PSH:LSE:LSE-Pershing Square Holdings Ltd (GBX)

COMMON STOCK | Asset Management |

Last Closing

USD 3944

Change

+12.00 (+0.31)%

Market Cap

USD 7.67B

Volume

0.12M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-04-30 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap
III:LSE 3I Group PLC

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USD 28.14B
LGEN:LSE Legal & General Group PLC

+6.60 (+2.69%)

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SMT:LSE Scottish Mortgage Investment T..

+17.00 (+1.93%)

USD 12.10B
ICP:LSE Intermediate Capital Group PLC

N/A

USD 6.17B
SDR:LSE Schroders PLC

-0.60 (-0.16%)

USD 5.72B
FCIT:LSE F&C Investment Trust PLC

+10.00 (+0.96%)

USD 5.18B
MNG:LSE M&G Plc

+0.60 (+0.29%)

USD 4.91B
HL:LSE Hargreaves Lansdown plc

+24.40 (+2.78%)

USD 3.85B
PCT:LSE Polar Capital Technology Trust

+50.00 (+1.67%)

USD 3.56B
ATST:LSE Alliance Trust PLC

+6.00 (+0.48%)

USD 3.51B

ETFs Containing PSH:LSE

N/A

Market Performance

  Market Performance vs. Industry/Classification (Asset Management) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 10.04% 87% B+ 80% B-
Dividend Return 0.00% 11% F 14% F
Total Return 10.05% 87% B+ 80% B-
Trailing 12 Months  
Capital Gain 45.11% 96% N/A 92% A
Dividend Return 0.02% 22% F 23% F
Total Return 45.13% 96% N/A 92% A
Trailing 5 Years  
Capital Gain 193.02% 99% N/A 97% N/A
Dividend Return 1.81% 33% F 27% F
Total Return 194.83% 97% N/A 97% N/A
Average Annual (5 Year Horizon)  
Capital Gain 24.42% 85% B 89% A-
Dividend Return 24.70% 81% B- 88% B+
Total Return 0.29% 30% F 39% F
Risk Return Profile  
Volatility (Standard Deviation) 24.95% 63% D 38% F
Risk Adjusted Return 99.03% 93% A 98% N/A
Market Capitalization 7.67B 99% N/A 85% B

Annual Financials (GBX)

Quarterly Financials (GBX)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.