Sofina S.A.

Sofina S.A. - ROEverified

SOF.BR

Price:

$247

Market Cap:

$9.06B

Sofina Société Anonyme operates as an investment company, focusing on both direct capital infusions and commitments to other funds (fund of funds) within the private equity and venture capital landscapes. Its direct investment activities span various business development phases, including early-stage startups, growth capital, mid and late-venture rounds, mature companies, and even complex transactions like leveraged buyouts (LBOs) and industry consolidation efforts. The firm primarily targets companies across a broad spectrum of industries globally, such as digital transformation, consumer goods and retail, education, healthcare, energy, services, e-commerce, satellite operations, general in...[Read more]

Industry

Asset Management

IPO Date

1987-01-01

Stock Exchange

BRU

Ticker

SOF.BR

The ROE as of October 2026 (TTM) for Sofina S.A. (SOF.BR) is 12.20%

According to Sofina S.A.’s latest financial reports and current stock price. The company's current ROE is 12.20%. This represents a change of 206.01% compared to the average of 3.99% of the last 4 quarters.

Sofina S.A. (SOF.BR) Historical ROE (quarterly & annually)

How has SOF.BR ROE performed in the past?

The mean historical ROE of Sofina S.A. over the last ten years is 7.41%. The current 12.20% ROE has changed 64.62% with respect to the historical average. Over the past ten years (40 quarters), SOF.BR's ROE was at its highest in in the December 2020 quarter at 17.86%. The ROE was at its lowest in in the June 2022 quarter at -13.53%.

Quarterly (TTM)
Annual

Average

7.41%

Median

10.97%

Minimum

-20.10%

Maximum

22.84%

Sofina S.A. (SOF.BR) 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 = 73.06%

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%49.75%
20178.79%73.06%
20165.08%-13.91%

Sofina S.A. (SOF.BR) Average ROE

How has SOF.BR ROE performed in the past?

The current ROE of Sofina S.A. (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

4.36%

5-year avg

3.17%

10-year avg

7.41%

Sofina S.A. (SOF.BR) ROE vs. Peers

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

Sofina S.A.’s ROE is less than Brederode S.A. (14.01%), less than Gimv N.V. (8.64%), greater than Groupe Bruxelles Lambert S.A. (-4.00%), less than Compagnie du Bois Sauvage S.A. (9.39%),

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