WSOU.F Stock Overview

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

WSOU.F fundamental analysis
Snowflake Score
Valuation	0/6
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 3.4% per year for the next 3 years

Shares are highly illiquid

Dividend of 2.74% is not well covered by free cash flows

My Notes

Capture your thoughts, links and company narrative

Washington H. Soul Pattinson and Company Limited Competitors

Metro Pacific Investments

OTCPK:MPCF.F

US$1.4b

MGIC Investment

NYSE:MTG

US$6.0b

Mr. Cooper Group

NasdaqCM:COOP

US$6.1b

PennyMac Financial Services

NYSE:PFSI

US$5.2b

Price History & Performance

Summary of share price highs, lows and changes for Washington H. Soul Pattinson
Historical stock prices
Current Share Price	AU$22.25
52 Week High	AU$22.25
52 Week Low	AU$21.00
Beta	0.45
1 Month Change	0%
3 Month Change	n/a
1 Year Change	n/a
3 Year Change	-5.12%
5 Year Change	48.83%
Change since IPO	213.38%

Recent updates

Shareholder Returns

	WSOU.F	US Diversified Financial	US Market
7D	0%	0.1%	-0.4%
1Y	n/a	26.4%	24.8%

Return vs Industry: Insufficient data to determine how WSOU.F performed against the US Diversified Financial industry.

Return vs Market: Insufficient data to determine how WSOU.F performed against the US Market.

Price Volatility

Is WSOU.F's price volatile compared to industry and market?
WSOU.F volatility
WSOU.F Average Weekly Movement	n/a
Diversified Financial Industry Average Movement	5.2%
Market Average Movement	6.3%
10% most volatile stocks in US Market	17.0%
10% least volatile stocks in US Market	3.1%

Stable Share Price: WSOU.F's share price has been volatile over the past 3 months compared to the US market.

Volatility Over Time: Insufficient data to determine WSOU.F's volatility change 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?
WSOU.F fundamental statistics
Market cap	US$7.95b
Earnings (TTM)	US$311.13m
Revenue (TTM)	US$715.32m

25.6x

P/E Ratio

11.1x

P/S Ratio

Is WSOU.F overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
WSOU.F 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 WSOU.F perform over the long term?

See historical performance and comparison

Dividends

2.7%

Current Dividend Yield

61%

Payout Ratio

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/25 10:26
End of Day Share Price	2024/11/11 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	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* 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.