Washington H Soul Pattinson & Co Ltd WSOUF
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.
Trading Information
- Previous Close Price
- $20.50
- Day Range
- $21.00–21.00
- 52-Week Range
- $19.98–21.00
- Bid/Ask
- $0.00 / —
- Market Cap
- $7.58 Bil
- Volume/Avg
- 289 / 1,733
Key Statistics
- Price/Earnings (Normalized)
- 18.18
- Price/Sales
- 22.53
- Dividend Yield (Trailing)
- 2.82%
- Dividend Yield (Forward)
- 2.82%
- Total Yield
- 2.82%
Company Profile
Washington H. Soul Pattinson, or Soul Patts, is a value-oriented investment house which invests in both public and private markets. As an investor, Soul Patts allocates capital with a view to taking a long-term position in its investments and on a passive basis. Long-term holdings in the group’s three largest investments—TPG Telecom, Brickworks and New Hope Corporation—contribute more than half of the group’s circa AUD 11.5 billion investment net asset value. A cross-shareholding between Soul Patts and Brickworks was established in the 1960s.
- Sector
- Financial Services
- Industry
- Capital Markets
- Stock Style Box
- Large Value
- Total Number of Employees
- 1,303
- Website
- https://www.whsp.com.au
Competitors
Valuation
|
Metric
|
WSOUF
|
BRK.B
|
MKL
|
|---|---|---|---|
Price/Earnings (Normalized) | 18.18 | 23.11 | 23.26 |
Price/Book Value | 1.28 | 1.53 | 1.33 |
Price/Sales | 22.53 | 1.97 | 1.24 |
Price/Cash Flow | 56.14 | 30.14 | 16.53 |
Price/Earnings
WSOUF
BRK.B
MKL
Financial Strength
|
Metric
|
WSOUF
|
BRK.B
|
MKL
|
|---|---|---|---|
Quick Ratio | 2.31 | — | — |
Current Ratio | 4.16 | — | — |
Interest Coverage | 15.53 | 25.02 | 15.34 |
Quick Ratio
WSOUF
BRK.B
MKL
Profitability
|
Metric
|
WSOUF
|
BRK.B
|
MKL
|
|---|---|---|---|
Return on Assets (Normalized) | 4.98% | 9.57% | 4.00% |
Return on Equity (Normalized) | 5.61% | 18.65% | 15.54% |
Return on Invested Capital (Normalized) | 3.46% | 15.43% | 12.11% |
Return on Assets
WSOUF
BRK.B
MKL
Capital Markets Industry Comparables
|
Ticker
|
Name
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
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RJF
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TW
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LPLA
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IBKR
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SF
| Stifel Financial Corp | Zjfmhmhkt | Ygf | $8.2 Bil | |
MKTX
| MarketAxess Holdings Inc | Pglqfyglgj | Lkwvs | $7.6 Bil | |
EVR
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