Pershing Square Holdings Ltd (PSHZF)

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Pershing Square Holdings Ltd (PSHZF) is down 22.0% since the beginning of the year. At $51 per share, PSHZF is trading 26.0% below its 52-week high of $68. Investors who bought $1,000 worth of PSHZF shares 5 years ago would now be looking at an investment worth $1,508.

Pershing Square Holdings Ltd (PSHZF) has returned -22.02% so far this year and -2.60% over the past 12 months. Over the last decade, PSHZF has posted an annualized return of 14.14%, slightly higher than the S&P 500 Index benchmark’s 13.67%.

Based on dividend-adjusted daily data since Feb 10, 2015, PSHZF's average daily return is +0.04%, while the average monthly return is +0.79%. At this rate, an investment would double in approximately 7.3 years.

Historically, 55% of months were positive and 45% were negative. The best month was Nov 2020 with a return of +21.9%, while the worst month was Feb 2016 at -14.8%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 4 months.

On a daily basis, PSHZF closed higher 48% of trading days. The best single day was Mar 25, 2020 with a return of +16.1%, while the worst single day was Mar 15, 2016 at -14.8%.

Pershing Square Holdings Ltd has an annualized alpha of 0.42%, beta of 0.76, and R2 of 0.26 versus S&P 500 Index. Calculated based on daily prices since February 10, 2015.

• This stock participated in 120.89% of S&P 500 Index downside but only 98.46% of its upside - more exposed to losses than it benefited from rallies.
• R2 of 0.26 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

PSHZF ranks 36 for risk / return — below 36% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

Pershing Square Holdings Ltd provided a 1.38% dividend yield over the last twelve months, with an annual payout of $0.70 per share. The company has been increasing its dividends for 4 consecutive years.

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.

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.

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 56.97%, occurring on Apr 2, 2018. Recovery took 609 trading sessions.

The current Pershing Square Holdings Ltd drawdown is 24.58%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Pershing Square Holdings Ltd over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Pershing Square Holdings Ltd is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.