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Bulgarian (SOFIX) Asset Management Industry Analysis

UpdatedSep 16, 2026
DataAggregated Company Financials
Companies38
  • 7D-0.1%
  • 3M7.0%
  • 1Y14.4%
  • YTDn/a

Over the last 7 days, the Asset Management industry has remained flat, although notably Chernomorski Holding AD gained 13%. As for the the longer term, the industry is up 16% 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
Wed, 16 Sep 2026лв812.4mлв110.0mлв33.0m22.4x24.7x7.4x
Fri, 14 Aug 2026лв786.0mлв69.1mлв15.3m27.4x51.3x11.4x
Sun, 12 Jul 2026лв765.6mлв68.3mлв15.9m33x48.1x11.2x
Tue, 09 Jun 2026лв753.5mлв68.8mлв13.0m30.8x57.9x11x
Thu, 07 May 2026лв753.9mлв65.7mлв11.6m41.3x65.3x11.5x
Sat, 04 Apr 2026лв747.9mлв66.9mлв12.8m41.1x58.2x11.2x
Mon, 02 Mar 2026лв638.8mлв11.9mлв9.1m48.3x70.5x53.8x
Wed, 28 Jan 2026лв638.8mлв64.1mлв15.1m33.3x42.4x10x
Fri, 26 Dec 2025лв1.2bлв125.0mлв27.7m31.7x43.1x9.5x
Sun, 23 Nov 2025лв1.2bлв125.1mлв31.6m33.7x39.4x9.9x
Tue, 21 Oct 2025лв1.4bлв126.1mлв34.0m27.9x39.8x10.7x
Thu, 18 Sep 2025лв1.4bлв116.7mлв24.2m36.3x56.3x11.7x
Sat, 16 Aug 2025лв1.3bлв114.0mлв23.2m42.1x57.1x11.6x
Mon, 14 Jul 2025лв1.3bлв112.7mлв20.3m41.9x62.3x11.2x
Wed, 11 Jun 2025лв1.2bлв110.6mлв20.1m40.8x60x10.9x
Fri, 09 May 2025лв1.1bлв114.0mлв19.9m37.8x53.2x9.3x
Sun, 06 Apr 2025лв1.1bлв114.8mлв19.4m35.2x56.6x9.6x
Tue, 04 Mar 2025лв1.1bлв116.4mлв22.1m28.3x50x9.5x
Thu, 30 Jan 2025лв1.0bлв114.1mлв20.1m28.5x52.2x9.2x
Sat, 28 Dec 2024лв1.1bлв114.1mлв20.1m27.7x52.4x9.2x
Mon, 25 Nov 2024лв1.0bлв111.0mлв14.0m20.1x72.7x9.2x
Wed, 23 Oct 2024лв1.0bлв107.0mлв9.5m24.8x108.7x9.6x
Fri, 20 Sep 2024лв966.1mлв107.2mлв7.8m12.5x124.5x9x
Sun, 18 Aug 2024лв929.9mлв108.1mлв11.9m26.8x78x8.6x
Tue, 16 Jul 2024лв926.0mлв109.1mлв12.9m26.4x71.5x8.5x
Thu, 13 Jun 2024лв956.0mлв105.9mлв15.7m26.1x60.8x9x
Sat, 11 May 2024лв982.2mлв95.0mлв14.7m23.2x66.7x10.3x
Mon, 08 Apr 2024лв981.1mлв94.3mлв16.6m17x59.2x10.4x
Wed, 06 Mar 2024лв903.6mлв94.7mлв14.0m13.7x64.5x9.5x
Fri, 02 Feb 2024лв959.7mлв94.7mлв13.8m13.7x69.3x10.1x
Sun, 31 Dec 2023лв967.7mлв94.7mлв13.1m8.5x73.8x10.2x
Tue, 28 Nov 2023лв956.6mлв95.3mлв14.0m26.4x68.2x10x
Thu, 26 Oct 2023лв982.0mлв96.0mлв14.7m27.8x67x10.2x
Sat, 23 Sep 2023лв971.6mлв92.9mлв15.1m19x64.2x10.5x
Price to Earnings Ratio

64.2x


Total Market Cap: лв971.6mTotal Earnings: лв15.1mTotal Revenue: лв92.9mTotal Market Cap vs Earnings and Revenue0%0%0%
Bulgarian Asset Management Industry Price to Earnings3Y Average 61.5x202420252026
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 24.8x which is lower than its 3-year average PE of 61.6x.
  • The 3-year average PS ratio of 11.4x is higher than the industry's current PS ratio of 7.4x.
Past Earnings Growth
  • The earnings for companies in the Asset Management and Custody Banks industry have grown 30% per year over the last three years.
  • Revenues for these companies have grown 5.8% 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 Market0.80%
Financials2.53%
Capital Markets-0.011%
Asset Management-0.11%
Financial Exchanges and Data0.80%
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
HRC HR Capital AD€4.988.3%
+€3.5m		163.2%PE5.1x
CHL Chernomorski Holding AD€9.0012.5%
+€3.3m		-20.0%PE98.9x
HSOF Holding Sveta Sofia AD€1.984.2%
+€795.2k		n/aPE8.9x
HCEN Holding Center AD€21.600.9%
+€147.2k		n/an/a
HUG Holding Coop-Yug AD€2.062.0%
+€111.4k		n/an/a

Latest News

HCEN
€21.60
Holding Center AD
7D
0.9%
1Y
n/a
IMP
€0.74
ImPulse Growth AD
7D
-3.3%
1Y
-5.4%
HRC
€4.98
HR Capital AD
7D
8.3%
1Y
163.2%
Analysis Article • Sep 02

Here's Why We Think HR Capital AD (BUL:HRC) Is Well Worth Watching

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
HUG
€2.06
Holding Coop-Yug AD
7D
2.0%
1Y
n/a
MFG
€2.60
MFG Invest AD
7D
-7.1%
1Y
81.7%
HSOF
€1.98
Holding Sveta Sofia AD
7D
4.2%
1Y
n/a
CHL
€9.00
Chernomorski Holding AD
7D
12.5%
1Y
-20.0%
HVAR
€25.20
Holding Varna AD
7D
-3.1%
1Y
4.0%
11C
€8.34
Eleven Capital AD
7D
-0.7%
1Y
2.0%
WIN
€0.49
Webit Investment Network AD
7D
-1.6%
1Y
-25.7%
TRIV
€0.81
Transinvestment SPV
7D
-48.9%
1Y
-32.3%