Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Bulgarian (SOFIX) Asset Management Industry Analysis

UpdatedJun 15, 2026
DataAggregated Company Financials
Companies34
  • 7D-0.9%
  • 3M1.1%
  • 1Y10.7%
  • YTDn/a

Over the last 7 days, the Asset Management industry has remained flat, although notably Chernomorski Holding AD declined by 10.0%. As for the the longer term, the industry is up 11% over the past 12 months.

Industry Valuation and Performance

Has the Bulgarian Asset Management Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 15 Jun 2026лв749.4mлв68.7mлв13.0m29.5x57.7x10.9x
Wed, 13 May 2026лв749.7mлв65.5mлв11.5m41.4x65x11.5x
Fri, 10 Apr 2026лв746.4mлв65.9mлв12.7m41.7x59x11.3x
Sun, 08 Mar 2026лв631.3mлв12.1mлв9.2m47.4x68.4x52.2x
Tue, 03 Feb 2026лв643.1mлв65.1mлв15.0m33x42.9x9.9x
Thu, 01 Jan 2026лв1.2bлв125.0mлв27.7m31.7x43x9.5x
Sat, 29 Nov 2025лв1.2bлв128.5mлв32.5m31.6x38.4x9.7x
Mon, 27 Oct 2025лв1.2bлв126.1mлв34.0m29.7x35.3x9.5x
Wed, 24 Sep 2025лв1.4bлв116.8mлв24.2m36.3x56.3x11.7x
Fri, 22 Aug 2025лв1.4bлв114.0mлв23.2m42.1x58.1x11.8x
Sun, 20 Jul 2025лв1.3bлв112.7mлв20.3m41.9x65.1x11.8x
Tue, 17 Jun 2025лв1.2bлв112.8mлв20.4m40.8x60.1x10.9x
Thu, 15 May 2025лв1.1bлв114.0mлв19.9m37.8x53.2x9.3x
Sat, 12 Apr 2025лв1.1bлв112.8mлв20.5m35.3x54x9.8x
Mon, 10 Mar 2025лв1.1bлв116.4mлв22.1m28.3x49.9x9.5x
Wed, 05 Feb 2025лв1.1bлв114.1mлв20.1m28.5x53.9x9.5x
Fri, 03 Jan 2025лв1.1bлв114.1mлв20.1m27.7x52.6x9.3x
Sun, 01 Dec 2024лв1.0bлв111.0mлв14.0m19.6x72.5x9.2x
Tue, 29 Oct 2024лв1.0bлв107.0mлв9.5m24.8x108.9x9.6x
Thu, 26 Sep 2024лв959.6mлв107.2mлв8.0m12.8x120.7x9x
Sat, 24 Aug 2024лв968.5mлв108.1mлв11.9m27x81.3x9x
Mon, 22 Jul 2024лв927.0mлв109.1mлв12.9m26.6x71.6x8.5x
Wed, 19 Jun 2024лв988.4mлв107.8mлв14.6m24.1x67.8x9.2x
Fri, 17 May 2024лв985.8mлв95.0mлв14.7m23.4x66.9x10.4x
Sun, 14 Apr 2024лв971.9mлв94.3mлв16.6m14x58.7x10.3x
Tue, 12 Mar 2024лв908.3mлв95.6mлв15.2m15.4x59.6x9.5x
Thu, 08 Feb 2024лв937.5mлв95.5mлв14.0m13.7x66.9x9.8x
Sat, 06 Jan 2024лв964.4mлв94.6mлв13.4m8.5x72x10.2x
Mon, 04 Dec 2023лв942.8mлв95.3mлв14.0m26.1x67.3x9.9x
Wed, 01 Nov 2023лв979.8mлв96.0mлв14.7m27.8x66.8x10.2x
Fri, 29 Sep 2023лв970.7mлв92.9mлв15.1m19x64.1x10.5x
Sun, 27 Aug 2023лв967.5mлв91.9mлв17.4m26.8x55.6x10.5x
Tue, 25 Jul 2023лв916.4mлв90.6mлв16.1m28.7x56.9x10.1x
Thu, 22 Jun 2023лв878.2mлв84.5mлв8.3m23.2x105.2x10.4x
Price to Earnings Ratio

105.2x


Total Market Cap: лв878.2mTotal Earnings: лв8.3mTotal Revenue: лв84.5mTotal Market Cap vs Earnings and Revenue0%0%0%
Bulgarian Asset Management Industry Price to Earnings3Y Average 63.8x202420252026
Current Industry PE
  • Investors are pessimistic on the Bulgarian Asset Management and Custody Banks industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 57.7x which is lower than its 3-year average PE of 63.8x.
  • The industry is trading close to its 3-year average PS ratio of 11.4x.
Past Earnings Growth
  • The earnings for companies in the Asset Management and Custody Banks industry have grown 16% per year over the last three years.
  • Meanwhile revenues for these companies have declined 6.6% per year.
  • This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.

Industry Comparison

How does Bulgarian Asset Management compare with similar industries?

BG Market-0.27%
Financials-1.10%
Capital Markets-0.90%
Asset Management-0.94%
Investment Banking and Brokerage0%0
Financial Exchanges and Data-0.55%
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?

CompanyLast Price7D1YValuation
HRC HR Capital AD€3.582.3%
+€729.1k		144.1%PE14.6x
GROW IPO Growth JSC€0.567.7%
+€424.0k		n/aPB1x
FAVH Favorit Hold AD€0.4550.0%
+€357.1k		n/an/a
IMP ImPulse Growth AD€0.660.8%
+€35.3k		-18.5%PE6.2x

Latest News

BPEF
€1.20
Bulgarian Private Equity Fund AD
7D
-7.7%
1Y
n/a
CRF
€0.50
Collecto Capital SPV
7D
-9.1%
1Y
n/a
GROW
€0.56
IPO Growth JSC
7D
7.7%
1Y
n/a
IMP
€0.66
ImPulse Growth AD
7D
0.8%
1Y
-18.5%
HRC
€3.58
HR Capital AD
7D
2.3%
1Y
144.1%
WIN
€0.51
Webit Investment Network AD
7D
-6.5%
1Y
-20.7%
SNRG
€0.49
Synergon Holding AD
7D
-10.1%
1Y
-0.8%
HEKI
€15.00
Ekip-98 Holding AD
7D
-6.3%
1Y
5.0%
CHL
€9.00
Chernomorski Holding AD
7D
-10.0%
1Y
-20.0%
TRIV
€0.81
Transinvestment SPV
7D
-48.9%
1Y
-32.3%
FAVH
€0.45
Favorit Hold AD
7D
50.0%
1Y
n/a