ducovest

PSO:NYE-Pearson Plc (USD)

EQUITY | Publishing | New York Stock Exchange

Last Closing

USD 12.42

Change

0.00 (0.00)%

Market Cap

USD 7.77B

Volume

0.23M

Analyst Target

USD 5.70
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Pearson PLC is engaged in providing international business covering educational courseware, assessments and services, and consumer publishing. The Company's segments are North America, Growth, and Core.

Company Website : http://www.pearson.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-04-14 )

Largest Industry Peers for Publishing

Symbol Name Price(Change) Market Cap
NYT New York Times Company

N/A

 USD 7.10B
WLYB John Wiley & Sons B

N/A

 USD 2.05B
WLY John Wiley & Sons

N/A

 USD 2.05B
GCI Gannett Co Inc

N/A

 USD 0.35B
BST BlackRock Science & Tech Tr

N/A

 USD 0.08B

ETFs Containing PSO

N/A

Market Performance

  Market Performance vs. Industry/Classification (Publishing) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.06% 33% F 51% F
Dividend Return 1.62% 80% B- 72% C
Total Return 2.67% 33% F 55% F
Trailing 12 Months  
Capital Gain 18.62% 83% B 75% C
Dividend Return 2.76% 40% F 41% F
Total Return 21.38% 83% B 74% C
Trailing 5 Years  
Capital Gain 15.32% 75% C 57% F
Dividend Return 12.42% 75% C 49% F
Total Return 27.74% 50% F 55% F
Average Annual (5 Year Horizon)  
Capital Gain 10.84% 67% D+ 73% C
Dividend Return 13.76% 83% B 75% C
Total Return 2.93% 83% B 59% D-
Risk Return Profile  
Volatility (Standard Deviation) 33.68% 50% F 32% F
Risk Adjusted Return 40.87% 83% B 65% D
Market Capitalization 7.77B 100% F 83% B

Key Financial Ratios

  Ratio vs. Industry/Classification (Publishing) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 5.50 67% 44%
Price/Book Ratio 1.73 67% 47%
Price / Cash Flow Ratio 10.33 40% 37%
Price/Free Cash Flow Ratio 8.95 67% 48%
Management Effectiveness  
Return on Equity 9.04% 67% 54%
Return on Invested Capital 7.60% 40% 55%
Return on Assets 4.76% 33% 70%
Debt to Equity Ratio 15.37% 100% 84%

Annual Financials (USD)

Quarterly Financials (USD)

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.

Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

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.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

Positive free cash flow

The company had positive total free 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.

What to not like:
Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.