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Castle Private Equity AG (LTS:0QK7) Cyclically Adjusted PB Ratio : (As of Jun. 10, 2024)


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What is Castle Private Equity AG Cyclically Adjusted PB Ratio?

Note: If the price history is too short, we do not calculate current Cyclically Adjusted PB Ratio for this stock. All the historical data is shown as the company's primary share's data instead.

Shiller PE for Stocks: The True Measure of Stock Valuation


Castle Private Equity AG Cyclically Adjusted PB Ratio Historical Data

The historical data trend for Castle Private Equity AG's Cyclically Adjusted PB Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Castle Private Equity AG Cyclically Adjusted PB Ratio Chart

Castle Private Equity AG Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
Cyclically Adjusted PB Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.86 0.63 0.60 0.49 0.29

Castle Private Equity AG Semi-Annual Data
Dec13 Jun14 Dec14 Jun15 Dec15 Jun16 Dec16 Jun17 Dec17 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23
Cyclically Adjusted PB Ratio Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.60 - 0.49 - 0.29

Competitive Comparison of Castle Private Equity AG's Cyclically Adjusted PB Ratio

For the Asset Management subindustry, Castle Private Equity AG's Cyclically Adjusted PB Ratio, along with its competitors' market caps and Cyclically Adjusted PB Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Castle Private Equity AG's Cyclically Adjusted PB Ratio Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Castle Private Equity AG's Cyclically Adjusted PB Ratio distribution charts can be found below:

* The bar in red indicates where Castle Private Equity AG's Cyclically Adjusted PB Ratio falls into.



Castle Private Equity AG Cyclically Adjusted PB Ratio Calculation

Like the Shiller PE Ratio, the Cyclically Adjusted PB Ratio takes the Book Value per Share from the past 10 years, adjusts it for inflation, and then calculates the average. This average is then used for the P/B calculation. Because it considers this 10-year average, it's often referred to as the CAPB Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio.

Castle Private Equity AG's Cyclically Adjusted Book per Share for the fiscal year that ended in Dec23 is calculated as:

For example, Castle Private Equity AG's adjusted Book Value per Share data for the fiscal year that ended in Dec23 was:

Adj_Book=Book Value per Share/CPI of Dec23 (Change)*Current CPI (Dec23)
=7.302/106.4612*106.4612
=7.302

Current CPI (Dec23) = 106.4612.

Castle Private Equity AG Annual Data

Book Value per Share CPI Adj_Book
201412 14.378 100.704 15.200
201512 16.110 99.386 17.257
201612 17.355 99.380 18.592
201712 18.277 100.213 19.417
201812 17.813 100.906 18.794
201912 14.079 101.063 14.831
202012 13.559 100.241 14.400
202112 13.224 101.776 13.833
202212 9.535 104.666 9.699
202312 7.302 106.461 7.302

Add all the adjusted book value per share together and divide the count will get our Cyclically Adjusted Book per Share.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.


Castle Private Equity AG  (LTS:0QK7) Cyclically Adjusted PB Ratio Explanation

Compared with the regular PB Ratio, which works poorly for cyclical businesses, the Cyclically Adjusted PB Ratio smoothed out the fluctuations of book value during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Cyclically Adjusted PB Ratio should give similar results to regular PB Ratio.


Castle Private Equity AG Cyclically Adjusted PB Ratio Related Terms

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Castle Private Equity AG (LTS:0QK7) Business Description

Traded in Other Exchanges
Address
Schutzenstrasse 6, Pfaffikon, CHE, CH-8808
Castle Private Equity AG is engaged in private equity investments. It offers its shareholders the benefits of private equity by investing in an actively managed portfolio of high quality private equity transactions. The company has its geographic presence in India, USA, United Kingdom, China, Israel, Portugal and Others.

Castle Private Equity AG (LTS:0QK7) Headlines

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