ADLRF (Alaris Equity Partnersome Trust) Shiller PE Ratio: 10.84 (As of Aug. 27, 2026) — Near Median

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ADLRF Alaris Equity Partners Income Trust ADLRF
78 GF Score
Price $18.53
GF Value $12.90
Valuation Significantly Overvalued
! 9 Warning Signs
View Full Analysis

What is Alaris Equity Partnersome Trust Shiller PE Ratio?

Alaris Equity Partnersome Trust ADLRF +0.75% 78 Shiller PE Ratio is 10.84 as of Aug. 27, 2026, which is 4% below its 10-year median of 11.31. GuruFocus rates ADLRF with a GF Score™ of 78/100 and a GF Value™ of $12.90 (Significantly Overvalued). The stock has 9 warning signs investors should review. Among 789 Asset Management companies, Alaris Equity Partnersome Trust ranks better than 67.17% on this metric.

As of today (2026-08-27), Alaris Equity Partnersome Trust's current share price is $18.5288. Alaris Equity Partnersome Trust's E10 for the quarter that ended in Jun. 2026 was $1.71. Alaris Equity Partnersome Trust's Shiller PE Ratio for today is 10.84.

The historical rank and industry rank for Alaris Equity Partnersome Trust's Shiller PE Ratio or its related term are showing as below:

ADLRF' s Shiller PE Ratio Range Over the Past 10 Years
Min: 5.49   Med: 11.31   Max: 20.13
Current: 10.12

During the past years, Alaris Equity Partnersome Trust's highest Shiller PE Ratio was 20.13. The lowest was 5.49. And the median was 11.31.

ADLRF's Shiller PE Ratio is ranked better than
67.17% of 789 companies
in the Asset Management industry
Industry Median: 12.89 vs ADLRF: 10.12

E10 is a concept invented by Prof. Robert Shiller, who uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings of a company over the past 10 years.

Alaris Equity Partnersome Trust's adjusted earnings per share data for the three months ended in Jun. 2026 was $0.591. Add all the adjusted EPS for the past 10 years together and divide 10 will get our E10, which is $1.71 for the trailing ten years ended in Jun. 2026.

Shiller PE for Stocks: The True Measure of Stock Valuation


Alaris Equity Partnersome Trust  (OTCPK:ADLRF) Shiller PE Ratio Explanation

Compared with the regular PE Ratio, which works poorly for cyclical businesses, the Shiller PE Ratio smoothed out the fluctuations of profit margins during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Shiller PE Ratio should give similar results to regular PE Ratio.

Compared with the PS Ratio, the Shiller PE Ratio makes the comparison between different industries more meaningful.


Be Aware

Shiller PE Ratio assumes that over the long term, businesses and profitability revert to their means. If a company's business model does not work in the future compared with the past, Shiller PE Ratio and PS Ratio will give false valuations.


Alaris Equity Partnersome Trust Shiller PE Ratio Related Terms


Alaris Equity Partnersome Trust Shiller PE Ratio Historical Data

* Premium members only.

The historical data trend for Alaris Equity Partnersome Trust's Shiller PE 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.

Alaris Equity Partnersome Trust Shiller PE Ratio Chart

Alaris Equity Partnersome Trust Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Shiller PE Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 12.52 9.05 8.22 8.27 8.85

Alaris Equity Partnersome Trust Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
Shiller PE 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 8.49 7.83 8.85 8.71 9.77

ADLRF vs BLK, BX, KKR: Shiller PE Ratio Comparison

For the Asset Management subindustry, Alaris Equity Partnersome Trust's Shiller PE Ratio, along with its competitors' market caps and Shiller PE 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.


Alaris Equity Partnersome Trust Shiller PE Ratio vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Alaris Equity Partnersome Trust's Shiller PE Ratio distribution charts can be found below:

* The bar in red indicates where Alaris Equity Partnersome Trust's Shiller PE Ratio falls into.


ADLRF
78GF Score
Alaris Equity Partners Income Trust ADLRF
Shiller PE Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Alaris Equity Partnersome Trust Shiller PE Ratio Calculation

For Shiller PE Ratio, the earnings of the past 10 years are inflation-adjusted and averaged. The result is used for P/E calculation. Since it looks at the average over the last 10 years, the Shiller PE Ratio is also called PE10.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The same calculation is applied here to individual companies.

Alaris Equity Partnersome Trust's Shiller PE Ratio for today is calculated as

Shiller PE Ratio=Share Price/ E10
=18.5288/1.71
=10.84

* 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.

Alaris Equity Partnersome Trust's E10 for the quarter that ended in Jun. 2026 is calculated as:

For example, Alaris Equity Partnersome Trust's adjusted earnings per share data for the three months ended in Jun. 2026 was:

Adj_EPS=Earnings per Share (Diluted)/CPI of Jun. 2026 (Change)*Current CPI (Jun. 2026)
=0.591/133.5265*133.5265
=0.591

Current CPI (Jun. 2026) = 133.5265.

Alaris Equity Partnersome Trust Quarterly Data

Earnings per Share (Diluted) CPI Adj_EPS
201609 0.351 101.765 0.461
201612 0.442 101.449 0.582
201703 0.239 102.634 0.311
201706 0.286 103.029 0.371
201709 -0.489 103.345 -0.632
201712 0.243 103.345 0.314
201803 -0.070 105.004 -0.089
201806 0.556 105.557 0.703
201809 0.399 105.636 0.504
201812 0.365 105.399 0.462
201903 0.232 106.979 0.290
201906 0.452 107.690 0.560
201909 0.430 107.611 0.534
201912 -0.372 107.769 -0.461
202003 -0.831 107.927 -1.028
202006 0.074 108.401 0.091
202009 0.567 108.164 0.700
202012 0.664 108.559 0.817
202103 0.430 110.298 0.521
202106 0.516 111.720 0.617
202109 0.766 112.905 0.906
202112 0.758 113.774 0.890
202203 0.466 117.646 0.529
202206 0.633 120.806 0.700
202209 0.487 120.648 0.539
202212 0.545 120.964 0.602
202303 0.088 122.702 0.096
202306 0.459 124.203 0.493
202309 0.968 125.230 1.032
202312 0.634 125.072 0.677
202403 1.123 126.258 1.188
202406 0.503 127.522 0.527
202409 0.819 127.285 0.859
202412 1.172 127.364 1.229
202503 0.348 129.181 0.360
202506 -0.285 129.892 -0.293
202509 1.272 130.287 1.304
202512 -0.087 130.366 -0.089
202603 0.590 132.262 0.596
202606 0.591 133.527 0.591

Add all the adjusted EPS together and divide 10 will get our E10.

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.

Frequently Asked Questions Learn more about Shiller PE Ratio →
What does a Shiller PE Ratio of 10.84 mean?
Alaris Equity Partnersome Trust (ADLRF) has a Shiller PE Ratio of 10.84 as of Aug. 27, 2026. Shiller price-earnings ratio is the ratio of share price to a company's inflation-adjusted earnings over a 10-year period. View historical data on Alaris Equity Partnersome Trust and its competitors. This is near median its historical median of 11.31. Over the past decade, Alaris Equity Partnersome Trust's Shiller PE Ratio has ranged from 5.49 to 20.13. According to the industry distribution chart, Alaris Equity Partnersome Trust ranks #259 out of 789 companies in the Asset Management industry, placing it in the top 32.8%.
Is Alaris Equity Partnersome Trust's Shiller PE Ratio too high?
Alaris Equity Partnersome Trust's current Shiller PE Ratio of 10.84 is near median its 10-year median of 11.31. Over the past 10 years, this metric has ranged from a low of 5.49 to a high of 20.13. The Asset Management industry median Shiller PE Ratio is 12.89. Alaris Equity Partnersome Trust's value of 10.84 is 15.9% below this industry median. Based on the distribution chart, Alaris Equity Partnersome Trust ranks #259 out of 789 companies in the Asset Management industry, which is above the industry midpoint. Overall, Alaris Equity Partnersome Trust has a GF Score™ of 78/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Alaris Equity Partnersome Trust's Shiller PE Ratio compare to BLK and BX?
According to the Asset Management industry distribution chart, Alaris Equity Partnersome Trust ranks #259 out of 789 companies for Shiller PE Ratio. This puts Alaris Equity Partnersome Trust in the upper half of its industry. The industry median Shiller PE Ratio is 12.89. Alaris Equity Partnersome Trust's value of 10.84 is 15.9% below this benchmark. Historically, Alaris Equity Partnersome Trust's own Shiller PE Ratio has ranged from 5.49 to 20.13 over the past decade. While the company's 10-year median is 11.31 vs. the industry median of 12.89, Alaris Equity Partnersome Trust has consistently been below 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 Shiller PE Ratio for an Asset Management company?
The median Shiller PE Ratio among Asset Management companies is 12.89, based on 789 companies in the industry. Companies in the top quartile (top 25%) have a Shiller PE Ratio significantly above this median, while those in the bottom quartile fall well below. However, Shiller PE Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Alaris Equity Partnersome Trust's current Shiller PE Ratio of 10.84 is 15.9% below 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 Shiller PE Ratio mean?
A high Shiller PE Ratio can signal that a stock is expensive relative to its fundamentals. Shiller price-earnings ratio is the ratio of share price to a company's inflation-adjusted earnings over a 10-year period. View historical data on Alaris Equity Partnersome Trust and its competitors. For the Asset Management industry, the median Shiller PE Ratio is 12.89 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Alaris Equity Partnersome Trust's current Shiller PE Ratio is 10.84, which is near median its own 10-year median of 11.31. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Alaris Equity Partnersome Trust stock overvalued right now?
Based on GuruFocus' analysis, Alaris Equity Partnersome Trust (ADLRF) is currently considered Significantly Overvalued. The stock's GF Value™ is $12.90, compared to a current price of $18.53 — trading 43.6% above its estimated fair value. The current Shiller PE Ratio is 10.84, which is near median its 10-year median of 11.31 and 15.9% below the Asset Management industry median of 12.89. Alaris Equity Partnersome Trust's overall GF Score™ is 78/100 with 9 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Shiller PE Ratio calculated?
Shiller PE Ratio is calculated from a company's financial statements. For Alaris Equity Partnersome Trust (ADLRF), the current Shiller PE Ratio is 10.84 as of Aug. 27, 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 Alaris Equity Partnersome Trust (ADLRF) Overvalued in 2026?

Based on GuruFocus' analysis, Alaris Equity Partnersome Trust stock appears to be overvalued. The current stock price of $18.53 is trading 43.6% above its estimated GF Value™ of $12.90. GuruFocus considers Alaris Equity Partnersome Trust to be Significantly Overvalued.

Key valuation signals for ADLRF:

  • Shiller PE Ratio: 10.84 (near median its 10-year median of 11.31)
  • GF Value™: $12.90 vs. price of $18.53 (43.6% above fair value)
  • GF Score™: 78/100 with 9 warning signs
  • Industry Position: 15.9% below the Asset Management median (#259 of 789)

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


Alaris Equity Partnersome Trust Business Description

Other Exchanges AD.UN:Canada
Address 333 - 24th Avenue SW, Suite 250, Calgary, AB, CAN, T2S 3E6
Alaris Equity Partners Income Trust is an open-ended trust. The Trust, through its subsidiaries, indirectly provides alternative financing to private companies (Partners) in exchange for distributions with the principal objective of generating stable and predictable cash flows for payment of distributions to unitholders of the Trust. Distributions from the Partners are adjusted each year based on the percentage change of a top-line financial performance measure, such as gross margin and same-store sales, and rank in priority to the owner's common equity position.
78GF Score

Get the complete analysis for ADLRF

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

$18.53
Price
$12.90
GF Value