Lotte (XKRX:004990) Cyclically Adjusted PB Ratio: (As of Sep. 20, 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
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Charlie Tian
Charlie Tian
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Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

XKRX:004990 Lotte Corp XKRX:004990
78 GF Score
Price ₩24,600.00
GF Value ₩25,656.53
Valuation Fairly Valued
! 8 Warning Signs
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What is Lotte Cyclically Adjusted PB Ratio?

Shiller PE for Stocks: The True Measure of Stock Valuation


Lotte  (XKRX:004990) 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.


Lotte Cyclically Adjusted PB Ratio Related Terms


Lotte Cyclically Adjusted PB Ratio Historical Data

* Premium members only.

The historical data trend for Lotte'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.

Lotte Cyclically Adjusted PB Ratio Chart

Lotte 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 0.24 0.24 0.21 0.16 0.20

Lotte 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 0.20 0.21 0.20 0.20 0.17

XKRX:004990 vs MDLZ, HSY, TR: Cyclically Adjusted PB Ratio Comparison

For the Confectioners subindustry, Lotte'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.


Lotte Cyclically Adjusted PB Ratio vs Consumer Packaged Goods Industry

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

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


XKRX:004990
78GF Score
Lotte Corp XKRX:004990
Cyclically Adjusted PB Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Lotte 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.

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

For example, Lotte'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)
=120731.561/126.4904*126.4904
=120,731.561

Current CPI (Jun. 2026) = 126.4904.

Lotte Quarterly Data

Book Value per Share CPI Adj_Book
201603 106,489.262 100.561 133,947.383
201606 101,900.949 100.791 127,883.741
201609 101,072.024 101.461 126,005.219
201612 102,432.437 101.561 127,575.365
201703 101,191.522 102.851 124,449.990
201706 111,147.942 102.611 137,013.639
201709 48,103.497 103.491 58,794.098
201803 122,539.996 104.101 148,895.427
201806 107,450.600 104.130 130,523.674
201809 109,930.178 105.651 131,614.258
201903 119,617.689 104.491 144,801.981
201906 124,284.740 104.881 149,892.177
201909 126,687.087 105.200 152,325.614
201912 108,966.904 105.121 131,117.740
202003 107,398.801 105.354 128,945.190
202006 113,407.669 105.112 136,473.559
202009 115,524.092 106.198 137,599.047
202012 109,506.248 105.765 130,964.277
202103 111,882.489 107.357 131,822.186
202106 113,791.258 107.579 133,795.213
202109 120,163.870 108.759 139,754.393
202112 134,622.997 109.676 155,261.449
202203 131,878.316 111.848 149,142.952
202206 135,579.771 114.072 150,339.210
202209 140,524.650 114.715 154,948.984
202212 136,530.738 115.179 149,938.771
202303 136,063.939 116.507 147,722.652
202306 136,630.056 117.182 147,483.194
202309 139,449.486 118.964 148,272.423
202312 135,224.782 118.837 143,933.475
202403 137,464.347 120.123 144,750.725
202406 136,437.728 120.007 143,808.442
202409 137,229.652 120.861 143,621.225
202412 128,611.237 121.135 134,296.941
202503 126,567.196 122.590 130,594.137
202506 117,333.050 122.611 121,045.357
202509 113,619.329 123.402 116,463.180
202512 114,573.841 123.939 116,932.167
202603 116,617.464 125.236 117,785.538
202606 120,731.561 126.490 120,731.561

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.

Is Lotte (XKRX:004990) Overvalued in 2026?

Based on GuruFocus' analysis, Lotte stock appears to be undervalued. The current stock price of ₩24,600.00 is trading 4.1% below its estimated GF Value™ of ₩25,656.53. GuruFocus considers Lotte to be Fairly Valued.

Key valuation signals for XKRX:004990:

  • Cyclically Adjusted PB Ratio:
  • GF Value™: ₩25,656.53 vs. price of ₩24,600.00 (4.1% below fair value)
  • GF Score™: 78/100 with 8 warning signs

No single metric tells the full story. See the XKRX:004990 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Lotte Business Description

Other Exchanges 00499K:Korea
Address 300, Olympic-ro, Songpa-gu, Seoul, KOR
Lotte Corp formerly, Lotte Confectionery Co Ltd is a Korea-based company engaged in the food business. The company manufactures and distributes confectionery products such as gum, chocolate, biscuit, ice cream, pie, snacks, and candy, among others. The company distributes its products through retail stores, supermarkets, and other distribution channels.
78GF Score

Get the complete analysis for XKRX:004990

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

₩24,600.00
Price
₩25,656.53
GF Value