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Bulgarian (SOFIX) Asset Management Industry Analysis

UpdatedMar 18, 2025
DataAggregated Company Financials
Companies33
  • 7D-2.5%
  • 3M-1.4%
  • 1Y6.6%
  • YTDn/a

Over the last 7 days, the Asset Management industry has dropped 2.4%, driven by Chernomorski Holding AD declining 33%. In contrast, VF Alternative AD has gained 17%. This takes the industry's 12 month performance to a gain of 6.6%.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 19 Mar 2025лв1.1bлв115.3mлв20.7m28.5x51.9x9.3x
Fri, 14 Feb 2025лв1.1bлв116.4mлв22.2m28.5x48.3x9.2x
Sun, 12 Jan 2025лв1.0bлв114.1mлв20.1m27.7x52.2x9.2x
Tue, 10 Dec 2024лв1.0bлв114.1mлв20.1m27.7x51.1x9x
Thu, 07 Nov 2024лв1.0bлв111.7mлв14.0m20.2x73.5x9.2x
Sat, 05 Oct 2024лв969.0mлв107.2mлв8.0m12.6x121.9x9x
Mon, 02 Sep 2024лв965.4mлв106.1mлв7.7m11.6x126.1x9.1x
Wed, 31 Jul 2024лв930.4mлв109.1mлв12.9m27x71.9x8.5x
Fri, 28 Jun 2024лв994.6mлв107.8mлв14.5m24.1x68.6x9.2x
Sun, 26 May 2024лв1.0bлв111.6mлв15.7m26.3x63.6x9x
Tue, 23 Apr 2024лв967.0mлв100.4mлв20.3m19.3x47.5x9.6x
Thu, 21 Mar 2024лв937.9mлв94.3mлв15.2m15.6x61.5x9.9x
Sat, 17 Feb 2024лв934.3mлв94.7mлв14.0m13.7x66.7x9.9x
Mon, 15 Jan 2024лв962.9mлв94.6mлв13.4m11.4x71.9x10.2x
Wed, 13 Dec 2023лв953.0mлв93.6mлв14.4m26.3x66.1x10.2x
Fri, 10 Nov 2023лв976.8mлв95.3mлв14.0m28.1x69.7x10.2x
Sun, 08 Oct 2023лв971.6mлв92.9mлв15.1m20.2x64.2x10.5x
Tue, 05 Sep 2023лв1.0bлв92.6mлв18.0m19.9x56.6x11x
Thu, 03 Aug 2023лв926.9mлв91.9mлв17.4m28.7x53.2x10.1x
Sat, 01 Jul 2023лв879.8mлв84.4mлв8.7m17x100.6x10.4x
Mon, 29 May 2023лв868.2mлв84.5mлв8.3m23.1x104x10.3x
Wed, 26 Apr 2023лв864.8mлв77.0mлв1.3m16x668.3x11.2x
Fri, 24 Mar 2023лв840.1mлв76.9m-лв1,391,000.0025.2x-603.9x10.9x
Sun, 19 Feb 2023лв839.1mлв76.9m-лв1,391,000.0030.3x-603.2x10.9x
Tue, 17 Jan 2023лв832.0mлв84.3mлв17.1m66.5x48.7x9.9x
Thu, 15 Dec 2022лв783.6mлв86.0mлв17.2m6.4x45.7x9.1x
Sat, 12 Nov 2022лв770.7mлв86.0mлв17.2m6.3x44.9x9x
Mon, 10 Oct 2022лв764.7mлв86.3mлв17.4m6.3x43.9x8.9x
Wed, 07 Sep 2022лв781.9mлв86.7mлв17.8m12.1x43.9x9x
Fri, 05 Aug 2022лв767.1mлв86.5mлв17.4m12.2x44.2x8.9x
Sun, 03 Jul 2022лв762.1mлв86.5mлв17.4m11.3x43.9x8.8x
Tue, 31 May 2022лв761.6mлв87.0mлв17.9m15.9x42.5x8.8x
Thu, 28 Apr 2022лв754.2mлв87.3mлв18.3m17.5x41.3x8.6x
Sat, 26 Mar 2022лв772.3mлв87.4mлв18.3m41.3x42.2x8.8x
Price to Earnings Ratio

42.2x


Total Market Cap: лв772.3mTotal Earnings: лв18.3mTotal Revenue: лв87.4mTotal Market Cap vs Earnings and Revenue0%0%0%
Bulgarian Asset Management Industry Price to Earnings3Y Average 65.1x202320242025
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 51.9x which is lower than its 3-year average PE of 65.0x.
  • 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 3.9% per year over the last three years.
  • Revenues for these companies have grown 9.7% 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 Market0.19%
Financials-1.61%
Capital Markets-2.22%
Asset Management-2.49%
Financial Exchanges and Data0.64%
Investment Banking and Brokerage0%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?

CompanyLast Price7D1YValuation
VFAL VF Alternative ADлв38.60k17.0%
+лв2.8m		n/aPB3.5x
SNRG Synergon Holding ADлв0.958.0%
+лв1.3m		n/an/a
11C Eleven Capital ADлв15.200.7%
+лв230.2k		-10.6%PE3.7x
HRC HR Capital ADлв2.360.9%
+лв182.3k		n/an/a
BGI BGI Group ADлв1.002.0%
+лв133.3k		n/an/a
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ImPulse Growth AD

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