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Pearson plc (PSO)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

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

Highlights

Market Cap
$8.54B
Enterprise Value
$10.17B
EPS (TTM)
$1.16
PE Ratio
11.30
PEG Ratio
0.44
Total Revenue (TTM)
$7.12B
Gross Profit (TTM)
$3.66B
EBITDA (TTM)
$2.01B
Year Range
$12.02 - $16.67
Target Price
$14.50
ROA (TTM)
11.91%
ROE (TTM)
21.09%

Share Price Chart


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Pearson plc

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Pearson plc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

Pearson plc (PSO) has returned -4.78% so far this year and -15.99% over the past 12 months. Over the last ten years, PSO has returned 4.34% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


Pearson plc

1D
2.34%
1M
3.63%
YTD
-4.78%
6M
-5.59%
1Y
-15.99%
3Y*
10.40%
5Y*
6.64%
10Y*
4.34%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Sep 1, 2000, PSO's average daily return is +0.02%, while the average monthly return is +0.32%. At this rate, your investment would double in approximately 18.1 years.

Historically, 51% of months were positive and 49% 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%-4.78%
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 -0.56%, beta of 0.79, and R² of 0.23 versus S&P 500 Index. Calculated based on daily prices since September 05, 2000.

  • This stock participated in 91.50% of S&P 500 Index downside but only 64.86% 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
-0.56%
Beta
0.79
0.23
Upside Capture
64.86%
Downside Capture
91.50%

Return for Risk

Risk / Return Rank

PSO ranks 17 for risk / return — in the bottom 17% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


PSO Risk / Return Rank: 1717
Overall Rank
PSO Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
PSO Sortino Ratio Rank: 1515
Sortino Ratio Rank
PSO Omega Ratio Rank: 1414
Omega Ratio Rank
PSO Calmar Ratio Rank: 2121
Calmar Ratio Rank
PSO Martin Ratio Rank: 2323
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 Pearson plc (PSO) and compare them to a chosen benchmark (S&P 500 Index).


PSOBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

-0.65

0.90

-1.55

Sortino ratio

Return per unit of downside risk

-0.72

1.39

-2.11

Omega ratio

Gain probability vs. loss probability

0.89

1.21

-0.32

Calmar ratio

Return relative to maximum drawdown

-0.58

1.40

-1.98

Martin ratio

Return relative to average drawdown

-1.02

6.61

-7.62

Explore PSO risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Pearson plc provided a 2.47% 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

2.47%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$0.23
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 2.47%, 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 23.21%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-74.78%Sep 5, 2000620Feb 26, 20032354Jun 29, 20122974
-70.51%Mar 19, 20151262Mar 23, 20201185Dec 5, 20242447
-30.73%Mar 5, 2025233Feb 5, 2026
-25.89%Jan 2, 201454Mar 20, 2014231Feb 19, 2015285
-14.25%Oct 5, 201297Feb 27, 2013104Jul 26, 2013201

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 11.3. 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 2.3. 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