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LSE:ATR's Cyclically Adjusted PB Ratio is ranked worse than 74.27% of 999
companies
in the Asset Management industry
Industry Median: 0.85
vs LSE:ATR: 1.37
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 Asian Total Return Investment Co's adjusted book value per share data of for the fiscal year that ended in Dec25 was £5.661. 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 £5.04 for the trailing ten years ended in Dec25.
Shiller PE for Stocks: The True Measure of Stock Valuation
Schroder Asian Total Return Investment Co (LSE:ATR) 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 Asian Total Return Investment Co Cyclically Adjusted PB Ratio Related Terms
Schroder Asian Total Return Investment Co Cyclically Adjusted PB Ratio Historical Data
* 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 Asian Total Return Investment Co Cyclically Adjusted PB Ratio Chart
Schroder Asian Total Return Investment Co Annual Data
LSE:ATR vs BLK, BX, KKR: Cyclically Adjusted PB Ratio Comparison
For the Asset Management subindustry, Schroder Asian Total Return Investment Co'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 Asian Total Return Investment Co Cyclically Adjusted PB Ratio vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Schroder Asian Total Return Investment Co's Cyclically Adjusted PB Ratio distribution charts can be found below:
* The bar in red indicates where Schroder Asian Total Return Investment Co's Cyclically Adjusted PB Ratio falls into.
Schroder Asian Total Return Investment Co 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.
* 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.
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 1.33 mean?
Schroder Asian Total Return Investment Co (LSE:ATR) has a Cyclically Adjusted PB Ratio of 1.33 as of Jul. 17, 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 Asian Total Return Investment Co and its competitors. This is near median its historical median of 1.33. Over the past decade, Schroder Asian Total Return Investment Co's Cyclically Adjusted PB Ratio has ranged from 0.88 to 1.87. According to the industry distribution chart, Schroder Asian Total Return Investment Co ranks #742 out of 999 companies in the Asset Management industry, placing it in the top 74.3%.
Is Schroder Asian Total Return Investment Co's Cyclically Adjusted PB Ratio too high?
Schroder Asian Total Return Investment Co's current Cyclically Adjusted PB Ratio of 1.33 is near median its 10-year median of 1.33. Over the past 10 years, this metric has ranged from a low of 0.88 to a high of 1.87. The Asset Management industry median Cyclically Adjusted PB Ratio is 0.85. Schroder Asian Total Return Investment Co's value of 1.33 is 56.5% above this industry median. Based on the distribution chart, Schroder Asian Total Return Investment Co ranks #742 out of 999 companies in the Asset Management industry, which is below the industry midpoint. Overall, Schroder Asian Total Return Investment Co has a GF Score™ of 62/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Schroder Asian Total Return Investment Co's Cyclically Adjusted PB Ratio compare to BLK and BX?
According to the Asset Management industry distribution chart, Schroder Asian Total Return Investment Co ranks #742 out of 999 companies for Cyclically Adjusted PB Ratio. This places Schroder Asian Total Return Investment Co in the lower half of its industry. The industry median Cyclically Adjusted PB Ratio is 0.85. Schroder Asian Total Return Investment Co's value of 1.33 is 56.5% above this benchmark. Historically, Schroder Asian Total Return Investment Co's own Cyclically Adjusted PB Ratio has ranged from 0.88 to 1.87 over the past decade. While the company's 10-year median is 1.33 vs. the industry median of 0.85, Schroder Asian Total Return Investment Co 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 999 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 Asian Total Return Investment Co's current Cyclically Adjusted PB Ratio of 1.33 is 56.5% 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 Schroder Asian Total Return Investment Co 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 Asian Total Return Investment Co's current Cyclically Adjusted PB Ratio is 1.33, which is near median its own 10-year median of 1.33. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Schroder Asian Total Return Investment Co stock overvalued right now?
Based on GuruFocus' analysis, Schroder Asian Total Return Investment Co (LSE:ATR) is currently considered Modestly Undervalued. The stock's GF Value™ is £8.71, compared to a current price of £6.71 — trading 23% below its estimated fair value. The current Cyclically Adjusted PB Ratio is 1.33, which is near median its 10-year median of 1.33 and 56.5% above the Asset Management industry median of 0.85. Schroder Asian Total Return Investment Co's overall GF Score™ is 62/100 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 PB Ratio calculated?
Cyclically Adjusted PB Ratio is calculated from a company's financial statements. For Schroder Asian Total Return Investment Co (LSE:ATR), the current Cyclically Adjusted PB Ratio is 1.33 as of Jul. 17, 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 Schroder Asian Total Return Investment Co (LSE:ATR) Overvalued in 2026?
Based on GuruFocus' analysis, Schroder Asian Total Return Investment Co stock appears to be undervalued.
The current stock price of £6.71 is trading 23% below its estimated GF Value™ of £8.71.
GuruFocus considers Schroder Asian Total Return Investment Co to be Modestly Undervalued.
Key valuation signals for LSE:ATR:
Cyclically Adjusted PB Ratio: 1.33 (near median its 10-year median of 1.33)
GF Value™: £8.71 vs. price of £6.71 (23% below fair value)
Industry Position: 56.5% above the Asset Management median (#742 of 999)
No single metric tells the full story. See the LSE:ATR stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Schroder Asian Total Return Investment Co Business Description
Schroder Asian Total Return Investment Co PLC is a UK-based investment trust company. It seeks to provide a high rate of total return through investment in equities and equity-related securities of companies trading in the Asia-Pacific region except for Japan. The company invests in a diversified portfolio of 40-70 companies operating predominantly in Asia, including Australasia but excluding Japan. It offers a degree of capital preservation through the tactical use of derivative instruments. The company focuses on investing in companies with sound balance sheets, professional management, and capital allocation policies. It may use derivatives such as listed futures, call options, long puts, OTC instruments to protect the capital value of the portfolio, efficient portfolio management.
62GF 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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