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Invesco Perpetual UK Smaller Inv Tst (CHIX:IPUL) Cyclically Adjusted Price-to-FCF : 9.73 (As of May. 25, 2024)


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What is Invesco Perpetual UK Smaller Inv Tst Cyclically Adjusted Price-to-FCF?

As of today (2024-05-25), Invesco Perpetual UK Smaller Inv Tst's current share price is £4.28. Invesco Perpetual UK Smaller Inv Tst's Cyclically Adjusted FCF per Share for the quarter that ended in Jan. 2024 was £0.44. Invesco Perpetual UK Smaller Inv Tst's Cyclically Adjusted Price-to-FCF for today is 9.73.

The historical rank and industry rank for Invesco Perpetual UK Smaller Inv Tst's Cyclically Adjusted Price-to-FCF or its related term are showing as below:

CHIX:IPUl' s Cyclically Adjusted Price-to-FCF Range Over the Past 10 Years
Min: 8   Med: 15.49   Max: 40.35
Current: 9.45

During the past years, Invesco Perpetual UK Smaller Inv Tst's highest Cyclically Adjusted Price-to-FCF was 40.35. The lowest was 8.00. And the median was 15.49.

CHIX:IPUl's Cyclically Adjusted Price-to-FCF is ranked better than
69.6% of 500 companies
in the Asset Management industry
Industry Median: 20.13 vs CHIX:IPUl: 9.45

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 Price-to-FCF. The Cyclically Adjusted FCF per Share is the average of the inflation adjusted free cash flow per share of a company over the past 10 years.

Invesco Perpetual UK Smaller Inv Tst's adjusted free cash flow per share data for the three months ended in Jan. 2024 was £-0.196. Add all the adjusted free cash flow per share for the past 10 years together and divide 10 will get our Cyclically Adjusted FCF per Share, which is £0.44 for the trailing ten years ended in Jan. 2024.

Shiller PE for Stocks: The True Measure of Stock Valuation


Invesco Perpetual UK Smaller Inv Tst Cyclically Adjusted Price-to-FCF Historical Data

The historical data trend for Invesco Perpetual UK Smaller Inv Tst's Cyclically Adjusted Price-to-FCF 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.

Invesco Perpetual UK Smaller Inv Tst Cyclically Adjusted Price-to-FCF Chart

Invesco Perpetual UK Smaller Inv Tst Annual Data
Trend Jan15 Jan16 Jan17 Jan18 Jan19 Jan20 Jan21 Jan22 Jan23 Jan24
Cyclically Adjusted Price-to-FCF
Get a 7-Day Free Trial Premium Member Only Premium Member Only 15.08 12.71 13.65 10.33 9.57

Invesco Perpetual UK Smaller Inv Tst Quarterly Data
Jul14 Jan15 Jul15 Jan16 Jul16 Jan17 Jul17 Jan18 Jul18 Jan19 Jul19 Jan20 Jul20 Jan21 Jul21 Jan22 Jul22 Jan23 Jul23 Jan24
Cyclically Adjusted Price-to-FCF 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 13.65 - 10.33 - 9.57

Competitive Comparison of Invesco Perpetual UK Smaller Inv Tst's Cyclically Adjusted Price-to-FCF

For the Asset Management subindustry, Invesco Perpetual UK Smaller Inv Tst's Cyclically Adjusted Price-to-FCF, along with its competitors' market caps and Cyclically Adjusted Price-to-FCF 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.


Invesco Perpetual UK Smaller Inv Tst's Cyclically Adjusted Price-to-FCF Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Invesco Perpetual UK Smaller Inv Tst's Cyclically Adjusted Price-to-FCF distribution charts can be found below:

* The bar in red indicates where Invesco Perpetual UK Smaller Inv Tst's Cyclically Adjusted Price-to-FCF falls into.



Invesco Perpetual UK Smaller Inv Tst Cyclically Adjusted Price-to-FCF Calculation

Like the Shiller PE Ratio, the Cyclically Adjusted Price-to-FCF takes the Free Cash Flow per Share from the past 10 years, adjusts it for inflation, and then calculates the average. This average is then used for the P/FCF calculation. Because it considers this 10-year average, it's often referred to as the CAPFCF 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 Price-to-FCF.

Invesco Perpetual UK Smaller Inv Tst's Cyclically Adjusted Price-to-FCF for today is calculated as

Cyclically Adjusted Price-to-FCF=Share Price/ Cyclically Adjusted FCF per Share
=4.28/0.44
=9.73

* 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.

Invesco Perpetual UK Smaller Inv Tst's Cyclically Adjusted FCF per Share for the quarter that ended in Jan. 2024 is calculated as:

For example, Invesco Perpetual UK Smaller Inv Tst's adjusted Free Cash Flow per Share data for the three months ended in Jan. 2024 was:

Adj_FreeCashFlowPerShare=Free Cash Flow per Share/CPI of Jan. 2024 (Change)*Current CPI (Jan. 2024)
=-0.196/130.0000*130.0000
=-0.196

Current CPI (Jan. 2024) = 130.0000.

Invesco Perpetual UK Smaller Inv Tst Quarterly Data

Free Cash Flow per Share CPI Adj_FreeCashFlowPerShare
200407 0.000 77.700 0.000
200501 0.000 78.300 0.000
200507 0.000 79.500 0.000
200601 0.000 80.000 0.000
200607 0.000 81.500 0.000
200701 0.000 82.100 0.000
200707 0.000 83.100 0.000
200801 0.000 84.100 0.000
200807 0.000 86.600 0.000
200901 0.000 86.600 0.000
200907 0.000 88.000 0.000
201001 0.000 88.800 0.000
201007 0.000 90.000 0.000
201101 0.000 91.800 0.000
201107 0.000 93.500 0.000
201201 0.000 94.700 0.000
201207 0.178 95.700 0.242
201301 0.000 97.000 0.000
201307 -0.076 98.000 -0.101
201401 0.034 98.700 0.045
201407 0.138 99.600 0.180
201501 0.033 99.200 0.043
201507 0.018 100.000 0.023
201601 0.212 99.900 0.276
201607 0.060 100.900 0.077
201701 0.032 101.800 0.041
201707 1.944 103.500 2.442
201801 0.086 104.500 0.107
201807 0.146 105.900 0.179
201901 0.214 106.400 0.261
201907 0.019 108.000 0.023
202001 -0.158 108.300 -0.190
202007 0.015 109.200 0.018
202101 0.134 109.300 0.159
202107 0.062 111.400 0.072
202201 0.052 114.600 0.059
202207 0.235 121.200 0.252
202301 0.097 124.800 0.101
202307 -0.026 129.000 -0.026
202401 -0.196 130.000 -0.196

Add all the adjusted free cash flow per share together and divide 10 will get our Cyclically Adjusted FCF 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.


Invesco Perpetual UK Smaller Inv Tst  (CHIX:IPUl) Cyclically Adjusted Price-to-FCF Explanation

Compared with the regular Price-to-Free-Cash-Flow, which works poorly for cyclical businesses, the Cyclically Adjusted Price-to-FCF smoothed out the fluctuations of free cash flow 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 Price-to-FCF should give similar results to regular Price-to-Free-Cash-Flow.


Invesco Perpetual UK Smaller Inv Tst Cyclically Adjusted Price-to-FCF Related Terms

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Invesco Perpetual UK Smaller Inv Tst (CHIX:IPUL) Business Description

Traded in Other Exchanges
Address
Perpetual Park Drive, Perpetual Park, Henley-on-Thames, Oxfordshire, GBR, RG9 1HH
Invesco Perpetual UK Smaller Companies Inv Tst PLC is an investment trust based in the United Kingdom. The company's investment objective is to achieve a long-term total return for shareholders primarily by investment in a broad cross-section of small to medium-sized UK quoted companies.

Invesco Perpetual UK Smaller Inv Tst (CHIX:IPUL) Headlines

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