SFNXF
Price:
$272.28
Market Cap:
$7.98B
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
2012-10-02
Stock Exchange
OTC
Ticker
SFNXF
According to Sofina S.A.’s latest financial reports and current stock price. The company's current ROE is 4.12%. This represents a change of 98.16% compared to the average of 2.08% of the last 4 quarters.
The mean historical ROE of Sofina S.A. over the last ten years is 7.87%. The current 4.12% ROE has changed -47.63% 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%.
Average
7.87%
Median
10.86%
Minimum
-20.10%
Maximum
22.84%
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%
| Year | ROE | Change |
|---|---|---|
| 2024 | 13.19% | -1249.30% |
| 2023 | -1.15% | -94.29% |
| 2022 | -20.10% | -187.98% |
| 2021 | 22.84% | 47.41% |
| 2020 | 15.49% | -1.49% |
| 2019 | 15.73% | 19.52% |
| 2018 | 13.16% | 53.68% |
| 2017 | 8.56% | 68.63% |
| 2016 | 5.08% | -13.91% |
| 2015 | 5.90% | -4.40% |
The current ROE of Sofina S.A. (SFNXF) is greater than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
-2.68%
5-year avg
6.06%
10-year avg
7.87%
Sofina S.A.’s ROE is less than St. James's Place plc (38.84%), less than Intermediate Capital Group plc (18.92%), less than Schroders plc (8.59%), less than IGM Financial Inc. (12.46%), less than Pershing Square Holdings, Ltd. (9.17%), less than Banque Cantonale Vaudoise (8.50%), less than China Cinda Asset Management Co., Ltd. (1.61%), greater than Groupe Bruxelles Lambert S.A. (-0.70%), less than Piraeus Financial Holdings S.A. (13.12%), less than BAWAG Group AG (17.52%),
| Company | ROE | Market cap |
|---|---|---|
| 38.84% | $8.96B | |
| 18.92% | $7.69B | |
| 8.59% | $7.75B | |
| 12.46% | $9.84B | |
| 9.17% | $11.97B | |
| 8.50% | $9.40B | |
| 1.61% | $5.10B | |
| -0.70% | $10.70B | |
| 13.12% | $10.21B | |
| 17.52% | $9.85B |
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What is the 3-year average ROE for Sofina S.A. (SFNXF)?
What is the 5-year average ROE for Sofina S.A. (SFNXF)?
How does the current ROE for Sofina S.A. (SFNXF) compare to its historical average?