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VIE/SOF (VIE/SOF)

Vienna Stock Exchange: VIE/SOF · EUR

€273

-0.40 (-0.1%)· Recorded snapshot

Market cap	9.6B
Revenue (ttm)	1.5B
Net income (ttm)	1.4B
EPS (ttm)	€37.5
P/E (trailing)	7.3x
Dividend	€2.56 (0.94%)
Volume	82

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 1.5B
Net income (ttm): 1.4B
EPS (ttm): €37.5
P/E (trailing): 7.3x
Market cap: 9.6B

Metric	Value
Amount currency	EUR
Country	Belgium
Country code	AT
Earnings date	2027-03-24
Employees	84
Employees change	2
Employees growth	2.47%
Enterprise value	EUR 9.9B
Exchange	Vienna Stock Exchange
Financial currency	EUR
Financial report date	2026-06-30
First seen	2026-05-10
Fiscal year end	December
Founded	1898
Industry	Asset Management
Is primary listing	No
ISIN number	BE0003717312
Last earnings date	2026-09-02
Last refreshed	2026-10-29
Market cap	EUR 9.6B
Next earnings date	2027-03-24
Price	EUR 273.40
Price currency	EUR
Sector	Financials
SIC code	6799
Stock price date	2026-10-29
Symbol	vie/SOF
Website	https://www.sofinagroup.com/en

Metric

Value

Amount currency

EUR

Country

Belgium

Country code

Earnings date

2027-03-24

Employees

Employees change

Employees growth

2.47%

Enterprise value

EUR 9.9B

Exchange

Vienna Stock Exchange

Financial currency

EUR

Financial report date

2026-06-30

First seen

2026-05-10

Fiscal year end

December

Founded

1898

Industry

Asset Management

Is primary listing

ISIN number

BE0003717312

Last earnings date

2026-09-02

Last refreshed

2026-10-29

Market cap

EUR 9.6B

Next earnings date

2027-03-24

Price

EUR 273.40

Price currency

EUR

Sector

Financials

SIC code

6799

Stock price date

2026-10-29

Symbol

vie/SOF

Website

https://www.sofinagroup.com/en

Metric	Value
Average P/E ratio (10Y)	12.86x
Average P/E ratio (3Y)	22.39x
Average P/E ratio (5Y)	18.72x
Earnings yield	13.72%
EV/Earnings	7.27x
EV/EBIT	7.13x
EV/Sales	6.82x
FCF / EV yield	-3.42%
FCF yield	-3.53%
Graham number	537.34667
Graham upside	96.26%
Lynch fair value	EUR 194.81
Lynch upside	-28.85%
P/B ratio	0.83x
P/E ratio	7.29x
P/S ratio	6.6x
Price / tangible book value	0.83x
Sector forward P/E	9.57x
Sector P/E	10.92x

Metric

Value

Average P/E ratio (10Y)

12.86x

Average P/E ratio (3Y)

22.39x

Average P/E ratio (5Y)

18.72x

Earnings yield

13.72%

EV/Earnings

7.27x

EV/EBIT

7.13x

EV/Sales

6.82x

FCF / EV yield

-3.42%

FCF yield

-3.53%

Graham number

537.34667

Graham upside

96.26%

Lynch fair value

EUR 194.81

Lynch upside

-28.85%

P/B ratio

0.83x

P/E ratio

7.29x

P/S ratio

6.6x

Price / tangible book value

0.83x

Sector forward P/E

9.57x

Sector P/E

10.92x

Metric	Value
EBIT margin	95.63%
Effective tax rate	0%
Gross margin	100%
Operating margin	95.63%
Pretax margin	93.88%
Profit margin	93.88%
Profit per employee	EUR 16.2M
Profitable quarters	2
Profitable years	2
Revenue per employee	EUR 17.3M
ROA	7.41%
ROA (5Y)	2.63%
ROCE	10.83%
ROE	12.78%
ROE (5Y)	4.29%
ROIC	11.72%
ROIC (5Y)	4.53%
Tax / revenue	0%

Metric

Value

EBIT margin

95.63%

Effective tax rate

Gross margin

100%

Operating margin

95.63%

Pretax margin

93.88%

Profit margin

93.88%

Profit per employee

EUR 16.2M

Profitable quarters

Profitable years

Revenue per employee

EUR 17.3M

ROA

7.41%

ROA (5Y)

2.63%

ROCE

10.83%

ROE

12.78%

ROE (5Y)

4.29%

ROIC

11.72%

ROIC (5Y)

4.53%

Tax / revenue

Metric	Value
EPS growth	202.96%
EPS growth (QoQ)	68.02%
EPS growth 10Y	20.08%
EPS growth 5Y	-16.56%
EPS growth quarters	1
EPS growth years	0
FCF growth (Q)	319.62%
Gross profit growth	198.99%
Gross profit growth 5Y	-14.71%
Net income growth	229.07%
Net income growth (QoQ)	69.15%
Net income growth 5Y	-15.62%
Net income growth quarters	1
Net income growth years	0
OCF growth (Q)	319.72%
Operating income growth	224.91%
Operating income growth 5Y	-15.31%
Revenue growth	198.99%
Revenue growth (QoQ)	62.7%
Revenue growth 10Y	20.47%
Revenue growth 5Y	-14.78%
Revenue growth years	0

Metric

Value

EPS growth

202.96%

EPS growth (QoQ)

68.02%

EPS growth 10Y

20.08%

EPS growth 5Y

-16.56%

EPS growth quarters

EPS growth years

FCF growth (Q)

319.62%

Gross profit growth

198.99%

Gross profit growth 5Y

-14.71%

Net income growth

229.07%

Net income growth (QoQ)

69.15%

Net income growth 5Y

-15.62%

Net income growth quarters

Net income growth years

OCF growth (Q)

319.72%

Operating income growth

224.91%

Operating income growth 5Y

-15.31%

Revenue growth

198.99%

Revenue growth (QoQ)

62.7%

Revenue growth 10Y

20.47%

Revenue growth 5Y

-14.78%

Revenue growth years

Metric	Value
Capital expenditures	EUR -173,000
EBIT	EUR 1.4B
EPS	EUR 37.50
Financing cash flow	EUR 510M
Free cash flow	EUR -338.7M
Gross profit	EUR 1.5B
Income taxes	EUR 6,000
Investing cash flow	EUR -186.4M
Net borrowing	EUR 597.5M
Net cash flow	EUR -14.9M
Net income	EUR 1.4B
Operating income	EUR 1.4B
Revenue	EUR 1.5B

Metric

Value

Capital expenditures

EUR -173,000

EBIT

EUR 1.4B

EPS

EUR 37.50

Financing cash flow

EUR 510M

Free cash flow

EUR -338.7M

Gross profit

EUR 1.5B

Income taxes

EUR 6,000

Investing cash flow

EUR -186.4M

Net borrowing

EUR 597.5M

Net cash flow

EUR -14.9M

Net income

EUR 1.4B

Operating income

EUR 1.4B

Revenue

EUR 1.5B

Metric	Value
Book value per share	EUR 326.48
Debt / equity	0.11
Interest coverage	62.34
Long-term assets	EUR 11.2B
Long-term liabilities	EUR 1.3B
Net cash (debt)	EUR -327.9M
Net cash / market cap	-3.42%
Net debt / equity	0.03
Piotroski F-Score	3
Property, plant and equipment	EUR 7.6M
Shareholders' equity	EUR 11.5B
Tangible book value	EUR 11.5B
Tangible book value per share	EUR 326.48
Total assets	EUR 12.9B
Total cash	EUR 971.2M
Total debt	EUR 1.3B
Total liabilities	EUR 1.4B

Metric

Value

Book value per share

EUR 326.48

Debt / equity

0.11

Interest coverage

62.34

Long-term assets

EUR 11.2B

Long-term liabilities

EUR 1.3B

Net cash (debt)

EUR -327.9M

Net cash / market cap

-3.42%

Net debt / equity

0.03

Piotroski F-Score

Property, plant and equipment

EUR 7.6M

Shareholders' equity

EUR 11.5B

Tangible book value

EUR 11.5B

Tangible book value per share

EUR 326.48

Total assets

EUR 12.9B

Total cash

EUR 971.2M

Total debt

EUR 1.3B

Total liabilities

EUR 1.4B

Metric	Value
Asset turnover	0.12
Current assets	EUR 1.7B
Current liabilities	EUR 79.2M
Current ratio	21.98
Net working capital	EUR 695.7M
Quick ratio	21.98
Working capital	EUR 1.7B
Working capital turnover	1.17

Metric

Value

Asset turnover

0.12

Current assets

EUR 1.7B

Current liabilities

EUR 79.2M

Current ratio

21.98

Net working capital

EUR 695.7M

Quick ratio

21.98

Working capital

EUR 1.7B

Working capital turnover

1.17

Metric	Value
Buyback yield / dilution	-8.62%
Dividend growth	4.57%
Dividend growth (3Y)	4.15%
Dividend growth (5Y)	3.96%
Dividend growth years	8
Dividend payment date	2026-05-29
Dividend payment years	10
Dividend payout frequency	Annual
Dividend per share	EUR 2.56
Dividend yield	0.94%
Ex-dividend date	2026-05-27
Last dividend	EUR 2.56
Payout ratio	9.49%
Shareholder yield	-7.68%

Metric

Value

Buyback yield / dilution

-8.62%

Dividend growth

4.57%

Dividend growth (3Y)

4.15%

Dividend growth (5Y)

3.96%

Dividend growth years

Dividend payment date

2026-05-29

Dividend payment years

Dividend payout frequency

Annual

Dividend per share

EUR 2.56

Dividend yield

0.94%

Ex-dividend date

2026-05-27

Last dividend

EUR 2.56

Payout ratio

9.49%

Shareholder yield

-7.68%

Metric	Value
150-day SMA	EUR 234.80
1D price change	-0.15%
1M price change	10.85%
1M total return	10.85%
1W price change	4.35%
1W total return	4.35%
1Y price change	13.14%
1Y return CAGR	14.45%
1Y total return	14.44%
20-day SMA	EUR 255.10
200-day SMA	EUR 235.91
3M price change	15.04%
3M total return	15.04%
3Y price change	45.87%
3Y return CAGR	14.91%
3Y total return	51.76%
50-day SMA	EUR 251.40
50-day SMA vs 200-day SMA	50over200
52-week high	EUR 274.60
52-week high date	2026-10-29
52-week low	EUR 204.80
52-week low date	2026-03-30
5Y price change	-28.14%
5Y return CAGR	-5.29%
5Y total return	-23.8%
6M price change	25.48%
6M total return	26.92%
All-time high	EUR 435.20
All-time high date	2021-12-16
All-time low	EUR 135.20
All-time low date	2018-03-26
Average true range (ATR)	EUR 3.53
Average volume	14.4
Change from 52-week high	-0.44%
Change from 52-week low	33.5%
Change from all-time high	-37.09%
Change from all-time low	102.51%
Change from open	0.44%
Day's gap	-0.58%
Dollar volume	EUR 22,419
High price	EUR 274.60
Low price	EUR 272.20
Monthly RSI	60.6
Open price	EUR 272.20
Position in 52-week range	50%
Previous close	EUR 273.80
Price vs 150-day SMA	16.61%
Price vs 20-day SMA	7.33%
Price vs 200-day SMA	16.06%
Price vs 50-day SMA	8.91%
Relative volume	5.71
RSI	74.7
Sharpe ratio	0.53
Sharpe ratio (3Y)	0.38
Sharpe ratio (5Y)	0.02
Sortino ratio	0.99
Sortino ratio (3Y)	0.78
Sortino ratio (5Y)	0.21
Volume	82
Weekly RSI	68.55
YTD price change	11.3%
YTD total return	12.58%

Metric

Value

150-day SMA

EUR 234.80

1D price change

-0.15%

1M price change

10.85%

1M total return

10.85%

1W price change

4.35%

1W total return

4.35%

1Y price change

13.14%

1Y return CAGR

14.45%

1Y total return

14.44%

20-day SMA

EUR 255.10

200-day SMA

EUR 235.91

3M price change

15.04%

3M total return

15.04%

3Y price change

45.87%

3Y return CAGR

14.91%

3Y total return

51.76%

50-day SMA

EUR 251.40

50-day SMA vs 200-day SMA

50over200

52-week high

EUR 274.60

52-week high date

2026-10-29

52-week low

EUR 204.80

52-week low date

2026-03-30

5Y price change

-28.14%

5Y return CAGR

-5.29%

5Y total return

-23.8%

6M price change

25.48%

6M total return

26.92%

All-time high

EUR 435.20

All-time high date

2021-12-16

All-time low

EUR 135.20

All-time low date

2018-03-26

Average true range (ATR)

EUR 3.53

Average volume

14.4

Change from 52-week high

-0.44%

Change from 52-week low

33.5%

Change from all-time high

-37.09%

Change from all-time low

102.51%

Change from open

0.44%

Day's gap

-0.58%

Dollar volume

EUR 22,419

High price

EUR 274.60

Low price

EUR 272.20

Monthly RSI

60.6

Open price

EUR 272.20

Position in 52-week range

50%

Previous close

EUR 273.80

Price vs 150-day SMA

16.61%

Price vs 20-day SMA

7.33%

Price vs 200-day SMA

16.06%

Price vs 50-day SMA

8.91%

Relative volume

5.71

RSI

74.7

Sharpe ratio

0.53

Sharpe ratio (3Y)

0.38

Sharpe ratio (5Y)

0.02

Sortino ratio

0.99

Sortino ratio (3Y)

0.78

Sortino ratio (5Y)

0.21

Volume

Weekly RSI

68.55

YTD price change

11.3%

YTD total return

12.58%

Metric	Value
Float	15.3M
Shares change (QoQ)	0.67%
Shares change (YoY)	8.62%
Shares held by institutions	9.05%

Metric

Value

Float

15.3M

Shares change (QoQ)

0.67%

Shares change (YoY)

8.62%

Shares held by institutions

9.05%

VIE/SOF (VIE/SOF)

Price

Financial snapshot

Fair-value bridge

Latest news · VIE/SOF

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All VIE/SOF indicators

Profile and market data

Valuation

Profitability

Growth

Financial statements

Financial strength

Liquidity

Dividends and buybacks

Performance and technicals

Ownership and float

Deeper analysis on VIE/SOF

Frequently asked questions