CWSRF (Chartwell Retirement Residences) Cyclically Adjusted PB Ratio: 4.97 (As of Jul. 22, 2026) — 59% Above Median

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CWSRF Chartwell Retirement Residences CWSRF
69 GF Score
Price $16.05
GF Value $13.43
Valuation Modestly Overvalued
! 11 Warning Signs
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What is Chartwell Retirement Residences Cyclically Adjusted PB Ratio?

Chartwell Retirement Residences CWSRF 69 Cyclically Adjusted PB Ratio is 4.97 as of Jul. 22, 2026, which is 59% above its 10-year median of 3.12. GuruFocus rates CWSRF with a GF Score™ of 69/100 and a GF Value™ of $13.43 (Modestly Overvalued). The stock has 11 warning signs investors should review. Among 557 REITs companies, Chartwell Retirement Residences ranks worse than 97.13% on this metric.

As of today (2026-07-22), Chartwell Retirement Residences's current share price is $16.05. Chartwell Retirement Residences's Cyclically Adjusted Book per Share for the quarter that ended in Mar. 2026 was $3.23. Chartwell Retirement Residences's Cyclically Adjusted PB Ratio for today is 4.97.

The historical rank and industry rank for Chartwell Retirement Residences's Cyclically Adjusted PB Ratio or its related term are showing as below:

CWSRF' s Cyclically Adjusted PB Ratio Range Over the Past 10 Years
Min: 1.81   Med: 3.12   Max: 5.03
Current: 4.97

During the past years, Chartwell Retirement Residences's highest Cyclically Adjusted PB Ratio was 5.03. The lowest was 1.81. And the median was 3.12.

CWSRF's Cyclically Adjusted PB Ratio is ranked worse than
97.13% of 557 companies
in the REITs industry
Industry Median: 0.83 vs CWSRF: 4.97

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.

Chartwell Retirement Residences's adjusted book value per share data for the three months ended in Mar. 2026 was $4.094. 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 $3.23 for the trailing ten years ended in Mar. 2026.

Shiller PE for Stocks: The True Measure of Stock Valuation


Chartwell Retirement Residences  (OTCPK:CWSRF) 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.


Chartwell Retirement Residences Cyclically Adjusted PB Ratio Related Terms


Chartwell Retirement Residences Cyclically Adjusted PB Ratio Historical Data

* Premium members only.

The historical data trend for Chartwell Retirement Residences'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.

Chartwell Retirement Residences Cyclically Adjusted PB Ratio Chart

Chartwell Retirement Residences 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 2.89 1.98 2.71 3.39 4.42

Chartwell Retirement Residences Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 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 3.70 4.10 4.44 4.42 4.34

CWSRF vs WELL, VTR, DOC: Cyclically Adjusted PB Ratio Comparison

For the REIT - Healthcare Facilities subindustry, Chartwell Retirement Residences'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.


Chartwell Retirement Residences Cyclically Adjusted PB Ratio vs REITs Industry

For the REITs industry and Real Estate sector, Chartwell Retirement Residences's Cyclically Adjusted PB Ratio distribution charts can be found below:

* The bar in red indicates where Chartwell Retirement Residences's Cyclically Adjusted PB Ratio falls into.


CWSRF
69GF Score
Chartwell Retirement Residences CWSRF
Cyclically Adjusted PB Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Chartwell Retirement Residences 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.

Chartwell Retirement Residences's Cyclically Adjusted PB Ratio for today is calculated as

Cyclically Adjusted PB Ratio=Share Price/ Cyclically Adjusted Book per Share
=16.05/3.23
=4.97

* 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.

Chartwell Retirement Residences's Cyclically Adjusted Book per Share for the quarter that ended in Mar. 2026 is calculated as:

For example, Chartwell Retirement Residences'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)
=4.094/132.2623*132.2623
=4.094

Current CPI (Mar. 2026) = 132.2623.

Chartwell Retirement Residences Quarterly Data

Book Value per Share CPI Adj_Book
201606 3.480 102.002 4.512
201609 3.342 101.765 4.344
201612 3.253 101.449 4.241
201703 3.135 102.634 4.040
201706 3.097 103.029 3.976
201709 3.298 103.345 4.221
201712 3.777 103.345 4.834
201803 3.687 105.004 4.644
201806 3.561 105.557 4.462
201809 3.520 105.636 4.407
201812 3.293 105.399 4.132
201903 3.268 106.979 4.040
201906 3.188 107.690 3.915
201909 3.104 107.611 3.815
201912 2.985 107.769 3.663
202003 2.765 107.927 3.388
202006 2.731 108.401 3.332
202009 2.658 108.164 3.250
202012 2.677 108.559 3.261
202103 2.588 110.298 3.103
202106 2.526 111.720 2.990
202109 2.855 112.905 3.344
202112 2.791 113.774 3.245
202203 2.711 117.646 3.048
202206 2.589 120.806 2.835
202209 2.404 120.648 2.635
202212 2.414 120.964 2.639
202303 2.274 122.702 2.451
202306 2.222 124.203 2.366
202309 2.566 125.230 2.710
202312 2.470 125.072 2.612
202403 2.352 126.258 2.464
202406 2.912 127.522 3.020
202409 2.922 127.285 3.036
202412 2.760 127.364 2.866
202503 2.918 129.181 2.988
202506 3.231 129.892 3.290
202509 3.546 130.287 3.600
202512 3.902 130.366 3.959
202603 4.094 132.262 4.094

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 4.97 mean?
Chartwell Retirement Residences (CWSRF) has a Cyclically Adjusted PB Ratio of 4.97 as of Jul. 22, 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 Chartwell Retirement Residences and its competitors. This is 59% above median its historical median of 3.12. Over the past decade, Chartwell Retirement Residences' Cyclically Adjusted PB Ratio has ranged from 1.81 to 5.03. According to the industry distribution chart, Chartwell Retirement Residences ranks #541 out of 557 companies in the REITs industry, placing it in the top 97.1%.
Is Chartwell Retirement Residences' Cyclically Adjusted PB Ratio too high?
Chartwell Retirement Residences' current Cyclically Adjusted PB Ratio of 4.97 is 59% above median its 10-year median of 3.12. Over the past 10 years, this metric has ranged from a low of 1.81 to a high of 5.03. The REITs industry median Cyclically Adjusted PB Ratio is 0.83. Chartwell Retirement Residences' value of 4.97 is 498.8% above this industry median. Based on the distribution chart, Chartwell Retirement Residences ranks #541 out of 557 companies in the REITs industry, which is in the bottom quartile relative to peers. Overall, Chartwell Retirement Residences has a GF Score™ of 69/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Chartwell Retirement Residences' Cyclically Adjusted PB Ratio compare to WELL and VTR?
According to the REITs industry distribution chart, Chartwell Retirement Residences ranks #541 out of 557 companies for Cyclically Adjusted PB Ratio. This places Chartwell Retirement Residences in the lower half of its industry. The industry median Cyclically Adjusted PB Ratio is 0.83. Chartwell Retirement Residences' value of 4.97 is 498.8% above this benchmark. Historically, Chartwell Retirement Residences' own Cyclically Adjusted PB Ratio has ranged from 1.81 to 5.03 over the past decade. While the company's 10-year median is 3.12 vs. the industry median of 0.83, Chartwell Retirement Residences 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 REITs company?
The median Cyclically Adjusted PB Ratio among REITs companies is 0.83, based on 557 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. Chartwell Retirement Residences's current Cyclically Adjusted PB Ratio of 4.97 is 498.8% 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 Chartwell Retirement Residences and its competitors. For the REITs industry, the median Cyclically Adjusted PB Ratio is 0.83 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Chartwell Retirement Residences's current Cyclically Adjusted PB Ratio is 4.97, which is 59% above median its own 10-year median of 3.12. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Chartwell Retirement Residences stock overvalued right now?
Based on GuruFocus' analysis, Chartwell Retirement Residences (CWSRF) is currently considered Modestly Overvalued. The stock's GF Value™ is $13.43, compared to a current price of $16.05 — trading 19.5% above its estimated fair value. The current Cyclically Adjusted PB Ratio is 4.97, which is 59% above median its 10-year median of 3.12 and 498.8% above the REITs industry median of 0.83. Chartwell Retirement Residences' overall GF Score™ is 69/100 with 11 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 Chartwell Retirement Residences (CWSRF), the current Cyclically Adjusted PB Ratio is 4.97 as of Jul. 22, 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 Chartwell Retirement Residences (CWSRF) Overvalued in 2026?

Based on GuruFocus' analysis, Chartwell Retirement Residences stock appears to be overvalued. The current stock price of $16.05 is trading 19.5% above its estimated GF Value™ of $13.43. GuruFocus considers Chartwell Retirement Residences to be Modestly Overvalued.

Key valuation signals for CWSRF:

  • Cyclically Adjusted PB Ratio: 4.97 (59% above median its 10-year median of 3.12)
  • GF Value™: $13.43 vs. price of $16.05 (19.5% above fair value)
  • GF Score™: 69/100 with 11 warning signs
  • Industry Position: 498.8% above the REITs median (#541 of 557)

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


Chartwell Retirement Residences Business Description

Industry Real EstateREITs
Other Exchanges CSH.UN:Canada
Address 7070 Derrycrest Drive, Mississauga, ON, CAN, L5W 0G5
Chartwell Retirement Residences is an unincorporated open-ended real estate trust that is engaged in the ownership, operations, and management of retirement residences and long-term care homes in Canada. The company generates key revenue from retirement operations, which include retirement residences that the company owns and operates in Canada. The retirement residences provide services to residents at rates set by Chartwell based on the services provided and market conditions.
69GF Score

Get the complete analysis for CWSRF

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

$16.05
Price
$13.43
GF Value