Pearson Plc Adr Stock Z Score

PSO Stock

USD 12.27 0.14 1.13%

Altman Z Score is one of the simplest fundamental models to determine how likely your company is to fail. The module uses available fundamental data of a given equity to approximate the Altman Z score. Altman Z Score is determined by evaluating five fundamental price points available from the company's current public disclosure documents. Check out Pearson PLC Piotroski F Score and Pearson PLC Valuation analysis.

At this time, Pearson PLC's Net Working Capital is very stable compared to the past year. As of the 4th of May 2024, Capital Expenditures is likely to grow to about 447.3 M, while Capital Surpluse is likely to drop about 2.2 B. At this time, Pearson PLC's Income Tax Expense is very stable compared to the past year. As of the 4th of May 2024, Research Development is likely to grow to about 298.2 M, while Depreciation And Amortization is likely to drop about 352.9 M.

Pearson PLC ADR Company Z Score Analysis

Pearson PLC's Z-Score is a simple linear, multi-factor model that measures the financial health and economic stability of a company. The score is used to predict the probability of a firm going into bankruptcy within next 24 months or two fiscal years from the day stated on the accounting statements used to calculate it. The model uses five fundamental business ratios that are weighted according to algorithm of Professor Edward Altman who developed it in the late 1960s at New York University..

Z Score

Sum Of

5 Factors

More About Z Score | All Equity Analysis

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

Pearson Z Score Driver Correlations

Understanding the fundamental principles of building solid financial models for Pearson PLC is extremely important. It helps to project a fair market value of Pearson Stock properly, considering its historical fundamentals such as Z Score. Since Pearson PLC's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Pearson PLC's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Pearson PLC's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Accounts Payable	Short Term Investments	Total Liab	Total Current Assets	Short Term Debt	Common Stock	Intangible Assets	Current Deferred Revenue	Long Term Debt	Net Receivables	Good Will	Property Plant Equipment	Treasury Stock	Net Tangible Assets	Long Term Investments	Short Long Term Debt	Long Term Debt Total	Capital Surpluse	Net Invested Capital	Net Working Capital	Capital Stock	Cash And Equivalents
Total Assets		0.97	0.59	0.8	0.78	-0.33	0.97	0.86	0.56	0.87	0.15	-0.39	0.22	0.31	0.12	-0.08	-0.08	0.11	0.08	0.18	0.32	0.21	0.21	-0.27	0.28	0.22
Total Stockholder Equity	0.97		0.52	0.81	0.71	-0.24	0.87	0.82	0.58	0.87	0.12	-0.4	0.11	0.24	0.07	-0.13	0.01	0.2	-0.03	0.14	0.2	0.16	0.25	-0.19	0.27	0.25
Net Debt	0.59	0.52		0.5	0.38	-0.18	0.62	0.28	0.6	0.48	-0.13	0.06	0.35	0.11	0.1	0.4	-0.15	-0.3	-0.22	0.08	0.45	0.31	-0.15	-0.12	-0.04	-0.12
Retained Earnings	0.8	0.81	0.5		0.61	-0.42	0.75	0.5	0.7	0.48	0.38	-0.29	0.53	0.18	0.57	0.28	-0.46	0.1	-0.34	0.6	0.6	0.55	0.15	-0.39	0.27	0.18
Accounts Payable	0.78	0.71	0.38	0.61		-0.25	0.79	0.67	0.49	0.6	0.26	-0.43	0.36	0.16	0.22	0.02	-0.25	-0.09	0.13	0.28	0.45	0.36	0.4	-0.29	0.41	0.47
Short Term Investments	-0.33	-0.24	-0.18	-0.42	-0.25		-0.4	-0.17	-0.11	-0.05	-0.36	-0.27	-0.64	-0.51	-0.46	-0.24	0.65	0.16	-0.22	-0.5	-0.57	-0.56	-0.5	0.65	-0.67	-0.48
Total Liab	0.97	0.87	0.62	0.75	0.79	-0.4		0.84	0.51	0.81	0.16	-0.35	0.32	0.35	0.16	-0.03	-0.17	0.02	0.18	0.21	0.42	0.25	0.17	-0.34	0.28	0.19
Total Current Assets	0.86	0.82	0.28	0.5	0.67	-0.17	0.84		0.25	0.89	0.02	-0.36	-0.12	0.45	-0.18	-0.39	0.22	0.28	0.32	-0.04	0.01	-0.13	0.25	-0.02	0.26	0.25
Short Term Debt	0.56	0.58	0.6	0.7	0.49	-0.11	0.51	0.25		0.35	-0.12	-0.35	0.39	0.03	0.22	0.34	-0.25	-0.04	-0.41	0.45	0.49	0.48	0.2	-0.11	0.26	0.24
Common Stock	0.87	0.87	0.48	0.48	0.6	-0.05	0.81	0.89	0.35		-0.1	-0.36	-0.23	0.31	-0.31	-0.37	0.35	0.19	0.26	-0.25	-0.13	-0.19	0.09	0.06	0.08	0.08
Intangible Assets	0.15	0.12	-0.13	0.38	0.26	-0.36	0.16	0.02	-0.12	-0.1		0.03	0.46	-0.03	0.81	0.37	-0.68	-0.31	-0.24	0.59	0.52	0.56	0.18	-0.34	0.26	0.19
Current Deferred Revenue	-0.39	-0.4	0.06	-0.29	-0.43	-0.27	-0.35	-0.36	-0.35	-0.36	0.03		0.02	0.35	0.1	0.25	-0.16	-0.23	-0.06	0.11	0.03	0.1	-0.05	-0.02	-0.01	-0.07
Long Term Debt	0.22	0.11	0.35	0.53	0.36	-0.64	0.32	-0.12	0.39	-0.23	0.46	0.02		0.11	0.79	0.74	-0.93	-0.44	-0.26	0.72	0.93	0.89	0.31	-0.61	0.49	0.35
Net Receivables	0.31	0.24	0.11	0.18	0.16	-0.51	0.35	0.45	0.03	0.31	-0.03	0.35	0.11		0.01	-0.01	-0.14	-0.16	0.2	0.19	0.1	0.22	0.3	-0.06	0.36	0.27
Good Will	0.12	0.07	0.1	0.57	0.22	-0.46	0.16	-0.18	0.22	-0.31	0.81	0.1	0.79	0.01		0.66	-0.92	-0.35	-0.51	0.86	0.82	0.84	0.09	-0.5	0.23	0.12
Property Plant Equipment	-0.08	-0.13	0.4	0.28	0.02	-0.24	-0.03	-0.39	0.34	-0.37	0.37	0.25	0.74	-0.01	0.66		-0.71	-0.54	-0.6	0.51	0.73	0.74	0.1	-0.02	0.21	0.13
Treasury Stock	-0.08	0.01	-0.15	-0.46	-0.25	0.65	-0.17	0.22	-0.25	0.35	-0.68	-0.16	-0.93	-0.14	-0.92	-0.71		0.51	0.33	-0.85	-0.89	-0.93	-0.3	0.61	-0.46	-0.32
Net Tangible Assets	0.11	0.2	-0.3	0.1	-0.09	0.16	0.02	0.28	-0.04	0.19	-0.31	-0.23	-0.44	-0.16	-0.35	-0.54	0.51		0.27	-0.24	-0.42	-0.62	-0.09	0.15	-0.12	-0.1
Long Term Investments	0.08	-0.03	-0.22	-0.34	0.13	-0.22	0.18	0.32	-0.41	0.26	-0.24	-0.06	-0.26	0.2	-0.51	-0.6	0.33	0.27		-0.48	-0.35	-0.5	0.12	-0.2	0.16	0.1
Short Long Term Debt	0.18	0.14	0.08	0.6	0.28	-0.5	0.21	-0.04	0.45	-0.25	0.59	0.11	0.72	0.19	0.86	0.51	-0.85	-0.24	-0.48		0.81	0.84	0.26	-0.5	0.39	0.29
Long Term Debt Total	0.32	0.2	0.45	0.6	0.45	-0.57	0.42	0.01	0.49	-0.13	0.52	0.03	0.93	0.1	0.82	0.73	-0.89	-0.42	-0.35	0.81		0.88	0.26	-0.5	0.43	0.31
Capital Surpluse	0.21	0.16	0.31	0.55	0.36	-0.56	0.25	-0.13	0.48	-0.19	0.56	0.1	0.89	0.22	0.84	0.74	-0.93	-0.62	-0.5	0.84	0.88		0.38	-0.49	0.49	0.41
Net Invested Capital	0.21	0.25	-0.15	0.15	0.4	-0.5	0.17	0.25	0.2	0.09	0.18	-0.05	0.31	0.3	0.09	0.1	-0.3	-0.09	0.12	0.26	0.26	0.38		-0.17	0.94	0.99
Net Working Capital	-0.27	-0.19	-0.12	-0.39	-0.29	0.65	-0.34	-0.02	-0.11	0.06	-0.34	-0.02	-0.61	-0.06	-0.5	-0.02	0.61	0.15	-0.2	-0.5	-0.5	-0.49	-0.17		-0.33	-0.16
Capital Stock	0.28	0.27	-0.04	0.27	0.41	-0.67	0.28	0.26	0.26	0.08	0.26	-0.01	0.49	0.36	0.23	0.21	-0.46	-0.12	0.16	0.39	0.43	0.49	0.94	-0.33		0.94
Cash And Equivalents	0.22	0.25	-0.12	0.18	0.47	-0.48	0.19	0.25	0.24	0.08	0.19	-0.07	0.35	0.27	0.12	0.13	-0.32	-0.1	0.1	0.29	0.31	0.41	0.99	-0.16	0.94

Click cells to compare fundamentals

To calculate a Z-Score, one would need to know a company's current working capital, its total assets and liabilities, and the amount of its latest earnings as well as earnings before interest and tax. Z-Scores can be used to compare the odds of bankruptcy of companies in a similar line of business or firms operating in the same industry. Companies with Z-Scores above 3.1 are generally considered to be stable and healthy with a low probability of bankruptcy. Scores that fall between 1.8 and 3.1 lie in a so-called 'grey area,' with scores of less than 1 indicating the highest probability of distress. Z Score is a used widely measure by financial auditors, accountants, money managers, loan processors, wealth advisers, and day traders. In the last 25 years, many financial models that utilize z-scores proved it to be successful as a predictor of corporate bankruptcy.

Competition

Predict Pearson PLC

Based on the company's disclosures, Pearson PLC ADR has a Z Score of 0.0. This is 100.0% lower than that of the Media sector and about the same as Communication Services (which currently averages 0.0) industry. The z score for all United States stocks is 100.0% higher than that of the company.

Pearson PLC Current Valuation Drivers

We derive many important indicators used in calculating different scores of Pearson PLC from analyzing Pearson PLC's financial statements. These drivers represent accounts that assess Pearson PLC's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Pearson PLC's important valuation drivers and their relationship over time.

	2019	2020	2021	2022	2023	2024 (projected)
Market Cap	4.9B	5.1B	4.7B	6.9B	6.9B	4.8B
Enterprise Value	6.2B	5.6B	5.2B	7.6B	7.7B	5.5B

Pearson PLC Institutional Holders

Institutional Holdings refers to the ownership stake in Pearson PLC that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Pearson PLC's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Pearson PLC's value.

		Shares
Henry James International Management Inc.	2023-12-31	270.3 K
Fmr Inc	2023-12-31	229.4 K
Optiver Holding B.v.	2023-12-31	228.1 K
Mariner Wealth Advisors, Llc	2023-12-31	168.6 K
Renaissance Technologies Corp	2023-12-31	106.4 K
Ethic Inc.	2023-12-31	106.1 K
Citadel Advisors Llc	2023-09-30	102.1 K
Bank Of America Corp	2023-12-31	91.5 K
Quantinno Capital Management Lp	2023-12-31	89.7 K
Goldman Sachs Group Inc	2023-12-31	4.5 M
Morgan Stanley - Brokerage Accounts	2023-12-31	2.5 M

Pearson Fundamentals

	Return On Equity	0.0904
	Return On Asset	0.0476
	Profit Margin	0.10 %
	Operating Margin	0.18 %
	Current Valuation	9.53 B
	Shares Outstanding	675.92 M
	Shares Owned By Insiders	0.10 %
	Shares Owned By Institutions	2.63 %
	Number Of Shares Shorted	966 K
	Price To Earning	20.79 X
	Price To Book	1.70 X
	Price To Sales	2.33 X
	Revenue	3.67 B
	Gross Profit	1.79 B
	EBITDA	1 B
	Net Income	378 M
	Cash And Equivalents	543 M
	Cash Per Share	0.52 X
	Total Debt	1.16 B
	Debt To Equity	0.30 %
	Current Ratio	1.90 X
	Book Value Per Share	5.72 X
	Cash Flow From Operations	845 M
	Short Ratio	2.18 X
	Earnings Per Share	0.66 X
	Price To Earnings To Growth	0.68 X
	Target Price	13.1
	Number Of Employees	17.61 K
	Beta	0.31
	Market Capitalization	8.39 B
	Total Asset	6.73 B
	Retained Earnings	745 M
	Working Capital	1.03 B
	Current Asset	4.1 B
	Current Liabilities	1.91 B
	Annual Yield	0.02 %
	Five Year Return	2.91 %
	Net Asset	6.73 B
	Last Dividend Paid	0.23

About Pearson PLC Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Pearson PLC ADR's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Pearson PLC using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Pearson PLC ADR based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

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When determining whether Pearson PLC ADR offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Pearson PLC's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Pearson Plc Adr Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Pearson Plc Adr Stock:

How To Invest In Pearson

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Is Pearson Stock a good investment?

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What is Pearson PLC's Net Worth?

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Check out Pearson PLC Piotroski F Score and Pearson PLC Valuation analysis.

You can also try the Transaction History module to view history of all your transactions and understand their impact on performance.

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When running Pearson PLC's price analysis, check to measure Pearson PLC's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Pearson PLC is operating at the current time. Most of Pearson PLC's value examination focuses on studying past and present price action to predict the probability of Pearson PLC's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Pearson PLC's price. Additionally, you may evaluate how the addition of Pearson PLC to your portfolios can decrease your overall portfolio volatility.

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Is Pearson PLC's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Pearson PLC. If investors know Pearson will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Pearson PLC listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.

Quarterly Earnings Growth

0.855

Dividend Share

0.227

Earnings Share

0.66

Revenue Per Share

5.164

Quarterly Revenue Growth

(0.13)

The market value of Pearson PLC ADR is measured differently than its book value, which is the value of Pearson that is recorded on the company's balance sheet. Investors also form their own opinion of Pearson PLC's value that differs from its market value or its book value, called intrinsic value, which is Pearson PLC's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Pearson PLC's market value can be influenced by many factors that don't directly affect Pearson PLC's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.

Please note, there is a significant difference between Pearson PLC's value and its price as these two are different measures arrived at by different means. Investors typically determine if Pearson PLC is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Pearson PLC's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

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Pearson Plc Adr Stock Z Score

Pearson PLC ADR Company Z Score Analysis

Z Score

Sum Of

5 Factors

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

Pearson Z Score Driver Correlations

Pearson PLC Current Valuation Drivers

Pearson PLC Institutional Holders

Pearson Fundamentals

About Pearson PLC Fundamental Analysis

Becoming a Better Investor with Macroaxis

Build Optimal Portfolios

Align your risk with return expectations

Complementary Tools for Pearson Stock analysis

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