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ISIN
US7050151056
CUSIP
705015105
Industry
Publishing
IPO Date
Sep 1, 2000

Highlights

Market Cap
$10.17B
Enterprise Value
$12.36B
EPS (TTM)
£1.18
PE Ratio
10.67
PEG Ratio
0.42
Total Revenue (TTM)
£7.12B
Gross Profit (TTM)
£3.66B
EBITDA (TTM)
£2.01B
Year Range
$12.02 - $17.75
Target Price
$14.50
ROA (TTM)
11.91%
ROE (TTM)
21.09%
Avg. Volume (1M)
842K
Avg. Volume Value (1M)
$14.13M

Share Price Chart


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Performance

PSO Performance Chart

Pearson plc (PSO) is up 22.9% since the beginning of the year. At $17 per share, PSO is trading 4.5% below its 52-week high of $18. Investors who bought $1,000 worth of PSO shares 5 years ago would now be looking at an investment worth $1,571.


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Benchmark

Compare this symbol against anything

Returns By Period

Pearson plc (PSO) has returned 22.85% so far this year and 15.92% over the past 12 months. Over the last ten years, PSO has returned 6.91% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.


Pearson plc

1D
-2.70%
1M
1.38%
6M
31.06%
YTD
22.85%
1Y
15.92%
3Y*
19.01%
5Y*
9.46%
10Y*
6.91%
ALL TIME*
1.33%

Benchmark (S&P 500 Index)

1D
0.70%
1M
0.09%
6M
7.94%
YTD
9.41%
1Y
20.07%
3Y*
17.84%
5Y*
11.25%
10Y*
13.26%
ALL TIME*
8.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PSO Monthly Returns History

Based on dividend-adjusted daily data since Sep 1, 2000, PSO's average daily return is +0.03%, while the average monthly return is +0.40%. At this rate, an investment would double in approximately 14.5 years.

Historically, 52% of months were positive and 48% were negative. The best month was Oct 2002 with a return of +29.5%, while the worst month was Sep 2001 at -24.4%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 10 months.

On a daily basis, PSO closed higher 50% of trading days. The best single day was Mar 11, 2022 with a return of +17.7%, while the worst single day was Jan 18, 2017 at -28.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-6.27%-1.98%3.63%11.81%0.95%7.22%6.61%22.85%
20253.41%3.54%-6.01%1.50%-1.85%-6.39%-4.69%3.02%-2.81%-1.77%-5.32%6.61%-11.20%
2024-0.57%-0.33%9.73%-7.45%-0.90%3.40%8.25%3.47%-2.23%7.59%7.05%3.13%34.16%
20230.27%-2.83%-3.08%5.65%-10.78%6.40%5.25%-3.36%-0.28%9.49%2.69%3.71%12.00%
20221.19%4.00%14.89%-2.81%-0.72%-4.16%0.43%9.23%-4.88%16.44%8.00%-6.16%37.70%
202120.37%-5.16%3.83%7.58%1.57%-0.60%4.74%-12.23%-8.69%-14.37%-2.78%4.35%-6.13%

Benchmark Metrics

Pearson plc has an annualized alpha of 0.09%, beta of 0.79, and R2 of 0.23 versus S&P 500 Index. Calculated based on daily prices since September 01, 2000.

  • This stock participated in 88.79% of S&P 500 Index downside but only 65.12% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.23 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
0.09%
Beta
0.79
0.23
Upside Capture
65.12%
Downside Capture
88.79%

Return for Risk

Risk / Return Rank

PSO ranks 68 for risk / return — above 68% of stocks peers on PortfoliosLab. Its historical combined result is above most peers.


PSO Risk / Return Rank: 6868
Overall Rank
PSO Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
PSO Sortino Ratio Rank: 6464
Sortino Ratio Rank
PSO Omega Ratio Rank: 6969
Omega Ratio Rank
PSO Calmar Ratio Rank: 6868
Calmar Ratio Rank
PSO Martin Ratio Rank: 6969
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

Risk / Return Metrics

The table below present risk-adjusted performance metrics for Pearson plc (PSO) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


PSOBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.55

Sortino ratioReturn per unit of downside risk

-0.74

Omega ratioGain probability vs. loss probability

1.19

1.25

-0.07

Calmar ratioReturn relative to maximum drawdown

1.13

2.00

-0.87

Martin ratioReturn relative to average drawdown

2.60

8.49

-5.89

Dividends

Dividend History

Pearson plc provided a 1.91% dividend yield over the last twelve months, with an annual payout of $0.32 per share. The company has been increasing its dividends for 3 consecutive years.


2.00%3.00%4.00%5.00%6.00%7.00%$0.00$0.20$0.40$0.60$0.8020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.32$0.30$0.29$0.27$0.27$0.27$0.25$0.24$0.23$0.50$0.73$0.81

Dividend yield

1.91%2.12%1.82%2.21%2.40%3.27%2.74%2.90%1.96%5.14%7.28%7.48%

Monthly Dividends

The table displays the monthly dividend distributions for Pearson 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$0.23$0.00$0.00$0.00$0.00$0.23
2025$0.00$0.00$0.21$0.00$0.00$0.00$0.00$0.09$0.00$0.00$0.00$0.00$0.30
2024$0.00$0.00$0.20$0.00$0.00$0.00$0.00$0.10$0.00$0.00$0.00$0.00$0.29
2023$0.00$0.00$0.18$0.00$0.00$0.00$0.00$0.09$0.00$0.00$0.00$0.00$0.27
2022$0.00$0.00$0.19$0.00$0.00$0.00$0.00$0.08$0.00$0.00$0.00$0.00$0.27
2021$0.00$0.00$0.19$0.00$0.00$0.00$0.00$0.09$0.00$0.00$0.00$0.00$0.27

Dividend Yield & Payout


Dividend Yield

Pearson plc has a dividend yield of 1.91%, which is quite average when compared to the overall market.

Payout Ratio

Pearson plc has a payout ratio of 41.56%, which is quite average when compared to the overall market. This suggests that Pearson 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 Pearson 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 Pearson plc was 74.78%, occurring on Feb 26, 2003. Recovery took 2354 trading sessions.

The current Pearson plc drawdown is 3.97%.


Drawdown

Fall

Recovery

Underwater

Related event

-74.78%Feb 2003
2y 5mo9y 4mo
11y 10moSep 2000 - Jun 2012
-70.51%Mar 2020
5y 6d4y 8mo
9y 8moMar 2015 - Dec 2024
COVID crash2020
-30.73%Feb 2026
11mo 7d5mo 8d
1y 4moMar 2025 - Jul 2026
-25.89%Mar 2014
2mo 17d11mo 6d
1y 1moJan 2014 - Feb 2015
-14.25%Feb 2013
4mo 25d4mo 29d
9mo 24dOct 2012 - Jul 2013

Drawdown Indicators


PSOBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-74.78%

-56.78%

-18.00%

Max Drawdown (1Y)

Largest decline over 1 year

-19.49%

-9.10%

-10.39%

Max Drawdown (3Y)

Largest decline over 3 years

-30.73%

-18.90%

-11.83%

Max Drawdown (5Y)

Largest decline over 5 years

-30.82%

-25.43%

-5.39%

Max Drawdown (10Y)

Largest decline over 10 years

-58.32%

-33.92%

-24.40%

Current Drawdown

Current decline from peak

-3.97%

-1.58%

-2.39%

Average Drawdown

Average peak-to-trough decline

-36.39%

-10.70%

-25.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.46%

2.14%

+6.32%

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 Pearson 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 Pearson plc is priced in the market compared to other companies in the Publishing 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 PSO, comparing it with other companies in the Publishing industry. Currently, PSO has a P/E ratio of 10.7. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for PSO compared to other companies in the Publishing industry. PSO currently has a PEG ratio of 0.4. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for PSO relative to other companies in the Publishing industry. Currently, PSO has a P/S ratio of 1.2. 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 PSO in comparison with other companies in the Publishing industry. Currently, PSO has a P/B value of 2.2. 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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