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Bulgarian (SOFIX) Asset Management Industry Analysis

UpdatedMay 20, 2026
DataAggregated Company Financials
Companies33
  • 7D0.7%
  • 3M-1.1%
  • 1Y34.7%
  • YTDn/a

Last week, the Asset Management industry hasn't moved much but Synergon Holding AD is up 30% in that time. The past year has been better, since the industry has gained 35% in that time.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 20 May 2026лв752.8mлв67.0mлв12.2m37.2x61.8x11.2x
Fri, 17 Apr 2026лв745.5mлв65.5mлв12.6m42.1x59.3x11.4x
Sun, 15 Mar 2026лв632.7mлв65.0mлв13.0m36.5x48.8x9.7x
Tue, 10 Feb 2026лв641.1mлв11.7mлв9.0m48.2x71.3x54.6x
Thu, 08 Jan 2026лв689.1mлв64.6mлв14.2m58.8x48.4x10.7x
Sat, 06 Dec 2025лв1.3bлв126.7mлв32.5m31.6x38.6x9.9x
Mon, 03 Nov 2025лв1.2bлв124.5mлв32.4m31.3x37.1x9.6x
Wed, 01 Oct 2025лв1.4bлв116.8mлв24.2m38.7x56.3x11.7x
Fri, 29 Aug 2025лв1.3bлв114.0mлв23.2m42.1x57.9x11.8x
Sun, 27 Jul 2025лв1.3bлв112.7mлв20.3m42.1x65.9x11.9x
Tue, 24 Jun 2025лв1.2bлв112.7mлв20.3m41.9x61.4x11.1x
Thu, 22 May 2025лв1.1bлв115.4mлв20.3m40.4x53x9.3x
Sat, 19 Apr 2025лв1.1bлв116.8mлв19.6m35.3x56.5x9.5x
Mon, 17 Mar 2025лв1.1bлв115.3mлв20.7m28.5x51.9x9.3x
Wed, 12 Feb 2025лв1.1bлв116.4mлв22.2m28.5x48.6x9.3x
Fri, 10 Jan 2025лв1.0bлв114.1mлв20.1m27.7x52.2x9.2x
Sun, 08 Dec 2024лв1.0bлв114.1mлв20.1m26.4x51.1x9x
Tue, 05 Nov 2024лв1.0bлв111.7mлв14.0m20.2x73.5x9.2x
Thu, 03 Oct 2024лв972.5mлв107.2mлв8.0m12.8x122.3x9.1x
Sat, 31 Aug 2024лв965.4mлв108.2mлв10.9m19.3x88.5x8.9x
Mon, 29 Jul 2024лв926.5mлв109.1mлв12.9m26.6x71.6x8.5x
Wed, 26 Jun 2024лв992.5mлв107.8mлв14.5m24.1x68.5x9.2x
Fri, 24 May 2024лв1.0bлв95.0mлв16.5m26.3x60.8x10.5x
Sun, 21 Apr 2024лв967.0mлв100.4mлв20.3m19.3x47.5x9.6x
Tue, 19 Mar 2024лв938.4mлв94.3mлв15.2m15.5x61.6x10x
Thu, 15 Feb 2024лв932.3mлв94.7mлв14.0m13.8x66.6x9.8x
Sat, 13 Jan 2024лв962.9mлв94.6mлв13.4m11.4x71.9x10.2x
Mon, 11 Dec 2023лв951.9mлв93.1mлв14.4m26.3x66x10.2x
Wed, 08 Nov 2023лв976.7mлв95.3mлв14.0m26.1x69.7x10.2x
Fri, 06 Oct 2023лв983.6mлв92.9mлв15.1m20.2x65x10.6x
Sun, 03 Sep 2023лв1.0bлв92.6mлв18.0m20x55.8x10.9x
Tue, 01 Aug 2023лв927.4mлв90.6mлв16.1m28.7x57.6x10.2x
Thu, 29 Jun 2023лв878.9mлв84.4mлв8.7m22.7x100.5x10.4x
Sat, 27 May 2023лв867.9mлв84.5mлв8.3m23.1x104x10.3x
Price to Earnings Ratio

104x


Total Market Cap: лв867.9mTotal Earnings: лв8.3mTotal Revenue: лв84.5mTotal Market Cap vs Earnings and Revenue0%0%0%
Bulgarian Asset Management Industry Price to Earnings3Y Average 64.8x202420252026
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 61.8x which is lower than its 3-year average PE of 64.8x.
  • The industry is trading close to its 3-year average PS ratio of 11.4x.
Past Earnings Growth
  • The earnings for companies in the Asset Management and Custody Banks industry have grown 13% per year over the last three years.
  • Meanwhile revenues for these companies have declined 7.4% per year.
  • This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.

Industry Comparison

How does Bulgarian Asset Management compare with similar industries?

BG Market-1.05%
Financials2.20%
Capital Markets0.42%
Asset Management0.69%
Investment Banking and Brokerage0%0
Financial Exchanges and Data-1.43%
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€0.5729.5%
+€2.4m		24.1%n/a
HCEN Holding Center AD€21.603.8%
+€588.7k		n/an/a
11C Eleven Capital AD€6.861.2%
+€184.1k		-12.9%PE17.5x
HRC HR Capital AD€3.300.6%
+€182.3k		139.5%PE13.5x

Latest News

FCAD
€16.80
Futures Capital AD
7D
-3.4%
1Y
9.5%
HCEN
€21.60
Holding Center AD
7D
3.8%
1Y
n/a
11C
€6.86
Eleven Capital AD
7D
1.2%
1Y
-12.9%
HRC
€3.30
HR Capital AD
7D
0.6%
1Y
139.5%
IMP
€0.68
ImPulse Growth AD
7D
-1.4%
1Y
-13.1%
SNRG
€0.57
Synergon Holding AD
7D
29.5%
1Y
24.1%
TRIV
€0.81
Transinvestment SPV
7D
-48.9%
1Y
-32.3%