WD3 Stock Overview
An investment company, engages in investing various industries and asset classes in Australia. More details
| Snowflake Score | |
|---|---|
| Valuation | 1/6 |
| Future Growth | 0/6 |
| Past Performance | 2/6 |
| Financial Health | 6/6 |
| Dividends | 4/6 |
My Notes
Capture your thoughts, links and company narrative
Washington H. Soul Pattinson and Company Limited Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | AU$20.20 |
| 52 Week High | AU$21.80 |
| 52 Week Low | AU$18.60 |
| Beta | 0.45 |
| 1 Month Change | -5.61% |
| 3 Month Change | -3.81% |
| 1 Year Change | -1.94% |
| 3 Year Change | n/a |
| 5 Year Change | n/a |
| Change since IPO | 4.12% |
Recent News & Updates
Recent updates
Shareholder Returns
| WD3 | DE Diversified Financial | DE Market | |
|---|---|---|---|
| 7D | -2.9% | -0.4% | -1.6% |
| 1Y | -1.9% | -13.4% | 6.8% |
Return vs Industry: WD3 exceeded the German Diversified Financial industry which returned -13.4% over the past year.
Return vs Market: WD3 underperformed the German Market which returned 6.8% over the past year.
Price Volatility
| WD3 volatility | |
|---|---|
| WD3 Average Weekly Movement | 3.5% |
| Diversified Financial Industry Average Movement | 3.7% |
| Market Average Movement | 4.9% |
| 10% most volatile stocks in DE Market | 11.6% |
| 10% least volatile stocks in DE Market | 2.4% |
Stable Share Price: WD3 has not had significant price volatility in the past 3 months compared to the German market.
Volatility Over Time: WD3's weekly volatility (4%) 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
| WD3 fundamental statistics | |
|---|---|
| Market cap | €7.65b |
| Earnings (TTM) | €299.27m |
| Revenue (TTM) | €688.07m |
25.6x
P/E Ratio11.1x
P/S RatioIs WD3 overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| WD3 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 WD3 perform over the long term?
See historical performance and comparisonDividends
2.7%
Current Dividend Yield61%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/25 13:09 |
| End of Day Share Price | 2024/12/23 00:00 |
| Earnings | 2024/07/31 |
| Annual Earnings | 2024/07/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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.
| Analyst | Institution |
|---|---|
| Ivor Ries | EL&C Baillieu |
| Steven Sassine | Morgans Financial Limited |
| Johannes Faul | Morningstar Inc. |