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JPMorgan Private Equity (LSE:JPEZ) Shiller PE Ratio : (As of May. 17, 2024)


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What is JPMorgan Private Equity Shiller PE Ratio?

Note: If the price history is too short, we do not calculate current Shiller PE for this stock. All the historical data is shown as the company's primary share's data instead.

Shiller PE for Stocks: The True Measure of Stock Valuation


JPMorgan Private Equity Shiller PE Ratio Historical Data

The historical data trend for JPMorgan Private Equity'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.

* Premium members only.

JPMorgan Private Equity Shiller PE Ratio Chart

JPMorgan Private Equity Annual Data
Trend Jun14 Jun15 Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23
Shiller PE Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 50.61 50.76 25.66 21.52 17.56

JPMorgan Private Equity Semi-Annual Data
Jun14 Dec14 Jun15 Dec15 Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23
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 - 21.52 - 17.56 -

Competitive Comparison of JPMorgan Private Equity's Shiller PE Ratio

For the Asset Management subindustry, JPMorgan Private Equity'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.


JPMorgan Private Equity's Shiller PE Ratio Distribution in the Asset Management Industry

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

* The bar in red indicates where JPMorgan Private Equity's Shiller PE Ratio falls into.



JPMorgan Private Equity 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.

JPMorgan Private Equity's E10 for the fiscal year that ended in Jun23 is calculated as:

For example, JPMorgan Private Equity's adjusted earnings per share data for the fiscal year that ended in Jun23 was:

Adj_EPS=Earnings per Share (Diluted)/CPI of Jun23 (Change)*Current CPI (Jun23)
=0/128.7287*128.7287
=0.000

Current CPI (Jun23) = 128.7287.

JPMorgan Private Equity Annual Data

Earnings per Share (Diluted) CPI Adj_EPS
201406 0.000 100.560 0.000
201506 0.000 100.684 0.000
201606 0.000 101.688 0.000
201706 0.000 103.349 0.000
201806 0.000 106.317 0.000
201906 0.000 108.070 0.000
202006 0.000 108.767 0.000
202106 0.000 114.631 0.000
202206 0.000 125.017 0.000
202306 0.000 128.729 0.000

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.


JPMorgan Private Equity  (LSE:JPEZ) 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.


JPMorgan Private Equity Shiller PE Ratio Related Terms

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JPMorgan Private Equity (LSE:JPEZ) Business Description

Traded in Other Exchanges
Address
Ground Floor, Cambridge House, Le Truchot, Saint Peter Port, GGY, GY1 1WD
JPEL Private Equity Ltd is a Guernsey registered closed-ended investment company. Its principal activity is to invest in private equity funds, unquoted and public companies, and subsidiaries. The company's investment objective is to achieve both short-term and long-term capital appreciation by investing in a well-diversified portfolio of private equity interests and by capitalizing on the inefficiencies of the global secondary private equity market. It pursues various strategies such as acquiring secondary portfolios of direct investments and investing partnership investments to accelerate NAV development; investing in buyout, venture capital, and special situations funds.

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