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Bulgarian (SOFIX) Asset Management Industry Analysis

UpdatedJan 20, 2025
DataAggregated Company Financials
Companies33
  • 7D-0.1%
  • 3M0.8%
  • 1Y9.8%
  • YTDn/a

The Asset Management is pretty flat in the last 7 days, but HR Capital AD has stood out, gaining 3.4%. As for the the longer term, the industry is up 9.7% 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, 20 Jan 2025лв1.0bлв114.1mлв20.1m27.7x52.2x9.2x
Wed, 18 Dec 2024лв1.0bлв114.1mлв20.1m27.7x51.5x9x
Fri, 15 Nov 2024лв1.0bлв111.0mлв14.0m20.2x72.8x9.2x
Sun, 13 Oct 2024лв1.0bлв107.0mлв9.5m24.8x109.8x9.7x
Tue, 10 Sep 2024лв971.0mлв106.7mлв8.0m12.5x121.9x9.1x
Thu, 08 Aug 2024лв925.1mлв108.1mлв11.9m26.8x77.6x8.6x
Sat, 06 Jul 2024лв1.0bлв107.4mлв14.6m23.5x68.6x9.4x
Mon, 03 Jun 2024лв987.0mлв111.6mлв15.7m26.5x62.7x8.8x
Wed, 01 May 2024лв983.3mлв100.4mлв20.1m24.4x48.9x9.8x
Fri, 29 Mar 2024лв975.9mлв94.3mлв16.6m17x58.9x10.3x
Sun, 25 Feb 2024лв950.3mлв94.7mлв14.0m13.2x67.8x10x
Tue, 23 Jan 2024лв961.9mлв94.6mлв13.4m11.4x71.8x10.2x
Thu, 21 Dec 2023лв948.7mлв93.9mлв15.0m10.3x63.3x10.1x
Sat, 18 Nov 2023лв975.2mлв95.3mлв14.0m26.3x69.6x10.2x
Mon, 16 Oct 2023лв973.6mлв95.9mлв14.7m27.8x66.4x10.1x
Wed, 13 Sep 2023лв998.4mлв92.6mлв18.0m19.1x55.5x10.8x
Fri, 11 Aug 2023лв928.2mлв91.9mлв17.4m26.8x53.3x10.1x
Sun, 09 Jul 2023лв913.7mлв84.5mлв8.7m17.4x104.5x10.8x
Tue, 06 Jun 2023лв876.0mлв84.5mлв8.3m23x105x10.4x
Thu, 04 May 2023лв865.9mлв77.3mлв1.3m16.2x688.3x11.2x
Sat, 01 Apr 2023лв843.8mлв74.2m-лв633,000.0032x-1333.1x11.4x
Mon, 27 Feb 2023лв834.6mлв76.9m-лв1,391,000.0028.9x-600x10.9x
Wed, 25 Jan 2023лв834.2mлв85.7mлв18.1m36.1x46.2x9.7x
Fri, 23 Dec 2022лв787.2mлв85.3mлв17.8m6.4x44.2x9.2x
Sun, 20 Nov 2022лв772.2mлв86.0mлв17.2m6.3x45x9x
Tue, 18 Oct 2022лв771.0mлв86.3mлв17.4m6.3x44.3x8.9x
Thu, 15 Sep 2022лв779.9mлв86.7mлв17.8m11.5x43.8x9x
Sat, 13 Aug 2022лв770.8mлв86.7mлв17.8m12x43.3x8.9x
Mon, 11 Jul 2022лв764.6mлв86.5mлв17.4m11.3x44x8.8x
Wed, 08 Jun 2022лв764.5mлв87.0mлв17.9m16.9x42.6x8.8x
Fri, 06 May 2022лв755.2mлв87.3mлв18.3m17.1x41.3x8.7x
Sun, 03 Apr 2022лв751.3mлв87.3mлв18.3m17.7x41.1x8.6x
Tue, 01 Mar 2022лв744.1mлв86.7mлв22.8m36.3x32.6x8.6x
Thu, 27 Jan 2022лв744.1mлв72.8mлв10.6m41.3x69.9x10.2x
Price to Earnings Ratio

69.9x


Total Market Cap: лв744.1mTotal Earnings: лв10.6mTotal Revenue: лв72.8mTotal Market Cap vs Earnings and Revenue0%0%0%
Bulgarian Asset Management Industry Price to Earnings3Y Average 64.7x202320242025
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 52.2x which is lower than its 3-year average PE of 64.7x.
  • The industry is trading close to its 3-year average PS ratio of 9.6x.
Past Earnings Growth
  • The earnings for companies in the Asset Management and Custody Banks industry have grown 24% per year over the last three years.
  • Revenues for these companies have grown 16% 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 Market0.062%
Financials1.45%
Capital Markets-0.16%
Asset Management-0.11%
Investment Banking and Brokerage0%0
Diversified Capital Markets0%0
Financial Exchanges and Data-0.64%
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 ADлв2.463.4%
+лв729.1k		n/an/a
11C Eleven Capital ADлв15.200.7%
+лв230.2k		-19.1%PE4.8x
IMP ImPulse Growth ADлв1.561.3%
+лв118.5k		13.0%PE4.5x
WIN Webit Investment Networkлв1.130.9%
+лв58.9k		29.1%n/a
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WIN

лв1.13

Webit Investment Network

7D

0.9%

1Y

29.1%

SNRG

лв1.02

Synergon Holding AD

7D

-9.7%

1Y

-27.1%

HRC

лв2.46

HR Capital AD

7D

3.4%

1Y

n/a

11C

лв15.20

Eleven Capital AD

7D

0.7%

1Y

-19.1%

IMP

лв1.56

ImPulse Growth AD

7D

1.3%

1Y

13.0%