Pearson plc

NYSE:PSO Lagerbericht

Marktkapitalisierung: US$9.2b

Pearson Zukünftiges Wachstum

Future Kriterienprüfungen 1/6

Pearson wird ein jährliches Gewinn- und Umsatzwachstum von 8.9% bzw. 4.4% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 11.2% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 13.5% betragen.

Wichtige Informationen

8.9%

Wachstumsrate der Gewinne

11.24%

EPS-Wachstumsrate

Consumer Services Gewinnwachstum12.9%
Wachstumsrate der Einnahmen4.4%
Zukünftige Eigenkapitalrendite13.55%
Analystenabdeckung

Good

Zuletzt aktualisiert08 May 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Seeking Alpha • Apr 07

Pearson: A Stock To Watch As Margins Expand

Summary Pearson plc is leveraging AI-driven efficiency and digital transformation to drive sustained margin expansion and free cash flow growth. PSO's adjusted operating profit grew 6% in FY 2025, outpacing 4% revenue growth, with margins expanding to 17.2% and further improvement guided for FY 2026. Enterprise Skilling and Early Careers segments are positioned as multi-year growth drivers, underpinned by recurring, contract-based revenues and strategic tech partnerships. ROC has improved from 6.6% in FY 2020 to 11.3% in FY 2025, a 470 basis point improvement. Read the full article on Seeking Alpha
Seeking Alpha • Mar 03

AI Isn't Enough: Why Pearson's Stock Looks Overvalued And Vulnerable

Summary Pearson plc's Q4 earnings showed a 10% profit boost and a 16.9% EBIT margin, but competitive pressures and macroeconomic risks loom large. The company's AI integration and partnerships with AWS and Microsoft aim to enhance digital learning, yet the valuation appears overly optimistic. Despite strong business momentum, Pearson's reliance on a strong H2 2025 and declining free cash flow raise concerns about long-term growth. Given these risks and the high valuation, I recommend staying on the sidelines until clearer growth drivers emerge. Read the full article on Seeking Alpha
Seeking Alpha • May 03

Pearson: First Quarter Metrics Were Good

Summary Pearson plc's Q1 2024 sales growth numbers indicate that the company's full-year top-line expansion is likely to be in line with what it guided for previously. Pearson has the financial strength to support shareholder capital return, and it has bought £202 million worth of its own shares in this year thus far. A Buy rating for Pearson is retained following an assessment of its first quarter disclosures. Read the full article on Seeking Alpha
Seeking Alpha • Feb 06

Pearson: Consider 2023 Results Preview And 2024 Prospects

Summary Pearson's FY 2023 results are expected to be in line with expectations, taking into account its most recent trading update and the revision to consensus numbers. PSO's FY 2024 outlook is favorable based on my evaluation of the company's key metrics and disclosures. I retain a Buy rating for Pearson, following a preview of PSO's 2023 results and an assessment of the company's prospects for the current year. Read the full article on Seeking Alpha
Seeking Alpha • Nov 15

Pearson: Eyes On Assessment And Qualifications Business And Share Repurchases

Summary Pearson's Assessment & Qualifications business is expected to be an integral part of the company's plans to grow revenue and expand margins for the mid term. Pearson has indicated that its £300 million share buyback program is very likely to be completed by the end of the current year. Pearson stock is still rated as a Buy, as I think that PSO's recent management disclosures have positive read-throughs for the stock. Read the full article on Seeking Alpha
Seeking Alpha • Sep 04

Pearson: Capital Allocation Matters (Rating Upgrade)

Summary Pearson plans to execute on its new share buyback program starting in Q3 2023, following an increase in the company's interim dividend. PSO is in a strong financial position, and this means that the company should have no issues financing its future investments. My rating for Pearson is revised to a Buy, as I take a favorable view of PSO's recent capital allocation initiatives. Read the full article on Seeking Alpha
Seeking Alpha • Jun 20

Pearson: AI In The Limelight

Summary PSO's shares have underperformed on both an absolute and relative basis in 2023 year-to-date, and this is largely attributable to the perceived threat of generative AI. AI represents both a risk and an opportunity for Pearson. I continue to have a Hold rating assigned to PSO; my view of Pearson is mixed, as it is too early to determine how AI could affect the company's prospects. Read the full article on Seeking Alpha
Seeking Alpha • Jan 18

Pearson: Expensive For What It Is

Summary Education provider Pearson shows positive business momentum, though it is uneven. While its strategic shift to education makes sense in theory, the evidence for its positive financial impact remains mixed for now. Accordingly, I see the current share price as overvalued and maintain my "sell" rating. Education group Pearson (PSO) has had a good run lately in the stock market. I last covered the company in April with my bearish piece Pearson: Not Unlocking Much Value On Its Own. Since then, the shares have increased in value by 21%. However, I continue to see the shares as overvalued relative to the company’s earnings generation potential. Accordingly, I maintain my “sell” rating on the name. Business Performance is Decent While not stellar, recent business performance has been decent and arguably good. At the interim stage, sales were up 12% and earnings per share soared albeit from a low base last year. company announcement The company said after its third quarter that it expected to deliver sales and adjusted operating profit consensus expectations for the full year, with sales growth in the first nine months of 7% compared to the prior year period. This is positive momentum for the business. But I do not think the results are great. I think some of the strong performance in the assessment and qualifications and English language learning divisions are basically clearing a post-Covid backlog, so expect sales growth in those divisions to slow sharply over the next couple of years. It is also worth noting that Pearson has struggled to convert sales into operating profits consistently, as shown in the first half results. company announcement Has the company’s strategic pivot towards education in recent years worked? I think there is not yet sufficient evidence to say that it has. For example, virtual learning in the first half grew by double digits in percentage terms (a change in reporting segments means one can make no direct comparison to the prior year, though I think this growth was from a strong base) but adjusted operating profit was flat and the adjusted operating profit margin was a meagre 3.6%. Maybe a shift towards more virtual learning in coming years can help boost the top line, while lower costs can improve the bottom line. The company has identified cost savings of at least £100m for this year, on top of the efficiencies the company expects from its prior reorganisation of divisions. However, none of this is yet compelling in my view. The strategy makes sense to me, but its long-term impact remains unproven and it is not clear how financially attractive the pivot to education will turn out to be. It has not yet delivered high growth, so I see it as premature for shares to be valued on the expectation that it will do. Valuation Looks Stretched Currently Pearson has a market cap of £6.6bn. Net debt at the end of June was £810m (up 231% in a year), meaning the enterprise value is £7.4bn. That looks high to me. Last year’s profits after tax were £160m, meaning the price to earnings ratio stands at 42. For the current year, the company outlook is for adjusted operating profit of £416m. But that is broadly in line with last year, when although the reported profit was £160m, the adjusted operating profit was £385m. So, if excluding adjustments and the operating profit level and focussing instead on basic reported earnings after tax, which I see as a more relevant measure, the prospective P/E ratio is likely in the mid-twenties to mid-thirties depending on the size of the adjustments. In recent history, Pearson has had a history of frequent substantial adjustments.
Seeking Alpha • Dec 19

Pearson to acquire workforce assessment provider PDRI

Pearson (NYSE:PSO) has entered into an agreement with SHL Group to acquire workforce assessment provider, Personnel Decisions Research Institutes (PDRI). The consideration for PDRI represents an enterprise value of $190M, which will be funded from Pearson's existing cash and available liquidity. The transaction is expected to occur during H1 2023 subject to regular closing conditions, including any required regulatory filings or approvals. Founded in 1975, PDRI has significant expertise in providing assessment solutions to the U.S. federal government. The business will join Pearson's Assessment & Qualifications division and significantly expand the company's services to U.S. federal government. PSO shares are up 1.26% premarket
Seeking Alpha • Oct 24

Pearson reports Q3 and nine months update

Pearson press release (NYSE:PSO): Q3 sales show a surge of 7% vs. last year figure. Over the last nine months: Assessment & Qualifications sales increased 12%; Professional Certification sales were down 3%; Clinical Assessment performed well with sales up 9%; US Student Assessment sales grew 32%. In UK & International Qualifications, sales grew 35%. On track to deliver at least £100m of efficiencies in 2023 which will accelerate improved margin expectations from 2025 to 2023.
Seeking Alpha • Aug 09

Pearson: Watch Pandemic Recovery And Digital Metrics

Pearson's Assessment & Qualifications business segment witnessed a substantial recovery in sales and operating earnings in 1H 2022, as examinations proceeded as per normal in the absence of pandemic lockdowns. But PSO's key digital revenue growth metrics like Higher Education US digital registrations and OPM student enrollments weren't as good as what investors would have hoped for. I retain my Hold investment rating for Pearson, in view of a mixed outlook implying slower top line growth and stronger profitability. Elevator Pitch I continue to rate Pearson plc's (PSO) shares as a Hold. I last wrote about PSO in an article published on October 12, 2021, and I discussed about Pearson's digital textbook platform and the company's portfolio optimization plans in that earlier update. Pearson's 1H 2022 performance wasn't as good as what headline numbers imply. PSO's Assessment & Qualifications business delivered solid growth as examinations were no longer delayed or cancelled due to COVID-19 restrictions. But Pearson's digital growth metrics, which are a key indicator of the company's progress in pivoting towards digital learning, were below expectations. In the medium term, PSO's revenue growth will likely slow as a result of lower-than-expected enrollments, but this will be offset by better-than-expected profitability thanks to the success of its cost optimization initiatives. This suggests that a Hold rating is the most appropriate for Pearson. Good Recovery From The Pandemic Pearson did reasonably well in the first half of the current year. The company's revenue and core operating income expanded by +6% YoY and +22% YoY to £1,788 million and £160 million, respectively in 1H 2022 as per its most recent interim results press release. PSO's Assessment & Qualifications business segment benefited from a low base in 1H 2021 when the business division was negatively affected by COVID-19 related lockdowns. With the relaxation of pandemic restrictions, the Assessment & Qualifications business saw its core revenue and operating income grow by +16% YoY and +34% YoY, respectively in the most recent interim period. Notably, Pearson's Assessment & Qualifications segment contributed 86% of the company's core operating profit in 1H 2022, which meant that the recovery of this business segment was the main reason for Pearson's strong growth in the first half of the year. Pearson highlighted at its 1H 2022 results call that "exam timetables returned to normal", which helped its Assessment & Qualifications business to perform well for the first six months of 2022. In comparison, examinations were disrupted last year due to new COVID-19 waves. Digital Growth Metrics Were A Disappointment It will be misleading to conclude that all is well at Pearson based on the company's good headline financial metrics (revenue and operating income) as mentioned in the preceding section. This is because investors are more concerned about Pearson's long-term growth outlook in a post-pandemic environment, and they are watching the progress of Pearson's push into digital learning very closely. In that respect, Pearson's metrics relating to digital revenue growth would have most probably disappointed the majority of investors. As indicated in the company's 1H 2022 earnings media release, PSO's Higher Education US digital registrations declined by -9% YoY from 5.3 million in the first half of 2021 to 4.8 million in the recent interim period. Also, OPM (Online Program Management) student enrollments for its Virtual Learning segment came in at 143,000 for 1H 2022, which represented a -0.7% contraction as compared to 1H 2021. The weak operating metrics for Pearson's Virtual Learning and Higher Education business segments translated into poor financial performances for these two business divisions in the most recent interim financial period. Core operating income for PSO's Virtual Learning business fell by -21% YoY in 1H 2022, as increased investments more than offset a modest +3% YoY rise in segment revenue over the same period. Pearson's Higher Education business segment turned from a positive operating profit in 1H 2021 into an operating loss for 1H 2022, as the division was hurt by a -4% YoY decrease in segment sales and negative operating leverage. Mixed Outlook The intermediate term financial outlook for Pearson is mixed. Based on the analysts' consensus financial estimates taken from S&P Capital IQ, PSO's top line expansion is forecasted to slow from +8.7% in fiscal 2022 to +4.2% and +4.3% for FY 2023 and FY 2024, respectively. As I indicated earlier, PSO's solid +6% revenue growth for 1H 2022 was helped by the fact that 1H 2021 was a low base for the company as a result of pandemic disruptions. As such, it isn't a surprise that Pearson's top line growth will moderate in the subsequent years ahead. Moreover, Pearson has guided for "increased pressure on enrolments in OPM and Higher Ed (Education)" going forward as per its management comments at the 1H 2022 earnings briefing. Specifically, PSO acknowledged at its interim results call that "there is an enrolment issue", considering that "many people who have yet to finish their college degrees because they were impacted by the pandemic." On the other hand, the sell-side's consensus financial projections point to Pearson's EBIT margin improving from 11.6% in FY 2022 to 14.6% for FY 2023 and 15.4% for FY 2025.
Seeking Alpha • Aug 01

Pearson raises margin target amid cost saving strategy driving top line

Pearson (NYSE:PSO) shares rallied 10.5% higher premarket after the company estimated margins to hit a mid-teen target earlier than expected amid its new integrated structure which supported to cut costs, grow the top line and keep it on track for the full year. Pearson under its new boss Andy Bird is starting to see the fruits of a strategy to sell directly to consumers as they move through school, college and work. The company indicated that it is seeing strong demand for professional certifications in the tech and clinical industries, while its English Language Learning and Virtual Learning courses were seeing strong retention rates. Pearson said its new structure of five divisions, underpinned by a direct to consumer team, had helped to identify £100M of costs that could be cut by next year, bringing a mid-teen margin target forward to 2023, from 2025.
Seeking Alpha • Apr 07

Pearson: Not Unlocking Much Value On Its Own

Educational provider Pearson reported underwhelming annual results. It knocked back a trio of takeover bids from Apollo. In the absence of a better management plan to unlock shareholder value and declining earnings, I now rate the shares as a "sell".
Seeking Alpha • Jan 06

Pearson: Fair Value But Not Cheap Enough To Tempt Me

Pearson is well-positioned for changing educational, training and assessment needs. That should help it grow. Its share price fall means I now see it as fairly priced. There is a decent dividend and some potential for share price increase in the coming year in my view. But I still don't think it's cheap and execution risk remains, with recent results being a mixed bag. So I remain neutral.
Seeking Alpha • Oct 12

Pearson Stock: Market's Focus Is On Portfolio Optimization And Pearson+

Pearson's portfolio optimization activities are worth watching, as they could serve as potential re-rating catalysts for the stock. The launch of Pearson+, PSO's new digital college textbook platform, could encourage students to switch away from used textbooks, but this could come at the expense of short-term profitability. The market values Pearson at consensus forward fiscal 2021 and 2022 normalized P/E multiples of 21.9 times and 18.4 times, respectively.
Seeking Alpha • Jul 29

Pearson: Virtual Learning Powers Likely Growth, But Only Modestly

Pearson's digital learning business has grown sharply - I expect growth to slow but remain decent. The rest of the business is showing signs of recovery. Digital learning can help Pearson grow overall, but it's not a rocket given its relative contribution. I consider the shares fairly valued right now.

Gewinn- und Umsatzwachstumsprognosen

NYSE:PSO - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (GBP Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/20284,0894635687167
12/31/20273,90343948667010
12/31/20263,72940545162110
12/31/20253,577335522656N/A
9/30/20253,549388569700N/A
6/30/20253,520441616744N/A
3/31/20253,536438560686N/A
12/31/20243,552434503627N/A
9/30/20243,551392485607N/A
6/30/20243,549349466587N/A
3/31/20243,612364433556N/A
12/31/20233,674378399525N/A
9/30/20233,803335332466N/A
6/30/20233,932292264407N/A
3/31/20233,887267239384N/A
12/31/20223,841242214361N/A
9/30/20223,730269205365N/A
6/30/20223,619296195368N/A
3/31/20223,524237173347N/A
12/31/20213,428177150326N/A
9/30/20213,465248241392N/A
6/30/20213,502279331457N/A
3/31/20213,450295293423N/A
12/31/20203,397330255389N/A
9/30/20203,465288236391N/A
6/30/20203,532265217393N/A
3/31/20203,701265197381N/A
12/31/20193,869264176369N/A
9/30/20193,981356N/A419N/A
6/30/20194,093447N/A468N/A
3/31/20194,111518N/A465N/A
12/31/20184,129588N/A462N/A
9/30/20184,230600N/A444N/A
6/30/20184,331611N/A425N/A
3/31/20184,422509N/A362N/A
12/31/20174,513406N/A298N/A
9/30/20174,623-863N/A366N/A
6/30/20174,733-2,133N/A433N/A
3/31/20174,643-2,235N/A422N/A
12/31/20164,552-2,337N/A410N/A
9/30/20164,445-1,409N/A336N/A
6/30/20164,337-481N/A262N/A
3/31/20164,403-416N/A237N/A
12/31/20154,468-352N/A211N/A
9/30/20154,479-109N/AN/AN/A
6/30/20154,490134N/A385N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: PSODas prognostizierte Gewinnwachstum (8.9% pro Jahr) liegt über der Sparquote (3.5%).

Ertrag vs. Markt: PSODie Erträge des Unternehmens (8.9% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (16.8% pro Jahr).

Hohe Wachstumserträge: PSODie Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.

Einnahmen vs. Markt: PSODie Einnahmen des Unternehmens (4.4% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (11.7% pro Jahr).

Hohe Wachstumseinnahmen: PSODie Einnahmen des Unternehmens (4.4% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: PSODie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (13.5%).

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/25 13:18
Aktienkurs zum Tagesende2026/05/22 00:00
Gewinne2025/12/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

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Analysten-Quellen

Pearson plc wird von 27 Analysten beobachtet. 10 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
JULIEN ROCHBarclays
Nicholas Michael DempseyBarclays
Nicholas Michael DempseyBarclays