Schroder UK Mid Cap Fund (CHIX:SCPL) Cyclically Adjusted PB Ratio: 0.91 (As of Jul. 03, 2026) — Near Median


CHIX:SCPL Schroder UK Mid Cap Fund PLC CHIX:SCPL
34 GF Score
Price £5.92
! 6 Warning Signs
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What is Schroder UK Mid Cap Fund Cyclically Adjusted PB Ratio?

Schroder UK Mid Cap Fund CHIX:SCPL 34 Cyclically Adjusted PB Ratio is 0.91 as of Jul. 03, 2026, which is 7% below its 10-year median of 0.98. GuruFocus rates CHIX:SCPL with a GF Score™ of 34/100. The stock has 6 warning signs investors should review. Among 1,001 Asset Management companies, Schroder UK Mid Cap Fund ranks worse than 54.35% on this metric.

As of today (2026-07-03), Schroder UK Mid Cap Fund's current share price is £5.92. Schroder UK Mid Cap Fund's Cyclically Adjusted Book per Share for the fiscal year that ended in Sep25 was £6.49. Schroder UK Mid Cap Fund's Cyclically Adjusted PB Ratio for today is 0.91.

The historical rank and industry rank for Schroder UK Mid Cap Fund's Cyclically Adjusted PB Ratio or its related term are showing as below:

CHIX:SCPl' s Cyclically Adjusted PB Ratio Range Over the Past 10 Years
Min: 0.68   Med: 0.98   Max: 1.47
Current: 0.94

During the past 13 years, Schroder UK Mid Cap Fund's highest Cyclically Adjusted PB Ratio was 1.47. The lowest was 0.68. And the median was 0.98.

CHIX:SCPl's Cyclically Adjusted PB Ratio is ranked worse than
54.35% of 1001 companies
in the Asset Management industry
Industry Median: 0.85 vs CHIX:SCPl: 0.94

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.

Schroder UK Mid Cap Fund's adjusted book value per share data of for the fiscal year that ended in Sep25 was £7.545. 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 £6.49 for the trailing ten years ended in Sep25.

Shiller PE for Stocks: The True Measure of Stock Valuation


Schroder UK Mid Cap Fund  (CHIX:SCPl) 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.


Schroder UK Mid Cap Fund Cyclically Adjusted PB Ratio Related Terms


Schroder UK Mid Cap Fund Cyclically Adjusted PB Ratio Historical Data

* Premium members only.

The historical data trend for Schroder UK Mid Cap Fund'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.

Schroder UK Mid Cap Fund Cyclically Adjusted PB Ratio Chart

Schroder UK Mid Cap Fund Annual Data
Trend Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24 Sep25
Cyclically Adjusted PB Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1.22 0.72 0.77 0.84 0.91

Schroder UK Mid Cap Fund Semi-Annual Data
Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23 Mar24 Sep24 Mar25 Sep25 Mar26
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 0.00 0.84 0.00 0.91 0.00

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

For the Asset Management subindustry, Schroder UK Mid Cap Fund'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.


Schroder UK Mid Cap Fund Cyclically Adjusted PB Ratio vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Schroder UK Mid Cap Fund's Cyclically Adjusted PB Ratio distribution charts can be found below:

* The bar in red indicates where Schroder UK Mid Cap Fund's Cyclically Adjusted PB Ratio falls into.


CHIX:SCPL
34GF Score
Schroder UK Mid Cap Fund PLC CHIX:SCPL
Cyclically Adjusted PB Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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Schroder UK Mid Cap Fund 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.

Schroder UK Mid Cap Fund's Cyclically Adjusted PB Ratio for today is calculated as

Cyclically Adjusted PB Ratio=Share Price/ Cyclically Adjusted Book per Share
=5.92/6.49
=0.91

* 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.

Schroder UK Mid Cap Fund's Cyclically Adjusted Book per Share for the fiscal year that ended in Sep25 is calculated as:

For example, Schroder UK Mid Cap Fund's adjusted Book Value per Share data for the fiscal year that ended in Sep25 was:

Adj_Book=Book Value per Share/CPI of Sep25 (Change)*Current CPI (Sep25)
=7.545/138.9000*138.9000
=7.545

Current CPI (Sep25) = 138.9000.

Schroder UK Mid Cap Fund Annual Data

Book Value per Share CPI Adj_Book
201609 5.332 101.500 7.297
201709 6.320 104.300 8.417
201809 6.408 106.600 8.350
201909 6.403 108.400 8.205
202009 5.690 109.200 7.238
202109 7.916 112.400 9.782
202209 5.419 122.300 6.155
202309 6.183 130.100 6.601
202409 7.026 133.500 7.310
202509 7.545 138.900 7.545

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 0.91 mean?
Schroder UK Mid Cap Fund (CHIX:SCPL) has a Cyclically Adjusted PB Ratio of 0.91 as of Jul. 03, 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 Schroder UK Mid Cap Fund and its competitors. This is near median its historical median of 0.98. Over the past decade, Schroder UK Mid Cap Fund's Cyclically Adjusted PB Ratio has ranged from 0.68 to 1.47. According to the industry distribution chart, Schroder UK Mid Cap Fund ranks #544 out of 1001 companies in the Asset Management industry, placing it in the top 54.3%.
Is Schroder UK Mid Cap Fund's Cyclically Adjusted PB Ratio too high?
Schroder UK Mid Cap Fund's current Cyclically Adjusted PB Ratio of 0.91 is near median its 10-year median of 0.98. Over the past 10 years, this metric has ranged from a low of 0.68 to a high of 1.47. The Asset Management industry median Cyclically Adjusted PB Ratio is 0.85. Schroder UK Mid Cap Fund's value of 0.91 is 7.1% above this industry median. Based on the distribution chart, Schroder UK Mid Cap Fund ranks #544 out of 1001 companies in the Asset Management industry, which is below the industry midpoint. Overall, Schroder UK Mid Cap Fund has a GF Score™ of 34/100, reflecting its overall financial health beyond just this single metric.
How does Schroder UK Mid Cap Fund's Cyclically Adjusted PB Ratio compare to BLK and BX?
According to the Asset Management industry distribution chart, Schroder UK Mid Cap Fund ranks #544 out of 1001 companies for Cyclically Adjusted PB Ratio. This places Schroder UK Mid Cap Fund in the lower half of its industry. The industry median Cyclically Adjusted PB Ratio is 0.85. Schroder UK Mid Cap Fund's value of 0.91 is 7.1% above this benchmark. Historically, Schroder UK Mid Cap Fund's own Cyclically Adjusted PB Ratio has ranged from 0.68 to 1.47 over the past decade. While the company's 10-year median is 0.98 vs. the industry median of 0.85, Schroder UK Mid Cap Fund 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 1,001 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. Schroder UK Mid Cap Fund's current Cyclically Adjusted PB Ratio of 0.91 is 7.1% 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 Schroder UK Mid Cap Fund 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. Schroder UK Mid Cap Fund's current Cyclically Adjusted PB Ratio is 0.91, which is near median its own 10-year median of 0.98. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Schroder UK Mid Cap Fund stock overvalued right now?
Schroder UK Mid Cap Fund (CHIX:SCPL) has a current Cyclically Adjusted PB Ratio of 0.91. The current Cyclically Adjusted PB Ratio is 0.91, which is near median its 10-year median of 0.98 and 7.1% above the Asset Management industry median of 0.85. Schroder UK Mid Cap Fund's overall GF Score™ is 34/100 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 Schroder UK Mid Cap Fund (CHIX:SCPL), the current Cyclically Adjusted PB Ratio is 0.91 as of Jul. 03, 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.

Schroder UK Mid Cap Fund Business Description

Other Exchanges SCP:UK
Address 9 Haymarket Square, Edinburgh, GBR, EH3 8FY
Schroder UK Mid Cap Fund PLC is a UK-based investment trust company. Its primary objective is to invest in mid-cap equities to provide a total return. The purpose is to create long-term shareholder value, in line with the investment objective. The company may use gearing within pre-agreed limits to enhance investment returns in rising markets.
34GF Score

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

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