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Investment Company (The) (LSE:INV) Shiller PE Ratio : 14.55 (As of May. 14, 2024)


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What is Investment Company (The) Shiller PE Ratio?

As of today (2024-05-14), Investment Company (The)'s current share price is £3.20. Investment Company (The)'s E10 for the fiscal year that ended in Jun23 was £0.22. Investment Company (The)'s Shiller PE Ratio for today is 14.55.

The historical rank and industry rank for Investment Company (The)'s Shiller PE Ratio or its related term are showing as below:

LSE:INV' s Shiller PE Ratio Range Over the Past 10 Years
Min: 11.45   Med: 16.22   Max: 212
Current: 14.47

During the past 13 years, Investment Company (The)'s highest Shiller PE Ratio was 212.00. The lowest was 11.45. And the median was 16.22.

LSE:INV's Shiller PE Ratio is ranked worse than
58.66% of 762 companies
in the Asset Management industry
Industry Median: 13.025 vs LSE:INV: 14.47

E10 is a concept invented by Prof. Robert Shiller, who uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings of a company over the past 10 years.

Investment Company (The)'s adjusted earnings per share data of for the fiscal year that ended in Jun23 was £0.155. Add all the adjusted EPS for the past 10 years together and divide 10 will get our E10, which is £0.22 for the trailing ten years ended in Jun23.

Shiller PE for Stocks: The True Measure of Stock Valuation


Investment Company (The) Shiller PE Ratio Historical Data

The historical data trend for Investment Company (The)'s Shiller PE 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.

Investment Company (The) Shiller PE Ratio Chart

Investment Company (The) Annual Data
Trend Jun14 Jun15 Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23
Shiller PE Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 13.47 14.46 14.58 14.00 15.42

Investment Company (The) Semi-Annual Data
Jun14 Dec14 Jun15 Dec15 Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23
Shiller PE 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 - 14.00 - 15.42 -

Competitive Comparison of Investment Company (The)'s Shiller PE Ratio

For the Asset Management subindustry, Investment Company (The)'s Shiller PE Ratio, along with its competitors' market caps and Shiller PE 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.


Investment Company (The)'s Shiller PE Ratio Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Investment Company (The)'s Shiller PE Ratio distribution charts can be found below:

* The bar in red indicates where Investment Company (The)'s Shiller PE Ratio falls into.



Investment Company (The) Shiller PE Ratio Calculation

For Shiller PE Ratio, the earnings of the past 10 years are inflation-adjusted and averaged. The result is used for P/E calculation. Since it looks at the average over the last 10 years, the Shiller PE Ratio is also called PE10.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The same calculation is applied here to individual companies.

Investment Company (The)'s Shiller PE Ratio for today is calculated as

Shiller PE Ratio=Share Price/ E10
=3.20/0.22
=14.55

* 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.

Investment Company (The)'s E10 for the fiscal year that ended in Jun23 is calculated as:

For example, Investment Company (The)'s adjusted earnings per share data for the fiscal year that ended in Jun23 was:

Adj_EPS=Earnings per Share (Diluted)/CPI of Jun23 (Change)*Current CPI (Jun23)
=0.155/129.4000*129.4000
=0.155

Current CPI (Jun23) = 129.4000.

Investment Company (The) Annual Data

Earnings per Share (Diluted) CPI Adj_EPS
201406 0.910 99.800 1.180
201506 0.176 100.100 0.228
201606 -0.040 101.000 -0.051
201706 0.246 103.500 0.308
201806 0.257 105.900 0.314
201906 0.032 107.900 0.038
202006 -0.209 108.800 -0.249
202106 0.291 111.400 0.338
202206 -0.052 120.500 -0.056
202306 0.155 129.400 0.155

Add all the adjusted EPS together and divide 10 will get our E10.

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.


Investment Company (The)  (LSE:INV) Shiller PE Ratio Explanation

Compared with the regular PE Ratio, which works poorly for cyclical businesses, the Shiller PE Ratio smoothed out the fluctuations of profit margins during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Shiller PE Ratio should give similar results to regular PE Ratio.

Compared with the PS Ratio, the Shiller PE Ratio makes the comparison between different industries more meaningful.


Be Aware

Shiller PE Ratio assumes that over the long term, businesses and profitability revert to their means. If a company's business model does not work in the future compared with the past, Shiller PE Ratio and PS Ratio will give false valuations.


Investment Company (The) Shiller PE Ratio Related Terms

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Investment Company (The) (LSE:INV) Business Description

Traded in Other Exchanges
N/A
Address
Courtenay Street, Suite 8, Bridge House, Newton Abbot, Devon, GBR, TQ12 2QS
Investment Company (The) PLC is engaged in the investment of equity securities. Its investment objective is to protect the purchasing power of its capital in real terms and to participate in enduring economic activities which lend themselves to genuine capital accumulation and wealth creation.

Investment Company (The) (LSE:INV) Headlines

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