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ISIN
US7153181018

Highlights

Market Cap
$4.62B
Enterprise Value
$4.53B
EPS (TTM)
$3.41
PE Ratio
8.37
Total Revenue (TTM)
$6.94B
Gross Profit (TTM)
$1.16B
EBITDA (TTM)
$833.93M
Year Range
$27.33 - $41.84
ROA (TTM)
10.39%
ROE (TTM)
15.29%

Share Price Chart


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Performance

PSMMY Performance Chart

Persimmon Plc (PSMMY) is down 21.5% since the beginning of the year. At $29 per share, PSMMY is trading 31.8% below its 52-week high of $42. Investors who bought $1,000 worth of PSMMY shares 5 years ago would now be looking at an investment worth $419.


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S&P 500 Index

Returns By Period

Persimmon Plc (PSMMY) has returned -21.51% so far this year and -14.82% over the past 12 months. Over the last ten years, PSMMY has returned -0.71% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.


Persimmon Plc

1D
-0.73%
1M
1.31%
YTD
-21.51%
6M
-20.49%
1Y
-14.82%
3Y*
0.45%
5Y*
-15.97%
10Y*
-0.71%

Benchmark (S&P 500 Index)

1D
-0.74%
1M
4.90%
YTD
10.35%
6M
10.28%
1Y
26.52%
3Y*
20.83%
5Y*
12.30%
10Y*
13.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PSMMY Monthly Returns History

Based on dividend-adjusted daily data since Aug 15, 2013, PSMMY's average daily return is +0.05%, while the average monthly return is +1.02%. At this rate, an investment would double in approximately 5.7 years.

Historically, 58% of months were positive and 42% were negative. The best month was Nov 2023 with a return of +29.8%, while the worst month was Jun 2016 at -36.8%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 6 months.

On a daily basis, PSMMY closed higher 50% of trading days. The best single day was Mar 25, 2020 with a return of +17.0%, while the worst single day was Jun 24, 2016 at -33.3%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20265.79%5.31%-29.32%0.98%3.38%-4.51%-21.51%
20254.03%-3.97%4.30%11.26%3.57%3.43%-15.86%-4.93%9.13%3.55%11.42%1.43%26.87%
20244.58%-6.88%-4.02%-1.62%13.65%-5.52%21.17%7.54%-0.66%-13.96%-16.07%-4.91%-12.25%
202320.27%-0.68%-11.18%10.84%-9.01%-12.84%14.31%-8.19%-2.56%-5.96%29.81%11.59%29.93%
2022-18.40%-0.46%-7.72%-7.27%6.30%-13.29%1.36%-25.21%-20.86%10.29%2.46%-5.22%-58.84%
2021-7.30%3.23%17.94%5.02%4.99%-8.88%1.59%-0.69%-9.85%2.19%-2.24%8.42%11.72%

Benchmark Metrics

Persimmon Plc has an annualized alpha of 1.32%, beta of 0.89, and R2 of 0.15 versus S&P 500 Index. Calculated based on daily prices since August 16, 2013.

  • This stock participated in 130.95% of S&P 500 Index downside but only 98.25% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.15 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.

Alpha
1.32%
Beta
0.89
0.15
Upside Capture
98.25%
Downside Capture
130.95%

Return for Risk

Risk / Return Rank

PSMMY ranks 24 for risk / return — below 24% 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.


PSMMY Risk / Return Rank: 2424
Overall Rank
PSMMY Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
PSMMY Sortino Ratio Rank: 2222
Sortino Ratio Rank
PSMMY Omega Ratio Rank: 2222
Omega Ratio Rank
PSMMY Calmar Ratio Rank: 2727
Calmar Ratio Rank
PSMMY Martin Ratio Rank: 2525
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Persimmon Plc (PSMMY) and compare them to S&P 500 Index.


PSMMYBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-2.68

Sortino ratioReturn per unit of downside risk

-3.50

Omega ratioGain probability vs. loss probability

0.95

1.41

-0.46

Calmar ratioReturn relative to maximum drawdown

-0.43

2.93

-3.36

Martin ratioReturn relative to average drawdown

-0.85

13.52

-14.37

Dividends

Dividend History

Persimmon Plc provided a 5.65% dividend yield over the last twelve months, with an annual payout of $1.61 per share.


5.00%10.00%15.00%20.00%$0.00$1.00$2.00$3.00$4.00$5.00$6.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.61$1.61$1.55$1.92$6.03$6.41$6.05$5.99$6.43$3.85$6.30$2.74

Dividend yield

5.65%4.43%5.17%5.40%20.63%8.10%7.91%8.26%12.82%5.15%14.45%4.50%

Monthly Dividends

The table displays the monthly dividend distributions for Persimmon Plc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$1.07$0.00$0.00$0.00$0.54$0.00$0.00$1.61
2024$0.00$0.00$0.00$0.00$0.00$1.02$0.00$0.00$0.00$0.53$0.00$0.00$1.55
2023$0.00$0.00$0.00$1.42$0.00$0.00$0.00$0.00$0.00$0.50$0.00$0.00$1.92
2022$0.00$0.00$3.28$0.00$0.00$2.76$0.00$0.00$0.00$0.00$0.00$0.00$6.03
2021$0.00$0.00$3.40$0.00$0.00$0.00$3.01$0.00$0.00$0.00$0.00$0.00$6.41

Dividend Yield & Payout


Dividend Yield

Persimmon Plc has a dividend yield of 5.65%, which means its dividend payment is significantly above the market average.

Payout Ratio

Persimmon Plc has a payout ratio of 69.38%, which is quite average when compared to the overall market. This suggests that Persimmon Plc strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Persimmon Plc. 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 Persimmon Plc was 69.45%, occurring on Oct 25, 2023. The portfolio has not yet recovered.

The current Persimmon Plc drawdown is 59.12%.


Related event

Drawdown

Fall

Recovery

Underwater

2023 bear market2023
-69.45%Oct 2023
2y 4mo
5y 2dJun 2021 - now
COVID crash2020
-57.76%Mar 2020
28d8mo 20d
9mo 18dFeb 2020 - Dec 2020
2016 bear market2016
-47.15%Jul 2016
1mo 12d10mo 3d
11mo 15dMay 2016 - May 2017
Rate-hike selloffLate 2018
-38.02%Dec 2018
6mo 13d11mo 15d
1y 5moJun 2018 - Nov 2019
2015 correction2015
-19.27%Nov 2015
3mo 6d4mo 13d
7mo 19dAug 2015 - Apr 2016

Drawdown Indicators


PSMMYBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-69.45%

-56.78%

-12.67%

Max Drawdown (1Y)

Largest decline over 1 year

-34.28%

-9.10%

-25.18%

Max Drawdown (3Y)

Largest decline over 3 years

-42.78%

-18.90%

-23.88%

Max Drawdown (5Y)

Largest decline over 5 years

-69.38%

-25.43%

-43.95%

Max Drawdown (10Y)

Largest decline over 10 years

-69.45%

-33.92%

-35.53%

Current Drawdown

Current decline from peak

-59.12%

-0.74%

-58.38%

Average Drawdown

Average peak-to-trough decline

-26.19%

-10.72%

-15.47%

Ulcer Index

Depth and duration of drawdowns from previous peaks

17.52%

1.97%

+15.55%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

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


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Persimmon Plc is priced in the market compared to other companies in the Residential Construction industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for PSMMY, comparing it with other companies in the Residential Construction industry. Currently, PSMMY has a P/E ratio of 8.4. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for PSMMY relative to other companies in the Residential Construction industry. Currently, PSMMY has a P/S ratio of 0.7. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for PSMMY in comparison with other companies in the Residential Construction industry. Currently, PSMMY has a P/B value of 1.3. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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