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Bulgarian (SOFIX) Asset Management Industry Analysis

UpdatedDec 21, 2024
DataAggregated Company Financials
Companies33
  • 7D2.1%
  • 3M1.9%
  • 1Y10.7%
  • YTDn/a

In the last week, the Asset Management industry is up 2.3%, with Chernomorski Holding AD up 20%. In the last 12 months, the industry was up 12%.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 22 Dec 2024лв1.1bлв114.1mлв20.1m27.7x52.3x9.2x
Tue, 19 Nov 2024лв1.0bлв111.0mлв14.0m20.2x72.7x9.2x
Thu, 17 Oct 2024лв1.0bлв107.0mлв9.5m24.8x109.8x9.7x
Sat, 14 Sep 2024лв964.9mлв107.2mлв7.8m12.5x124.4x9x
Mon, 12 Aug 2024лв928.1mлв108.1mлв11.9m26.8x77.9x8.6x
Wed, 10 Jul 2024лв999.1mлв109.1mлв14.8m26.4x67.5x9.2x
Fri, 07 Jun 2024лв991.1mлв105.9mлв15.7m26.3x63x9.4x
Sun, 05 May 2024лв981.1mлв94.1mлв13.9m24.5x70.6x10.4x
Tue, 02 Apr 2024лв978.9mлв94.3mлв16.6m17x59.1x10.4x
Thu, 29 Feb 2024лв940.2mлв94.7mлв14.0m13.5x67.1x9.9x
Sat, 27 Jan 2024лв959.0mлв94.6mлв13.4m11.4x71.6x10.1x
Mon, 25 Dec 2023лв962.5mлв94.7mлв13.1m8.5x73.4x10.2x
Wed, 22 Nov 2023лв975.4mлв95.3mлв14.0m26.3x69.6x10.2x
Fri, 20 Oct 2023лв973.0mлв95.9mлв14.7m27.8x66.4x10.1x
Sun, 17 Sep 2023лв988.0mлв92.9mлв15.1m19.1x65.2x10.6x
Tue, 15 Aug 2023лв934.9mлв91.9mлв17.4m26.8x53.7x10.2x
Thu, 13 Jul 2023лв915.1mлв84.5mлв8.8m17.4x104.3x10.8x
Sat, 10 Jun 2023лв874.6mлв84.5mлв8.3m23x104.8x10.4x
Mon, 08 May 2023лв862.3mлв84.3mлв8.3m21.2x103.3x10.2x
Wed, 05 Apr 2023лв845.4mлв74.2m-лв633,000.0032.6x-1335.5x11.4x
Fri, 03 Mar 2023лв835.5mлв76.9m-лв1,391,000.0028.7x-600.6x10.9x
Sun, 29 Jan 2023лв835.1mлв93.3mлв19.9m25.9x42x9x
Tue, 27 Dec 2022лв790.0mлв85.3mлв17.8m6.4x44.3x9.3x
Thu, 24 Nov 2022лв774.0mлв86.0mлв17.2m6.3x45.1x9x
Sat, 22 Oct 2022лв770.3mлв86.3mлв17.4m6.3x44.2x8.9x
Mon, 19 Sep 2022лв780.8mлв86.7mлв17.8m11.4x43.9x9x
Wed, 17 Aug 2022лв777.8mлв86.7mлв17.8m12.1x43.7x9x
Fri, 15 Jul 2022лв762.1mлв86.5mлв17.4m11.2x43.9x8.8x
Sun, 12 Jun 2022лв765.2mлв87.0mлв17.9m16.3x42.7x8.8x
Tue, 10 May 2022лв754.2mлв87.3mлв18.3m16.8x41.3x8.6x
Thu, 07 Apr 2022лв747.5mлв87.3mлв18.3m18.1x40.9x8.6x
Sat, 05 Mar 2022лв745.3mлв86.7mлв22.8m36.8x32.7x8.6x
Mon, 31 Jan 2022лв752.1mлв72.8mлв10.6m42.4x70.6x10.3x
Wed, 29 Dec 2021лв761.8mлв70.1m-лв6,060,000.0053.3x-125.7x10.9x
Price to Earnings Ratio

-125.7x


Total Market Cap: лв761.8mTotal Earnings: -лв6,060,000.00Total Revenue: лв70.1mTotal Market Cap vs Earnings and Revenue0%0%0%
Bulgarian Asset Management Industry Price to Earnings3Y Average 62.2x202220232024
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 52.3x which is lower than its 3-year average PE of 61.8x.
  • The industry is trading close to its 3-year average PS ratio of 9.7x.
Past Earnings Growth
  • Total earnings for the Asset Management and Custody Banks industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 18% per year.
  • This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.

Industry Comparison

How does Bulgarian Asset Management compare with similar industries?

BG Market0.59%
Financials2.09%
Capital Markets1.95%
Asset Management2.09%
Financial Exchanges and Data0.64%
Investment Banking and Brokerage0%
Diversified Capital Markets0%
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
CHL Chernomorski Holding ADлв20.4020.0%
+лв11.2m		172.0%PE41.2x
HLEV Zlaten Lev Holdingлв4.5811.7%
+лв3.1m		2.7%n/a
SEVH Sever Holding ADлв7.00125.8%
+лв3.0m		91.3%n/a
SNRG Synergon Holding ADлв1.1515.0%
+лв2.8m		17.3%n/a
HVAR Holding Varna ADлв46.400.4%
+лв1.3m		5.9%PE146.4x
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Latest News

TRIV

лв1.10

Transinvestment SPV

7D

-8.3%

1Y

n/a

MELH

лв1.35

Mel Invest Holding AD

7D

8.0%

1Y

n/a

SNRG

лв1.15

Synergon Holding AD

7D

15.0%

1Y

17.3%

SEVH

лв7.00

Sever Holding AD

7D

125.8%

1Y

91.3%

HRC

лв2.34

HR Capital AD

7D

1.7%

1Y

n/a

CHL

лв20.40

Chernomorski Holding AD

7D

20.0%

1Y

172.0%

HVAR

лв46.40

Holding Varna AD

7D

0.4%

1Y

5.9%

11C

лв15.30

Eleven Capital AD

7D

-3.2%

1Y

-14.0%

HLEV

лв4.58

Zlaten Lev Holding

7D

11.7%

1Y

2.7%

IDH

лв3.00

Industry Development Holding AD

7D

3.4%

1Y

12.8%