Pershing Square Holdings Ltd (PSH.AS)
Company Info
| ISIN | GG00BPFJTF46 |
|---|---|
| Sector | Financial Services |
| Industry | Asset Management |
Highlights
| Market Cap | $8.61B |
|---|---|
| EPS (TTM) | $13.17 |
| PE Ratio | 4.00 |
| Total Revenue (TTM) | $1.01B |
| Gross Profit (TTM) | $1.01B |
| EBITDA (TTM) | -$25.06M |
| Year Range | $37.41 - $55.72 |
| Target Price | $51.00 |
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: PSH.AS vs. SPY, PSH.AS vs. ATT.L, PSH.AS vs. VMID.L, PSH.AS vs. BRK-B, PSH.AS vs. BRK-A, PSH.AS vs. QQQ, PSH.AS vs. VOO, PSH.AS vs. MSFT, PSH.AS vs. FBGRX, PSH.AS vs. VUG
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Pershing Square Holdings Ltd, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Pershing Square Holdings Ltd had a return of 1.78% year-to-date (YTD) and 30.72% in the last 12 months. Over the past 10 years, Pershing Square Holdings Ltd had an annualized return of 7.39%, while the S&P 500 had an annualized return of 11.43%, indicating that Pershing Square Holdings Ltd did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 1.78% | 25.82% |
| 1 month | 0.65% | 3.20% |
| 6 months | -9.45% | 14.94% |
| 1 year | 30.72% | 35.92% |
| 5 years (annualized) | 22.07% | 14.22% |
| 10 years (annualized) | 7.39% | 11.43% |
Monthly Returns
The table below presents the monthly returns of PSH.AS, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.45% | 3.85% | 3.82% | -4.65% | 5.79% | 1.93% | -6.33% | 0.02% | -3.85% | -6.11% | 1.78% | ||
| 2023 | 2.89% | 0.50% | -2.24% | -0.29% | -1.35% | 6.00% | 6.35% | -1.48% | -3.70% | -2.75% | 11.97% | 17.47% | 36.03% |
| 2022 | -9.37% | -2.15% | 8.67% | -12.53% | -6.00% | -8.35% | 9.27% | 1.31% | -8.26% | 8.83% | 8.20% | -1.70% | -14.62% |
| 2021 | -4.86% | 4.18% | 2.60% | 5.92% | 2.41% | -5.08% | -3.29% | 2.41% | 0.28% | 11.08% | -3.25% | 6.20% | 18.69% |
| 2020 | 1.15% | -10.40% | 5.21% | 14.41% | 12.06% | 1.29% | 5.11% | 13.20% | -1.80% | -2.01% | 22.42% | 7.03% | 85.77% |
| 2019 | 17.93% | 10.36% | 2.75% | 2.33% | -5.01% | 5.66% | 2.96% | 3.66% | 3.11% | -4.06% | 1.42% | 3.01% | 51.48% |
| 2018 | 5.19% | -8.21% | -8.03% | 7.25% | 6.30% | 5.49% | 2.60% | 2.54% | -0.65% | -5.90% | -0.00% | -9.89% | -5.34% |
| 2017 | 3.92% | 1.46% | -0.85% | 3.03% | -0.70% | -3.54% | -6.13% | -4.26% | -4.08% | 4.25% | 2.45% | -1.01% | -5.98% |
| 2016 | -14.20% | -10.23% | -10.95% | 16.90% | -4.18% | -11.10% | 8.74% | -1.00% | -6.10% | -3.36% | 5.77% | 1.61% | -28.30% |
| 2015 | 3.29% | 9.56% | -2.43% | 0.75% | 1.01% | 1.45% | 0.15% | -6.24% | -16.27% | -6.97% | 0.20% | 1.15% | -15.50% |
| 2014 | 12.27% | 0.57% | -3.38% | 9.09% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of PSH.AS is 67, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Pershing Square Holdings Ltd (PSH.AS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Pershing Square Holdings Ltd provided a 1.21% dividend yield over the last twelve months, with an annual payout of $0.57 per share. The company has been increasing its dividends for 4 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|
| Dividend | $0.57 | $0.52 | $0.48 | $0.40 | $0.40 | $0.40 |
Dividend yield | 1.21% | 1.13% | 1.37% | 0.97% | 1.14% | 2.09% |
Monthly Dividends
The table displays the monthly dividend distributions for Pershing Square Holdings Ltd. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.00 | $0.44 | |
| 2023 | $0.00 | $0.13 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.13 | $0.00 | $0.52 |
| 2022 | $0.00 | $0.10 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.13 | $0.00 | $0.48 |
| 2021 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.40 |
| 2020 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.40 |
| 2019 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.40 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Pershing Square Holdings Ltd. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Pershing Square Holdings Ltd was 57.31%, occurring on Mar 28, 2018. Recovery took 618 trading sessions.
The current Pershing Square Holdings Ltd drawdown is 15.10%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.31% | Aug 7, 2015 | 677 | Mar 28, 2018 | 618 | Aug 31, 2020 | 1295 |
| -31.47% | Dec 31, 2021 | 116 | Jun 14, 2022 | 374 | Nov 24, 2023 | 490 |
| -19.62% | Jun 13, 2024 | 39 | Aug 6, 2024 | — | — | — |
| -13.99% | Sep 3, 2020 | 16 | Sep 24, 2020 | 20 | Oct 22, 2020 | 36 |
| -11.38% | Jan 13, 2021 | 14 | Feb 1, 2021 | 10 | Feb 15, 2021 | 24 |
Volatility
Volatility Chart
The current Pershing Square Holdings Ltd volatility is 7.13%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Pershing Square Holdings Ltd.
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Income Statement
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