Pearson Plc (Germany) Performance
| PES Stock | EUR 15.10 0.06 0.40% |
On a scale of 0 to 100, Pearson Plc holds a performance score of 19. The company holds a Beta of -0.12, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Pearson Plc are expected to decrease at a much lower rate. During the bear market, Pearson Plc is likely to outperform the market. Please check Pearson Plc's semi deviation, jensen alpha, maximum drawdown, as well as the relationship between the coefficient of variation and sortino ratio , to make a quick decision on whether Pearson Plc's historical price patterns will revert.
Risk-Adjusted Performance
19 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Pearson plc are ranked lower than 19 (%) of all global equities and portfolios over the last 90 days. Despite nearly fragile basic indicators, Pearson Plc reported solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 1.1 B | |
| Total Cashflows From Investing Activities | -80 M |
Pearson |
Pearson Plc Relative Risk vs. Return Landscape
If you would invest 1,224 in Pearson plc on September 23, 2024 and sell it today you would earn a total of 286.00 from holding Pearson plc or generate 23.37% return on investment over 90 days. Pearson plc is currently producing 0.3274% returns and takes up 1.3431% volatility of returns over 90 trading days. Put another way, 11% of traded stocks are less volatile than Pearson, and 94% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pearson Plc Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pearson Plc's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Pearson plc, and traders can use it to determine the average amount a Pearson Plc's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2437
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | PES | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.34 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.33 actual daily | 6 94% of assets have higher returns |
Risk-Adjusted Return
| 0.24 actual daily | 19 81% of assets perform better |
Based on monthly moving average Pearson Plc is performing at about 19% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Pearson Plc by adding it to a well-diversified portfolio.
Pearson Plc Fundamentals Growth
Pearson Stock prices reflect investors' perceptions of the future prospects and financial health of Pearson Plc, and Pearson Plc fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Pearson Stock performance.
| Return On Equity | 0.064 | |||
| Return On Asset | 0.0395 | |||
| Profit Margin | 0.08 % | |||
| Operating Margin | 0.13 % | |||
| Current Valuation | 8.79 B | |||
| Shares Outstanding | 715.75 M | |||
| Price To Earning | 9.14 X | |||
| Price To Book | 1.47 X | |||
| Price To Sales | 2.10 X | |||
| Revenue | 3.43 B | |||
| EBITDA | 633 M | |||
| Cash And Equivalents | 436.25 M | |||
| Cash Per Share | 0.56 X | |||
| Total Debt | 680 M | |||
| Debt To Equity | 48.10 % | |||
| Book Value Per Share | 5.97 X | |||
| Cash Flow From Operations | 326 M | |||
| Earnings Per Share | 0.41 X | |||
| Total Asset | 7.34 B | |||
| Retained Earnings | 3.21 B | |||
| Current Asset | 3.57 B | |||
| Current Liabilities | 1.72 B | |||
About Pearson Plc Performance
By analyzing Pearson Plc's fundamental ratios, stakeholders can gain valuable insights into Pearson Plc's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Pearson Plc has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Pearson Plc has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Pearson plc provides educational products and services to institutions, governments, professional bodies, and individual learners worldwide. The company was founded in 1844 and is headquartered in London, the United Kingdom. PEARSON PLC operates under Publishing classification in Germany and is traded on Frankfurt Stock Exchange. It employs 24000 people.Things to note about Pearson plc performance evaluation
Checking the ongoing alerts about Pearson Plc for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Pearson plc help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Over 96.0% of the company shares are owned by institutional investors |
- Analyzing Pearson Plc's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Pearson Plc's stock is overvalued or undervalued compared to its peers.
- Examining Pearson Plc's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Pearson Plc's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pearson Plc's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Pearson Plc's stock. These opinions can provide insight into Pearson Plc's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Pearson Stock analysis
When running Pearson Plc's price analysis, check to measure Pearson Plc's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Pearson Plc is operating at the current time. Most of Pearson Plc's value examination focuses on studying past and present price action to predict the probability of Pearson Plc's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Pearson Plc's price. Additionally, you may evaluate how the addition of Pearson Plc to your portfolios can decrease your overall portfolio volatility.
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Transaction History View history of all your transactions and understand their impact on performance |