Washington H Soul Pattinson and Co Ltd WSOUF

Morningstar Rating
$33.79 +2.84 (9.18%)
View Full Chart

About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

WSOUF is trading at a LOCK|nMncS@ premium.
Price
$33.79
Fair Value
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Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation
—

Trading Information

Previous Close Price
$30.95
Day Range
$33.79–33.79
52-Week Range
$21.89–33.79
Bid/Ask
$30.95 / $35.30
Shares Outstanding
380.01M
Market Cap
$12.84B
Volume/Avg
7,504 / 5,515

Key Statistics

Price/Earnings (Normalized)
34.97
Price/Sales
12.42
Dividend Yield (Trailing)
2.34%
Dividend Yield (Forward)
2.34%
Dividend Payment Schedule
May, Nov
Total Yield
2.34%

Company Profile

Soul Patts has assets in listed and unlisted companies, property, data centers, real estate, and a credit business. This includes a large shareholding in coal miner New Hope, representing about 15% of pretax net asset valuation. It has a relatively unconstrained investment mandate and an emphasis on value and long-term investing.
Sector
Financial Services
Industry
Capital Markets
Stock Style Box
Large Growth
Total Number of Employees
1,303

Competitors

Valuation

Metric
WSOUF
MKL
BRK.B
Price/Earnings (Normalized)
34.9713.9618.75
Price/Book Value
1.441.301.65
Price/Sales
12.421.522.90
Price/Cash Flow
—11.9829.97
Price/Earnings
WSOUF
MKL
BRK.B

Financial Strength

Metric
WSOUF
MKL
BRK.B
Quick Ratio
6.95——
Current Ratio
9.54——
Interest Coverage
13.9912.4119.13
Quick Ratio
WSOUF
MKL
BRK.B

Profitability

Metric
WSOUF
MKL
BRK.B
Return on Assets (Normalized)
2.37%2.63%6.18%
Return on Equity (Normalized)
2.70%9.93%10.60%
Return on Invested Capital (Normalized)
0.94%8.56%9.48%
Return on Assets
WSOUF
MKL
BRK.B

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