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 8,092 - -
Change - - -3.56% 12.99% -1.03% - -
Enterprise Value (EV) 1 14,561 7,504 7,236 7,856 8,619 8,092 8,092
Change - - -3.56% 8.57% 9.71% -6.11% 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% 1.73% 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 2 432.00 225.40 218.40 247.00 228.20 228.20 228.20
Nbr of stocks (in thousands) 33,706 33,291 33,133 33,101 35,461 - -
Announcement Date - - 3/26/25 A 3/26/26 A - - -
1EUR in Million2EUR
Estimates

P/E (N) EV / Sales (N) EV / EBITDA (N) Dividend Yield (N) Capi.($)
- - - 1.65% 9.25B
12.33x1.16x5.41x2.39% 17.09B
7.27x13.8x - 0.53% 12.33B
6.19x9.6x28.02x2.56% 11.63B
Average 8.60x 8.19x 16.71x 1.78% 12.57B
Weighted average by Cap. 9.07x 7.35x 14.56x 1.84%

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