Sofina S.A.

Sofina S.A. - ROEverified

SFNXF

Price:

$233.56

Market Cap:

$8.10B

Sofina S.A. operates as a prominent private equity and venture capital firm, deploying capital through both direct investments and a robust fund-of-funds strategy. In its direct investment activities, Sofina targets companies across various developmental stages, including early-stage startups, growth capital, mature businesses, and later-stage ventures, as well as engaging in industry consolidations and leveraged buyouts (LBOs). The firm's diverse portfolio spans numerous global sectors such as digital transformation, consumer goods and retail, e-commerce, education, healthcare, energy and services, satellite operations, general industry, finance, media, communications, insurance, and proper...[Read more]

Industry

Asset Management

IPO Date

2012-10-02

Stock Exchange

OTC

Ticker

SFNXF

The ROE as of June 2026 (TTM) for Sofina S.A. (SFNXF) is 1.09%

According to Sofina S.A.’s latest financial reports and current stock price. The company's current ROE is 1.09%. This represents a change of -69.39% compared to the average of 3.57% of the last 4 quarters.

Sofina S.A. (SFNXF) Historical ROE (quarterly & annually)

How has SFNXF ROE performed in the past?

The mean historical ROE of Sofina S.A. over the last ten years is 7.39%. The current 1.09% ROE has changed -85.18% with respect to the historical average. Over the past ten years (40 quarters), SFNXF'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

7.39%

Median

10.86%

Minimum

-20.10%

Maximum

22.84%

Sofina S.A. (SFNXF) ROE by Quarter and Year

Discovering the peaks and valleys of Sofina S.A. 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 = -1249.30%

Minimum Annual ROE = -20.10%

Quarterly (TTM)
Annual
YearROEChange
20251.04%-92.10%
202413.19%-1249.30%
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%

Sofina S.A. (SFNXF) Average ROE

How has SFNXF ROE performed in the past?

The current ROE of Sofina S.A. (SFNXF) 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

4.36%

5-year avg

3.17%

10-year avg

7.39%

Sofina S.A. (SFNXF) ROE vs. Peers

How is SFNXF’s ROE compared to its peers?

Sofina S.A.’s ROE is less than St. James's Place plc (37.33%), less than ICG plc (18.00%), less than Schroders plc (12.35%), less than IGM Financial Inc. (13.19%), less than Pershing Square Holdings, Ltd. (18.00%), less than Banque Cantonale Vaudoise (8.33%), less than China Cinda Asset Management Co., Ltd. (1.80%), greater than Groupe Bruxelles Lambert S.A. (-1.80%), less than Piraeus Financial Holdings S.A. (12.35%), less than BAWAG Group AG (17.88%),

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