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Bulgarian (SOFIX) Asset Management Industry Analysis

UpdatedJan 15, 2026
DataAggregated Company Financials
Companies31
  • 7D-0.007%
  • 3M5.3%
  • 1Y10.2%
  • YTDn/a

Last week, the Asset Management industry hasn't moved much but Synergon Holding AD is up 24% in that time. As for the the longer term, the industry is up 9.5% 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
Fri, 16 Jan 2026лв624.7mлв66.2mлв15.5m31.4x40.3x9.4x
Sun, 14 Dec 2025лв1.2bлв125.7mлв27.7m33.2x42.9x9.5x
Tue, 11 Nov 2025лв1.2bлв124.3mлв31.6m31.3x38x9.6x
Thu, 09 Oct 2025лв1.4bлв116.8mлв24.2m38.7x56.6x11.7x
Sat, 06 Sep 2025лв1.3bлв113.7mлв23.4m38.7x57.6x11.9x
Mon, 04 Aug 2025лв1.3bлв113.5mлв23.0m42.1x58.4x11.8x
Wed, 02 Jul 2025лв1.3bлв112.7mлв20.3m41.9x61.9x11.2x
Fri, 30 May 2025лв1.1bлв110.9mлв20.3m40.8x55.3x10.1x
Sun, 27 Apr 2025лв1.1bлв117.7mлв20.8m35.3x51.1x9x
Tue, 25 Mar 2025лв1.1bлв116.3mлв20.8m28.5x52.3x9.3x
Thu, 20 Feb 2025лв1.1bлв116.4mлв22.2m28.5x49.3x9.4x
Sat, 18 Jan 2025лв1.0bлв114.1mлв20.1m27.7x52.2x9.2x
Mon, 16 Dec 2024лв1.0bлв114.1mлв20.1m27.7x51.2x9x
Wed, 13 Nov 2024лв1.0bлв111.7mлв14.0m20.2x73.1x9.2x
Fri, 11 Oct 2024лв972.0mлв107.0mлв9.5m23.9x102.8x9.1x
Sun, 08 Sep 2024лв971.7mлв106.7mлв8.0m12.5x122x9.1x
Tue, 06 Aug 2024лв922.4mлв108.1mлв11.9m26.8x77.4x8.5x
Thu, 04 Jul 2024лв1.0bлв107.2mлв14.5m24.1x69.1x9.3x
Sat, 01 Jun 2024лв987.3mлв111.6mлв15.7m26.5x62.7x8.8x
Mon, 29 Apr 2024лв983.7mлв100.4mлв20.1m24.5x49x9.8x
Wed, 27 Mar 2024лв977.7mлв94.3mлв15.2m15.7x64.1x10.4x
Fri, 23 Feb 2024лв938.3mлв94.7mлв14.0m13.2x67x9.9x
Sun, 21 Jan 2024лв961.6mлв94.6mлв13.4m11.4x71.8x10.2x
Tue, 19 Dec 2023лв954.8mлв93.9mлв14.9m9.8x63.9x10.2x
Thu, 16 Nov 2023лв965.6mлв95.3mлв14.0m26.2x68.9x10.1x
Sat, 14 Oct 2023лв973.6mлв95.9mлв14.7m27.8x66.4x10.1x
Mon, 11 Sep 2023лв1.0bлв92.6mлв18.0m19.7x56.6x11x
Wed, 09 Aug 2023лв926.6mлв91.9mлв17.4m28.7x53.2x10.1x
Fri, 07 Jul 2023лв896.2mлв84.5mлв8.7m17.4x102.5x10.6x
Sun, 04 Jun 2023лв869.7mлв84.5mлв8.3m23x104.2x10.3x
Tue, 02 May 2023лв861.8mлв77.0mлв1.3m15.5x666x11.2x
Thu, 30 Mar 2023лв840.4mлв75.5mлв361.0k25.9x2327.9x11.1x
Sat, 25 Feb 2023лв834.6mлв76.9m-лв1,391,000.0028.9x-600x10.9x
Mon, 23 Jan 2023лв836.5mлв84.3mлв17.1m67.4x49x9.9x
Price to Earnings Ratio

49x


Total Market Cap: лв836.5mTotal 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 40.2x 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 10.1x.
Past Earnings Growth
  • The earnings for companies in the Asset Management and Custody Banks industry have declined 3.2% per year over the last three years,
  • Revenues have also declined 7.8% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does Bulgarian Asset Management compare with similar industries?

BG Market4.40%
Financials10.16%
Capital Markets2.02%
Asset Management-0.0067%
Financial Exchanges and Data17.29%
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
SNRG Synergon Holding AD€0.6223.9%
+€2.2m		18.8%n/a
FCAD Futures Capital AD€16.802.8%
+€192.8k		9.5%n/a
HRC HR Capital AD€2.700.7%
+€182.3k		114.5%PE17.5x
GROW IPO Growth JSC€0.671.7%
+€120.1k		n/an/a
11C Eleven Capital AD€9.200.5%
+€115.1k		20.7%PE4.8x

Latest News

HCEN
€21.40
Holding Center AD
7D
0.1%
1Y
n/a
HRC
€2.70
HR Capital AD
7D
0.7%
1Y
114.5%
11C
€9.20
Eleven Capital AD
7D
0.5%
1Y
20.7%
GROW
€0.67
IPO Growth JSC
7D
1.7%
1Y
n/a
WIN
€0.61
Webit Investment Network AD
7D
-3.9%
1Y
5.6%
IMP
€0.75
ImPulse Growth AD
7D
1.4%
1Y
-6.0%
SNRG
€0.62
Synergon Holding AD
7D
23.9%
1Y
18.8%
FCAD
€16.80
Futures Capital AD
7D
2.8%
1Y
9.5%
HEKI
€15.30
Ekip-98 Holding AD
7D
-0.1%
1Y
15.2%
HSOF
€2.00
Holding Sveta Sofia AD
7D
-1.6%
1Y
n/a
HLEV
€2.44
Zlaten Lev Holding
7D
-2.5%
1Y
n/a
CHL
€10.20
Chernomorski Holding AD
7D
-9.3%
1Y
-0.2%
TRIV
€0.81
Transinvestment SPV
7D
-48.9%
1Y
-32.3%