SFNXF:OTC-Sofina Société Anonyme (USD)

COMMON STOCK | Asset Management |

Last Closing

USD 230

Change

0.00 (0.00)%

Market Cap

USD 8.53B

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: 2025-02-09 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap
PGPHF Partners Group

N/A

USD 40.02B
EQBBF EQT AB (publ)

N/A

USD 39.89B
LGGNY Legal & General Group Plc

+0.33 (+2.17%)

USD 17.78B
LGGNF Legal & General Group Plc

+0.06 (+2.15%)

USD 17.78B
IVTBF Investment AB Latour (publ)

N/A

USD 16.07B
CHYYY CHYYY

N/A

USD 15.54B
AMDUF Amundi SA

N/A

USD 14.47B
GBLBF Groep Brussel Lambert NV

-0.10 (-0.15%)

USD 8.85B
ICGUF Intermediate Capital Group PLC

N/A

USD 7.89B
IGIFF IGM Financial Inc.

N/A

USD 7.66B

ETFs Containing SFNXF

PSP Invesco Global Listed Pri.. 0.00 % 0.64 %

-0.12 (-0.17%)

N/A

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 0.44% 46% F 44% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.44% 45% F 43% F
Trailing 12 Months  
Capital Gain 0.02% 46% F 55% F
Dividend Return 1.58% 10% F 17% F
Total Return 1.61% 43% F 52% F
Trailing 5 Years  
Capital Gain 3.60% 75% C 66% D+
Dividend Return 7.75% 11% F 20% F
Total Return 11.35% 73% C 62% D
Average Annual (5 Year Horizon)  
Capital Gain 5.31% 49% F 47% F
Dividend Return 6.19% 47% F 44% F
Total Return 0.88% 10% F 25% F
Risk Return Profile  
Volatility (Standard Deviation) 36.82% 58% F 63% D
Risk Adjusted Return 16.82% 52% F 50% F
Market Capitalization 8.53B 93% A 90% 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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

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