How does WD3's PE Ratio compare to its peers?

WD3 is good value based on its Price-To-Earnings Ratio (22.8x) compared to the peer average (27.8x).

How does WD3's PE Ratio compare vs other companies in the European Diversified Financial Industry?

WD3 is expensive based on its Price-To-Earnings Ratio (22.8x) compared to the European Diversified Financial industry average (12.5x).

What is WD3'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.

Insufficient data to calculate WD3's Price-To-Earnings Fair Ratio for valuation analysis.

What is the Fair Price of WD3 when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

WD3 (€19.4) is trading below our estimate of [[fair value]] (€19.96)

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

Insufficient data to show price forecast.

Washington H. Soul Pattinson (BST:WD3) - Stock Price, News & Analysis

WD3 Stock Overview

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

WD3 fundamental analysis
Snowflake Score
Valuation	2/6
Future Growth	1/6
Past Performance	3/6
Financial Health	5/6
Dividends	4/6

Rewards

Trading at 2.8% below our estimate of its fair value

Earnings are forecast to grow 3.1% per year

Risk Analysis

Shares are highly illiquid

Dividend of 2.55% is not well covered by free cash flows

Washington H. Soul Pattinson and Company Limited Competitors

DWS Group GmbH KGaA

XTRA:DWS

€7.9b

Aareal Bank

XTRA:ARLN

€2.0b

Hypoport

XTRA:HYQ

€1.4b

Deutsche Bank

XTRA:DBK

€30.2b

Price History & Performance

Summary of all time highs, changes and price drops for Washington H. Soul Pattinson
Historical stock prices
Current Share Price	AU$19.40
52 Week High	AU$21.20
52 Week Low	AU$18.90
Beta	0.46
11 Month Change	0%
3 Month Change	2.11%
1 Year Change	n/a
33 Year Change	-11.82%
5 Year Change	55.35%
Change since IPO	114.06%

Recent updates

Shareholder Returns

	WD3	DE Diversified Financial	DE Market
7D	0%	-0.7%	-0.02%
1Y	n/a	4.5%	8.2%

Return vs Industry: Insufficient data to determine how WD3 performed against the German Diversified Financial industry.

Return vs Market: Insufficient data to determine how WD3 performed against the German Market.

Price Volatility

Is WD3's price volatile compared to industry and market?
WD3 volatility
WD3 Average Weekly Movement	n/a
Diversified Financial Industry Average Movement	3.6%
Market Average Movement	4.8%
10% most volatile stocks in DE Market	10.9%
10% least volatile stocks in DE Market	2.4%

Stable Share Price: WD3 has not had significant price volatility in the past 3 months.

Volatility Over Time: Insufficient data to determine WD3's volatility change over the past year.

About the Company

Founded	Employees	CEO	Website
1872	51	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 Strategic Portfolio, Large Caps Portfolio, Emerging Companies Portfolio, Private Equity Portfolio, Structured Yield Portfolio, and Property Portfolio segments. The company invests in various industries, such as natural resources, building materials, telecommunications, retail, agriculture, property equity, investments and corporate advisory, financial services, education, and others.

Washington H. Soul Pattinson and Company Limited Fundamentals Summary

How do Washington H. Soul Pattinson's earnings and revenue compare to its market cap?
WD3 fundamental statistics
Market cap	€7.58b
Earnings (TTM)	€329.65m
Revenue (TTM)	€683.96m

22.8x

P/E Ratio

11.0x

P/S Ratio

Is WD3 overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
WD3 income statement (TTM)
Revenue	AU$1.12b
Cost of Revenue	AU$278.81m
Gross Profit	AU$842.07m
Other Expenses	AU$301.84m
Earnings	AU$540.24m

Last Reported Earnings

Jan 31, 2024

Next Earnings Date

n/a

Earnings per share (EPS)	1.50
Gross Margin	75.13%
Net Profit Margin	48.20%
Debt/Equity Ratio	5.9%

How did WD3 perform over the long term?

See historical performance and comparison

Dividends

2.5%

Current Dividend Yield

54%

Payout Ratio

WD3 Stock Overview

Rewards

Risk Analysis

Washington H. Soul Pattinson and Company Limited Competitors

XTRA:DWS

€7.9b

XTRA:ARLN

€2.0b

XTRA:HYQ

€1.4b

XTRA:DBK

€30.2b

Price History & Performance

Recent News & Updates

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.

Recent updates

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.

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

Less than half of directors are independent

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.

Less than half of directors are independent

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

Less than half of directors are independent

Less than half of directors are independent

Less than half of directors are independent

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

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

Chairman of the Board recently bought €1.8m 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

Less than half of directors are independent

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 €183k 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)

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).

Investor sentiment improved over the past week

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: €19.00

New 90-day high: €18.90

Non-Executive Independent Director recently sold €264k worth of stock

New 90-day high: €18.40

MD, CEO & Executive Director recently bought €1.9m worth of stock

New 90-day high: €15.70

Independent Chairman of the Board recently bought €448k worth of stock

Independent Chairman of the Board recently bought €310k worth of stock

Independent Chairman of the Board recently bought €778k worth of stock

Independent Chairman of the Board recently bought €650k worth of stock

New 90-day high: €14.80

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

Full year earnings released - EPS €3.98

New 90-day high: €13.50

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

New 90-day high - €13.10

Shareholder Returns

Price Volatility

About the Company

Washington H. Soul Pattinson and Company Limited Fundamentals Summary

22.8x