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AVI Global Trust (LSE:AGT) Shiller PE Ratio

: 14.38 (As of Today)
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As of today (2024-04-19), AVI Global Trust's current share price is £2.30. AVI Global Trust's E10 for the fiscal year that ended in Sep23 was £0.16. AVI Global Trust's Shiller PE Ratio for today is 14.38.

The historical rank and industry rank for AVI Global Trust's Shiller PE Ratio or its related term are showing as below:

LSE:AGT' s Shiller PE Ratio Range Over the Past 10 Years
Min: 10.17   Med: 13.81   Max: 23.78
Current: 14.11

During the past 13 years, AVI Global Trust's highest Shiller PE Ratio was 23.78. The lowest was 10.17. And the median was 13.81.

LSE:AGT's Shiller PE Ratio is ranked worse than
58.34% of 761 companies
in the Asset Management industry
Industry Median: 12.67 vs LSE:AGT: 14.11

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.

AVI Global Trust's adjusted earnings per share data of for the fiscal year that ended in Sep23 was £0.280. Add all the adjusted EPS for the past 10 years together and divide 10 will get our E10, which is £0.16 for the trailing ten years ended in Sep23.

Shiller PE for Stocks: The True Measure of Stock Valuation


AVI Global Trust Shiller PE Ratio Historical Data

The historical data trend for AVI Global Trust'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.

AVI Global Trust Annual Data
Trend Sep14 Sep15 Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23
Shiller PE Ratio
Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 14.46 16.91 12.83 12.89 12.70

AVI Global Trust Semi-Annual Data
Mar14 Sep14 Mar15 Sep15 Mar16 Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23
Shiller PE Ratio 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 Premium Member Only Premium Member Only Premium Member Only 12.83 - 12.89 - 12.70

Competitive Comparison

For the Asset Management subindustry, AVI Global Trust'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.


AVI Global Trust Shiller PE Ratio Distribution

For the Asset Management industry and Financial Services sector, AVI Global Trust's Shiller PE Ratio distribution charts can be found below:

* The bar in red indicates where AVI Global Trust's Shiller PE Ratio falls into.



AVI Global Trust 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.

AVI Global Trust's Shiller PE Ratio for today is calculated as

Shiller PE Ratio=Share Price/ E10
=2.30/0.16
=14.38

* 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.

AVI Global Trust's E10 for the fiscal year that ended in Sep23 is calculated as:

For example, AVI Global Trust's adjusted earnings per share data for the fiscal year that ended in Sep23 was:

Adj_EPS=Earnings per Share (Diluted)/CPI of Sep23 (Change)*Current CPI (Sep23)
=0.28/130.1000*130.1000
=0.280

Current CPI (Sep23) = 130.1000.

AVI Global Trust Annual Data

Earnings per Share (Diluted) CPI Adj_EPS
201409 0.066 100.000 0.086
201509 -0.096 100.200 -0.125
201609 0.312 101.500 0.400
201709 0.235 104.300 0.293
201809 0.147 106.600 0.179
201909 0.044 108.400 0.053
202009 -0.004 109.200 -0.005
202109 0.574 112.400 0.664
202209 -0.221 122.300 -0.235
202309 0.280 130.100 0.280

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.


AVI Global Trust  (LSE:AGT) 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.


AVI Global Trust Shiller PE Ratio Related Terms

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AVI Global Trust (LSE:AGT) Business Description

Traded in Other Exchanges
Address
Link Company Matters Limited , 65 Gresham Street, 6th Floor, London, GBR, EC2V 7NQ
AVI Global Trust PLC is a closed-end investment trust. Its investment objective is to achieve capital growth through a portfolio of investments, particularly in companies whose shares stand at a discount to estimated underlying net asset value. The company invests in companies listed on stock exchanges in the UK and/or overseas, which includes investment holding companies, investment trusts and other companies.

AVI Global Trust (LSE:AGT) Headlines