Bill Ackman
Market Value
US$13.83b
Holdings (7)
Portfolio Summary
Bill Ackman is a USD portfolio that has returned 16.55% annually since inception.
Portfolio Snowflake
Fundamentals
A past performer with growth potential.
Returns since Inception
15.36%
Capital Gain
US$1.84b
1.24%
Dividend Income
US$148.70m
16.60%
Total Return
US$1.99b
News
The latest Simply Wall St News coverage
Simply Wall St News
3 days ago | Simply Wall St
Starbucks Corporation (NASDAQ:SBUX) Not Lagging Market On Growth Or Pricing1 week ago | Simply Wall St
An Intrinsic Calculation For Lowe's Companies, Inc. (NYSE:LOW) Suggests It's 26% Undervalued1 week ago | Simply Wall St
Boasting A 36% Return On Equity, Is Restaurant Brands International Inc. (NYSE:QSR) A Top Quality Stock?Returns
Portfolio volatility and the main contributors to returns
1.175
Portfolio Beta / Volatility
Portfolio Volatility vs Market
Historical Portfolio Value
Contributors to Returns
Diversification
The Portfolio diversification across companies and industries
Diversification By Company
Diversification Across Industries
Valuation
The value of the Portfolio based on future cash flows (where available) and price relative to the market
37.1x
Price Based on Earnings (PE)
Intrinsic Value based on Free Cash Flows
Price Based on Earnings
Price Based on Expected Growth
Price Based on Value of Assets
Future Growth
The expected growth in revenue and earnings over the next 1 to 3 years
16.00%
Expected Annual Earnings Growth
Future Annual Growth Analysis
Past Performance
The average performance ratios and growth over the past 5 years
13.17%
Historical Annual Earnings Growth
Return on Equity
Return on Assets
Return on Capital Employed
Financial Health
The average Portfolio debt to equity ratio ignoring financial institutions
90.08%
Portfolio Debt to Equity
Portfolio Debt Level
Dividends
The average annual dividend yield and top payers
1.12%
Equivalent to US$155,552,575 per year
List of Dividend Payers
| Company | Annual Yield | Annual Contribution |
|---|---|---|
| Restaurant Brands International | 3.3% | US$58,275,739 |
| Starbucks | 2.6% | US$23,098,872 |
| Lowe's Companies | 1.9% | US$54,596,647 |
| Agilent Technologies | 0.7% | US$11,562,993 |
| Hilton Worldwide Holdings | 0.3% | US$8,018,325 |