SFNXF:OTC-Sofina Société Anonyme (USD)

COMMON STOCK | Asset Management |

Last Closing

USD 237.43

Change

0.00 (0.00)%

Market Cap

USD 8.36B

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: 2025-04-13 )

Largest Industry Peers for Asset Management

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

+0.59 (+1.18%)

USD 47.99B
EQBBF EQT AB (publ)

N/A

USD 34.86B
PGPHF Partners Group

+45.17 (+3.54%)

USD 32.39B
LGGNY Legal & General Group Plc

+0.47 (+3.06%)

USD 18.00B
LGGNF Legal & General Group Plc

+0.23 (+7.80%)

USD 16.89B
AMDUF Amundi SA

N/A

USD 15.55B
CHYYY CHYYY

N/A

USD 15.54B
GBLBF Groep Brussel Lambert NV

N/A

USD 9.58B
ICGUF Intermediate Capital Group PLC

N/A

USD 7.54B
IGIFF IGM Financial Inc.

+0.17 (+0.56%)

USD 7.35B

ETFs Containing SFNXF

PSP Invesco Global Listed Pri.. 0.00 % 0.64 %

+0.53 (+0.89%)

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 3.68% 76% C+ 60% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.68% 77% C+ 60% D-
Trailing 12 Months  
Capital Gain 2.84% 64% D 63% D
Dividend Return 1.58% 12% F 19% F
Total Return 4.41% 62% D 61% D-
Trailing 5 Years  
Capital Gain 19.21% 67% D+ 62% D
Dividend Return 8.64% 7% C- 18% F
Total Return 27.85% 60% D- 58% F
Average Annual (5 Year Horizon)  
Capital Gain 2.49% 49% F 45% F
Dividend Return 3.44% 45% F 42% F
Total Return 0.95% 14% F 25% F
Risk Return Profile  
Volatility (Standard Deviation) 34.32% 62% D 66% D+
Risk Adjusted Return 10.03% 47% F 46% F
Market Capitalization 8.36B 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:
Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

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 free cash flow

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

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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 Revenue Growth

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