Sofina SA
XBRU:SOF

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Sofina SA
XBRU:SOF
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Price: 249.6 EUR 0.4% Market Closed
Market Cap: €9.2B

EV/EBITDA

23.4
Current
268%
More Expensive
vs 3-y median of 6.3

Enterprise Value to EBITDA (EV/EBITDA) ratio compares a company`s total enterprise value to its earnings before interest, taxes, depreciation, and amortization. It shows how much investors are paying for each dollar of the company`s earnings, including both equity and debt.

EV/EBITDA
23.4
=
Enterprise Value
€9.3B
/
EBITDA
€399m

Enterprise Value to EBITDA (EV/EBITDA) ratio compares a company`s total enterprise value to its earnings before interest, taxes, depreciation, and amortization. It shows how much investors are paying for each dollar of the company`s earnings, including both equity and debt.

EV/EBITDA
23.4
=
Enterprise Value
€9.3B
/
EBITDA
€399m

Valuation Scenarios

Sofina SA is trading above its 3-year average

If EV/EBITDA returns to its 3-Year Average (6.3), the stock would be worth €67.75 (73% downside from current price).

Statistics
Positive Scenarios
0/4
Maximum Downside
-81%
Maximum Upside
No Upside Scenarios
Average Downside
59%
Scenario EV/EBITDA Value Implied Price Upside/Downside
Current Multiple 23.4 €249.6
0%
3-Year Average 6.3 €67.75
-73%
5-Year Average 4.5 €47.77
-81%
Industry Average 18.4 €196.52
-21%
Country Average 8.9 €94.87
-62%

Forward EV/EBITDA
Today’s price vs future ebitda

Not enough data available to calculate forward EV/EBITDA

Peer Comparison

All Multiples
EV/EBITDA
P/E
All Countries
Close
Market Cap EV/EBITDA P/E
BE
Sofina SA
XBRU:SOF
9.2B EUR 23.4 21.9
US
Berkshire Hathaway Inc
NYSE:BRK.A
1.1T USD 15.9 16.1
SE
Investor AB
STO:INVE B
1.1T SEK 51.9 7.3
ZA
Remgro Ltd
JSE:REM
106.7B ZAR 21.7 32.3
SE
Industrivarden AB
STO:INDU A
218.8B SEK 4.2 4.2
MC
HAL Trust
AEX:HAL
15.9B EUR 8.5 9.2
NL
Exor NV
AEX:EXO
15.1B EUR -36.9 -23.3
SE
L E Lundbergforetagen AB (publ)
STO:LUND B
145.7B SEK 24.8 12.1
IN
Bajaj Holdings and Investment Ltd
NSE:BAJAJHLDNG
1.2T INR 122.8 13.9
BE
Groep Brussel Lambert NV
XBRU:GBLB
10.4B EUR 19.2 -29.4
SA
Kingdom Holding Company SJSC
SAU:4280
29.6B SAR 31.4 17.4
EV/EBITDA Multiple
EBITDA Growth EV/EBITDA to Growth
BE
Sofina SA
XBRU:SOF
Average EV/EBITDA: 32.4
23.4
N/A N/A
US
Berkshire Hathaway Inc
NYSE:BRK.A
15.9
N/A N/A
SE
Investor AB
STO:INVE B
51.9
N/A N/A
ZA
R
Remgro Ltd
JSE:REM
21.7
N/A N/A
SE
Industrivarden AB
STO:INDU A
4.2
N/A N/A
MC
HAL Trust
AEX:HAL
8.5
5%
1.7
NL
Exor NV
AEX:EXO
Negative Multiple: -36.9 N/A N/A
SE
L E Lundbergforetagen AB (publ)
STO:LUND B
24.8
N/A N/A
IN
Bajaj Holdings and Investment Ltd
NSE:BAJAJHLDNG
122.8
N/A N/A
BE
Groep Brussel Lambert NV
XBRU:GBLB
19.2
9%
2.1
SA
Kingdom Holding Company SJSC
SAU:4280
31.4
N/A N/A
P/E Multiple
Earnings Growth PEG
BE
Sofina SA
XBRU:SOF
Average P/E: 14.9
21.9
N/A N/A
US
Berkshire Hathaway Inc
NYSE:BRK.A
16.1
-18%
N/A
SE
Investor AB
STO:INVE B
7.3
N/A N/A
ZA
R
Remgro Ltd
JSE:REM
32.3
48%
0.7
SE
Industrivarden AB
STO:INDU A
4.2
N/A N/A
MC
HAL Trust
AEX:HAL
9.2
0%
N/A
NL
Exor NV
AEX:EXO
Negative Multiple: -23.3
-66%
N/A
SE
L E Lundbergforetagen AB (publ)
STO:LUND B
12.1
N/A N/A
IN
Bajaj Holdings and Investment Ltd
NSE:BAJAJHLDNG
13.9
N/A N/A
BE
Groep Brussel Lambert NV
XBRU:GBLB
Negative Multiple: -29.4
52%
N/A
SA
Kingdom Holding Company SJSC
SAU:4280
17.4
4%
4.4

Market Distribution

Higher than 88% of companies in Belgium
Percentile
88th
Based on 387 companies
88th percentile
23.4
Low
0.4 — 5.6
Typical Range
5.6 — 14
High
14 —
Distribution Statistics
Belgium
Min 0.4
30th Percentile 5.6
Median 8.9
70th Percentile 14
Max 598.6

Sofina SA
Glance View

Market Cap
9.2B 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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