Baronsmead Venture Trust (LSE:BVT) Cyclically Adjusted PB Ratio: 0.52 (As of Jul. 14, 2026) — 25% Below Median

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LSE:BVT Baronsmead Venture Trust PLC LSE:BVT
37 GF Score
Price £0.46
! 3 Warning Signs
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What is Baronsmead Venture Trust Cyclically Adjusted PB Ratio?

Baronsmead Venture Trust LSE:BVT 37 Cyclically Adjusted PB Ratio is 0.52 as of Jul. 14, 2026, which is 25% below its 10-year median of 0.69. GuruFocus rates LSE:BVT with a GF Score™ of 37/100. The stock has 3 warning signs investors should review. Among 1,002 Asset Management companies, Baronsmead Venture Trust ranks better than 76.25% on this metric.

As of today (2026-07-14), Baronsmead Venture Trust's current share price is £0.46. Baronsmead Venture Trust's Cyclically Adjusted Book per Share for the fiscal year that ended in Sep25 was £0.89. Baronsmead Venture Trust's Cyclically Adjusted PB Ratio for today is 0.52.

The historical rank and industry rank for Baronsmead Venture Trust's Cyclically Adjusted PB Ratio or its related term are showing as below:

LSE:BVT' s Cyclically Adjusted PB Ratio Range Over the Past 10 Years
Min: 0.47   Med: 0.69   Max: 0.85
Current: 0.52

During the past 13 years, Baronsmead Venture Trust's highest Cyclically Adjusted PB Ratio was 0.85. The lowest was 0.47. And the median was 0.69.

LSE:BVT's Cyclically Adjusted PB Ratio is ranked better than
76.25% of 1002 companies
in the Asset Management industry
Industry Median: 0.85 vs LSE:BVT: 0.52

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.

Baronsmead Venture Trust's adjusted book value per share data of for the fiscal year that ended in Sep25 was £0.519. 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 £0.89 for the trailing ten years ended in Sep25.

Shiller PE for Stocks: The True Measure of Stock Valuation


Baronsmead Venture Trust  (LSE:BVT) 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.


Baronsmead Venture Trust Cyclically Adjusted PB Ratio Related Terms


Baronsmead Venture Trust Cyclically Adjusted PB Ratio Historical Data

* Premium members only.

The historical data trend for Baronsmead Venture Trust'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.

Baronsmead Venture Trust Cyclically Adjusted PB Ratio Chart

Baronsmead Venture Trust 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 0.81 0.61 0.53 0.58 0.55

Baronsmead Venture Trust 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 0.58 0.00 0.55 0.00

LSE:BVT vs BLK, BX, KKR: Cyclically Adjusted PB Ratio Comparison

For the Asset Management subindustry, Baronsmead Venture Trust'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.


Baronsmead Venture Trust Cyclically Adjusted PB Ratio vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Baronsmead Venture Trust's Cyclically Adjusted PB Ratio distribution charts can be found below:

* The bar in red indicates where Baronsmead Venture Trust's Cyclically Adjusted PB Ratio falls into.


LSE:BVT
37GF Score
Baronsmead Venture Trust PLC LSE:BVT
Cyclically Adjusted PB Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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Baronsmead Venture Trust 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.

Baronsmead Venture Trust's Cyclically Adjusted PB Ratio for today is calculated as

Cyclically Adjusted PB Ratio=Share Price/ Cyclically Adjusted Book per Share
=0.46/0.89
=0.52

* 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.

Baronsmead Venture Trust's Cyclically Adjusted Book per Share for the fiscal year that ended in Sep25 is calculated as:

For example, Baronsmead Venture Trust'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)
=0.519/138.9000*138.9000
=0.519

Current CPI (Sep25) = 138.9000.

Baronsmead Venture Trust Annual Data

Book Value per Share CPI Adj_Book
201609 0.871 101.500 1.192
201709 0.919 104.300 1.224
201809 0.915 106.600 1.192
201909 0.751 108.400 0.962
202009 0.714 109.200 0.908
202109 0.824 112.400 1.018
202209 0.613 122.300 0.696
202309 0.554 130.100 0.591
202409 0.548 133.500 0.570
202509 0.519 138.900 0.519

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 0.52 mean?
Baronsmead Venture Trust (LSE:BVT) has a Cyclically Adjusted PB Ratio of 0.52 as of Jul. 14, 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 Baronsmead Venture Trust and its competitors. This is 25% below median its historical median of 0.69. Over the past decade, Baronsmead Venture Trust's Cyclically Adjusted PB Ratio has ranged from 0.47 to 0.85. According to the industry distribution chart, Baronsmead Venture Trust ranks #238 out of 1002 companies in the Asset Management industry, placing it in the top 23.8%.
Is Baronsmead Venture Trust's Cyclically Adjusted PB Ratio too high?
Baronsmead Venture Trust's current Cyclically Adjusted PB Ratio of 0.52 is 25% below median its 10-year median of 0.69. Over the past 10 years, this metric has ranged from a low of 0.47 to a high of 0.85. The Asset Management industry median Cyclically Adjusted PB Ratio is 0.85. Baronsmead Venture Trust's value of 0.52 is 38.8% below this industry median. Based on the distribution chart, Baronsmead Venture Trust ranks #238 out of 1002 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Baronsmead Venture Trust has a GF Score™ of 37/100, reflecting its overall financial health beyond just this single metric.
How does Baronsmead Venture Trust's Cyclically Adjusted PB Ratio compare to BLK and BX?
According to the Asset Management industry distribution chart, Baronsmead Venture Trust ranks #238 out of 1002 companies for Cyclically Adjusted PB Ratio. This places Baronsmead Venture Trust in the top 24% of its industry — outperforming the majority of peers. The industry median Cyclically Adjusted PB Ratio is 0.85. Baronsmead Venture Trust's value of 0.52 is 38.8% below this benchmark. Historically, Baronsmead Venture Trust's own Cyclically Adjusted PB Ratio has ranged from 0.47 to 0.85 over the past decade. While the company's 10-year median is 0.69 vs. the industry median of 0.85, Baronsmead Venture Trust has consistently been below 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 1,002 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. Baronsmead Venture Trust's current Cyclically Adjusted PB Ratio of 0.52 is 38.8% below 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 Baronsmead Venture Trust 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. Baronsmead Venture Trust's current Cyclically Adjusted PB Ratio is 0.52, which is 25% below median its own 10-year median of 0.69. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Baronsmead Venture Trust stock overvalued right now?
Baronsmead Venture Trust (LSE:BVT) has a current Cyclically Adjusted PB Ratio of 0.52. The current Cyclically Adjusted PB Ratio is 0.52, which is 25% below median its 10-year median of 0.69 and 38.8% below the Asset Management industry median of 0.85. Baronsmead Venture Trust's overall GF Score™ is 37/100 with 3 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 Baronsmead Venture Trust (LSE:BVT), the current Cyclically Adjusted PB Ratio is 0.52 as of Jul. 14, 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.

Baronsmead Venture Trust Business Description

Address 5 New Street Square, London, GBR, EC4A 3TW
Baronsmead Venture Trust PLC is a UK-based investment company. Its objective is to achieve long-term positive investment returns for private investors, including tax-free dividends. The company focuses on investing in a diverse portfolio of UK growth businesses, whether unquoted or traded on the Alternative Investment Market. Its investment portfolio consists of securities across a range of sectors, including technology, Healthcare and education, Business services, and consumer markets. The company invests in a range of securities including, but not limited to, ordinary and preference shares, loan stocks, convertible securities, permitted nonqualifying investments, and cash. Its revenue consists of interest and dividend income from investments made.
37GF 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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