Loading stock…

Sofina Société Anonyme (SOF) Stock Verdict & Ratings | Investment Bastion

02Growth

Is it actually growing, and how fast?

SOFSofina Société Anonyme

Revenue FY25$228M

GROWTH RATING↗

VERY WEAK3 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-149%1

Revenue, next 1Y-4%2

Revenue, next 3Y, CAGRna1

Revenue, next 5Y, CAGRna1

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+11%7

EPS growth, FY27E0%4

EPS growth, FY28E0%4

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

After shrinking over the last 3 years, revenue is set to hold flat from here.

WEAKNESSES

Growth is the weak spot here, trailing 97% of companies worldwide.

Revenue fell 149%/yr over the last 3 years, behind 90% of companies worldwide.1/10

Revenue is set to hold flat over the next 3 years, behind most of the market.1/10

Over five years revenue is set to hold flat, behind 90% of companies worldwide.1/10

Earnings are set to fall even as revenue grows (EPS about 0%/yr vs revenue 0%/yr).

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that's turning around. The one thing to watch: revenue has shrunk over the past 3 years.

03Price Momentum

Is the market behind it right now?

SOFSofina Société Anonyme

Total return Current130%

Price return Current110%

MOMENTUM RATING↗

AVERAGE56 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-4%5

3-month return+7%8

YTD return+0%5

MID & LONG-TERM▾SCORE

% of 52-week high94%9

1-year return+0%5

3-year return+35%5

5-year return-27%2

MOMENTUM ASSESSMENT

STRENGTHS

It's up 0.1% over the past year, now 6% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over three months (+7%).

WATCH

Returns sit at the market level over the past month (-4%) and so far this year (+0%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (+35% over three years and -27% over five), behind 60% of the market.

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Sofina Société. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community

Loading charts…

02Growth

Is it actually growing, and how fast?

SOFSofina Société Anonyme

Revenue FY25$228M

GROWTH RATING↗

VERY WEAK3 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-149%1

Revenue, next 1Y-4%2

Revenue, next 3Y, CAGRna1

Revenue, next 5Y, CAGRna1

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+11%7

EPS growth, FY27E0%4

EPS growth, FY28E0%4

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

After shrinking over the last 3 years, revenue is set to hold flat from here.

WEAKNESSES

Growth is the weak spot here, trailing 97% of companies worldwide.

Revenue fell 149%/yr over the last 3 years, behind 90% of companies worldwide.1/10

Revenue is set to hold flat over the next 3 years, behind most of the market.1/10

Over five years revenue is set to hold flat, behind 90% of companies worldwide.1/10

Earnings are set to fall even as revenue grows (EPS about 0%/yr vs revenue 0%/yr).

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that's turning around. The one thing to watch: revenue has shrunk over the past 3 years.

03Price Momentum

Is the market behind it right now?

SOFSofina Société Anonyme

Total return Current130%

Price return Current110%

MOMENTUM RATING↗

AVERAGE56 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-4%5

3-month return+7%8

YTD return+0%5

MID & LONG-TERM▾SCORE

% of 52-week high94%9

1-year return+0%5

3-year return+35%5

5-year return-27%2

MOMENTUM ASSESSMENT

STRENGTHS

It's up 0.1% over the past year, now 6% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over three months (+7%).

WATCH

Returns sit at the market level over the past month (-4%) and so far this year (+0%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (+35% over three years and -27% over five), behind 60% of the market.

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Sofina Société. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community

Sofina Société Anonyme

01Key Ratings

02Growth

03Price Momentum

04Value

Stop guessing on Sofina Société. Get the full investment case.

Premium

02Growth

03Price Momentum

04Value

Stop guessing on Sofina Société. Get the full investment case.

Premium