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Washington H. Soul Pattinson ASX:SOL Stock Report

Last Price

AU$34.06

Market Cap

AU$12.5b

7D

-2.1%

1Y

4.8%

Updated

20 Dec, 2024

Data

Company Financials +

Washington H. Soul Pattinson and Company Limited

ASX:SOL Stock Report

Market Cap: AU$12.5b

SOL Stock Overview

An investment company, engages in investing various industries and asset classes in Australia. More details

SOL fundamental analysis
Snowflake Score
Valuation1/6
Future Growth0/6
Past Performance2/6
Financial Health6/6
Dividends4/6

My Notes

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AU$35.15
FV
3.1% undervalued intrinsic discount
3.35%
Revenue growth p.a.
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Washington H. Soul Pattinson and Company Limited Competitors

Price History & Performance

Summary of share price highs, lows and changes for Washington H. Soul Pattinson
Historical stock prices
Current Share PriceAU$34.06
52 Week HighAU$35.89
52 Week LowAU$30.85
Beta0.45
1 Month Change-0.67%
3 Month Change0.47%
1 Year Change4.83%
3 Year Change13.16%
5 Year Change54.54%
Change since IPO1,565.16%

Recent News & Updates

Here's Why Washington H. Soul Pattinson and Company Limited's (ASX:SOL) CEO Might See A Pay Rise Soon

Nov 15
Here's Why Washington H. Soul Pattinson and Company Limited's (ASX:SOL) CEO Might See A Pay Rise Soon

Washington H. Soul Pattinson and Company Limited's (ASX:SOL) Share Price Could Signal Some Risk

Nov 05
Washington H. Soul Pattinson and Company Limited's (ASX:SOL) Share Price Could Signal Some Risk

Recent updates

Here's Why Washington H. Soul Pattinson and Company Limited's (ASX:SOL) CEO Might See A Pay Rise Soon

Nov 15
Here's Why Washington H. Soul Pattinson and Company Limited's (ASX:SOL) CEO Might See A Pay Rise Soon

Washington H. Soul Pattinson and Company Limited's (ASX:SOL) Share Price Could Signal Some Risk

Nov 05
Washington H. Soul Pattinson and Company Limited's (ASX:SOL) Share Price Could Signal Some Risk

Unpleasant Surprises Could Be In Store For Washington H. Soul Pattinson and Company Limited's (ASX:SOL) Shares

Jul 29
Unpleasant Surprises Could Be In Store For Washington H. Soul Pattinson and Company Limited's (ASX:SOL) Shares

Some Shareholders Feeling Restless Over Washington H. Soul Pattinson and Company Limited's (ASX:SOL) P/E Ratio

Apr 11
Some Shareholders Feeling Restless Over Washington H. Soul Pattinson and Company Limited's (ASX:SOL) P/E Ratio

Shareholder Returns

SOLAU Diversified FinancialAU Market
7D-2.1%-1.8%-2.7%
1Y4.8%9.5%6.5%

Return vs Industry: SOL underperformed the Australian Diversified Financial industry which returned 9.5% over the past year.

Return vs Market: SOL underperformed the Australian Market which returned 6.5% over the past year.

Price Volatility

Is SOL's price volatile compared to industry and market?
SOL volatility
SOL Average Weekly Movement2.2%
Diversified Financial Industry Average Movement8.0%
Market Average Movement8.0%
10% most volatile stocks in AU Market16.8%
10% least volatile stocks in AU Market3.1%

Stable Share Price: SOL has not had significant price volatility in the past 3 months compared to the Australian market.

Volatility Over Time: SOL's weekly volatility (2%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
187256Todd Barlowsoulpatts.com.au

Washington H. Soul Pattinson and Company Limited, an investment company, engages in investing various industries and asset classes in Australia. It operates through six segments Strategic Portfolio, Large Caps Portfolio, Emerging Companies Portfolio, Private Equity Portfolio, Credit Portfolio, and Property Portfolio segments. The company invests in largely uncorrelated listed companies; managed listed equities; unlisted and growing companies; credit related financial instruments; and property development joint ventures Washington H. Soul Pattinson and Company Limited was founded in 1872 and is headquartered in Sydney, Australia.

Washington H. Soul Pattinson and Company Limited Fundamentals Summary

How do Washington H. Soul Pattinson's earnings and revenue compare to its market cap?
SOL fundamental statistics
Market capAU$12.52b
Earnings (TTM)AU$498.80m
Revenue (TTM)AU$1.15b

25.1x

P/E Ratio

10.9x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
SOL income statement (TTM)
RevenueAU$1.15b
Cost of RevenueAU$403.00m
Gross ProfitAU$743.80m
Other ExpensesAU$245.00m
EarningsAU$498.80m

Last Reported Earnings

Jul 31, 2024

Next Earnings Date

Mar 19, 2025

Earnings per share (EPS)1.36
Gross Margin64.86%
Net Profit Margin43.49%
Debt/Equity Ratio7.4%

How did SOL perform over the long term?

See historical performance and comparison

Dividends

2.8%

Current Dividend Yield

61%

Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/20 00:29
End of Day Share Price 2024/12/20 00:00
Earnings2024/07/31
Annual Earnings2024/07/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Washington H. Soul Pattinson and Company Limited is covered by 6 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ivor RiesEL&C Baillieu
Steven SassineMorgans Financial Limited
Johannes FaulMorningstar Inc.