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JPMorgan UK Small Cap Growth &ome (LSE:JUGI) Shiller PE Ratio : 14.52 (As of May. 26, 2024)


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What is JPMorgan UK Small Cap Growth &ome Shiller PE Ratio?

As of today (2024-05-26), JPMorgan UK Small Cap Growth &ome's current share price is £3.34. JPMorgan UK Small Cap Growth &ome's E10 for the fiscal year that ended in Jul23 was £0.23. JPMorgan UK Small Cap Growth &ome's Shiller PE Ratio for today is 14.52.

The historical rank and industry rank for JPMorgan UK Small Cap Growth &ome's Shiller PE Ratio or its related term are showing as below:

LSE:JUGI' s Shiller PE Ratio Range Over the Past 10 Years
Min: 6.57   Med: 11.14   Max: 21
Current: 14.55

During the past 13 years, JPMorgan UK Small Cap Growth &ome's highest Shiller PE Ratio was 21.00. The lowest was 6.57. And the median was 11.14.

LSE:JUGI's Shiller PE Ratio is ranked worse than
59.82% of 759 companies
in the Asset Management industry
Industry Median: 12.92 vs LSE:JUGI: 14.55

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.

JPMorgan UK Small Cap Growth &ome's adjusted earnings per share data of for the fiscal year that ended in Jul23 was £-0.165. Add all the adjusted EPS for the past 10 years together and divide 10 will get our E10, which is £0.23 for the trailing ten years ended in Jul23.

Shiller PE for Stocks: The True Measure of Stock Valuation


JPMorgan UK Small Cap Growth &ome Shiller PE Ratio Historical Data

The historical data trend for JPMorgan UK Small Cap Growth &ome'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 UK Small Cap Growth &ome Shiller PE Ratio Chart

JPMorgan UK Small Cap Growth &ome Annual Data
Trend Jul14 Jul15 Jul16 Jul17 Jul18 Jul19 Jul20 Jul21 Jul22 Jul23
Shiller PE Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 10.02 10.78 11.43 9.99 12.06

JPMorgan UK Small Cap Growth &ome Semi-Annual Data
Jul14 Jan15 Jul15 Jan16 Jul16 Jan17 Jul17 Jan18 Jul18 Jan19 Jul19 Jan20 Jul20 Jan21 Jul21 Jan22 Jul22 Jan23 Jul23 Jan24
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 - 9.99 - 12.06 -

Competitive Comparison of JPMorgan UK Small Cap Growth &ome's Shiller PE Ratio

For the Asset Management subindustry, JPMorgan UK Small Cap Growth &ome'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 UK Small Cap Growth &ome's Shiller PE Ratio Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, JPMorgan UK Small Cap Growth &ome's Shiller PE Ratio distribution charts can be found below:

* The bar in red indicates where JPMorgan UK Small Cap Growth &ome's Shiller PE Ratio falls into.



JPMorgan UK Small Cap Growth &ome 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 UK Small Cap Growth &ome's Shiller PE Ratio for today is calculated as

Shiller PE Ratio=Share Price/ E10
=3.34/0.23
=14.52

* 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.

JPMorgan UK Small Cap Growth &ome's E10 for the fiscal year that ended in Jul23 is calculated as:

For example, JPMorgan UK Small Cap Growth &ome's adjusted earnings per share data for the fiscal year that ended in Jul23 was:

Adj_EPS=Earnings per Share (Diluted)/CPI of Jul23 (Change)*Current CPI (Jul23)
=-0.165/129.0000*129.0000
=-0.165

Current CPI (Jul23) = 129.0000.

JPMorgan UK Small Cap Growth &ome Annual Data

Earnings per Share (Diluted) CPI Adj_EPS
201407 0.143 99.600 0.185
201507 0.262 100.000 0.338
201607 -0.166 100.900 -0.212
201707 0.571 103.500 0.712
201807 0.438 105.900 0.534
201907 -0.157 108.000 -0.188
202007 0.098 109.200 0.116
202107 1.802 111.400 2.087
202207 -1.043 121.200 -1.110
202307 -0.165 129.000 -0.165

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 UK Small Cap Growth &ome  (LSE:JUGI) 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 UK Small Cap Growth &ome Shiller PE Ratio Related Terms

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JPMorgan UK Small Cap Growth &ome (LSE:JUGI) Business Description

Traded in Other Exchanges
Address
60 Victoria Embankment, London, GBR, EC4Y 0JP
JPMorgan UK Smaller Companies Investment Trust PLC is an investment trust company. Its investment objective is to achieve capital growth from UK listed smaller companies by out-performance of the company's benchmark index, the FTSE Small Cap Index and a rising share price over the longer term by taking carefully controlled risks. In order to achieve its objective, the company invests in a diversified portfolio of small companies, emphasizing capital rather than income growth. The company manages its risk relative to its benchmark index by limiting the active portfolio exposure to stocks and sectors. It mainly invests in smaller companies which tend to be more volatile than larger companies.

JPMorgan UK Small Cap Growth &ome (LSE:JUGI) Headlines

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