Sofina stock
SOF.BRBRUSofina S.A., Financial ServicesISIN BE0003717312
68Score 68 out of 100, Neutral
Price and trend
80 / 100
Price history
+10% in one yearThe chart shows daily closes over 20 years, adjusted for stock splits and without dividends. Click into the chart to set a price alert at that price.
Above the 200-day line: the price is 14% above it.
Since August 2026 the 50-day line has been above the 200-day line; the trend has turned up.
Normal: the price is neither overheated nor sold off (RSI 56).
The price is 5.3% below its 52-week high. Largest decline in 20 years: 60% (December 2021 to October 2023).
Chart figures for advanced users
- SMA 50$285.22
- Average price of the last 50 trading days, shows the short-term trend.
- SMA 200$262.78
- Average price of the last 200 trading days, shows the long-term trend.
- RSI (14)56
- Relative strength over the last 14 days on a scale from 0 to 100. Above 70 the price counts as overheated, below 30 as sharply fallen.
- MACDbelow the signal line
- Compares a fast and a slow price average. Above its signal line momentum is rising, below it momentum is fading.
- Support$230.26
- The lowest closing price of the last twelve months.
- Resistance$315.81
- The highest closing price of the last twelve months.
Snapshot
Computed from the data by fixed rules, no AI
- Sofina S.A. belongs to the Asset Management industry (Belgium) and, with a market value of $10.56B, is number 38 of 131 companies in its industry on MEQIRI.
- In fiscal 2025 it reported revenue of $143.31M (down 89.9% year on year) and earnings of $125.22M (down 91.7%).
- MEQIRI Score 68 out of 100 (Neutral): rank 500 of 975 in Financial Services, median 68.
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- The P/E is 7.2 (Asset Management median 14, own median of recent years 6.6).
- Our model puts fair value at $688.68, with the price 57% below it.
In plain words
The numbers on this page in plain words, written by an AI
Strengths
- Below fair valuePrice 57% below the fair value of $688.68.Valuation 100
- Reliable dividendNo dividend cut for 22 years.Capital allocation 58
Weaknesses
- Earnings per share fallingDown 39.4% a year since 2020.Growth 42
Its standout strengths are valuation and stability, while growth holds the score back.
Daily figure as of 13 Nov 2026
How the score is calculatedScore overview
The fundamentals are in the middle range.
Score history
The full history of up to 20 years comes with MEQIRI Pro.
See plansCrash risk low
How well MEQIRI warnsOne of the 30% with the lowest crash risk among smaller stocks.
From 2016 to 2025, 14 in 100 such stocks fell 30% or more within a year, against a group average of 23 in 100.
What lowers it
- price near its 52-week high
Valuation
Valuation signal
Significantly undervaluedIn our model the price counts as cheap below $573.90 and expensive above $860.85 (uncertainty low, based on the price swings of the past year).
The two parts of the fair value come to $797.89 (cash-flow model) and $579.47 (industry comparison), and the gap between them shows how uncertain the estimate is. The price is below both.
Calculated with a cost of equity of 7.7%. At 8.7% the fair value would be $616.89, at 6.7% it would be $796.79.
Valuation metrics
Half from the cash-flow model, half from earnings times the industry P/E (14).
Calculate with your own assumptionsCompany performance
This shows several years of history with an automatic assessment.
Revenue
In fiscal 2025, revenue fell 89.9% on the prior year. Revenue has declined since 2006 (-3% per year), so it is worth watching closely.
Margins
- Operating margin
- Net margin
In fiscal 2025: operating 96%, net 87%. Banks and insurers have no gross margin, and their net margin is not comparable with other industries. The score leaves both out. Last 12 months: net 100%.
Debt & balance sheet
latest quarterFor banks and insurers, deposits and liabilities are the business. Debt to equity and the current ratio say little here, and the score does not rate them.
Earnings
- Next earnings
- No date announced.
- Last reported
- 2 Sep 2026EPS reported $26.82
What happened at Sofina
The key events of the last six months from our own data. A click takes you to the matching card.
Sector comparison
975 rated companies in Financial Services
- This company
- 68
- Sector median
- 68
Categories against the sector median
The median is the middle value: half of the companies in the sector lie above it, half below. Categories with too few comparable companies are left out.
Competitors in Asset Management
The next larger and next smaller companies by market value
- SEI InvestmentsSEIC $12.92B85
- InvescoIVZ $12.51B44
- HDFC Asset ManagementHDFCAMC.NS $12.45B75
- Groupe Bruxelles LambertGBLB.BR $10.65B42
- Affiliated Managers GroupAMG $9.71B88
- VZ HoldingVZN.SW $8.43B81
- KBC Ancora SCAKBCA.BR $8.15B69
- Compagnie du CambodgeCBDG.PA $7.99B47
ETFs that hold Sofina
Held by 109 ETFs on Xetra. Shown per index: the ETF with the largest weight.
| ETF | Weight | Cost | Fund size |
|---|---|---|---|
| iShares EURO STOXX Small UCITS ETFIQQS | 1.46% | 0.40% | €407.46M |
| State Street SPDR EURO STOXX Low Volatility UCITS ETF (Acc)ZPRL | 0.96% | 0.30% | €29.86M |
| iShares STOXX Europe 600 Financial Services UCITS ETF (DE)EXH2 | 0.81% | 0.46% | €98.93M |
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| iShares STOXX Europe Small 200 UCITS ETF (DE)EXSE | 0.63% | 0.20% | €632.25M |
| iShares MSCI Europe Mid-Cap Equal Weight UCITS ETFCEMT | 0.53% | 0.25% | €36.34M |
| iShares MSCI EMU Mid Cap UCITS ETF EURIS3H | 0.36% | 0.49% | €570.32M |
| iShares Edge MSCI Europe Minimum Volatility UCITS ETFEUN0 | 0.23% | 0.25% | €991.48M |
| Ossiam STOXX Europe 600 Equal Weight NR UCITS ETFOSX6 | 0.21% | 0.30% | €216.61M |
Holdings as reported by the funds via FMP, excluding swap ETFs (their holdings are only collateral).
Data status and sources
- Score
- Daily value of 13 Nov 2026, recalculated nightly
- Price
- Closing price of 12 Nov 2026
- Latest annual report
- Fiscal year 2025, period end 31 Dec 2025
- Currency
- Amounts in US dollars, converted at the ECB reference rate of 12 Nov 2026 ($1 = €0.9024)
- Source
- Financial statements, ratios and prices from Financial Modeling Prep (FMP), based on the company's reports. MEQIRI calculates the score and fair value from them.
Mandatory disclosures for this rating
- ; time horizon around 12 months
- Rated Neutral, published since 7 Nov 2026 (in the score history since 24 Oct 2026)
- Valuation signal Undervalued since 7 Nov 2026
- End-of-day prices, metrics cached for up to 24 hours
- Score and fair value are estimates from a disclosed model. They are not facts and not a price target.
- Produced by SSM Ventures UG (haftungsbeschränkt), responsible person Sven Brostmeyer, Managing Director, automatically according to the disclosed model.
- Not investment advice. Losses up to and including a total loss are possible. Personal circumstances are not considered.