Pearson PLC (UK) Performance
| PSON Stock | 1,289 10.50 0.82% |
On a scale of 0 to 100, Pearson PLC holds a performance score of 25. The company holds a Beta of 0.2, which implies not very significant fluctuations relative to the market. As returns on the market increase, Pearson PLC's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pearson PLC is expected to be smaller as well. Please check Pearson PLC's mean deviation, downside deviation, standard deviation, as well as the relationship between the semi deviation and coefficient of variation , to make a quick decision on whether Pearson PLC's historical price patterns will revert.
Risk-Adjusted Performance
25 of 100
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Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Pearson PLC are ranked lower than 25 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively uncertain basic indicators, Pearson PLC unveiled solid returns over the last few months and may actually be approaching a breakup point. ...more
Forward Dividend Yield 0.0181 | Payout Ratio 0.4577 | Last Split Factor 2:1 | Forward Dividend Rate 0.23 | Ex Dividend Date 2024-08-08 |
1 | As the Pearson share price gets a Q3 boost, should I buy - Yahoo Finance UK | 10/29/2024 |
2 | Pearson Share Price Crosses Above 200-Day Moving Average - Heres Why - MarketBeat | 11/20/2024 |
3 | Long Term Investment Analysis - Stock Traders Daily | 01/06/2025 |
4 | Heres Why Pearson plc Is Gaining Momentum From Key Collaborations - Insider Monkey | 01/16/2025 |
| Begin Period Cash Flow | 543 M |
Pearson |
Pearson PLC Relative Risk vs. Return Landscape
If you would invest 103,050 in Pearson PLC on October 21, 2024 and sell it today you would earn a total of 25,850 from holding Pearson PLC or generate 25.08% return on investment over 90 days. Pearson PLC is generating 0.3622% of daily returns and assumes 1.1347% volatility on return distribution over the 90 days horizon. Simply put, 10% of stocks are less volatile than Pearson, and 93% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Pearson PLC Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pearson PLC's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Pearson PLC, and traders can use it to determine the average amount a Pearson PLC's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.3192
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Estimated Market Risk
| 1.13 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.36 actual daily | 7 93% of assets have higher returns |
Risk-Adjusted Return
| 0.32 actual daily | 25 75% of assets perform better |
Based on monthly moving average Pearson PLC is performing at about 25% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Pearson PLC by adding it to a well-diversified portfolio.
Pearson PLC Fundamentals Growth
Pearson Stock prices reflect investors' perceptions of the future prospects and financial health of Pearson PLC, and Pearson PLC fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Pearson Stock performance.
| Return On Equity | 0.0878 | ||||
| Return On Asset | 0.0485 | ||||
| Profit Margin | 0.1 % | ||||
| Operating Margin | 0.13 % | ||||
| Current Valuation | 9.77 B | ||||
| Shares Outstanding | 664.11 M | ||||
| Price To Book | 2.24 X | ||||
| Price To Sales | 2.44 X | ||||
| Revenue | 3.67 B | ||||
| Gross Profit | 1.8 B | ||||
| EBITDA | 1.07 B | ||||
| Net Income | 378 M | ||||
| Total Debt | 1.16 B | ||||
| Book Value Per Share | 5.58 X | ||||
| Cash Flow From Operations | 525 M | ||||
| Earnings Per Share | 0.50 X | ||||
| Total Asset | 6.73 B | ||||
| Retained Earnings | 745 M | ||||
About Pearson PLC Performance
Assessing Pearson PLC's fundamental ratios provides investors with valuable insights into Pearson PLC's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Pearson PLC is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Pearson PLC is entity of United Kingdom. It is traded as Stock on LSE exchange.Things to note about Pearson PLC performance evaluation
Checking the ongoing alerts about Pearson PLC for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Pearson PLC help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Pearson PLC is unlikely to experience financial distress in the next 2 years | |
| Over 84.0% of the company shares are owned by institutional investors | |
| Latest headline from news.google.com: Heres Why Pearson plc Is Gaining Momentum From Key Collaborations - Insider Monkey |
- Analyzing Pearson PLC's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Pearson PLC's stock is overvalued or undervalued compared to its peers.
- Examining Pearson PLC's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Pearson PLC's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pearson PLC's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Pearson PLC's stock. These opinions can provide insight into Pearson PLC's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Pearson Stock Analysis
When running Pearson PLC's price analysis, check to measure Pearson PLC's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Pearson PLC is operating at the current time. Most of Pearson PLC's value examination focuses on studying past and present price action to predict the probability of Pearson PLC's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Pearson PLC's price. Additionally, you may evaluate how the addition of Pearson PLC to your portfolios can decrease your overall portfolio volatility.