GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » Schroder British Opportunities Trust PLC (LSE:SBO) » Definitions » Peter Lynch Fair Value

Schroder British Opportunities Trust (LSE:SBO) Peter Lynch Fair Value : N/A (As of Jun. 09, 2024)


View and export this data going back to 2020. Start your Free Trial

What is Schroder British Opportunities Trust 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 British Opportunities Trust's Peter Lynch Fair Value or its related term are showing as below:



LSE:SBO's Price-to-Peter-Lynch-Fair-Value is not ranked *
in the Asset Management industry.
Industry Median: 1.04
* 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 British Opportunities Trust Peter Lynch Fair Value Historical Data

The historical data trend for Schroder British Opportunities Trust'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 British Opportunities Trust Peter Lynch Fair Value Chart

Schroder British Opportunities Trust Annual Data
Trend Jun21 Mar23
Peter Lynch Fair Value
- -

Schroder British Opportunities Trust Semi-Annual Data
Dec21 Sep22 Mar23 Sep23
Peter Lynch Fair Value - - - -

Competitive Comparison of Schroder British Opportunities Trust's Peter Lynch Fair Value

For the Asset Management subindustry, Schroder British Opportunities Trust'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 British Opportunities Trust's Price-to-Peter-Lynch-Fair-Value Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Schroder British Opportunities Trust's Price-to-Peter-Lynch-Fair-Value distribution charts can be found below:

* The bar in red indicates where Schroder British Opportunities Trust's Price-to-Peter-Lynch-Fair-Value falls into.



Schroder British Opportunities Trust Peter Lynch Fair Value Calculation

Schroder British Opportunities Trust'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 *0.027
=N/A

For company reported semi-annually, GuruFocus uses latest annual data as the TTM data. Schroder British Opportunities Trust's EPS without NRI for the trailing twelve months (TTM) ended in Sep. 2023 was £0.03.


* 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 British Opportunities Trust  (LSE:SBO) 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 British Opportunities Trust'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
=0.7475/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 British Opportunities Trust Peter Lynch Fair Value Related Terms

Thank you for viewing the detailed overview of Schroder British Opportunities Trust's Peter Lynch Fair Value provided by GuruFocus.com. Please click on the following links to see related term pages.


Schroder British Opportunities Trust (LSE:SBO) Business Description

Traded in Other Exchanges
N/A
Address
1 London Wall Place, London, GBR, EC2Y 5AU
Schroder British Opportunities Trust PLC is an asset and wealth management company. The company offers investment options in Equities, Multi-Asset funds, Fixed income products, Commodities, Real Estate, and Others. The investment objective is to deliver long-term total returns throughout the life of the company by investing in a diversified public equity and private equity portfolio of predominantly UK companies.

Schroder British Opportunities Trust (LSE:SBO) Headlines

No Headlines