Sofina SA
XBRU:SOF

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Sofina SA
XBRU:SOF
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Price: 220 EUR -0.54% Market Closed
Market Cap: €8.1B

EV/IC

0.7
Current
4%
Cheaper
vs 3-y average of 0.8

Enterprise Value to Invested Capital (EV/IC) ratio compares a company`s total enterprise value to the capital invested in its business. It shows how efficiently the company`s market value reflects the funds used to generate returns.

EV/IC
0.7
=
Enterprise Value
€7.4B
/
Invested Capital
€10.5B

Enterprise Value to Invested Capital (EV/IC) ratio compares a company`s total enterprise value to the capital invested in its business. It shows how efficiently the company`s market value reflects the funds used to generate returns.

EV/IC
0.7
=
Enterprise Value
€7.4B
/
Invested Capital
€10.5B

Valuation Scenarios

Sofina SA is trading below its 3-year average

If EV/IC returns to its 3-Year Average (0.8), the stock would be worth €229.47 (4% upside from current price).

Statistics
Positive Scenarios
4/4
Maximum Downside
No Downside Scenarios
Maximum Upside
+17%
Average Upside
9%
Scenario EV/IC Value Implied Price Upside/Downside
Current Multiple 0.7 €220
0%
3-Year Average 0.8 €229.47
+4%
5-Year Average 0.8 €235.25
+7%
Industry Average 0.8 €240
+9%
Country Average 0.9 €257.29
+17%

Forward EV/IC
Today’s price vs future invested capital

Not enough data available to calculate forward EV/IC

Peer Comparison

All Multiples
EV/IC
P/E
All Countries
Close
Market Cap EV/IC P/E
BE
Sofina SA
XBRU:SOF
7.8B EUR 0.7 71.9
US
Berkshire Hathaway Inc
NYSE:BRK.A
1T USD 1 15.2
SE
Investor AB
STO:INVE B
1.1T SEK 1.1 7.2
ZA
Remgro Ltd
JSE:REM
107.9B ZAR 0.8 22.4
SE
Industrivarden AB
STO:INDU A
212.2B SEK 1 5.2
MC
HAL Trust
AEX:HAL
15.4B EUR 0.7 9.7
NL
Exor NV
AEX:EXO
13.8B EUR 0.4 -3.7
SE
L E Lundbergforetagen AB (publ)
STO:LUND B
136.5B SEK 0.6 11.3
IN
Bajaj Holdings and Investment Ltd
NSE:BAJAJHLDNG
1.2T INR 1.4 13.1
BE
Groep Brussel Lambert NV
XBRU:GBLB
9.6B EUR 0.6 -15.4
SA
Kingdom Holding Company SJSC
SAU:4280
29.6B SAR 0.6 13.8
P/E Multiple
Earnings Growth PEG
BE
Sofina SA
XBRU:SOF
Average P/E: 18.9
71.9
N/A N/A
US
Berkshire Hathaway Inc
NYSE:BRK.A
15.2
-7%
N/A
SE
Investor AB
STO:INVE B
7.2
-31%
N/A
ZA
R
Remgro Ltd
JSE:REM
22.4
49%
0.5
SE
Industrivarden AB
STO:INDU A
5.2
N/A N/A
MC
HAL Trust
AEX:HAL
9.7
-7%
N/A
NL
Exor NV
AEX:EXO
Negative Multiple: -3.7 N/A N/A
SE
L E Lundbergforetagen AB (publ)
STO:LUND B
11.3
N/A N/A
IN
Bajaj Holdings and Investment Ltd
NSE:BAJAJHLDNG
13.1
N/A N/A
BE
Groep Brussel Lambert NV
XBRU:GBLB
Negative Multiple: -15.4 N/A N/A
SA
Kingdom Holding Company SJSC
SAU:4280
13.8
-14%
N/A

Market Distribution

In line with most companies in Belgium
Percentile
32nd
Based on 403 companies
32nd percentile
0.7
Low
0.1 — 0.7
Typical Range
0.7 — 1.2
High
1.2 —
Distribution Statistics
Belgium
Min 0.1
30th Percentile 0.7
Median 0.9
70th Percentile 1.2
Max 540.6

Sofina SA
Glance View

Market Cap
8.1B 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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