Molinos Juan Semino (BUE:SEMI) Cyclically Adjusted PB Ratio: 4.53 (As of Aug. 18, 2026) — 23% Above Median

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BUE:SEMI Molinos Juan Semino SA BUE:SEMI
69 GF Score
Price ARS14.85
GF Value ARS13.79
Valuation Fairly Valued
! 6 Warning Signs
View Full Analysis

What is Molinos Juan Semino Cyclically Adjusted PB Ratio?

Molinos Juan Semino BUE:SEMI -0.67% 69 Cyclically Adjusted PB Ratio is 4.53 as of Aug. 18, 2026, which is 23% above its 10-year median of 3.67. GuruFocus rates BUE:SEMI with a GF Score™ of 69/100 and a GF Value™ of ARS13.79 (Fairly Valued). The stock has 6 warning signs investors should review. Among 1,386 Consumer Packaged Goods companies, Molinos Juan Semino ranks worse than 88.53% on this metric.

As of today (2026-08-18), Molinos Juan Semino's current share price is ARS14.85. Molinos Juan Semino's Cyclically Adjusted Book per Share for the quarter that ended in Feb. 2026 was ARS3.28. Molinos Juan Semino's Cyclically Adjusted PB Ratio for today is 4.53.

The historical rank and industry rank for Molinos Juan Semino's Cyclically Adjusted PB Ratio or its related term are showing as below:

BUE:SEMI' s Cyclically Adjusted PB Ratio Range Over the Past 10 Years
Min: 1.72   Med: 3.67   Max: 32.21
Current: 4.53

During the past years, Molinos Juan Semino's highest Cyclically Adjusted PB Ratio was 32.21. The lowest was 1.72. And the median was 3.67.

BUE:SEMI's Cyclically Adjusted PB Ratio is ranked worse than
88.53% of 1386 companies
in the Consumer Packaged Goods industry
Industry Median: 1.28 vs BUE:SEMI: 4.53

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.

Molinos Juan Semino's adjusted book value per share data for the three months ended in Feb. 2026 was ARS14.908. 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 ARS3.28 for the trailing ten years ended in Feb. 2026.

Shiller PE for Stocks: The True Measure of Stock Valuation


Molinos Juan Semino  (BUE:SEMI) 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.


Molinos Juan Semino Cyclically Adjusted PB Ratio Related Terms


Molinos Juan Semino Cyclically Adjusted PB Ratio Historical Data

* Premium members only.

The historical data trend for Molinos Juan Semino'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.

Molinos Juan Semino Cyclically Adjusted PB Ratio Chart

Molinos Juan Semino Annual Data
Trend May16 May17 May18 May19 May20 May21 May22 May23 May24 May25
Cyclically Adjusted PB Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 2.38 1.77 6.13 18.24 7.96

Molinos Juan Semino Quarterly Data
May21 Aug21 Nov21 Feb22 May22 Aug22 Nov22 Feb23 May23 Aug23 Nov23 Feb24 May24 Aug24 Nov24 Feb25 May25 Aug25 Nov25 Feb26
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 10.02 7.96 5.43 9.75 5.54

BUE:SEMI vs ADM, BG, TSN: Cyclically Adjusted PB Ratio Comparison

For the Farm Products subindustry, Molinos Juan Semino'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.


Molinos Juan Semino Cyclically Adjusted PB Ratio vs Consumer Packaged Goods Industry

For the Consumer Packaged Goods industry and Consumer Defensive sector, Molinos Juan Semino's Cyclically Adjusted PB Ratio distribution charts can be found below:

* The bar in red indicates where Molinos Juan Semino's Cyclically Adjusted PB Ratio falls into.


BUE:SEMI
69GF Score
Molinos Juan Semino SA BUE:SEMI
Cyclically Adjusted PB Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Molinos Juan Semino 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.

Molinos Juan Semino's Cyclically Adjusted PB Ratio for today is calculated as

Cyclically Adjusted PB Ratio=Share Price/ Cyclically Adjusted Book per Share
=14.85/3.28
=4.53

* 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.

Molinos Juan Semino's Cyclically Adjusted Book per Share for the quarter that ended in Feb. 2026 is calculated as:

For example, Molinos Juan Semino's adjusted Book Value per Share data for the three months ended in Feb. 2026 was:

Adj_Book=Book Value per Share/CPI of Feb. 2026 (Change)*Current CPI (Feb. 2026)
=14.908/326.7850*326.7850
=14.908

Current CPI (Feb. 2026) = 326.7850.

Molinos Juan Semino Quarterly Data

Book Value per Share CPI Adj_Book
201605 0.049 240.229 0.067
201608 0.049 240.849 0.066
201611 0.041 241.353 0.056
201702 0.049 243.603 0.066
201705 0.051 244.733 0.068
201708 0.052 245.519 0.069
201711 0.051 246.669 0.068
201802 0.053 248.991 0.070
201805 0.180 251.588 0.234
201808 0.069 252.146 0.089
201811 0.065 252.038 0.084
201902 0.145 252.776 0.187
201905 0.280 256.092 0.357
201908 0.215 256.558 0.274
201911 0.246 257.208 0.313
202002 0.270 258.678 0.341
202005 0.424 256.394 0.540
202008 0.310 259.918 0.390
202011 0.339 260.229 0.426
202102 0.377 263.014 0.468
202105 0.640 269.195 0.777
202108 0.437 273.567 0.522
202111 0.482 277.948 0.567
202202 0.539 283.716 0.621
202205 1.413 292.296 1.580
202208 0.870 296.171 0.960
202211 1.127 297.711 1.237
202302 1.459 300.840 1.585
202305 7.394 304.127 7.945
202308 2.660 307.026 2.831
202311 3.718 307.051 3.957
202402 6.787 310.326 7.147
202405 11.763 314.069 12.239
202408 8.737 314.796 9.070
202411 9.795 315.493 10.146
202502 11.017 319.082 11.283
202505 12.116 321.465 12.317
202508 12.982 323.976 13.095
202511 13.954 324.122 14.069
202602 14.908 326.785 14.908

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.

What does a Cyclically Adjusted PB Ratio of 4.53 mean?
Molinos Juan Semino (BUE:SEMI) has a Cyclically Adjusted PB Ratio of 4.53 as of Aug. 18, 2026. Cyclically Adjusted PB Ratio is the ratio of share price to a company's inflation-adjusted book value per share over a 10-year period. View historical data on Molinos Juan Semino and its competitors. This is 23% above median its historical median of 3.67. Over the past decade, Molinos Juan Semino's Cyclically Adjusted PB Ratio has ranged from 1.72 to 32.21. According to the industry distribution chart, Molinos Juan Semino ranks #1227 out of 1386 companies in the Consumer Packaged Goods industry, placing it in the top 88.5%.
Is Molinos Juan Semino's Cyclically Adjusted PB Ratio too high?
Molinos Juan Semino's current Cyclically Adjusted PB Ratio of 4.53 is 23% above median its 10-year median of 3.67. Over the past 10 years, this metric has ranged from a low of 1.72 to a high of 32.21. The Consumer Packaged Goods industry median Cyclically Adjusted PB Ratio is 1.28. Molinos Juan Semino's value of 4.53 is 253.9% above this industry median. Based on the distribution chart, Molinos Juan Semino ranks #1227 out of 1386 companies in the Consumer Packaged Goods industry, which is in the bottom quartile relative to peers. Overall, Molinos Juan Semino has a GF Score™ of 69/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Molinos Juan Semino's Cyclically Adjusted PB Ratio compare to ADM and BG?
According to the Consumer Packaged Goods industry distribution chart, Molinos Juan Semino ranks #1227 out of 1386 companies for Cyclically Adjusted PB Ratio. This places Molinos Juan Semino in the lower half of its industry. The industry median Cyclically Adjusted PB Ratio is 1.28. Molinos Juan Semino's value of 4.53 is 253.9% above this benchmark. Historically, Molinos Juan Semino's own Cyclically Adjusted PB Ratio has ranged from 1.72 to 32.21 over the past decade. While the company's 10-year median is 3.67 vs. the industry median of 1.28, Molinos Juan Semino has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Cyclically Adjusted PB Ratio for a Consumer Packaged Goods company?
The median Cyclically Adjusted PB Ratio among Consumer Packaged Goods companies is 1.28, based on 1,386 companies in the industry. Companies in the top quartile (top 25%) have a Cyclically Adjusted PB Ratio significantly above this median, while those in the bottom quartile fall well below. However, Cyclically Adjusted PB Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Molinos Juan Semino's current Cyclically Adjusted PB Ratio of 4.53 is 253.9% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Cyclically Adjusted PB Ratio mean?
A high Cyclically Adjusted PB Ratio can signal that a stock is expensive relative to its fundamentals. Cyclically Adjusted PB Ratio is the ratio of share price to a company's inflation-adjusted book value per share over a 10-year period. View historical data on Molinos Juan Semino and its competitors. For the Consumer Packaged Goods industry, the median Cyclically Adjusted PB Ratio is 1.28 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Molinos Juan Semino's current Cyclically Adjusted PB Ratio is 4.53, which is 23% above median its own 10-year median of 3.67. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Molinos Juan Semino stock overvalued right now?
Based on GuruFocus' analysis, Molinos Juan Semino (BUE:SEMI) is currently considered Fairly Valued. The stock's GF Value™ is ARS13.79, compared to a current price of ARS14.85 — trading 7.7% above its estimated fair value. The current Cyclically Adjusted PB Ratio is 4.53, which is 23% above median its 10-year median of 3.67 and 253.9% above the Consumer Packaged Goods industry median of 1.28. Molinos Juan Semino's overall GF Score™ is 69/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Cyclically Adjusted PB Ratio calculated?
Cyclically Adjusted PB Ratio is calculated from a company's financial statements. For Molinos Juan Semino (BUE:SEMI), the current Cyclically Adjusted PB Ratio is 4.53 as of Aug. 18, 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 Molinos Juan Semino (BUE:SEMI) Overvalued in 2026?

Based on GuruFocus' analysis, Molinos Juan Semino stock appears to be overvalued. The current stock price of ARS14.85 is trading 7.7% above its estimated GF Value™ of ARS13.79. GuruFocus considers Molinos Juan Semino to be Fairly Valued.

Key valuation signals for BUE:SEMI:

  • Cyclically Adjusted PB Ratio: 4.53 (23% above median its 10-year median of 3.67)
  • GF Value™: ARS13.79 vs. price of ARS14.85 (7.7% above fair value)
  • GF Score™: 69/100 with 6 warning signs
  • Industry Position: 253.9% above the Consumer Packaged Goods median (#1227 of 1386)

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


Molinos Juan Semino Business Description

Address Avenida Corrientes 465, 1st floor, Buenos Aires, ARG, 1043
Molinos Juan Semino SA operates in the Argentine mill industry. The company is engaged in the preparation, processing, packaging and subsequent marketing of products derived from the grinding of wheat and its by-products, including wheat flours, special and premixes, wheat bran, vital and modified wheat gluten, native wheat starches and modified. The company supplies the local market and exports its products to various destinations such as Brazil, Chile, Bolivia, Uruguay, Paraguay, Peru, United States, Japan, China, Malaysia, Taiwan, Hong Kong, Saudi Arabia, Russia and among others.
69GF Score

Get the complete analysis for BUE:SEMI

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

ARS14.85
Price
ARS13.79
GF Value