How does SOL's PE Ratio compare to its peers?

SOL is good value based on its Price-To-Earnings Ratio (25.2x) compared to the peer average (36.5x).

How does SOL's PE Ratio compare vs other companies in the Oceanian Diversified Financial Industry?

SOL is expensive based on its Price-To-Earnings Ratio (25.2x) compared to the Global Diversified Financial industry average (15.6x).

What is SOL's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

SOL is expensive based on its Price-To-Earnings Ratio (25.2x) compared to the estimated Fair Price-To-Earnings Ratio (17.6x).

What is the Fair Price of SOL when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

SOL (A$34.27) is trading above our estimate of [[fair value]] (A$20.98)

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

Target price is less than 20% higher than the current share price.

Washington H. Soul Pattinson (CHIA:SOL) - Stock Price, News & Analysis

SOL Stock Overview

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

SOL fundamental analysis
Snowflake Score
Valuation	1/6
Future Growth	0/6
Past Performance	2/6
Financial Health	6/6
Dividends	4/6

Risk Analysis

Earnings are forecast to decline by an average of 3.5% per year for the next 3 years

Dividend of 2.77% is not well covered by free cash flows

Washington H. Soul Pattinson and Company Limited Competitors

Australian Foundation Investment

ASX:AFI

AU$9.4b

Challenger

ASX:CGF

AU$4.2b

ASX

ASX:ASX

AU$13.2b

AMP

ASX:AMP

AU$3.9b

Price History & Performance

Summary of all time highs, changes and price drops for Washington H. Soul Pattinson
Historical stock prices
Current Share Price	AU$34.27
52 Week High	AU$35.88
52 Week Low	AU$30.86
Beta	0.44
11 Month Change	-0.67%
3 Month Change	-0.29%
1 Year Change	4.04%
33 Year Change	8.45%
5 Year Change	53.30%
Change since IPO	135.69%

Recent updates

Shareholder Returns

	SOL	AU Diversified Financial	AU Market
7D	-0.01%	-0.3%	0.9%
1Y	4.0%	10.8%	18.4%

Return vs Industry: SOL underperformed the Australian Diversified Financial industry which returned 10.5% over the past year.

Return vs Market: SOL underperformed the Australian Market which returned 17.7% over the past year.

Price Volatility

Is SOL's price volatile compared to industry and market?
SOL volatility
SOL Average Weekly Movement	2.0%
Diversified Financial Industry Average Movement	6.7%
Market Average Movement	8.6%
10% most volatile stocks in AU Market	17.3%
10% least volatile stocks in AU Market	3.3%

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

Founded	Employees	CEO	Website
1872	56	Todd Barlow	soulpatts.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 cap	AU$12.59b
Earnings (TTM)	AU$498.80m
Revenue (TTM)	AU$1.15b

25.2x

P/E Ratio

11.0x

P/S Ratio

Is SOL overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
SOL income statement (TTM)
Revenue	AU$1.15b
Cost of Revenue	AU$403.00m
Gross Profit	AU$743.80m
Other Expenses	AU$245.00m
Earnings	AU$498.80m

Last Reported Earnings

Jul 31, 2024

Next Earnings Date

Mar 19, 2025

Earnings per share (EPS)	1.36
Gross Margin	64.86%
Net Profit Margin	43.49%
Debt/Equity Ratio	7.4%

How did SOL perform over the long term?

See historical performance and comparison

Dividends

2.8%

Current Dividend Yield

61%

Payout Ratio

SOL Stock Overview

Risk Analysis

Washington H. Soul Pattinson and Company Limited Competitors

ASX:AFI

AU$9.4b

ASX:CGF

AU$4.2b

ASX:ASX

AU$13.2b

ASX:AMP

AU$3.9b

Price History & Performance

Recent News & Updates

Independent Director recently bought AU$482k worth of stock

Upcoming dividend of AU$0.55 per share

Chairman of the Board recently bought AU$6.9m worth of stock

Full year 2024 earnings released: EPS: AU$1.56 (vs AU$2.19 in FY 2023)

Washington H. Soul Pattinson and Company Limited Declares Fully Franked Final Dividend for the Fiscal Year 2024, Payable on 8 November 2024

Washington H. Soul Pattinson and Company Limited, Annual General Meeting, Nov 22, 2024

Recent updates

Independent Director recently bought AU$482k worth of stock

Upcoming dividend of AU$0.55 per share

Chairman of the Board recently bought AU$6.9m worth of stock

Full year 2024 earnings released: EPS: AU$1.56 (vs AU$2.19 in FY 2023)

Washington H. Soul Pattinson and Company Limited Declares Fully Franked Final Dividend for the Fiscal Year 2024, Payable on 8 November 2024

Washington H. Soul Pattinson and Company Limited, Annual General Meeting, Nov 22, 2024

Washington H. Soul Pattinson and Company Limited to Report First Half, 2025 Results on Mar 20, 2025

Washington H. Soul Pattinson and Company Limited to Report Fiscal Year 2024 Results on Sep 25, 2024

Washington H. Soul Pattinson and Company Limited has filed a Follow-on Equity Offering in the amount of AUD 224.999986 million.

Washington H. Soul Pattinson and Company Limited has filed a Follow-on Equity Offering in the amount of AUD 224.999986 million.

Non-Executive Independent Director recently bought AU$501k worth of stock

New minor risk - Dividend sustainability

Upcoming dividend of AU$0.40 per share

Chairman of the Board recently bought AU$13m worth of stock

Final dividend increased to AU$0.40

Washington H. Soul Pattinson and Company Limited to Report First Half, 2024 Results on Mar 21, 2024

New major risk - Revenue and earnings growth

Upcoming dividend of AU$0.51 per share at 2.5% yield

Telstra Group Limited (ASX:TLS) agreed to acquire Versent Pty Ltd from Washington H. Soul Pattinson and Company Limited, founders, employees and investors for approximately AUD 260 million.

Washington H. Soul Pattinson and Company Limited Announces Ordinary Fully Paid Dividend for the Six Months Ended July 31, 2023, Payment Date of December 12, 2023

Full year 2023 earnings released: EPS: AU$2.19 (vs AU$0.26 loss in FY 2022)

Upcoming dividend of AU$0.36 per share at 2.3% yield

Less than half of directors are independent

Washington H. Soul Pattinson and Company Limited Appoints David Andrew Baxby as Director, Effective from 1 February 2023

Upcoming dividend of AU$0.58 per share

Full year 2022 earnings released: AU$0.26 loss per share (vs AU$1.05 profit in FY 2021)

Washington H. Soul Pattinson and Company Limited Announces Fully Franked Special Dividend, Payable on December 12, 2022

Non-Executive Director recently bought AU$1.9m worth of stock

Chairman of the Board recently bought AU$2.7m worth of stock

Full year 2022 earnings released: AU$0.26 loss per share (vs AU$1.14 profit in FY 2021)

Washington H. Soul Pattinson and Company Limited, Annual General Meeting, Dec 09, 2022

Aeris Resources Limited (ASX:AIS) completed the acquisition of Round Oak Minerals Pty Limited from Washington H. Soul Pattinson and Company Limited (ASX:SOL).

Washington H. Soul Pattinson and Company Limited (ASX:SOL) acquired remaining stake in Ampcontrol Pty Ltd. from other investors including Peter Cockbain on June 1, 2022.

Less than half of directors are independent

Upcoming dividend of AU$0.29 per share

Non-Executive Independent Director recently bought AU$268k worth of stock

Wesfarmers Limited (ASX:WES) completed the acquisition of Australian Pharmaceutical Industries Limited (ASX:API) from Washington H. Soul Pattinson and Company Limited (ASX:SOL) and others.

Less than half of directors are independent

Washington H. Soul Pattinson and Company Limited Appoints Joe Pollard as Non-Executive Director, Effective 1 March 2022

Upcoming dividend of AU$0.36 per share

Full year 2021 earnings released: EPS AU$1.14 (vs AU$3.98 in FY 2020)

Washington H. Soul Pattinson and Company Limited (ASX:SOL) completed the acquisition of Milton Corporation Limited (ASX:MLT).

Full year 2021 earnings released: EPS AU$1.14 (vs AU$3.98 in FY 2020)

Washington H. Soul Pattinson and Company Limited (ASX:SOL) entered into a Scheme Implementation Agreement to acquire Milton Corporation Limited (ASX:MLT).

Upcoming dividend of AU$0.26 per share

First half 2021 earnings released: EPS AU$0.29 (vs AU$0.21 in 1H 2020)

New 90-day high: AU$30.83

Non-Executive Independent Director recently sold AU$425k worth of stock

New 90-day high: AU$29.62

MD, CEO & Executive Director recently bought AU$3.0m worth of stock

New 90-day high: AU$26.87

Independent Chairman of the Board recently bought AU$744k worth of stock

Independent Chairman of the Board recently bought AU$519k worth of stock

Independent Chairman of the Board recently bought AU$1.3m worth of stock

New 90-day high: AU$24.78

Independent Chairman of the Board recently bought AU$1.1m worth of stock

Full year earnings released - EPS AU$3.98

Washington H. Soul Pattinson and Company Limited Advises That Mr. Ian Bloodworth Resigning as Company Secretary

New 90-day high: AU$21.52

Washington H. Soul Pattinson and Company Limited to Report Fiscal Year 2020 Results on Sep 24, 2020