SFNXF:OTC-Sofina Société Anonyme (USD)

COMMON STOCK | Asset Management |

Last Closing

USD 230

Change

0.00 (0.00)%

Market Cap

USD 7.94B

Volume

N/A

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-12 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap
TGOPF 3i Group plc

+0.57 (+1.37%)

USD 39.15B
PGPHF Partners Group

+14.65 (+1.03%)

USD 37.44B
EQBBF EQT AB (publ)

N/A

USD 37.13B
IVTBF Investment AB Latour (publ)

N/A

USD 18.65B
LGGNF Legal & General Group Plc

+0.02 (+0.75%)

USD 17.99B
LGGNY Legal & General Group Plc

+0.23 (+1.55%)

USD 17.31B
CHYYY CHYYY

N/A

USD 15.54B
AMDUF Amundi SA

N/A

USD 14.89B
GBLBF Groep Brussel Lambert NV

+0.79 (+1.04%)

USD 9.65B
ICGUF Intermediate Capital Group PLC

N/A

USD 8.18B

ETFs Containing SFNXF

PSP Invesco Global Listed Pri.. 0.00 % 0.64 %

+1.04 (+1.02%)

N/A
UIVM VictoryShares Internation.. 0.00 % 0.35 %

+0.50 (+1.02%)

USD 0.23B

Market Performance

  Market Performance vs. Industry/Classification (Asset Management) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.65% 56% F 55% F
Dividend Return 1.61% 17% F 26% F
Total Return 3.26% 56% F 55% F
Trailing 12 Months  
Capital Gain 4.83% 60% D- 61% D-
Dividend Return 1.66% 9% A- 24% F
Total Return 6.49% 59% D- 60% D-
Trailing 5 Years  
Capital Gain 13.30% 70% C- 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 13.30% 67% D+ 65% D
Average Annual (5 Year Horizon)  
Capital Gain 8.11% 53% F 52% F
Dividend Return 8.87% 51% F 49% F
Total Return 0.76% 15% F 21% F
Risk Return Profile  
Volatility (Standard Deviation) 37.75% 56% F 62% D
Risk Adjusted Return 23.49% 57% F 58% F
Market Capitalization 7.94B 93% A 89% A-

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

What to not like:
Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector