Compare Caspar Asset Management SA with Similar Stocks
Dashboard
1
Weak Long Term Fundamental Strength with an average Return on Equity (ROE) of 13.58%
- Poor long term growth as Operating profit has grown by an annual rate of -37.20%
- The company has been able to generate a Return on Equity (avg) of 13.58% signifying low profitability per unit of shareholders funds
2
With ROE of 8.86%, it has a very expensive valuation with a 2.10 Price to Book Value
3
Underperformed the market in the last 1 year
Total Returns (Price + Dividend) 
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
27.66%
0%
27.66%
6 Months
25.0%
0%
25.0%
1 Year
3.45%
0%
3.45%
2 Years
-29.82%
0%
-29.82%
3 Years
-45.45%
0%
-45.45%
4 Years
-63.41%
0%
-63.41%
5 Years
-94.0%
0%
-94.0%
Caspar Asset Management SA for the last several years.
Risk Adjusted Returns v/s 
News
No Recent News for the Company
Announcements 
No announcement available
Corporate Actions 
No corporate action available
Quality key factors 
Factor
Value
Sales Growth (5y)
-2.10%
EBIT Growth (5y)
-37.20%
EBIT to Interest (avg)
3.49
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
40.19%
Dividend Payout Ratio
55.75%
Pledged Shares
0
Institutional Holding
0
ROCE (avg)
27.32%
ROE (avg)
13.58%
Valuation key factors
Factor
Value
P/E Ratio
24
Industry P/E
Price to Book Value
2.10
EV to EBIT
14.58
EV to EBITDA
7.33
EV to Capital Employed
3.28
EV to Sales
0.93
PEG Ratio
0.29
Dividend Yield
8.06%
ROCE (Latest)
22.50%
ROE (Latest)
8.86%
Technicals key factors
Indicator
Weekly
Monthly
MACD
Bullish
Mildly Bullish
RSI
Bearish
No Signal
Bollinger Bands
Mildly Bullish
Bullish
Moving Averages
Bullish (Daily)
KST
Bullish
Mildly Bullish
Dow Theory
No Trend
Mildly Bullish
OBV
No Trend
Mildly Bullish
Shareholding Snapshot
No data for shareholding present.
Shareholding Compare (%holding) 
No data for shareholding present.
Quarterly Results Snapshot (Consolidated) - Mar'26 - QoQ
Mar'26
Dec'25
Change(%)
Net Sales
15.20
14.20
7.04%
Operating Profit (PBDIT) excl Other Income
2.00
1.50
33.33%
Interest
0.10
0.20
-50.00%
Exceptional Items
0.00
0.00
Consolidate Net Profit
1.00
0.60
66.67%
Operating Profit Margin (Excl OI)
83.80%
49.40%
3.44%
USD in Million.
Net Sales
QoQ Growth in quarter ended Mar 2026 is 7.04% vs -18.39% in Dec 2025
Consolidated Net Profit
QoQ Growth in quarter ended Mar 2026 is 66.67% vs 0.00% in Dec 2025
Annual Results Snapshot (Consolidated) - Dec'25
Dec'25
Dec'24
Change(%)
Net Sales
49.30
39.70
24.18%
Operating Profit (PBDIT) excl Other Income
6.30
5.20
21.15%
Interest
0.50
0.40
25.00%
Exceptional Items
0.00
0.00
Consolidate Net Profit
2.60
1.40
85.71%
Operating Profit Margin (Excl OI)
64.10%
58.20%
0.59%
USD in Million.
Net Sales
YoY Growth in year ended Dec 2025 is 24.18% vs 25.63% in Dec 2024
Consolidated Net Profit
YoY Growth in year ended Dec 2025 is 85.71% vs -44.00% in Dec 2024
About Caspar Asset Management SA 
Caspar Asset Management SA
Capital Markets
Caspar Asset Management SA is a Poland-based company active in the financial sector. The Company is engaged in asset management by investing on the capital markets, in particular in shares and debt securities. The Company’s services are directed to individuals and institutional investors who wish to invest in Central and Eeaster European Markets. It offers both equity strategies as well as balanced strategies. As of December 31, 2011, the Company operated two wholly owned subsidiaries, Caspar Towarzystwo Funduszy Inwestytcyjnych SA and F-Trust SA.
Company Coordinates 
Company Details
Ul. Polwiejska 32 , POZNAN None : 61-888
Registrar Details






