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SCHL vs. PSO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SCHL vs. PSO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Scholastic Corporation (SCHL) and Pearson plc (PSO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SCHL achieves a 44.87% return, which is significantly higher than PSO's 8.70% return. Over the past 10 years, SCHL has underperformed PSO with an annualized return of 3.13%, while PSO has yielded a comparatively higher 5.16% annualized return.


SCHL

1D
-0.14%
1M
4.32%
YTD
44.87%
6M
48.73%
1Y
104.11%
3Y*
7.44%
5Y*
4.51%
10Y*
3.13%

PSO

1D
0.47%
1M
-1.32%
YTD
8.70%
6M
8.09%
1Y
5.54%
3Y*
15.79%
5Y*
7.50%
10Y*
5.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SCHL vs. PSO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SCHL
Scholastic Corporation
44.87%43.96%-42.00%-2.52%0.48%62.97%-33.43%-3.00%1.86%-14.30%
PSO
Pearson plc
8.70%-11.20%34.16%12.00%37.70%-6.13%13.24%-27.76%24.26%4.53%

Correlation

The correlation between SCHL and PSO is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.22

Correlation (3Y)
Calculated over the trailing 3-year period

0.19

Correlation (5Y)
Calculated over the trailing 5-year period

0.19

Correlation (10Y)
Calculated over the trailing 10-year period

0.25

Correlation (All Time)
Calculated using the full available price history since Sep 1, 2000

0.30

The correlation between SCHL and PSO shifts across timeframes, from 0.19 (3 years) to 0.30 (all time), reflecting how their relationship changes across market environments.

Fundamentals

EPS

SCHL:

$3.69

PSO:

£1.16

PE Ratio

SCHL:

11.51

PSO:

9.74

PEG Ratio

SCHL:

0.16

PSO:

0.38

PS Ratio

SCHL:

0.56

PSO:

1.05

Total Revenue (TTM)

SCHL:

$1.29B

PSO:

£7.12B

Gross Profit (TTM)

SCHL:

$678.60M

PSO:

£3.66B

EBITDA (TTM)

SCHL:

$82.20M

PSO:

£2.01B

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Return for Risk

SCHL vs. PSO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SCHL
SCHL Risk / Return Rank: 9494
Overall Rank
SCHL Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
SCHL Sortino Ratio Rank: 9292
Sortino Ratio Rank
SCHL Omega Ratio Rank: 9292
Omega Ratio Rank
SCHL Calmar Ratio Rank: 9797
Calmar Ratio Rank
SCHL Martin Ratio Rank: 9898
Martin Ratio Rank

PSO
PSO Risk / Return Rank: 4848
Overall Rank
PSO Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
PSO Sortino Ratio Rank: 4343
Sortino Ratio Rank
PSO Omega Ratio Rank: 4444
Omega Ratio Rank
PSO Calmar Ratio Rank: 4949
Calmar Ratio Rank
PSO Martin Ratio Rank: 5050
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.

SCHL vs. PSO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Scholastic Corporation (SCHL) and Pearson plc (PSO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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.


SCHLPSODifference
Sharpe ratioReturn per unit of total volatility

+2.21

Sortino ratioReturn per unit of downside risk

+2.90

Omega ratioGain probability vs. loss probability

1.45

1.07

+0.39

Calmar ratioReturn relative to maximum drawdown

8.71

0.28

+8.43

Martin ratioReturn relative to average drawdown

27.72

0.64

+27.08

SCHL vs. PSO - Sharpe Ratio Comparison

The current SCHL Sharpe Ratio is 2.45, which is higher than the PSO Sharpe Ratio of 0.24. The chart below compares the historical Sharpe Ratios of SCHL and PSO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

SCHL vs. PSO - Drawdown Comparison

The maximum SCHL drawdown since its inception was -83.12%, which is greater than PSO's maximum drawdown of -74.78%. Use the drawdown chart below to compare losses from any high point for SCHL and PSO.


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Drawdown Indicators


SCHLPSODifference

Max Drawdown

Largest peak-to-trough decline

-83.12%

-74.78%

-8.34%

Max Drawdown (1Y)

Largest decline over 1 year

-12.02%

-19.64%

+7.62%

Max Drawdown (3Y)

Largest decline over 3 years

-63.84%

-30.73%

-33.11%

Max Drawdown (5Y)

Largest decline over 5 years

-64.52%

-35.60%

-28.92%

Max Drawdown (10Y)

Largest decline over 10 years

-64.52%

-58.32%

-6.20%

Current Drawdown

Current decline from peak

-3.50%

-12.33%

+8.83%

Average Drawdown

Average peak-to-trough decline

-30.88%

-36.52%

+5.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.77%

8.67%

-4.90%

Volatility

SCHL vs. PSO - Volatility Comparison

Scholastic Corporation (SCHL) has a higher volatility of 8.76% compared to Pearson plc (PSO) at 5.39%. This indicates that SCHL's price experiences larger fluctuations and is considered to be riskier than PSO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SCHLPSODifference

Volatility (1M)

Calculated over the trailing 1-month period

8.76%

5.39%

+3.37%

Volatility (6M)

Calculated over the trailing 6-month period

24.84%

19.05%

+5.79%

Volatility (1Y)

Calculated over the trailing 1-year period

44.15%

23.26%

+20.89%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

41.44%

28.43%

+13.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.36%

31.96%

+5.40%

Dividends

SCHL vs. PSO - Dividend Comparison

SCHL's dividend yield for the trailing twelve months is around 1.88%, less than PSO's 2.16% yield.


PositionTTM20252024202320222021202020192018201720162015
PSO
Pearson plc
2.16%2.12%1.82%2.21%2.40%3.27%2.74%2.90%1.96%5.14%7.28%7.48%
SCHL
Scholastic Corporation
1.88%2.70%3.75%2.12%1.77%1.50%2.40%1.56%1.49%1.50%1.26%1.56%

Financials

SCHL vs. PSO - Financials Comparison

This section allows you to compare key financial metrics between Scholastic Corporation and Pearson plc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00500.00M1.00B1.50B2.00BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober20260
1.84B
(SCHL) Total Revenue
(PSO) Total Revenue
Please note, different currencies. SCHL values in USD, PSO values in GBP

Frequently Asked Questions


SCHL and PSO have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SCHL has higher volatility (8.76%) compared to PSO (5.39%). In terms of maximum drawdown, SCHL dropped -83.12% vs PSO's -74.78%.

SCHL currently has the higher Sharpe Ratio (2.45 vs 0.24), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for SCHL and PSO

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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