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Pearson plc (PSO)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US7050151056

CUSIP

705015105

Industry

Publishing

IPO Date

Sep 1, 2000

Highlights

Market Cap

$10.98B

EPS (TTM)

$0.85

PE Ratio

19.58

PEG Ratio

0.68

Total Revenue (TTM)

$1.75B

Gross Profit (TTM)

$879.00M

EBITDA (TTM)

$296.00M

Year Range

$11.54 - $17.66

Target Price

$17.00

Short %

0.31%

Short Ratio

1.63

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.


Pearson plc

Performance

Performance Chart


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S&P 500

Returns By Period

Pearson plc (PSO) returned 3.53% year-to-date (YTD) and 39.72% over the past 12 months. Over the past 10 years, PSO returned 1.35% annually, underperforming the S&P 500 benchmark at 10.88%.


PSO

YTD

3.53%

1M

4.97%

6M

7.74%

1Y

39.72%

3Y*

22.80%

5Y*

26.65%

10Y*

1.35%

^GSPC (Benchmark)

YTD

0.68%

1M

7.17%

6M

-1.66%

1Y

11.63%

3Y*

12.51%

5Y*

14.34%

10Y*

10.88%

*Annualized

Monthly Returns

The table below presents the monthly returns of PSO, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.41%3.54%-6.01%1.50%1.35%3.53%
2024-0.57%-0.33%9.73%-7.45%-0.90%3.40%8.25%3.47%-2.23%7.59%7.06%3.13%34.16%
20230.27%-2.83%-3.07%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%9.24%-4.88%16.44%8.00%-6.16%37.70%
202120.37%-5.16%3.84%7.58%1.57%-0.60%4.74%-12.21%-8.69%-14.37%-2.78%4.35%-6.11%
2020-11.98%-2.96%-1.43%-14.95%-1.02%24.65%-3.18%7.45%-4.56%-6.05%28.89%6.62%13.25%
2019-0.50%-4.46%-3.26%0.26%-8.40%4.33%1.74%-3.54%-10.41%-2.65%-5.00%0.84%-27.76%
2018-0.51%2.25%5.41%10.20%4.90%-3.17%4.05%-1.38%-2.62%-1.04%7.63%-2.69%24.32%
2017-22.52%7.62%1.80%1.78%10.37%-0.88%-4.12%-8.55%4.36%14.00%2.37%3.37%4.32%
20164.17%5.34%6.00%-2.52%3.32%7.09%-10.01%-0.78%-13.82%-5.72%6.93%1.22%-1.48%
20159.81%7.85%-1.10%-4.00%-0.54%-5.81%-1.58%-5.29%-1.38%-22.38%-7.43%-12.57%-39.17%
2014-18.35%-6.62%4.27%8.70%4.58%0.92%-3.03%-2.56%8.63%-6.34%2.99%-4.45%-13.72%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 93, PSO is among the top 7% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of PSO is 9393
Overall Rank
The Sharpe Ratio Rank of PSO is 9595
Sharpe Ratio Rank
The Sortino Ratio Rank of PSO is 9393
Sortino Ratio Rank
The Omega Ratio Rank of PSO is 9393
Omega Ratio Rank
The Calmar Ratio Rank of PSO is 9090
Calmar Ratio Rank
The Martin Ratio Rank of PSO is 9393
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Pearson plc (PSO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Pearson plc Sharpe ratios as of May 28, 2025 (values are recalculated daily):

  • 1-Year: 2.01
  • 5-Year: 0.85
  • 10-Year: 0.04
  • All Time: 0.04

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Pearson plc compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

Pearson plc provided a 1.85% dividend yield over the last twelve months, with an annual payout of $0.30 per share. The company has been increasing its dividends for 2 consecutive years.


2.00%3.00%4.00%5.00%6.00%7.00%$0.00$0.20$0.40$0.60$0.8020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.30$0.29$0.27$0.27$0.28$0.25$0.24$0.24$0.49$0.72$0.81$0.82

Dividend yield

1.85%1.82%2.21%2.40%3.30%2.75%2.89%2.00%4.98%7.20%7.48%4.46%

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
2025$0.00$0.00$0.21$0.00$0.00$0.21
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$0.28
2020$0.00$0.00$0.17$0.00$0.00$0.00$0.00$0.08$0.00$0.00$0.00$0.00$0.25
2019$0.00$0.00$0.00$0.17$0.00$0.00$0.00$0.07$0.00$0.00$0.00$0.00$0.24
2018$0.00$0.00$0.00$0.17$0.00$0.00$0.00$0.07$0.00$0.00$0.00$0.00$0.24
2017$0.00$0.00$0.00$0.42$0.00$0.00$0.00$0.07$0.00$0.00$0.00$0.00$0.49
2016$0.00$0.00$0.00$0.48$0.00$0.00$0.00$0.24$0.00$0.00$0.00$0.00$0.72
2015$0.00$0.00$0.00$0.53$0.00$0.00$0.00$0.28$0.00$0.00$0.00$0.00$0.81
2014$0.53$0.00$0.00$0.00$0.29$0.00$0.00$0.00$0.00$0.82

Dividend Yield & Payout


Dividend Yield

Pearson plc has a dividend yield of 1.85%, which is quite average when compared to the overall market.

Payout Ratio

Pearson plc has a payout ratio of 36.17%, 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 5.98%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-74.78%Sep 5, 2000620Feb 26, 20032354Jun 29, 20122974
-70.58%Mar 19, 20151262Mar 23, 20201185Dec 5, 20242447
-25.89%Jan 2, 201454Mar 20, 2014231Feb 19, 2015285
-15.45%Mar 5, 202525Apr 8, 2025
-14.25%Oct 5, 201297Feb 27, 2013104Jul 26, 2013201
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

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

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Pearson plc, comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -100.1%.


0.005.0010.0015.0020.0025.0030.00AprilMayJuneJulyAugustSeptemberOctoberNovemberDecember2021FebruaryMarch
0.02
0
Actual
Estimate

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 19.6. 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 0.7. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.

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 3.1. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

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 2.0. 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