Barita Investments (XJAM:BIL) Cyclically Adjusted Book per Share: JMD24.09 (As of Mar. 2026)


XJAM:BIL Barita Investments Ltd XJAM:BIL
61 GF Score
Price JMD68.29
GF Value JMD17,082.17
Valuation Possible Value Trap
! 5 Warning Signs
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What is Barita Investments Cyclically Adjusted Book per Share?

Barita Investments XJAM:BIL -0.09% 61 Cyclically Adjusted Book per Share is JMD24.09 as of Mar. 2026. GuruFocus rates XJAM:BIL with a GF Score™ of 61/100 and a GF Value™ of JMD17,082.17 (Possible Value Trap). The stock has 5 warning signs investors should review.

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. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted Book per Share and the Cyclically Adjusted PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted Book Value per Share of a company over the past 10 years.

Barita Investments's adjusted book value per share for the three months ended in Mar. 2026 was JMD30.366. Add all the adjusted book value per share for the past 10 years together and divide the count will get our Cyclically Adjusted Book per Share, which is JMD24.09 for the trailing ten years ended in Mar. 2026.

During the past 12 months, Barita Investments's average Cyclically Adjusted Book Growth Rate was 14.70% per year. During the past 3 years, the average Cyclically Adjusted Book Growth Rate was 16.30% per year. Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the Cyclically Adjusted Book Growth Rate using Cyclically Adjusted Book per Share data.

During the past 13 years, the highest 3-Year average Cyclically Adjusted Book Growth Rate of Barita Investments was 16.30% per year. The lowest was 16.30% per year. And the median was 16.30% per year.

As of today (2026-07-09), Barita Investments's current stock price is JMD68.29. Barita Investments's Cyclically Adjusted Book per Share for the quarter that ended in Mar. 2026 was JMD24.09. Barita Investments's Cyclically Adjusted PB Ratio of today is 2.83.

During the past 13 years, the highest Cyclically Adjusted PB Ratio of Barita Investments was 7.54. The lowest was 2.81. And the median was 3.98.


Barita Investments  (XJAM:BIL) Cyclically Adjusted Book per Share Explanation

If a company grows much fast than inflation, Cyclically Adjusted Book per Share may underestimate the company's equity. Cyclically Adjusted PB Ratio can seem to be too high even the actual PB Ratio is low.

For the Cyclically Adjusted PB Ratio, the book value of the past 10 years are inflation-adjusted and averaged. The result is used for P/B calculation. Since it looks at the average over the last 10 years, the Cyclically Adjusted PB Ratio is also called CAPB Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller. He uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings per share of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted book value per share of a company over the past 10 years.

Barita Investments's Cyclically Adjusted PB Ratio of today is calculated as

Cyclically Adjusted PB Ratio=Share Price/Cyclically Adjusted Book per Share
=68.29/24.09
=2.83

* 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.

During the past 13 years, the highest Cyclically Adjusted PB Ratio of Barita Investments was 7.54. The lowest was 2.81. And the median was 3.98.


Be Aware

Cyclically Adjusted PB Ratio works better for cyclical companies. It gives you a better idea on the company's real book value.


Barita Investments Cyclically Adjusted Book per Share Related Terms


Barita Investments Cyclically Adjusted Book per Share Historical Data

* Premium members only.

The historical data trend for Barita Investments's Cyclically Adjusted Book per Share 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.

Barita Investments Cyclically Adjusted Book per Share Chart

Barita Investments Annual Data
Trend Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24 Sep25
Cyclically Adjusted Book per Share
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.00 14.31 17.21 19.50 22.53

Barita Investments Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Cyclically Adjusted Book per Share 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 21.00 21.81 22.53 23.06 24.09

XJAM:BIL vs MS, GS, SCHW: Cyclically Adjusted Book per Share Comparison

For the Capital Markets subindustry, Barita Investments'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.


Barita Investments Cyclically Adjusted PB Ratio vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Barita Investments's Cyclically Adjusted PB Ratio distribution charts can be found below:

* The bar in red indicates where Barita Investments's Cyclically Adjusted PB Ratio falls into.


XJAM:BIL
61GF Score
Barita Investments Ltd XJAM:BIL
Cyclically Adjusted Book per Share is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Barita Investments Cyclically Adjusted Book per Share Calculation

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. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted Book per Share and the Cyclically Adjusted PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted Book Value per Share of a company over the past 10 years.

What is Cyclically Adjusted Book per Share? How do we calculate Cyclically Adjusted Book per Share?

Cyclically Adjusted Book per Share is the average of the inflation adjusted Book Value per Share of a company over the past 10 years. Let's use an example to explain.

If we want to calculate the Cyclically Adjusted Book per Share of Wal-Mart (WMT) for Dec. 31, 2010, we need to have the inflation data and the book value per share from 2001 through 2010.

We adjusted the 2001 book value per share data with the total inflation from 2001 through 2010 to the equivalent book value in 2010. If the total inflation from 2001 to 2010 is 40%, and Wal-Mart's book value is $1 a share in 2001, then the 2001's equivalent book value in 2010 is $1.4 a share. If Wal-Mart's book value is $1 again in 2002, and the total inflation from 2002 through 2010 is 35%, then the equivalent 2002 book value in 2010 is $1.35. So on and so forth, you get the equivalent book value per share of past 10 years. Then you add them together and divided the sum by the count to get 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.

For example, Barita Investments's adjusted Book Value per Share data for the three months ended in Mar. 2026 was:

Adj_Book= Book Value per Share /CPI of Mar. 2026 (Change)*Current CPI (Mar. 2026)
=30.366/330.2130*330.2130
=30.366

Current CPI (Mar. 2026) = 330.2130.

Barita Investments Quarterly Data

Book Value per Share CPI Adj_Book
201606 5.147 241.018 7.052
201609 5.643 241.428 7.718
201612 6.157 241.432 8.421
201703 6.420 243.801 8.695
201706 7.078 244.955 9.542
201709 6.281 246.819 8.403
201712 6.627 246.524 8.877
201803 6.413 249.554 8.486
201806 7.231 251.989 9.476
201809 6.907 252.439 9.035
201812 6.881 251.233 9.044
201903 12.351 254.202 16.044
201906 14.689 256.143 18.937
201909 16.788 256.759 21.591
201912 17.449 256.974 22.422
202003 17.817 258.115 22.794
202006 18.611 257.797 23.839
202009 25.567 260.280 32.436
202012 26.254 260.474 33.283
202103 26.403 264.877 32.916
202106 27.873 271.696 33.876
202109 30.102 274.310 36.237
202112 30.641 278.802 36.291
202203 31.181 287.504 35.813
202206 31.275 296.311 34.853
202209 26.913 296.808 29.942
202212 28.837 296.797 32.084
202303 30.194 301.836 33.033
202306 29.592 305.109 32.027
202309 28.659 307.789 30.747
202312 30.586 306.746 32.926
202403 29.673 312.332 31.372
202406 30.159 314.175 31.699
202409 28.586 315.301 29.938
202412 29.544 315.605 30.911
202503 30.149 319.799 31.131
202506 31.284 322.561 32.026
202509 28.414 324.800 28.888
202512 29.748 324.054 30.313
202603 30.366 330.213 30.366

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

What does a Cyclically Adjusted Book per Share of JMD24.09 mean?
Barita Investments (XJAM:BIL) has a Cyclically Adjusted Book per Share of JMD24.09 as of Mar. 2026. Cyclically adjusted book value per share represents the company's inflation-adjusted book value per share over a 10-year period. View historical data on Barita Investments and its competitors.
Is Barita Investments' Cyclically Adjusted Book per Share too high?
Barita Investments' current Cyclically Adjusted Book per Share is JMD24.09. Overall, Barita Investments has a GF Score™ of 61/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Barita Investments' Cyclically Adjusted Book per Share compare to MS and GS?
Barita Investments' Cyclically Adjusted Book per Share of JMD24.09 can be compared against companies in the Capital Markets industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Cyclically Adjusted Book per Share for a Capital Markets company?
A good Cyclically Adjusted Book per Share depends on the Capital Markets industry context. However, Cyclically Adjusted Book per Share should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Cyclically Adjusted Book per Share mean?
A high Cyclically Adjusted Book per Share can signal that a stock is expensive relative to its fundamentals. Cyclically adjusted book value per share represents the company's inflation-adjusted book value per share over a 10-year period. View historical data on Barita Investments and its competitors. Barita Investments's current Cyclically Adjusted Book per Share is JMD24.09. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Barita Investments stock overvalued right now?
Based on GuruFocus' analysis, Barita Investments (XJAM:BIL) is currently considered Possible Value Trap. The stock's GF Value™ is JMD17,082.17, compared to a current price of JMD68.29 — trading 99.6% below its estimated fair value. The current Cyclically Adjusted Book per Share is JMD24.09. Barita Investments' overall GF Score™ is 61/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Cyclically Adjusted Book per Share calculated?
Cyclically Adjusted Book per Share is calculated from a company's financial statements. For Barita Investments (XJAM:BIL), the current Cyclically Adjusted Book per Share is JMD24.09 as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Barita Investments (XJAM:BIL) Overvalued in 2026?

Based on GuruFocus' analysis, Barita Investments stock appears to be undervalued. The current stock price of JMD68.29 is trading 99.6% below its estimated GF Value™ of JMD17,082.17. GuruFocus considers Barita Investments to be Possible Value Trap.

Key valuation signals for XJAM:BIL:

  • Cyclically Adjusted Book per Share: JMD24.09
  • GF Value™: JMD17,082.17 vs. price of JMD68.29 (99.6% below fair value)
  • GF Score™: 61/100 with 5 warning signs

No single metric tells the full story. See the XJAM:BIL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Barita Investments Business Description

Address 15 Street Lucia Way, Kingston, JAM, 5
Barita Investments Ltd is a licensed securities dealer, investment manager, pension administrator and cambio operator and has primary dealer status from Bank of Jamaica. The principal activities of company are securities brokerage, money market activities, cambio operations, investment banking, and fund management. Its products are Unit Trust Funds, Barita GPS, FX Income Accumulator, Capital Growth Fund, Money Market Fund, FX Growth Portfolio, FX Bond Portfolio, Real Estate Portfolio, Income Portfolio, Pension Management Fund, Individual Retirement Scheme, Fixed Income, Stocks and Research, etc. The company has three segments Fixed Income, Fund Management, and Other operations. The majority of revenue comes from Fixed Income which includes money market activities and securities broking.
61GF Score

Get the complete analysis for XJAM:BIL

Cyclically Adjusted Book per Share is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

JMD68.29
Price
JMD17,082.17
GF Value