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Invesco Select Trust (LSE:IVPU) Shiller PE Ratio : 11.79 (As of Jun. 05, 2024)


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What is Invesco Select Trust Shiller PE Ratio?

As of today (2024-06-05), Invesco Select Trust's current share price is £1.65. Invesco Select Trust's E10 for the fiscal year that ended in May23 was £0.14. Invesco Select Trust's Shiller PE Ratio for today is 11.79.

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

LSE:IVPU' s Shiller PE Ratio Range Over the Past 10 Years
Min: 6.53   Med: 11.76   Max: 17.41
Current: 11.71

During the past 13 years, Invesco Select Trust's highest Shiller PE Ratio was 17.41. The lowest was 6.53. And the median was 11.76.

LSE:IVPU's Shiller PE Ratio is ranked better than
57.03% of 754 companies
in the Asset Management industry
Industry Median: 12.87 vs LSE:IVPU: 11.71

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.

Invesco Select Trust's adjusted earnings per share data of for the fiscal year that ended in May23 was £0.066. Add all the adjusted EPS for the past 10 years together and divide 10 will get our E10, which is £0.14 for the trailing ten years ended in May23.

Shiller PE for Stocks: The True Measure of Stock Valuation


Invesco Select Trust Shiller PE Ratio Historical Data

The historical data trend for Invesco Select 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.

Invesco Select Trust Shiller PE Ratio Chart

Invesco Select Trust Annual Data
Trend May14 May15 May16 May17 May18 May19 May20 May21 May22 May23
Shiller PE Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 10.34 10.72 11.72 9.97 11.31

Invesco Select Trust Semi-Annual Data
May14 Nov14 May15 Nov15 May16 Nov16 May17 Nov17 May18 Nov18 May19 Nov19 May20 Nov20 May21 Nov21 May22 Nov22 May23 Nov23
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 - 9.97 - 11.31 -

Competitive Comparison of Invesco Select Trust's Shiller PE Ratio

For the Asset Management subindustry, Invesco Select 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.


Invesco Select Trust's Shiller PE Ratio Distribution in the Asset Management Industry

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

* The bar in red indicates where Invesco Select Trust's Shiller PE Ratio falls into.



Invesco Select 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.

Invesco Select Trust's Shiller PE Ratio for today is calculated as

Shiller PE Ratio=Share Price/ E10
=1.65/0.14
=11.79

* 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.

Invesco Select Trust's E10 for the fiscal year that ended in May23 is calculated as:

For example, Invesco Select Trust's adjusted earnings per share data for the fiscal year that ended in May23 was:

Adj_EPS=Earnings per Share (Diluted)/CPI of May23 (Change)*Current CPI (May23)
=0.066/129.1000*129.1000
=0.066

Current CPI (May23) = 129.1000.

Invesco Select Trust Annual Data

Earnings per Share (Diluted) CPI Adj_EPS
201405 0.246 99.600 0.319
201505 0.235 100.100 0.303
201605 -0.026 100.800 -0.033
201705 0.351 103.500 0.438
201805 0.017 105.900 0.021
201905 -0.096 107.900 -0.115
202005 -0.206 108.600 -0.245
202105 0.452 111.000 0.526
202205 0.121 119.700 0.131
202305 0.066 129.100 0.066

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.


Invesco Select Trust  (LSE:IVPU) 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.


Invesco Select Trust Shiller PE Ratio Related Terms

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Invesco Select Trust (LSE:IVPU) Business Description

Traded in Other Exchanges
Address
Perpetual Park Drive, Perpetual Park, Henley-on-Thames, Oxfordshire, GBR, RG9 1HH
Invesco Select Trust PLC is an investment company based in the UK. The company invests its shareholders' funds with the aim of spreading investment risk and generating returns. Its investment objective is to provide shareholders with a choice of investment strategies and policies, each intended to generate attractive risk-adjusted returns. The company focuses on investing no more than 15% of the gross assets in a single investment and not more than 10% of the gross assets invested in other listed investment companies. Its share capital comprises four share classes namely UK Equity Shares, Global Equity Income Shares, Balanced Risk Allocation Shares, and Managed Liquidity Shares and it allows shareholders to convert between share classes.

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