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Bulgarian (SOFIX) Asset Management Industry Analysis

UpdatedJan 03, 2026
DataAggregated Company Financials
Companies41
  • 7D-48.9%
  • 3M-47.3%
  • 1Y-45.5%
  • YTDn/a

The Asset Management is pretty flat in the last 7 days, but Holding Sveta Sofia AD has stood out, gaining 7.6%. As for the the longer term, the industry is up 7.2% 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
Sat, 03 Jan 2026лв705.0mлв79.2mлв17.5m31.6x40.2x8.9x
Mon, 01 Dec 2025лв1.2bлв128.5mлв32.5m31.6x38.4x9.7x
Wed, 29 Oct 2025лв1.2bлв126.2mлв34.1m31.3x35.2x9.5x
Fri, 26 Sep 2025лв1.4bлв116.8mлв24.2m36.3x55.9x11.6x
Sun, 24 Aug 2025лв1.4bлв114.0mлв23.2m42.1x58.1x11.8x
Tue, 22 Jul 2025лв1.3bлв112.7mлв20.3m41.9x65.1x11.8x
Thu, 19 Jun 2025лв1.2bлв112.8mлв20.4m40.8x60.4x10.9x
Sat, 17 May 2025лв1.1bлв114.0mлв19.9m37.8x53.6x9.3x
Mon, 14 Apr 2025лв1.1bлв112.8mлв20.5m35.3x53.8x9.8x
Wed, 12 Mar 2025лв1.1bлв116.4mлв22.1m28.5x49.9x9.5x
Fri, 07 Feb 2025лв1.1bлв114.1mлв20.1m28.5x53.9x9.5x
Sun, 05 Jan 2025лв1.1bлв114.1mлв20.1m27.7x52.7x9.3x
Tue, 03 Dec 2024лв1.0bлв111.0mлв14.0m19.6x72.5x9.2x
Thu, 31 Oct 2024лв1.0bлв107.0mлв9.5m24.8x108.7x9.6x
Sat, 28 Sep 2024лв963.9mлв107.2mлв8.0m12.8x121.2x9x
Mon, 26 Aug 2024лв967.7mлв108.1mлв11.9m27x81.2x9x
Wed, 24 Jul 2024лв923.5mлв109.1mлв12.9m26.6x71.4x8.5x
Fri, 21 Jun 2024лв993.6mлв107.8mлв14.6m24.1x68.2x9.2x
Sun, 19 May 2024лв990.4mлв95.0mлв14.7m23.4x67.3x10.4x
Tue, 16 Apr 2024лв963.8mлв94.3mлв16.6m14x58.2x10.2x
Thu, 14 Mar 2024лв904.8mлв95.6mлв15.2m15.4x59.4x9.5x
Sat, 10 Feb 2024лв932.1mлв95.5mлв14.0m14x66.5x9.8x
Mon, 08 Jan 2024лв964.4mлв94.6mлв13.4m8.5x72x10.2x
Wed, 06 Dec 2023лв953.8mлв95.3mлв14.0m26.2x68x10x
Fri, 03 Nov 2023лв981.5mлв96.0mлв14.7m26.1x66.9x10.2x
Sun, 01 Oct 2023лв980.7mлв92.9mлв15.1m20.6x64.8x10.6x
Tue, 29 Aug 2023лв970.7mлв91.9mлв17.4m26.8x55.8x10.6x
Thu, 27 Jul 2023лв919.4mлв90.6mлв16.1m28.7x57.1x10.1x
Sat, 24 Jun 2023лв881.2mлв84.5mлв8.3m23.2x105.6x10.4x
Mon, 22 May 2023лв860.7mлв84.3mлв8.3m21.2x103.1x10.2x
Wed, 19 Apr 2023лв866.4mлв77.0mлв1.3m16.3x669.6x11.3x
Fri, 17 Mar 2023лв841.2mлв76.9m-лв1,391,000.0026.8x-604.7x10.9x
Sun, 12 Feb 2023лв833.8mлв76.9m-лв1,391,000.0030.3x-599.5x10.8x
Tue, 10 Jan 2023лв797.8mлв84.3mлв17.1m67.4x46.7x9.5x
Price to Earnings Ratio

46.7x


Total Market Cap: лв797.8mTotal Earnings: лв17.1mTotal Revenue: лв84.3mTotal Market Cap vs Earnings and Revenue0%0%0%
Bulgarian Asset Management Industry Price to Earnings3Y Average 67.4x202420252026
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 43.1x which is lower than its 3-year average PE of 67.4x.
  • The industry is trading close to its 3-year average PS ratio of 10.0x.
Past Earnings Growth
  • The earnings for companies in the Asset Management and Custody Banks industry have grown 18% per year over the last three years.
  • Revenues for these companies have grown 14% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does Bulgarian Asset Management compare with similar industries?

BG Market-46.03%
Financials-48.87%
Capital Markets-48.87%
Asset Management-48.87%
Investment Banking and Brokerage0%0
Financial Exchanges and Data-48.87%
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
No data available

Latest News

TRIV
€0.81
Transinvestment SPV
7D
-48.9%
1Y
-32.3%