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Liontrust Asset Management (LSE:LIO) Peter Lynch Fair Value : £27.45 (As of Jun. 04, 2024)


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What is Liontrust Asset Management 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.

Here, as of today, Liontrust Asset Management's PEG is 1. Liontrust Asset Management's 5-Year TTM EBITDA Growth Rate is 25. Liontrust Asset Management's EPS without NRI for the trailing twelve months (TTM) ended in Sep. 2023 was £1.10. Therefore, the Peter Lynch Fair Value for today is £27.45.

As of today (2024-06-04), Liontrust Asset Management's share price is £7.98. Liontrust Asset Management's Peter Lynch fair value is £27.45. Therefore, Liontrust Asset Management's Price to Peter Lynch Fair Value Ratio for today is 0.29.


The historical rank and industry rank for Liontrust Asset Management's Peter Lynch Fair Value or its related term are showing as below:

LSE:LIO' s Price-to-Peter-Lynch-Fair-Value Range Over the Past 10 Years
Min: 0.29   Med: 0.51   Max: 1.39
Current: 0.29


During the past 13 years, the highest Price to Peter Lynch Fair Value Ratio of Liontrust Asset Management was 1.39. The lowest was 0.29. And the median was 0.51.


LSE:LIO's Price-to-Peter-Lynch-Fair-Value is ranked better than
91.25% of 263 companies
in the Asset Management industry
Industry Median: 1.08 vs LSE:LIO: 0.29

Note: Please don't confuse Peter Lynch Fair Value with the value reached in Peter Lynch Chart.


Liontrust Asset Management Peter Lynch Fair Value Historical Data

The historical data trend for Liontrust Asset Management'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.

Liontrust Asset Management Peter Lynch Fair Value Chart

Liontrust Asset Management Annual Data
Trend Mar14 Mar15 Mar16 Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23
Peter Lynch Fair Value
Get a 7-Day Free Trial Premium Member Only Premium Member Only 11.73 6.78 12.96 31.90 27.45

Liontrust Asset Management Semi-Annual Data
Mar14 Sep14 Mar15 Sep15 Mar16 Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23
Peter Lynch Fair Value 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 - 31.90 - 27.45 -

Competitive Comparison of Liontrust Asset Management's Peter Lynch Fair Value

For the Asset Management subindustry, Liontrust Asset Management'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.


Liontrust Asset Management's Price-to-Peter-Lynch-Fair-Value Distribution in the Asset Management Industry

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

* The bar in red indicates where Liontrust Asset Management's Price-to-Peter-Lynch-Fair-Value falls into.



Liontrust Asset Management Peter Lynch Fair Value Calculation

Liontrust Asset Management's Peter Lynch Fair Value for today is calculated as

Peter Lynch Fair Value=PEG Ratio*5-Year TTM EBITDA Growth Rate***EPS without NRI (TTM)
=1* 25 *1.098
=27.45

For company reported semi-annually, GuruFocus uses latest annual data as the TTM data. Liontrust Asset Management's EPS without NRI for the trailing twelve months (TTM) ended in Sep. 2023 was £1.10.


* 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 EBITDA Growth Rate is calculated based on TTM data over the last 5 years. For quarterly reported companies, the TTM data adds up the quarterly data reported by the company within the most recent 12 months. 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.


Liontrust Asset Management  (LSE:LIO) 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 EBITDA per share over the past 5 years, which is 25 instead of 15 in this case.

Liontrust Asset Management'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
=7.98/27.45
=0.29

* 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.


Liontrust Asset Management Peter Lynch Fair Value Related Terms

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Liontrust Asset Management (LSE:LIO) Business Description

Traded in Other Exchanges
Address
2 Savoy Court, London, GBR, WC2R 0EZ
Liontrust Asset Management PLC operates as an investment management company. It offers products such as Unit Trusts, Offshore funds, Segregated Mandates, and Discretionary Portfolio Management Services. It markets its fund internationally to institutional investors, wealth managers, financial advisers, private investors, and wholesale markets such as family offices, private banks, wealth managers, and multi-managers. The company's geographical segments are the United Kingdom, Europe (excluding the UK), Canada, and Australia.

Liontrust Asset Management (LSE:LIO) Headlines

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