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Investis Holding (XSWX:IREN) Cyclically Adjusted PB Ratio : 1.85 (As of Jun. 03, 2025)


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What is Investis Holding Cyclically Adjusted PB Ratio?

As of today (2025-06-03), Investis Holding's current share price is CHF122.00. Investis Holding's Cyclically Adjusted Book per Share for the fiscal year that ended in Dec24 was CHF65.94. Investis Holding's Cyclically Adjusted PB Ratio for today is 1.85.

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

XSWX:IREN' s Cyclically Adjusted PB Ratio Range Over the Past 10 Years
Min: 1.66   Med: 1.74   Max: 1.9
Current: 1.86

During the past 10 years, Investis Holding's highest Cyclically Adjusted PB Ratio was 1.90. The lowest was 1.66. And the median was 1.74.

XSWX:IREN's Cyclically Adjusted PB Ratio is ranked worse than
81.91% of 1343 companies
in the Real Estate industry
Industry Median: 0.69 vs XSWX:IREN: 1.86

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.

Investis Holding's adjusted book value per share data of for the fiscal year that ended in Dec24 was CHF104.911. 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 CHF65.94 for the trailing ten years ended in Dec24.

Shiller PE for Stocks: The True Measure of Stock Valuation


Investis Holding Cyclically Adjusted PB Ratio Historical Data

The historical data trend for Investis Holding'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.

Investis Holding Cyclically Adjusted PB Ratio Chart

Investis Holding Annual Data
Trend Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24
Cyclically Adjusted PB Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only - - - - 1.70

Investis Holding Semi-Annual Data
Jun15 Dec15 Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24
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 - - - - 1.70

Competitive Comparison of Investis Holding's Cyclically Adjusted PB Ratio

For the Real Estate Services subindustry, Investis Holding'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.


Investis Holding's Cyclically Adjusted PB Ratio Distribution in the Real Estate Industry

For the Real Estate industry and Real Estate sector, Investis Holding's Cyclically Adjusted PB Ratio distribution charts can be found below:

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


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Investis Holding 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.

Investis Holding's Cyclically Adjusted PB Ratio for today is calculated as

Cyclically Adjusted PB Ratio=Share Price/ Cyclically Adjusted Book per Share
=122.00/65.94
=1.85

* 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.

Investis Holding's Cyclically Adjusted Book per Share for the fiscal year that ended in Dec24 is calculated as:

For example, Investis Holding's adjusted Book Value per Share data for the fiscal year that ended in Dec24 was:

Adj_Book=Book Value per Share/CPI of Dec24 (Change)*Current CPI (Dec24)
=104.911/107.1281*107.1281
=104.911

Current CPI (Dec24) = 107.1281.

Investis Holding Annual Data

Book Value per Share CPI Adj_Book
201512 31.004 99.386 33.419
201612 43.482 99.380 46.872
201712 44.445 100.213 47.512
201812 46.237 100.906 49.088
201912 58.125 101.063 61.613
202012 64.484 100.241 68.915
202112 75.978 101.776 79.974
202212 83.953 104.666 85.928
202312 80.705 106.461 81.211
202412 104.911 107.128 104.911

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.


Investis Holding  (XSWX:IREN) 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.


Investis Holding Cyclically Adjusted PB Ratio Related Terms

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


Investis Holding Business Description

Traded in Other Exchanges
Address
Neumuhlequai 6, Zurich, CHE, 8001
Investis Holding SA is a residential property company operating in the Lake Geneva region of Switzerland and is a national Swiss real estate services provider. The company's portfolio consists of almost residential properties. The company has a network of various service locations with recognizable brands scattered throughout Switzerland. The copany divides its activities into two operating segments: Properties and Real Estate Services. Its properties segment deals with investment, development, and serviced apartments, while its Real Estate Services segment deals with property management and facility management. The company's main revenue comes from the leasing of properties and revenue related to its various real estate services.