Company Valuation: Sofina SA

Data adjusted to current consolidation scope
Fiscal Period: December 2021 2023 2024 2025 2026 2027 2028
Market Cap 1 14,561 7,504 7,236 8,176 8,106 - -
Change - - -3.56% 12.99% -0.85% - -
Enterprise Value (EV) 1 14,561 7,504 7,236 7,856 8,633 8,106 8,106
Change - - -3.56% 8.57% 9.89% -6.1% 0%
P/E - - 5.45x - - - -
PBR - - - 0.81x 0.68x - -
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 3.771 3.94 4.09
Rate of return 0.72% 1.49% 1.6% 1.48% 1.65% 1.72% 1.79%
EPS 2 - - 40.09 - - - -
Distribution rate - - 8.73% - - - -
Net sales - - - - - - -
EBITDA - - - - - - -
EBIT - - - - - - -
Net income - - 1,360 - - - -
Net Debt 1 - - - -320 526.8 - -
Reference price 2 432.00 225.40 218.40 247.00 228.60 228.60 228.60
Nbr of stocks (in thousands) 33,706 33,291 33,133 33,101 35,461 - -
Announcement Date - - 26/03/25 26/03/26 - - -
1EUR in Million2EUR
Estimates

P/E (Y) EV / Sales (Y) EV / EBITDA (Y) Dividend Yield (Y) Capi.($)
- - - 1.65% 9.28B
12.09x1.14x5.31x2.43% 16.78B
7.52x13.94x - 0.52% 12.99B
6.47x10.03x29.27x2.45% 12.23B
Average 8.69x 8.37x 17.29x 1.76% 12.82B
Weighted average by Cap. 9.04x 7.69x 15.41x 1.81%

Y-o-Y evolution of P/E

Historical PBR trend

Evolution Enterprise Value / Sales

Change in Enterprise Value/EBITDA

Year-on-year evolution of the Yield