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Worsley Investors (LSE:WINV) Cyclically Adjusted PB Ratio : 0.25 (As of Jun. 14, 2024)


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What is Worsley Investors Cyclically Adjusted PB Ratio?

As of today (2024-06-14), Worsley Investors's current share price is £0.25. Worsley Investors's Cyclically Adjusted Book per Share for the fiscal year that ended in Mar23 was £1.01. Worsley Investors's Cyclically Adjusted PB Ratio for today is 0.25.

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

LSE:WINV' s Cyclically Adjusted PB Ratio Range Over the Past 10 Years
Min: 0.19   Med: 0.26   Max: 0.82
Current: 0.26

During the past 13 years, Worsley Investors's highest Cyclically Adjusted PB Ratio was 0.82. The lowest was 0.19. And the median was 0.26.

LSE:WINV's Cyclically Adjusted PB Ratio is ranked better than
90.69% of 956 companies
in the Asset Management industry
Industry Median: 0.8 vs LSE:WINV: 0.26

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.

Worsley Investors's adjusted book value per share data of for the fiscal year that ended in Mar23 was £0.439. 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 £1.01 for the trailing ten years ended in Mar23.

Shiller PE for Stocks: The True Measure of Stock Valuation


Worsley Investors Cyclically Adjusted PB Ratio Historical Data

The historical data trend for Worsley Investors'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.

* Premium members only.

Worsley Investors Cyclically Adjusted PB Ratio Chart

Worsley Investors Annual Data
Trend Jun13 Jun14 Jun15 Jun16 Jun17 Jun18 Jun19 Jun20 Mar22 Mar23
Cyclically Adjusted PB Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.27 0.25 0.21 0.25 0.28

Worsley Investors Semi-Annual Data
Dec13 Jun14 Dec14 Jun15 Dec15 Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Sep21 Mar22 Sep22 Mar23 Sep23
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 - 0.25 - 0.28 -

Competitive Comparison of Worsley Investors's Cyclically Adjusted PB Ratio

For the Asset Management subindustry, Worsley Investors'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.


Worsley Investors's Cyclically Adjusted PB Ratio Distribution in the Asset Management Industry

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

* The bar in red indicates where Worsley Investors's Cyclically Adjusted PB Ratio falls into.



Worsley Investors 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.

Worsley Investors's Cyclically Adjusted PB Ratio for today is calculated as

Cyclically Adjusted PB Ratio=Share Price/ Cyclically Adjusted Book per Share
=0.25/1.01
=0.25

* 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.

Worsley Investors's Cyclically Adjusted Book per Share for the fiscal year that ended in Mar23 is calculated as:

For example, Worsley Investors's adjusted Book Value per Share data for the fiscal year that ended in Mar23 was:

Adj_Book=Book Value per Share/CPI of Mar23 (Change)*Current CPI (Mar23)
=0.439/127.3478*127.3478
=0.439

Current CPI (Mar23) = 127.3478.

Worsley Investors Annual Data

Book Value per Share CPI Adj_Book
201306 1.341 98.518 1.733
201406 1.234 100.560 1.563
201506 1.305 100.684 1.651
201606 1.522 101.688 1.906
201706 0.667 103.349 0.822
201806 0.453 106.317 0.543
201906 0.460 108.070 0.542
202006 0.382 108.767 0.447
202203 0.399 121.301 0.419
202303 0.439 127.348 0.439

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.


Worsley Investors  (LSE:WINV) 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.


Worsley Investors Cyclically Adjusted PB Ratio Related Terms

Thank you for viewing the detailed overview of Worsley Investors's Cyclically Adjusted PB Ratio provided by GuruFocus.com. Please click on the following links to see related term pages.


Worsley Investors (LSE:WINV) Business Description

Traded in Other Exchanges
N/A
Address
1 Royal Plaza, Royal Avenue, Saint Peter Port, GGY, GY1 2HL
Worsley Investors Ltd is a limited liability, closed-ended, self-managed investment company. The company's investment objective is to provide shareholders with an attractive level of absolute long-term return, principally through the capital appreciation and exit of undervalued securities. Its segment includes Property Group and Parent Company. The company generates maximum revenue from the Property Group segment.

Worsley Investors (LSE:WINV) Headlines

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