Sofina Socit (Belgium) Performance
| SOF Stock | EUR 222.80 2.20 1.00% |
Sofina Socit has a performance score of 1 on a scale of 0 to 100. The entity has a beta of -0.26, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Sofina Socit are expected to decrease at a much lower rate. During the bear market, Sofina Socit is likely to outperform the market. Sofina Socit Anonyme right now has a risk of 1.06%. Please validate Sofina Socit jensen alpha, sortino ratio, and the relationship between the standard deviation and total risk alpha , to decide if Sofina Socit will be following its existing price patterns.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Sofina Socit Anonyme are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. Even with relatively invariable technical and fundamental indicators, Sofina Socit is not utilizing all of its potentials. The latest stock price agitation, may contribute to short-term losses for the retail investors. ...more
| Begin Period Cash Flow | 232.4 M | |
| Total Cashflows From Investing Activities | 81.2 M |
Sofina |
Sofina Socit Relative Risk vs. Return Landscape
If you would invest 22,140 in Sofina Socit Anonyme on February 11, 2024 and sell it today you would earn a total of 140.00 from holding Sofina Socit Anonyme or generate 0.63% return on investment over 90 days. Sofina Socit Anonyme is generating 0.0157% of daily returns assuming 1.0642% volatility of returns over the 90 days investment horizon. Simply put, 9% of all stocks have less volatile historical return distribution than Sofina Socit, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Sofina Socit Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sofina Socit's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Sofina Socit Anonyme, and traders can use it to determine the average amount a Sofina Socit's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0148
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| Negative Returns | SOF |
Estimated Market Risk
| 1.06 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 1 99% of assets perform better |
Based on monthly moving average Sofina Socit is performing at about 1% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Sofina Socit by adding it to a well-diversified portfolio.
Sofina Socit Fundamentals Growth
Sofina Stock prices reflect investors' perceptions of the future prospects and financial health of Sofina Socit, and Sofina Socit fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Sofina Stock performance.
| Return On Equity | -0.0338 | |||
| Return On Asset | -0.0199 | |||
| Operating Margin | 1.23 % | |||
| Current Valuation | 12.3 B | |||
| Shares Outstanding | 33.48 M | |||
| Price To Earning | 5.28 X | |||
| Price To Book | 0.64 X | |||
| Price To Sales | 2.29 X | |||
| Revenue | 2.65 B | |||
| EBITDA | 2.6 B | |||
| Cash And Equivalents | 887.53 M | |||
| Cash Per Share | 26.41 X | |||
| Total Debt | 694.51 M | |||
| Debt To Equity | 0.06 % | |||
| Book Value Per Share | 294.95 X | |||
| Cash Flow From Operations | (540.68 M) | |||
| Earnings Per Share | 75.92 X | |||
| Total Asset | 12.09 B | |||
| Current Asset | 676 M | |||
| Current Liabilities | 236 M | |||
About Sofina Socit Performance
To evaluate Sofina Socit Anonyme Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Sofina Socit generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Sofina Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Sofina Socit Anonyme market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Sofina's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.Sofina Socit Anonyme is a private equity and venture capital firm specializing in direct and fund of funds investments. Sofina Socit Anonyme was founded in 1980 and is based in Brussels, Belgium with additional offices in Luxembourg and Singapore. SOFINA operates under Asset Management classification in Belgium and is traded on Brussels Stock Exchange. It employs 75 people.Things to note about Sofina Socit Anonyme performance evaluation
Checking the ongoing alerts about Sofina Socit for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Sofina Socit Anonyme help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Sofina Socit Anonyme has accumulated about 887.53 M in cash with (540.68 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 26.41. | |
| Roughly 54.0% of the company outstanding shares are owned by corporate insiders |
- Analyzing Sofina Socit's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Sofina Socit's stock is overvalued or undervalued compared to its peers.
- Examining Sofina Socit's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Sofina Socit's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sofina Socit's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Sofina Socit's stock. These opinions can provide insight into Sofina Socit's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Sofina Socit Anonyme. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in board of governors. Note that the Sofina Socit Anonyme information on this page should be used as a complementary analysis to other Sofina Socit's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.
Complementary Tools for Sofina Stock analysis
When running Sofina Socit's price analysis, check to measure Sofina Socit's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Sofina Socit is operating at the current time. Most of Sofina Socit's value examination focuses on studying past and present price action to predict the probability of Sofina Socit's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Sofina Socit's price. Additionally, you may evaluate how the addition of Sofina Socit to your portfolios can decrease your overall portfolio volatility.
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