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Schroder UK Mid Cap Fund (CHIX:SCPL) Peter Lynch Fair Value : N/A (As of Dec. 15, 2024)


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What is Schroder UK Mid Cap Fund Peter Lynch Fair Value?

Peter Lynch Fair Value applies to growing companies. The ideal range for the growth rate is between 10 - 20% a year. Peter Lynch thinks that the fair P/E value for a growth company equals its growth rate, that is PEG = 1. The earnings here is trailing twelve month (TTM) earnings. For non-bank companies, the growth rate we use is the average growth rate for EBITDA per share over the past 5 years. For Banks, the growth rate we use is the average growth rate for Book Value per share over the past 5 years. If 5-Year Growth Rate is greater than 25% a year, we use 25. If 5-Year Growth Rate is smaller than 5% a year, we do not calculate Peter Lynch Fair Value.


The historical rank and industry rank for Schroder UK Mid Cap Fund's Peter Lynch Fair Value or its related term are showing as below:


During the past 13 years, the highest Price to Peter Lynch Fair Value Ratio of Schroder UK Mid Cap Fund was 8.85. The lowest was 0.41. And the median was 0.88.


CHIX:SCPl's Price-to-Peter-Lynch-Fair-Value is not ranked *
in the Asset Management industry.
Industry Median: 0.96
* Ranked among companies with meaningful Price-to-Peter-Lynch-Fair-Value only.

Note: Please don't confuse Peter Lynch Fair Value with the value reached in Peter Lynch Chart.


Schroder UK Mid Cap Fund Peter Lynch Fair Value Historical Data

The historical data trend for Schroder UK Mid Cap Fund's Peter Lynch Fair Value 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.

Schroder UK Mid Cap Fund Peter Lynch Fair Value Chart

Schroder UK Mid Cap Fund Annual Data
Trend Sep15 Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24
Peter Lynch Fair Value
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Schroder UK Mid Cap Fund Quarterly Data
Mar15 Sep15 Mar16 Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23 Mar24 Sep24
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Competitive Comparison of Schroder UK Mid Cap Fund's Peter Lynch Fair Value

For the Asset Management subindustry, Schroder UK Mid Cap Fund's Price-to-Peter-Lynch-Fair-Value, along with its competitors' market caps and Price-to-Peter-Lynch-Fair-Value 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.


Schroder UK Mid Cap Fund's Price-to-Peter-Lynch-Fair-Value Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Schroder UK Mid Cap Fund's Price-to-Peter-Lynch-Fair-Value distribution charts can be found below:

* The bar in red indicates where Schroder UK Mid Cap Fund's Price-to-Peter-Lynch-Fair-Value falls into.



Schroder UK Mid Cap Fund Peter Lynch Fair Value Calculation

Schroder UK Mid Cap Fund's Peter Lynch Fair Value for today is calculated as

Peter Lynch Fair Value=PEG Ratio*5-Year TTM Book Value Growth Rate***EPS without NRI (TTM)
=1* N/A *1.053
=N/A

Schroder UK Mid Cap Fund's EPS without NRI for the trailing twelve months (TTM) uses the latest annual data, which was £1.05.

* Note that for companies that do not have enough quarterly data to calculate the 5-Year TTM EBITDA Growth Rate, we use the annual data for the calculation.


* 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.

** Please be aware that the 5-Year TTM Book Value Growth Rate is calculated based on TTM data over the last 5 years. For quarterly reported companies, the TTM data is the latest quarter data. For companies that report semi-annually, annually, or do not have enough quarterly data, GuruFocus uses the annual data as the TTM data.

If 5-Year Earnings Growth Rate is greater than 25% a year, we use 25.

If 5-Year Earnings Growth Rate is smaller than 5% a year, we do not calculate Peter Lynch Fair Value.

Please note that we use the 5-year average growth rate of EBITDA per share as the growth rate for non-bank companies, as EBITDA growth is subject to less manipulations than net earnings per share. For banks, we use the 5-year average growth rate of Book Value per share as the growth rate. The reason is that EBITDA is not applicable to Banks and Book value is a relative important measurement for Banks. In the calculation, PEG=1 because Peter Lynch thinks that the fair P/E ratio of the growth stock is equal to its earnings growth rate.


Schroder UK Mid Cap Fund  (CHIX:SCPl) Peter Lynch Fair Value Explanation

Peter Lynch Fair Value applies to growing companies. The ideal range for the growth rate is between 10 - 20% a year.

Peter Lynch thinks that the fair P/E value for a growth company equals its growth rate, that is PEG = 1. The earnings here is trailing twelve month (TTM) earnings. For non-bank companies, the growth rate we use is the average growth rate for EBITDA per share over the past 5 years. For Banks, the growth rate we use is the average growth rate for Book Value per share over the past 5 years.

Please don't confuse Peter Lynch Fair Value with the value reached in Peter Lynch Chart. In Peter Lynch chart, a fixed P/E ratio of 15 is used to draw the Earnings Line. Therefore the value reached has a P/E ratio of 15. But in Peter Lynch Fair Value calculation, P/E equals to the growth rate of Book Value per share over the past 5 years, which is 0 instead of 15 in this case.

Schroder UK Mid Cap Fund's Price to Peter Lynch Fair Value Ratio for today is calculated as

Price to Peter Lynch Fair Value=Share Price/Peter Lynch Fair Value
=5.92/N/A
=N/A

* 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.


Schroder UK Mid Cap Fund Peter Lynch Fair Value Related Terms

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Schroder UK Mid Cap Fund Business Description

Traded in Other Exchanges
Address
9 Haymarket Square, Edinburgh, GBR, EH3 8FY
Schroder UK Mid Cap Fund PLC is a UK-based investment trust company. Its primary objective is to invest in mid-cap equities to provide a total return. The purpose is to create long-term shareholder value, in line with the investment objective. The company may use gearing within pre-agreed limits to enhance investment returns in rising markets.

Schroder UK Mid Cap Fund Headlines

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