Washington H. Soul Pattinson Past Earnings Performance

Past criteria checks 3/6

Washington H. Soul Pattinson has been growing earnings at an average annual rate of 10.4%, while the Diversified Financial industry saw earnings growing at 27.2% annually. Revenues have been growing at an average rate of 4.1% per year. Washington H. Soul Pattinson's return on equity is 6%, and it has net margins of 48.2%.

Key information

10.4%

Earnings growth rate

2.6%

EPS growth rate

Diversified Financial Industry Growth	13.4%
Revenue growth rate	4.1%
Return on equity	6.0%
Net Margin	48.2%
Last Earnings Update	31 Jan 2024

Recent past performance updates

Recent updates

Revenue & Expenses Breakdown
Beta

How Washington H. Soul Pattinson makes and spends money. Based on latest reported earnings, on an LTM basis.

Earnings and Revenue History

CHIA:SOL Revenue, expenses and earnings (AUD Millions)
Date	Revenue	Earnings	G+A Expenses
31 Jan 24	1,121	540	201
31 Oct 23	1,159	620	180
31 Jul 23	1,197	700	160
30 Apr 23	2,062	887	171
31 Jan 23	2,557	1,074	182
31 Oct 22	2,769	498	194
31 Jul 22	2,981	-77	206
31 Jan 22	1,728	-549	189
31 Oct 21	1,498	-171	222
31 Jul 21	1,269	208	254
30 Apr 21	1,442	622	296
31 Jan 21	1,262	971	291
31 Oct 20	1,316	962	276
31 Jul 20	1,371	953	261
31 Jan 20	1,666	120	260
31 Oct 19	1,645	184	260
31 Jul 19	1,625	248	259
30 Apr 19	1,525	290	259
31 Jan 19	1,425	333	248
31 Oct 18	1,347	319	232
31 Jul 18	1,269	305	216
30 Apr 18	1,232	320	216
31 Jan 18	1,194	336	217
31 Oct 17	1,147	335	213
31 Jul 17	1,099	334	210
30 Apr 17	971	268	204
31 Jan 17	844	203	199
31 Oct 16	803	176	193
31 Jul 16	762	149	188
30 Apr 16	720	130	179
31 Jan 16	677	111	170
31 Oct 15	662	97	176
31 Jul 15	646	83	182
30 Apr 15	679	104	187
31 Jan 15	711	125	192
31 Oct 14	708	129	190
31 Jul 14	705	132	189
30 Apr 14	731	118	192
31 Jan 14	756	105	196
31 Oct 13	774	105	198
31 Jul 13	793	105	200

Quality Earnings: SOL has high quality earnings.

Growing Profit Margin: SOL's current net profit margins (48.2%) are higher than last year (42%).

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: SOL's earnings have grown by 10.4% per year over the past 5 years.

Accelerating Growth: SOL's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.

Earnings vs Industry: SOL had negative earnings growth (-49.7%) over the past year, making it difficult to compare to the Diversified Financial industry average (33.2%).

Washington H. Soul Pattinson Past Earnings Performance

Past criteria checks 3/6

Key information

Recent past performance updates

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

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

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

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

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

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

Recent updates

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

New 90-day high - AU$20.84

Revenue & Expenses BreakdownBeta

Earnings and Revenue History

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Return on Equity

Return on Assets

Return on Capital Employed

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