Washington H Soul Pattinson and Co Ltd SOL

Morningstar Rating
A$45.23 −0.51 (1.12%)
View Full Chart

Company Report

Price vs Fair Value

SOL is trading at a LOCK|JVp@%&z premium.
Price
A$45.23
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
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Bulls Say, Bears Say

Bulls

Soul Patts total returns to shareholders have exceeded those of the S&P/ASX 200 Total Return Index for 25 years.

Bears

Past successes are no guarantee that future capital allocation will be as value-accretive

Trading Information

Previous Close Price
A$45.74
Day Range
A$44.81–45.59
52-Week Range
A$34.78–49.43
Bid/Ask
A$45.16 / A$45.30
Shares Outstanding
379.92M
Market Cap
A$17.18B
Volume/Avg
636,795 / 508,484

Key Statistics

Price/Earnings (Normalized)
31.87
Price/Sales
11.32
Dividend Yield (Trailing)
2.37%
Dividend Yield (Forward)
2.37%
Dividend Payment Schedule
May
Total Yield
2.37%

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
SOL
BRK.B
WES
Price/Earnings (Normalized)
31.8712.5829.02
Price/Book Value
1.351.4410.85
Price/Sales
11.322.461.83
Price/Cash Flow
—26.5320.23
Price/Earnings
SOL
BRK.B
WES

Financial Strength

Metric
SOL
BRK.B
WES
Quick Ratio
6.95—0.34
Current Ratio
9.54—1.12
Interest Coverage
13.9921.599.38
Quick Ratio
SOL
BRK.B
WES

Profitability

Metric
SOL
BRK.B
WES
Return on Assets (Normalized)
2.37%7.02%10.36%
Return on Equity (Normalized)
2.70%12.09%35.50%
Return on Invested Capital (Normalized)
0.94%10.72%15.94%
Return on Assets
SOL
BRK.B
WES

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