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Helio (WAR:HEL) Cyclically Adjusted PB Ratio : 1.15 (As of May. 25, 2024)


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What is Helio Cyclically Adjusted PB Ratio?

As of today (2024-05-25), Helio's current share price is zł25.00. Helio's Cyclically Adjusted Book per Share for the quarter that ended in Dec. 2023 was zł21.65. Helio's Cyclically Adjusted PB Ratio for today is 1.15.

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

WAR:HEL' s Cyclically Adjusted PB Ratio Range Over the Past 10 Years
Min: 0.52   Med: 0.86   Max: 1.39
Current: 1.13

During the past years, Helio's highest Cyclically Adjusted PB Ratio was 1.39. The lowest was 0.52. And the median was 0.86.

WAR:HEL's Cyclically Adjusted PB Ratio is ranked better than
57.77% of 1281 companies
in the Consumer Packaged Goods industry
Industry Median: 1.34 vs WAR:HEL: 1.13

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.

Helio's adjusted book value per share data for the three months ended in Dec. 2023 was zł29.737. 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 zł21.65 for the trailing ten years ended in Dec. 2023.

Shiller PE for Stocks: The True Measure of Stock Valuation


Helio Cyclically Adjusted PB Ratio Historical Data

The historical data trend for Helio'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.

Helio Cyclically Adjusted PB Ratio Chart

Helio Annual Data
Trend Jun12 Jun15 Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23
Cyclically Adjusted PB Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only - 0.83 0.99 0.83 0.64

Helio Quarterly Data
Mar19 Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23
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 0.63 0.55 0.64 0.76 0.91

Competitive Comparison of Helio's Cyclically Adjusted PB Ratio

For the Packaged Foods subindustry, Helio'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.


Helio's Cyclically Adjusted PB Ratio Distribution in the Consumer Packaged Goods Industry

For the Consumer Packaged Goods industry and Consumer Defensive sector, Helio's Cyclically Adjusted PB Ratio distribution charts can be found below:

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



Helio 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.

Helio's Cyclically Adjusted PB Ratio for today is calculated as

Cyclically Adjusted PB Ratio=Share Price/ Cyclically Adjusted Book per Share
=25.00/21.65
=1.15

* 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.

Helio's Cyclically Adjusted Book per Share for the quarter that ended in Dec. 2023 is calculated as:

For example, Helio's adjusted Book Value per Share data for the three months ended in Dec. 2023 was:

Adj_Book=Book Value per Share/CPI of Dec. 2023 (Change)*Current CPI (Dec. 2023)
=29.737/147.7411*147.7411
=29.737

Current CPI (Dec. 2023) = 147.7411.

Helio Quarterly Data

Book Value per Share CPI Adj_Book
201312 9.706 101.018 14.195
201403 9.780 101.262 14.269
201409 9.649 100.611 14.169
201412 10.164 100.122 14.998
201503 10.380 100.041 15.329
201506 10.063 100.448 14.801
201509 9.922 99.634 14.713
201512 10.529 99.471 15.638
201603 10.852 98.983 16.198
201606 10.876 99.552 16.141
201609 11.157 99.064 16.639
201612 12.431 100.366 18.299
201703 13.039 101.018 19.070
201706 13.145 101.180 19.194
201709 13.362 101.343 19.480
201712 0.000 102.564 0.000
201803 15.365 102.564 22.133
201806 15.360 103.378 21.951
201809 15.483 103.378 22.127
201812 16.252 103.785 23.135
201903 16.459 104.274 23.320
201906 16.326 105.983 22.759
201909 16.904 105.983 23.564
201912 17.434 107.123 24.045
202003 17.709 109.076 23.986
202006 17.576 109.402 23.735
202009 17.247 109.320 23.308
202012 19.225 109.565 25.924
202103 19.952 112.658 26.165
202106 20.428 113.960 26.483
202109 21.013 115.588 26.858
202112 22.668 119.088 28.122
202203 23.306 125.031 27.539
202206 23.124 131.705 25.939
202209 23.114 135.531 25.196
202212 24.490 139.113 26.009
202303 25.357 145.950 25.668
202306 26.001 147.009 26.131
202309 26.891 146.113 27.191
202312 29.737 147.741 29.737

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.


Helio  (WAR:HEL) 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.


Helio Cyclically Adjusted PB Ratio Related Terms

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


Helio (WAR:HEL) Business Description

Traded in Other Exchanges
N/A
Address
Ul. Stoleczna 26, Wygl?dy, Zaborów, Warsaw, POL, 05-083
Helio SA produces and markets packaged dried fruits and nuts in Poland. It offers nuts, dried and candied fruits, grains, poppy-seed fillings, fudge caramel masses, icings for cakes, and microwave popcorns. The company sells its products to retail chains, wholesalers, and grocery stores under the HELIO brand.

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