The Timken Co (MEX:TKR) Cyclically Adjusted PB Ratio: 3.66 (As of Aug. 22, 2026) — 48% Above Median

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MEX:TKR The Timken Co MEX:TKR
68 GF Score
Price MXN2,238.00
GF Value MXN1,514.95
Valuation Significantly Overvalued
! 2 Warning Signs
View Full Analysis

What is The Timken Co Cyclically Adjusted PB Ratio?

The Timken Co MEX:TKR 68 Cyclically Adjusted PB Ratio is 3.66 as of Aug. 22, 2026, which is 48% above its 10-year median of 2.47. GuruFocus rates MEX:TKR with a GF Score™ of 68/100 and a GF Value™ of MXN1,514.95 (Significantly Overvalued). The stock has 2 warning signs investors should review. Among 2,159 Industrial Products companies, The Timken Co ranks worse than 68.46% on this metric.

As of today (2026-08-22), The Timken Co's current share price is MXN2238.00. The Timken Co's Cyclically Adjusted Book per Share for the quarter that ended in Jun. 2026 was MXN610.76. The Timken Co's Cyclically Adjusted PB Ratio for today is 3.66.

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

MEX:TKR' s Cyclically Adjusted PB Ratio Range Over the Past 10 Years
Min: 1.21   Med: 2.47   Max: 4.22
Current: 3.59

During the past years, The Timken Co's highest Cyclically Adjusted PB Ratio was 4.22. The lowest was 1.21. And the median was 2.47.

MEX:TKR's Cyclically Adjusted PB Ratio is ranked worse than
68.46% of 2159 companies
in the Industrial Products industry
Industry Median: 2.14 vs MEX:TKR: 3.59

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.

The Timken Co's adjusted book value per share data for the three months ended in Jun. 2026 was MXN803.217. 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 MXN610.76 for the trailing ten years ended in Jun. 2026.

Shiller PE for Stocks: The True Measure of Stock Valuation


The Timken Co  (MEX:TKR) 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.


The Timken Co Cyclically Adjusted PB Ratio Related Terms


The Timken Co Cyclically Adjusted PB Ratio Historical Data

* Premium members only.

The historical data trend for The Timken Co'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.

The Timken Co Cyclically Adjusted PB Ratio Chart

The Timken Co 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 2.79 2.67 2.91 2.42 2.58

The Timken Co Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
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 2.32 2.35 2.58 2.98 4.19

MEX:TKR vs TTC, LECO, SWK: Cyclically Adjusted PB Ratio Comparison

For the Tools & Accessories subindustry, The Timken 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.


The Timken Co Cyclically Adjusted PB Ratio vs Industrial Products Industry

For the Industrial Products industry and Industrials sector, The Timken Co's Cyclically Adjusted PB Ratio distribution charts can be found below:

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


MEX:TKR
68GF Score
The Timken Co MEX:TKR
Cyclically Adjusted PB Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

The Timken 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.

The Timken Co's Cyclically Adjusted PB Ratio for today is calculated as

Cyclically Adjusted PB Ratio=Share Price/ Cyclically Adjusted Book per Share
=2238.00/610.76
=3.66

* 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.

The Timken Co's Cyclically Adjusted Book per Share for the quarter that ended in Jun. 2026 is calculated as:

For example, The Timken Co's adjusted Book Value per Share data for the three months ended in Jun. 2026 was:

Adj_Book=Book Value per Share/CPI of Jun. 2026 (Change)*Current CPI (Jun. 2026)
=803.217/333.9520*333.9520
=803.217

Current CPI (Jun. 2026) = 333.9520.

The Timken Co Quarterly Data

Book Value per Share CPI Adj_Book
201609 332.839 241.428 460.395
201612 340.653 241.432 471.196
201703 318.939 243.801 436.874
201706 322.077 244.955 439.094
201709 332.718 246.819 450.175
201712 364.644 246.524 493.962
201803 353.743 249.554 473.377
201806 387.807 251.989 513.947
201809 384.487 252.439 508.639
201812 408.345 251.233 542.793
201903 417.546 254.202 548.541
201906 432.290 256.143 563.607
201909 457.302 256.759 594.787
201912 466.438 256.974 606.162
202003 567.692 258.115 734.486
202006 578.943 257.797 749.967
202009 594.548 260.280 762.834
202012 565.906 260.474 725.544
202103 585.255 264.877 737.879
202106 597.997 271.696 735.021
202109 622.579 274.310 757.944
202112 624.578 278.802 748.126
202203 609.999 287.504 708.548
202206 603.592 296.311 680.268
202209 578.917 296.808 651.365
202212 609.305 296.797 685.582
202303 584.608 301.836 646.812
202306 609.140 305.109 666.724
202309 611.764 307.789 663.766
202312 625.070 306.746 680.509
202403 614.782 312.332 657.338
202406 730.558 314.175 776.546
202409 823.731 315.301 872.457
202412 842.135 315.605 891.091
202503 853.178 319.799 890.936
202506 836.706 322.561 866.254
202509 825.536 324.800 848.797
202512 824.634 324.054 849.822
202603 832.412 330.213 841.837
202606 803.217 333.952 803.217

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 3.66 mean?
The Timken Co (MEX:TKR) has a Cyclically Adjusted PB Ratio of 3.66 as of Aug. 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 The Timken Co and its competitors. This is 48% above median its historical median of 2.47. Over the past decade, The Timken Co's Cyclically Adjusted PB Ratio has ranged from 1.21 to 4.22. According to the industry distribution chart, The Timken Co ranks #1478 out of 2159 companies in the Industrial Products industry, placing it in the top 68.5%.
Is The Timken Co's Cyclically Adjusted PB Ratio too high?
The Timken Co's current Cyclically Adjusted PB Ratio of 3.66 is 48% above median its 10-year median of 2.47. Over the past 10 years, this metric has ranged from a low of 1.21 to a high of 4.22. The Industrial Products industry median Cyclically Adjusted PB Ratio is 2.14. The Timken Co's value of 3.66 is 71% above this industry median. Based on the distribution chart, The Timken Co ranks #1478 out of 2159 companies in the Industrial Products industry, which is below the industry midpoint. Overall, The Timken Co has a GF Score™ of 68/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does The Timken Co's Cyclically Adjusted PB Ratio compare to TTC and LECO?
According to the Industrial Products industry distribution chart, The Timken Co ranks #1478 out of 2159 companies for Cyclically Adjusted PB Ratio. This places The Timken Co in the lower half of its industry. The industry median Cyclically Adjusted PB Ratio is 2.14. The Timken Co's value of 3.66 is 71% above this benchmark. Historically, The Timken Co's own Cyclically Adjusted PB Ratio has ranged from 1.21 to 4.22 over the past decade. While the company's 10-year median is 2.47 vs. the industry median of 2.14, The Timken 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 Industrial Products company?
The median Cyclically Adjusted PB Ratio among Industrial Products companies is 2.14, based on 2,159 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. The Timken Co's current Cyclically Adjusted PB Ratio of 3.66 is 71% 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 The Timken Co and its competitors. For the Industrial Products industry, the median Cyclically Adjusted PB Ratio is 2.14 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. The Timken Co's current Cyclically Adjusted PB Ratio is 3.66, which is 48% above median its own 10-year median of 2.47. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is The Timken Co stock overvalued right now?
Based on GuruFocus' analysis, The Timken Co (MEX:TKR) is currently considered Significantly Overvalued. The stock's GF Value™ is MXN1,514.95, compared to a current price of MXN2,238.00 — trading 47.7% above its estimated fair value. The current Cyclically Adjusted PB Ratio is 3.66, which is 48% above median its 10-year median of 2.47 and 71% above the Industrial Products industry median of 2.14. The Timken Co's overall GF Score™ is 68/100 with 2 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 The Timken Co (MEX:TKR), the current Cyclically Adjusted PB Ratio is 3.66 as of Aug. 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 The Timken Co (MEX:TKR) Overvalued in 2026?

Based on GuruFocus' analysis, The Timken Co stock appears to be overvalued. The current stock price of MXN2,238.00 is trading 47.7% above its estimated GF Value™ of MXN1,514.95. GuruFocus considers The Timken Co to be Significantly Overvalued.

Key valuation signals for MEX:TKR:

  • Cyclically Adjusted PB Ratio: 3.66 (48% above median its 10-year median of 2.47)
  • GF Value™: MXN1,514.95 vs. price of MXN2,238.00 (47.7% above fair value)
  • GF Score™: 68/100 with 2 warning signs
  • Industry Position: 71% above the Industrial Products median (#1478 of 2159)

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


The Timken Co Business Description

Other Exchanges TKR:USATKH:Germany
Address 4500 Mount Pleasant Street NW, North Canton, OH, USA, 44720-5450
The Timken Co designs and manages a portfolio of engineered bearings and industrial motion products, and provides related services. The various products offered by the company include ball bearings, plain bearings, tapered roller bearings, housed bearings, linear guides, telescopic rails, lubrication systems, agricultural conveyor chains, couplings, brakes, seals, etc. These products are offered through brands like Timken, GGB, Philadelphia Gear, Cone Drive, CGI, and Rollon, among others. The company has two reportable segments: Engineered Bearings, which generates the maximum revenue, and Industrial Motion. Geographically, the company generates maximum revenue from the United States, followed by Europe, Middle East and Africa (EMEA), Asia-Pacific, and the other regions of the Americas.
68GF Score

Get the complete analysis for MEX:TKR

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

MXN2,238.00
Price
MXN1,514.95
GF Value