Bulgarian (SOFIX) Asset Management Industry Analysis
UpdatedApr 17, 2024
DataAggregated Company Financials
Companies30
- 7D-2.4%
- 3M-0.5%
- 1Y10.3%
- YTDn/a
Over the last 7 days, the Asset Management industry has dropped 3.9%, driven by a pullback from Chernomorski Holding AD of 32%. Over the past 12 months, the industry was up 9.4%.
Industry Valuation and Performance
Has the Bulgarian Asset Management Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 17 Apr 2024 | лв963.8m | лв94.3m | лв16.6m | 14x | 58.2x | 10.2x |
| Fri, 15 Mar 2024 | лв903.5m | лв95.6m | лв15.2m | 15.6x | 59.3x | 9.4x |
| Sun, 11 Feb 2024 | лв932.1m | лв95.5m | лв14.0m | 14x | 66.5x | 9.8x |
| Tue, 09 Jan 2024 | лв966.0m | лв94.6m | лв13.4m | 11.4x | 72.1x | 10.2x |
| Thu, 07 Dec 2023 | лв953.9m | лв95.3m | лв14.0m | 26.2x | 68x | 10x |
| Sat, 04 Nov 2023 | лв980.0m | лв95.3m | лв14.0m | 26.1x | 69.9x | 10.3x |
| Mon, 02 Oct 2023 | лв980.7m | лв92.9m | лв15.1m | 20.6x | 64.8x | 10.6x |
| Wed, 30 Aug 2023 | лв984.4m | лв91.9m | лв17.4m | 26.8x | 56.6x | 10.7x |
| Fri, 28 Jul 2023 | лв920.9m | лв90.6m | лв16.1m | 28.7x | 57.2x | 10.2x |
| Sun, 25 Jun 2023 | лв895.7m | лв84.5m | лв8.3m | 23.2x | 107.3x | 10.6x |
| Tue, 23 May 2023 | лв862.7m | лв84.3m | лв8.3m | 21.2x | 103.4x | 10.2x |
| Thu, 20 Apr 2023 | лв866.9m | лв77.0m | лв1.3m | 16x | 669.9x | 11.3x |
| Sat, 18 Mar 2023 | лв842.0m | лв76.9m | -лв1,391,000.00 | 26.7x | -605.3x | 10.9x |
| Mon, 13 Feb 2023 | лв833.8m | лв76.9m | -лв1,391,000.00 | 30.3x | -599.5x | 10.8x |
| Wed, 11 Jan 2023 | лв798.7m | лв84.3m | лв17.1m | 67.4x | 46.7x | 9.5x |
| Fri, 09 Dec 2022 | лв784.0m | лв86.0m | лв17.2m | 6.3x | 45.7x | 9.1x |
| Sun, 06 Nov 2022 | лв765.4m | лв86.0m | лв17.2m | 6.3x | 44.6x | 8.9x |
| Tue, 04 Oct 2022 | лв767.4m | лв86.3m | лв17.4m | 6.3x | 44.1x | 8.9x |
| Thu, 01 Sep 2022 | лв777.5m | лв86.7m | лв17.8m | 12.1x | 43.7x | 9x |
| Sat, 30 Jul 2022 | лв770.4m | лв86.5m | лв17.4m | 11.2x | 44.4x | 8.9x |
| Mon, 27 Jun 2022 | лв758.5m | лв87.0m | лв17.9m | 16.4x | 42.3x | 8.7x |
| Wed, 25 May 2022 | лв753.4m | лв87.0m | лв17.9m | 16x | 42x | 8.7x |
| Fri, 22 Apr 2022 | лв748.8m | лв87.3m | лв18.3m | 17.3x | 41x | 8.6x |
| Sun, 20 Mar 2022 | лв763.4m | лв87.4m | лв18.5m | 41.6x | 41.2x | 8.7x |
| Tue, 15 Feb 2022 | лв759.7m | лв86.7m | лв22.8m | 37.2x | 33.3x | 8.8x |
| Thu, 13 Jan 2022 | лв764.1m | лв72.8m | лв10.6m | 46x | 71.8x | 10.5x |
| Sat, 11 Dec 2021 | лв756.4m | лв70.1m | -лв6,060,000.00 | 50.4x | -124.8x | 10.8x |
| Mon, 08 Nov 2021 | лв733.7m | лв68.7m | -лв8,705,000.00 | 50.6x | -84.3x | 10.7x |
| Wed, 06 Oct 2021 | лв723.3m | лв68.7m | -лв8,705,000.00 | 50.5x | -83.1x | 10.5x |
| Fri, 03 Sep 2021 | лв734.5m | лв68.7m | -лв8,114,000.00 | 45.9x | -90.5x | 10.7x |
| Sun, 01 Aug 2021 | лв700.2m | лв68.6m | -лв8,153,000.00 | 16.6x | -85.9x | 10.2x |
| Wed, 05 May 2021 | лв687.8m | лв67.7m | -лв8,881,000.00 | 25.4x | -77.5x | 10.2x |
Price to Earnings Ratio
-77.5x
Current Industry PE
- Investors are optimistic on the Bulgarian Asset Management and Custody Banks industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 58.7x which is higher than its 3-year average PE of 25.4x.
- The industry is trading close to its 3-year average PS ratio of 9.9x.
Past Earnings Growth
- Total earnings for the Asset Management and Custody Banks industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 12% per year.
- This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.
Industry Comparison
How does Bulgarian Asset Management compare with similar industries?
| BG Market | 0.89% | |
| Financials | -0.63% | |
| Capital Markets | -2.21% | |
| Asset Management | -2.43% | |
| Financial Exchanges and Data | 0% | |
| Investment Banking and Brokerage | 0% | |
| Diversified Capital Markets | 0% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SNRG Synergon Holding AD | лв1.15 | 3.6% +лв734.4k | 15.0% | n/a | |
| NIS Immovable Properties Sofia REIT Sofia | лв8.10 | 1.3% +лв65.0k | 2.5% | PE4.7x |