Sofina SA is a traded investment company invest in both private and listed companies located in North America, Asia Pacific and Europe primarily in Western Europe, India, China and the United States. It targets companies operating in the fields of digital transformation, consumer & retail, education, healthcare, energy and services, e-commerce, consumer goods, digital, satellite operations, industry, finance companies, financial services, media, communications, insurance, property development and life sciences. It provides financing for early stage, later stage, buyout and growth capital requirements with an investment size of €5 to €300 million. It acts as a lead investor, considers co-investments and takes a minority interest.
Fundamental metrics to determine fair value of the stock
Company’s recent performance and margins
Dividend yield, history and sustainability
Financial position and solvency of the company