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SMPNY (Sompo Holdings) Cyclically Adjusted PB Ratio : 2.40 (As of May. 30, 2025)


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What is Sompo Holdings Cyclically Adjusted PB Ratio?

As of today (2025-05-30), Sompo Holdings's current share price is $15.14. Sompo Holdings's Cyclically Adjusted Book per Share for the quarter that ended in Dec. 2024 was $6.31. Sompo Holdings's Cyclically Adjusted PB Ratio for today is 2.40.

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

SMPNY' s Cyclically Adjusted PB Ratio Range Over the Past 10 Years
Min: 0.81   Med: 1.22   Max: 2.42
Current: 2.11

During the past years, Sompo Holdings's highest Cyclically Adjusted PB Ratio was 2.42. The lowest was 0.81. And the median was 1.22.

SMPNY's Cyclically Adjusted PB Ratio is ranked worse than
76.05% of 405 companies
in the Insurance industry
Industry Median: 1.22 vs SMPNY: 2.11

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.

Sompo Holdings's adjusted book value per share data for the three months ended in Dec. 2024 was $9.910. 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 $6.31 for the trailing ten years ended in Dec. 2024.

Shiller PE for Stocks: The True Measure of Stock Valuation


Sompo Holdings Cyclically Adjusted PB Ratio Historical Data

The historical data trend for Sompo Holdings'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.

Sompo Holdings Cyclically Adjusted PB Ratio Chart

Sompo Holdings Annual Data
Trend Mar16 Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25
Cyclically Adjusted PB Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1.04 1.20 1.07 1.77 -

Sompo Holdings Quarterly Data
Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25
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 1.77 - 1.69 2.09 -

Competitive Comparison of Sompo Holdings's Cyclically Adjusted PB Ratio

For the Insurance - Property & Casualty subindustry, Sompo Holdings'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.


Sompo Holdings's Cyclically Adjusted PB Ratio Distribution in the Insurance Industry

For the Insurance industry and Financial Services sector, Sompo Holdings's Cyclically Adjusted PB Ratio distribution charts can be found below:

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


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Sompo Holdings 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.

Sompo Holdings's Cyclically Adjusted PB Ratio for today is calculated as

Cyclically Adjusted PB Ratio=Share Price/ Cyclically Adjusted Book per Share
=15.14/6.31
=2.40

* 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.

Sompo Holdings's Cyclically Adjusted Book per Share for the quarter that ended in Dec. 2024 is calculated as:

For example, Sompo Holdings's adjusted Book Value per Share data for the three months ended in Dec. 2024 was:

Adj_Book=Book Value per Share/CPI of Dec. 2024 (Change)*Current CPI (Dec. 2024)
=9.91/110.7000*110.7000
=9.910

Current CPI (Dec. 2024) = 110.7000.

Sompo Holdings Quarterly Data

Book Value per Share CPI Adj_Book
201503 6.185 97.900 6.994
201506 6.033 98.400 6.787
201509 5.647 98.500 6.346
201512 5.971 98.100 6.738
201603 6.004 97.900 6.789
201606 6.052 98.100 6.829
201609 6.361 98.000 7.185
201612 6.392 98.400 7.191
201703 6.768 98.100 7.637
201706 7.054 98.500 7.928
201709 7.165 98.800 8.028
201712 7.843 99.400 8.735
201803 7.799 99.200 8.703
201806 7.415 99.200 8.275
201809 7.336 99.900 8.129
201812 6.790 99.700 7.539
201903 7.081 99.700 7.862
201906 7.230 99.800 8.020
201909 7.315 100.100 8.090
201912 7.508 100.500 8.270
202003 6.792 100.300 7.496
202006 7.004 99.900 7.761
202009 7.552 99.900 8.368
202012 8.553 99.300 9.535
202103 8.721 99.900 9.664
202106 9.021 99.500 10.036
202109 9.284 100.100 10.267
202112 8.803 100.100 9.735
202203 8.322 101.100 9.112
202206 7.042 101.800 7.658
202209 6.334 103.100 6.801
202212 6.490 104.100 6.901
202303 7.125 104.400 7.555
202306 8.117 105.200 8.541
202309 8.179 106.200 8.526
202312 9.006 106.800 9.335
202403 9.638 107.200 9.953
202406 0.000 108.200 0.000
202409 10.778 108.900 10.956
202412 9.910 110.700 9.910

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.


Sompo Holdings  (OTCPK:SMPNY) 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.


Sompo Holdings Cyclically Adjusted PB Ratio Related Terms

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


Sompo Holdings Business Description

Traded in Other Exchanges
Address
26-1, Nishi-Shinjuku 1-chome, Shinjuku-ku, Tokyo, JPN, 160-8338
Sompo Holdings was formed in 2010 after the merger of the former Sompo Japan and Nipponkoa Insurance. The name Sompo, which means "nonlife insurance" in Japanese, was adopted as a common brand in 2001 for the three-way merger of Yasuda Fire, Nissan Fire, and Taisei Fire. Sompo has around a 26% market share of nonlife insurance premiums in Japan, compared with around 29% and 33% for larger rivals Tokio Marine and MS&AD.