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JPMorgan Claverhouse Investment Trust (LSE:JCH) Shiller PE Ratio : 18.05 (As of May. 14, 2024)


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What is JPMorgan Claverhouse Investment Trust Shiller PE Ratio?

As of today (2024-05-14), JPMorgan Claverhouse Investment Trust's current share price is £7.40. JPMorgan Claverhouse Investment Trust's E10 for the fiscal year that ended in Dec23 was £0.41. JPMorgan Claverhouse Investment Trust's Shiller PE Ratio for today is 18.05.

The historical rank and industry rank for JPMorgan Claverhouse Investment Trust's Shiller PE Ratio or its related term are showing as below:

LSE:JCH' s Shiller PE Ratio Range Over the Past 10 Years
Min: 8.51   Med: 13.87   Max: 23.56
Current: 18.17

During the past 13 years, JPMorgan Claverhouse Investment Trust's highest Shiller PE Ratio was 23.56. The lowest was 8.51. And the median was 13.87.

LSE:JCH's Shiller PE Ratio is ranked worse than
72.18% of 762 companies
in the Asset Management industry
Industry Median: 13.035 vs LSE:JCH: 18.17

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 Claverhouse Investment Trust's adjusted earnings per share data of for the fiscal year that ended in Dec23 was £0.476. Add all the adjusted EPS for the past 10 years together and divide 10 will get our E10, which is £0.41 for the trailing ten years ended in Dec23.

Shiller PE for Stocks: The True Measure of Stock Valuation


JPMorgan Claverhouse Investment Trust Shiller PE Ratio Historical Data

The historical data trend for JPMorgan Claverhouse Investment 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.

* Premium members only.

JPMorgan Claverhouse Investment Trust Shiller PE Ratio Chart

JPMorgan Claverhouse Investment Trust Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
Shiller PE Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 13.04 15.04 12.11 12.53 16.66

JPMorgan Claverhouse Investment Trust 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 12.11 - 12.53 - 16.66

Competitive Comparison of JPMorgan Claverhouse Investment Trust's Shiller PE Ratio

For the Asset Management subindustry, JPMorgan Claverhouse Investment 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.


JPMorgan Claverhouse Investment Trust's Shiller PE Ratio Distribution in the Asset Management Industry

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

* The bar in red indicates where JPMorgan Claverhouse Investment Trust's Shiller PE Ratio falls into.



JPMorgan Claverhouse Investment 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.

JPMorgan Claverhouse Investment Trust's Shiller PE Ratio for today is calculated as

Shiller PE Ratio=Share Price/ E10
=7.40/0.41
=18.05

* 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 Claverhouse Investment Trust's E10 for the fiscal year that ended in Dec23 is calculated as:

For example, JPMorgan Claverhouse Investment Trust's adjusted earnings per share data for the fiscal year that ended in Dec23 was:

Adj_EPS=Earnings per Share (Diluted)/CPI of Dec23 (Change)*Current CPI (Dec23)
=0.476/130.0000*130.0000
=0.476

Current CPI (Dec23) = 130.0000.

JPMorgan Claverhouse Investment Trust Annual Data

Earnings per Share (Diluted) CPI Adj_EPS
201412 0.127 99.900 0.165
201512 0.381 100.400 0.493
201612 0.703 102.200 0.894
201712 1.108 105.000 1.372
201812 -1.031 107.100 -1.251
201912 1.622 108.500 1.943
202012 -0.817 109.400 -0.971
202112 1.407 114.700 1.595
202212 -0.588 125.300 -0.610
202312 0.476 130.000 0.476

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 Claverhouse Investment Trust  (LSE:JCH) 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 Claverhouse Investment Trust Shiller PE Ratio Related Terms

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JPMorgan Claverhouse Investment Trust (LSE:JCH) Business Description

Traded in Other Exchanges
Address
60 Victoria Embankment, London, GBR, EC4Y 0JP
JPMorgan Claverhouse Investment Trust PLC is a UK-based investment trust company. The company aims to provide a combination of capital and income growth from investments made in the UK market. Its portfolio consists of between 60 and 80 individual stocks. The company focuses upon investing not more than 15% of gross assets in any individual investment and also investing no more than 15% of gross assets in the other UK listed investment companies. It uses short and long term gearing to increase potential returns to shareholders. The company adopts a diversified portfolio of investments which consists of various sectors such as Financials, Consumer Goods, Consumer Services, Oil and Gas, Telecommunications, and Technology. Its revenue consists of income from investments made.

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