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 9,327 -
Change - - -3.56% 12.99% 14.07% -
Enterprise Value (EV) 1 14,561 7,504 7,236 7,856 9,786 10,296
Change - - -3.56% 8.57% 24.57% 5.21%
P/E - - 5.45x - - -
PBR - - - 0.81x 0.77x 0.71x
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% 1.45% 1.51%
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 2 432.00 225.40 218.40 247.00 264.00 264.00
Nbr of stocks (in thousands) 33,706 33,291 33,133 33,101 35,329 -
Announcement Date - - 26/03/25 26/03/26 - -
1EUR in Million2EUR
Estimates


P/E (N) EV / Sales (N) EV / EBITDA (N) Dividend Yield (N) Capi.($)
- - - 1.45% 10.44B
12.12x1.26x5.42x2.4% 16.89B
7.8x14.87x - -.--% 15.52B
28.04x7.12x16.95x2.54% 12.33B
Average 15.99x 7.75x 11.19x 1.6% 13.8B
Weighted average by Cap. 15.01x 7.60x 10.29x 1.58%

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