TKR (The Timken Co) Cyclically Adjusted PS Ratio: 1.98 (As of Aug. 10, 2026) — 52% Above Median

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TKR The Timken Co TKR
75 GF Score
Price $126.57
GF Value $84.00
Valuation Significantly Overvalued
! 6 Warning Signs
View Full Analysis

What is The Timken Co Cyclically Adjusted PS Ratio?

The Timken Co TKR -2.88% 75 Cyclically Adjusted PS Ratio is 1.98 as of Aug. 10, 2026, which is 52% above its 10-year median of 1.30. GuruFocus rates TKR with a GF Score™ of 75/100 and a GF Value™ of $84.00 (Significantly Overvalued). The stock has 6 warning signs investors should review. Among 2,295 Industrial Products companies, The Timken Co ranks worse than 53.86% on this metric.

As of today (2026-08-10), The Timken Co's current share price is $126.57. The Timken Co's Cyclically Adjusted Revenue per Share for the quarter that ended in Jun. 2026 was $63.78. The Timken Co's Cyclically Adjusted PS Ratio for today is 1.98.

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

TKR' s Cyclically Adjusted PS Ratio Range Over the Past 10 Years
Min: 0.62   Med: 1.3   Max: 2.28
Current: 2.04

During the past years, The Timken Co's highest Cyclically Adjusted PS Ratio was 2.28. The lowest was 0.62. And the median was 1.30.

TKR's Cyclically Adjusted PS Ratio is ranked worse than
53.86% of 2295 companies
in the Industrial Products industry
Industry Median: 1.82 vs TKR: 2.04

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 PS Ratio. The Cyclically Adjusted Revenue per Share is the average of the inflation adjusted revenue per share of a company over the past 10 years.

The Timken Co's adjusted revenue per share data for the three months ended in Jun. 2026 was $17.990. Add all the adjusted revenue per share for the past 10 years together and divide 10 will get our Cyclically Adjusted Revenue per Share, which is $63.78 for the trailing ten years ended in Jun. 2026.

Shiller PE for Stocks: The True Measure of Stock Valuation


The Timken Co  (NYSE:TKR) Cyclically Adjusted PS Ratio Explanation

Compared with the regular PS Ratio, which works poorly for cyclical businesses, the Cyclically Adjusted PS Ratio smoothed out the fluctuations of revenue 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 PS Ratio should give similar results to regular PS Ratio.


The Timken Co Cyclically Adjusted PS Ratio Related Terms


The Timken Co Cyclically Adjusted PS Ratio Historical Data

* Premium members only.

The historical data trend for The Timken Co's Cyclically Adjusted PS 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.

The Timken Co Cyclically Adjusted PS Ratio Chart

The Timken Co Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Cyclically Adjusted PS Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1.53 1.41 1.49 1.25 1.39

The Timken Co Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
Cyclically Adjusted PS 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 1.22 1.24 1.39 1.61 2.28

TKR vs TTC, LECO, SWK: Cyclically Adjusted PS Ratio Comparison

For the Tools & Accessories subindustry, The Timken Co's Cyclically Adjusted PS Ratio, along with its competitors' market caps and Cyclically Adjusted PS 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.


The Timken Co Cyclically Adjusted PS Ratio vs Industrial Products Industry

For the Industrial Products industry and Industrials sector, The Timken Co's Cyclically Adjusted PS Ratio distribution charts can be found below:

* The bar in red indicates where The Timken Co's Cyclically Adjusted PS Ratio falls into.


TKR
75GF Score
The Timken Co TKR
Cyclically Adjusted PS Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

The Timken Co Cyclically Adjusted PS Ratio Calculation

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

The Timken Co's Cyclically Adjusted PS Ratio for today is calculated as

Cyclically Adjusted PS Ratio=Share Price/ Cyclically Adjusted Revenue per Share
=126.57/63.78
=1.98

* 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.

The Timken Co's Cyclically Adjusted Revenue per Share for the quarter that ended in Jun. 2026 is calculated as:

For example, The Timken Co's adjusted Revenue per Share data for the three months ended in Jun. 2026 was:

Adj_RevenuePerShare=Revenue per Share/CPI of Jun. 2026 (Change)*Current CPI (Jun. 2026)
=17.99/333.9520*333.9520
=17.990

Current CPI (Jun. 2026) = 333.9520.

The Timken Co Quarterly Data

Revenue per Share CPI Adj_RevenuePerShare
201609 8.362 241.428 11.567
201612 8.339 241.432 11.535
201703 8.921 243.801 12.220
201706 9.498 244.955 12.949
201709 9.789 246.819 13.245
201712 9.851 246.524 13.345
201803 11.177 249.554 14.957
201806 11.546 251.989 15.302
201809 11.237 252.439 14.865
201812 11.756 251.233 15.627
201903 12.721 254.202 16.712
201906 12.952 256.143 16.886
201909 11.933 256.759 15.521
201912 11.657 256.974 15.149
202003 12.101 258.115 15.656
202006 10.615 257.797 13.751
202009 11.727 260.280 15.046
202012 11.549 260.474 14.807
202103 13.271 264.877 16.732
202106 13.759 271.696 16.912
202109 13.467 274.310 16.395
202112 13.158 278.802 15.761
202203 14.886 287.504 17.291
202206 15.552 296.311 17.528
202209 15.384 296.808 17.309
202212 14.691 296.797 16.530
202303 17.214 301.836 19.046
202306 17.546 305.109 19.205
202309 15.974 307.789 17.332
202312 15.378 306.746 16.742
202403 16.793 312.332 17.955
202406 16.688 314.175 17.738
202409 15.946 315.301 16.889
202412 15.202 315.605 16.086
202503 16.171 319.799 16.887
202506 16.745 322.561 17.336
202509 16.505 324.800 16.970
202512 15.820 324.054 16.303
202603 17.539 330.213 17.738
202606 17.990 333.952 17.990

Add all the adjusted revenue per share together and divide 10 will get our Cyclically Adjusted Revenue 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.

What does a Cyclically Adjusted PS Ratio of 1.98 mean?
The Timken Co (TKR) has a Cyclically Adjusted PS Ratio of 1.98 as of Aug. 10, 2026. Cyclically Adjusted PS Ratio is the ratio of share price to a company's inflation-adjusted revenue per share over a 10-year period. View historical data on The Timken Co and its competitors. This is 52% above median its historical median of 1.30. Over the past decade, The Timken Co's Cyclically Adjusted PS Ratio has ranged from 0.62 to 2.28. According to the industry distribution chart, The Timken Co ranks #1236 out of 2295 companies in the Industrial Products industry, placing it in the top 53.9%.
Is The Timken Co's Cyclically Adjusted PS Ratio too high?
The Timken Co's current Cyclically Adjusted PS Ratio of 1.98 is 52% above median its 10-year median of 1.30. Over the past 10 years, this metric has ranged from a low of 0.62 to a high of 2.28. The Industrial Products industry median Cyclically Adjusted PS Ratio is 1.82. The Timken Co's value of 1.98 is 8.8% above this industry median. Based on the distribution chart, The Timken Co ranks #1236 out of 2295 companies in the Industrial Products industry, which is below the industry midpoint. Overall, The Timken Co has a GF Score™ of 75/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does The Timken Co's Cyclically Adjusted PS Ratio compare to TTC and LECO?
According to the Industrial Products industry distribution chart, The Timken Co ranks #1236 out of 2295 companies for Cyclically Adjusted PS Ratio. This places The Timken Co in the lower half of its industry. The industry median Cyclically Adjusted PS Ratio is 1.82. The Timken Co's value of 1.98 is 8.8% above this benchmark. Historically, The Timken Co's own Cyclically Adjusted PS Ratio has ranged from 0.62 to 2.28 over the past decade. While the company's 10-year median is 1.30 vs. the industry median of 1.82, The Timken Co has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Cyclically Adjusted PS Ratio for an Industrial Products company?
The median Cyclically Adjusted PS Ratio among Industrial Products companies is 1.82, based on 2,295 companies in the industry. Companies in the top quartile (top 25%) have a Cyclically Adjusted PS Ratio significantly above this median, while those in the bottom quartile fall well below. However, Cyclically Adjusted PS Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. The Timken Co's current Cyclically Adjusted PS Ratio of 1.98 is 8.8% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Cyclically Adjusted PS Ratio mean?
A high Cyclically Adjusted PS Ratio can signal that a stock is expensive relative to its fundamentals. Cyclically Adjusted PS Ratio is the ratio of share price to a company's inflation-adjusted revenue per share over a 10-year period. View historical data on The Timken Co and its competitors. For the Industrial Products industry, the median Cyclically Adjusted PS Ratio is 1.82 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. The Timken Co's current Cyclically Adjusted PS Ratio is 1.98, which is 52% above median its own 10-year median of 1.30. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is The Timken Co stock overvalued right now?
Based on GuruFocus' analysis, The Timken Co (TKR) is currently considered Significantly Overvalued. The stock's GF Value™ is $84.00, compared to a current price of $126.57 — trading 50.7% above its estimated fair value. The current Cyclically Adjusted PS Ratio is 1.98, which is 52% above median its 10-year median of 1.30 and 8.8% above the Industrial Products industry median of 1.82. The Timken Co's overall GF Score™ is 75/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Cyclically Adjusted PS Ratio calculated?
Cyclically Adjusted PS Ratio is calculated from a company's financial statements. For The Timken Co (TKR), the current Cyclically Adjusted PS Ratio is 1.98 as of Aug. 10, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is The Timken Co (TKR) Overvalued in 2026?

Based on GuruFocus' analysis, The Timken Co stock appears to be overvalued. The current stock price of $126.57 is trading 50.7% above its estimated GF Value™ of $84.00. GuruFocus considers The Timken Co to be Significantly Overvalued.

Key valuation signals for TKR:

  • Cyclically Adjusted PS Ratio: 1.98 (52% above median its 10-year median of 1.30)
  • GF Value™: $84.00 vs. price of $126.57 (50.7% above fair value)
  • GF Score™: 75/100 with 6 warning signs
  • Industry Position: 8.8% above the Industrial Products median (#1236 of 2295)

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


The Timken Co Business Description

Other Exchanges TKR:MexicoTKH:Germany
Address 4500 Mount Pleasant Street NW, North Canton, OH, USA, 44720-5450
The Timken Co designs and manages a portfolio of engineered bearings and industrial motion products, and provides related services. The various products offered by the company include ball bearings, plain bearings, tapered roller bearings, housed bearings, linear guides, telescopic rails, lubrication systems, agricultural conveyor chains, couplings, brakes, seals, etc. These products are offered through brands like Timken, GGB, Philadelphia Gear, Cone Drive, CGI, and Rollon, among others. The company has two reportable segments: Engineered Bearings, which generates the maximum revenue, and Industrial Motion. Geographically, the company generates maximum revenue from the United States, followed by Europe, Middle East and Africa (EMEA), Asia-Pacific, and the other regions of the Americas.
75GF Score

Get the complete analysis for TKR

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

$126.57
Price
$84.00
GF Value