-Year Average 25.5 €-107.24
-148%
5-Year Average 28.3 €-119.37
-154%
Industry Average 60.8 €-256.21
-216%
Country Average 18.8 €-79.09
-136%

Forward P/FCFE
Today’s price vs future free cash flow to equity

Not enough data available to calculate forward P/FCFE

Peer Comparison

All Multiples
P/FCFE
P/E
All Countries
Close
Market Cap P/FCFE P/E
BE
Sofina SA
XBRU:SOF
7.8B EUR -52.5 72.3
US
Berkshire Hathaway Inc
NYSE:BRK.A
1T USD 42.6 15.2
SE
Investor AB
STO:INVE B
1.2T SEK 23 7.3
ZA
Remgro Ltd
JSE:REM
107.9B ZAR 24.4 22.4
SE
Industrivarden AB
STO:INDU A
212.2B SEK 25.7 5.3
MC
HAL Trust
AEX:HAL
15.5B EUR 12.1 9.7
NL
Exor NV
AEX:EXO
13.9B EUR 5.9 -3.7
SE
L E Lundbergforetagen AB (publ)
STO:LUND B
136.5B SEK 13.7 11.3
IN
Bajaj Holdings and Investment Ltd
NSE:BAJAJHLDNG
1.2T INR -17.6 13.1
BE
Groep Brussel Lambert NV
XBRU:GBLB
9.7B EUR -13.9 -15.5
SA
Kingdom Holding Company SJSC
SAU:4280
29.6B SAR 1 575.3 13.8
P/E Multiple
Earnings Growth PEG
BE
Sofina SA
XBRU:SOF
Average P/E: 18.9
72.3
N/A N/A
US
Berkshire Hathaway Inc
NYSE:BRK.A
15.2
-7%
N/A
SE
Investor AB
STO:INVE B
7.3
-31%
N/A
ZA
R
Remgro Ltd
JSE:REM
22.4
49%
0.5
SE
Industrivarden AB
STO:INDU A
5.3
N/A N/A
MC
HAL Trust
AEX:HAL
9.7
-7%
N/A
NL
Exor NV
AEX:EXO
Negative Multiple: -3.7 N/A N/A
SE
L E Lundbergforetagen AB (publ)
STO:LUND B
11.3
N/A N/A
IN
Bajaj Holdings and Investment Ltd
NSE:BAJAJHLDNG
13.1
N/A N/A
BE
Groep Brussel Lambert NV
XBRU:GBLB
Negative Multiple: -15.5 N/A N/A
SA
Kingdom Holding Company SJSC
SAU:4280
13.8
-14%
N/A

Market Distribution

Lower than 100% of companies in Belgium
Percentile
0th
Based on 286 companies
0th percentile
-52.5
Low
0.7 — 10
Typical Range
10 — 32.1
High
32.1 —
Distribution Statistics
Belgium
Min 0.7
30th Percentile 10
Median 18.8
70th Percentile 32.1
Max 1 165.6

Sofina SA
Glance View

Market Cap
8.1B EUR
Industry
Financial Services

Nestled in the heart of Belgium, Sofina SA stands as a testament to the art of astute investment management, quietly wielding influence across a broad spectrum of industries. Founded in the early 20th century, Sofina has evolved from its industrial roots to become a significant player in the global investment arena. The company operates as a diversified investment holding entity, channeling its resources into a mosaic of sectors such as consumer goods, digital services, education, and healthcare. This diversified approach allows Sofina to spread its risks while capitalizing on growth opportunities in various industries, creating a robust portfolio that resonates with consistent returns. Their investment philosophy is marked by a long-term vision, often partnering with entrepreneurial teams at various stages of their business journey, from startups to well-established enterprises. In the complex web of global finance, Sofina generates its income primarily through capital gains and dividends realized from its investments. By nurturing a selective portfolio of stakes—ranging from controlling positions to smaller, strategic shares—Sofina gains financial returns as these companies grow and flourish. Additionally, they often reinvest these profits to further expand their reach and influence, aligning with their strategy of sustainable development. What sets Sofina apart is its ability to leverage its expertise and connections, offering more than just capital to its portfolio companies. Sofina acts as a collaborator, offering strategic guidance and resources that drive innovation and growth, ultimately enhancing the value of its investments. This approach ensures that the company remains at the forefront of the investment landscape, delivering value not only to its portfolio companies but also to its shareholders.

SOF Intrinsic Value
Not Available
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