Oakley Capital Investments (CHIX:OCIL) Cyclically Adjusted PB Ratio: 1.05 (As of Jul. 15, 2026) — Near Median

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CHIX:OCIL Oakley Capital Investments Ltd CHIX:OCIL
58 GF Score
Price £4.86
GF Value £4.78
! 4 Warning Signs
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What is Oakley Capital Investments Cyclically Adjusted PB Ratio?

Oakley Capital Investments CHIX:OCIL 58 Cyclically Adjusted PB Ratio is 1.05 as of Jul. 15, 2026, which is 4% below its 10-year median of 1.09. GuruFocus rates CHIX:OCIL with a GF Score™ of 58/100 and a GF Value™ of £4.78. The stock has 4 warning signs investors should review. Among 1,000 Asset Management companies, Oakley Capital Investments ranks worse than 54.3% on this metric.

As of today (2026-07-15), Oakley Capital Investments's current share price is £4.86. Oakley Capital Investments's Cyclically Adjusted Book per Share for the fiscal year that ended in Dec25 was £4.65. Oakley Capital Investments's Cyclically Adjusted PB Ratio for today is 1.05.

The historical rank and industry rank for Oakley Capital Investments's Cyclically Adjusted PB Ratio or its related term are showing as below:

CHIX:OCIl' s Cyclically Adjusted PB Ratio Range Over the Past 10 Years
Min: 0.72   Med: 1.09   Max: 1.59
Current: 0.93

During the past 13 years, Oakley Capital Investments's highest Cyclically Adjusted PB Ratio was 1.59. The lowest was 0.72. And the median was 1.09.

CHIX:OCIl's Cyclically Adjusted PB Ratio is ranked worse than
54.3% of 1000 companies
in the Asset Management industry
Industry Median: 0.85 vs CHIX:OCIl: 0.93

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.

Oakley Capital Investments's adjusted book value per share data of for the fiscal year that ended in Dec25 was £7.377. 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 £4.65 for the trailing ten years ended in Dec25.

Shiller PE for Stocks: The True Measure of Stock Valuation


Oakley Capital Investments  (CHIX:OCIl) 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.


Oakley Capital Investments Cyclically Adjusted PB Ratio Related Terms


Oakley Capital Investments Cyclically Adjusted PB Ratio Historical Data

* Premium members only.

The historical data trend for Oakley Capital Investments'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.

Oakley Capital Investments Cyclically Adjusted PB Ratio Chart

Oakley Capital Investments Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Cyclically Adjusted PB Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1.34 1.11 1.15 1.03 1.05

Oakley Capital Investments Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
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 1.15 0.00 1.03 0.00 1.05

CHIX:OCIL vs BLK, BX, KKR: Cyclically Adjusted PB Ratio Comparison

For the Asset Management subindustry, Oakley Capital 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.


Oakley Capital Investments Cyclically Adjusted PB Ratio vs Asset Management Industry

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

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


CHIX:OCIL
58GF Score
Oakley Capital Investments Ltd CHIX:OCIL
Cyclically Adjusted PB Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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Oakley Capital Investments 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.

Oakley Capital Investments's Cyclically Adjusted PB Ratio for today is calculated as

Cyclically Adjusted PB Ratio=Share Price/ Cyclically Adjusted Book per Share
=4.86/4.65
=1.05

* 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.

Oakley Capital Investments's Cyclically Adjusted Book per Share for the fiscal year that ended in Dec25 is calculated as:

For example, Oakley Capital Investments's adjusted Book Value per Share data for the fiscal year that ended in Dec25 was:

Adj_Book=Book Value per Share/CPI of Dec25 (Change)*Current CPI (Dec25)
=7.377/324.0540*324.0540
=7.377

Current CPI (Dec25) = 324.0540.

Oakley Capital Investments Annual Data

Book Value per Share CPI Adj_Book
201612 2.310 241.432 3.101
201712 2.451 246.524 3.222
201812 2.807 251.233 3.621
201912 3.454 256.974 4.356
202012 4.031 260.474 5.015
202112 5.383 278.802 6.257
202212 6.618 296.797 7.226
202312 6.842 306.746 7.228
202412 6.949 315.605 7.135
202512 7.377 324.054 7.377

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 1.05 mean?
Oakley Capital Investments (CHIX:OCIL) has a Cyclically Adjusted PB Ratio of 1.05 as of Jul. 15, 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 Oakley Capital Investments and its competitors. This is near median its historical median of 1.09. Over the past decade, Oakley Capital Investments' Cyclically Adjusted PB Ratio has ranged from 0.72 to 1.59. According to the industry distribution chart, Oakley Capital Investments ranks #543 out of 1000 companies in the Asset Management industry, placing it in the top 54.3%.
Is Oakley Capital Investments' Cyclically Adjusted PB Ratio too high?
Oakley Capital Investments' current Cyclically Adjusted PB Ratio of 1.05 is near median its 10-year median of 1.09. Over the past 10 years, this metric has ranged from a low of 0.72 to a high of 1.59. The Asset Management industry median Cyclically Adjusted PB Ratio is 0.85. Oakley Capital Investments' value of 1.05 is 23.5% above this industry median. Based on the distribution chart, Oakley Capital Investments ranks #543 out of 1000 companies in the Asset Management industry, which is below the industry midpoint. Overall, Oakley Capital Investments has a GF Score™ of 58/100, reflecting its overall financial health beyond just this single metric.
How does Oakley Capital Investments' Cyclically Adjusted PB Ratio compare to BLK and BX?
According to the Asset Management industry distribution chart, Oakley Capital Investments ranks #543 out of 1000 companies for Cyclically Adjusted PB Ratio. This places Oakley Capital Investments in the lower half of its industry. The industry median Cyclically Adjusted PB Ratio is 0.85. Oakley Capital Investments' value of 1.05 is 23.5% above this benchmark. Historically, Oakley Capital Investments' own Cyclically Adjusted PB Ratio has ranged from 0.72 to 1.59 over the past decade. While the company's 10-year median is 1.09 vs. the industry median of 0.85, Oakley Capital Investments 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 an Asset Management company?
The median Cyclically Adjusted PB Ratio among Asset Management companies is 0.85, based on 1,000 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. Oakley Capital Investments's current Cyclically Adjusted PB Ratio of 1.05 is 23.5% 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 Oakley Capital Investments and its competitors. For the Asset Management industry, the median Cyclically Adjusted PB Ratio is 0.85 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Oakley Capital Investments's current Cyclically Adjusted PB Ratio is 1.05, which is near median its own 10-year median of 1.09. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Oakley Capital Investments stock overvalued right now?
Oakley Capital Investments (CHIX:OCIL) has a current Cyclically Adjusted PB Ratio of 1.05. The stock's GF Value™ is £4.78, compared to a current price of £4.86 — trading 1.7% above its estimated fair value. The current Cyclically Adjusted PB Ratio is 1.05, which is near median its 10-year median of 1.09 and 23.5% above the Asset Management industry median of 0.85. Oakley Capital Investments' overall GF Score™ is 58/100 with 4 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 Oakley Capital Investments (CHIX:OCIL), the current Cyclically Adjusted PB Ratio is 1.05 as of Jul. 15, 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 Oakley Capital Investments (CHIX:OCIL) Overvalued in 2026?

Based on GuruFocus' analysis, Oakley Capital Investments stock appears to be overvalued. The current stock price of £4.86 is trading 1.7% above its estimated GF Value™ of £4.78.

Key valuation signals for CHIX:OCIL:

  • Cyclically Adjusted PB Ratio: 1.05 (near median its 10-year median of 1.09)
  • GF Value™: £4.78 vs. price of £4.86 (1.7% above fair value)
  • GF Score™: 58/100 with 4 warning signs
  • Industry Position: 23.5% above the Asset Management median (#543 of 1000)

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


Oakley Capital Investments Business Description

Other Exchanges OCI:UK
Address 11 Bermudiana Road, 5th Floor, Pembroke, Hamilton, BMU, HM 08
Oakley Capital Investments Ltd is a closed-end investment company registered in Bermuda. Its primary investment objective is to achieve capital appreciation through investments in a diversified portfolio of private mid-market UK and European businesses. Its operating segment includes Fund investments and Direct Investments and unquoted debt securities. Key revenue is generated from Fund investment. Geographically, it is diversified in Bermuda, UK, Europe and American regions.
58GF Score

Get the complete analysis for CHIX:OCIL

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

£4.86
Price
£4.78
GF Value