Financial Services
Live Price
Offline$50.53
-2.67% today
1Y Change
-0.40%
Window
Jun 20, 2025 → Jun 15, 2026
Coverage: 248 bars · Jun 20, 2025 → Jun 15, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Pershing Square Holdings, Ltd. (PSHZF) is a Financial Services stock with a market cap of $9.41B and listed on OTC. The stock last traded around $50.53 and down 0.4% across the available one-year price window (Jun 20, 2025 → Jun 15, 2026). Baseline metrics include revenue growth of -47.1%, EPS growth of -52.7%, a dividend yield of 1.3%. What stands out right now is revenue -47.1%, EPS -52.7%, free cash flow -217.2% with operating margin 95.4% and ROIC 13.4%. The dividend is present but secondary, with a yield around 1.3%. Valuation is more restrained than many high-expectation growth names at P/E 3.8 and price/sales 3.5. Overall, the current profile looks closer to a turnaround or cyclical reset than a generic broad-market placeholder. Stock Foundry combines PSHZF price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Benchmark Comparison
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
PSHZF
—
Normalized return
SPY
—
S&P 500
Excess Return
—
Relative to SPY
PSHZF Max Drawdown
-24.62%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for PSHZF and SPY.
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$2.8B
+136.6% YoY
FY Net Income
$3.8B
+59.0% YoY
Free Cash Flow
$4.4B
+38.6% YoY
Revenue Growth
-47.1%
EPS Growth
-52.7%
Gross Margin
96.0%
Net Margin
94.1%
Income statement
USD
| Metric | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Revenue | 1.7B | 3.1B | 1.6B | 1.2B | 2.8B |
| Gross Profit | 1.7B | 2.6B | 1.4B | 565M | 1.9B |
| Operating Income | 1.2B | 2.7B | -1.1B | 2.6B | 4.1B |
| EBITDA | 1.3B | 0 | -1.1B | 2.6B | 252M |
| Net Income | 1.2B | 2.5B | -1.2B | 2.4B | 3.8B |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
USD
| Metric | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Cash & Equivalents | 437M | 1.9B | 1.2B | 1.8B | 1.9B |
| Total Assets | 15.6B | 15.1B | 13.0B | 15.8B | 12.5B |
| Total Liabilities | 2.6B | 3.1B | 3.1B | 4.4B | 3.5B |
| Shareholder Equity | 13.0B | 12.1B | 9.9B | 11.4B | 9.1B |
| Total Debt | 2.3B | 2.4B | 2.3B | 3.0B | 2.1B |
| Net Debt | 1.9B | 423M | 1.2B | 1.2B | 243M |
Cash flow positioning
Latest Full Year
Operating Cash Flow
4.4B
+38.6% YoY
Capital Expenditures
6
+37.9% YoY
Free Cash Flow
4.4B
+38.6% YoY
Key ratios
Gross Margin
96.0%
Operating Margin
95.4%
Net Margin
94.1%
ROE
18.0%
Debt / Equity
0.24x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.