Bringing the fundamentals into focus…
Back to Pershing Square Inc.
How Pershing Square Inc. stacks up
PS · against 161 other Financial Services companies listed in US-listed
Profitability
5/ 100
Near the bottom of its peers.
Ranked #155 of 162 · scores higher than 4% of peers
Bars: peers in each 10-point band of the profitability score12 peers with a profitability score of 0–9, including PS · Click a bar to see the companies
Why profitability scores 5?
Weighted metrics compared with all Financial Services companies.Mainly because of its return on invested capital and operating margin, which are weaker than most Financial Services peers.
- a lower return on invested capital: weaker than 99% of peers. Return on invested capital: -62.9% vs peer median 6.3%
- a thinner operating margin: weaker than 94% of peers. Operating margin: -47.2% vs peer median 23.5%
- Return on assets is close to the peer norm. Return on assets: 2.0% vs peer median 2.6%
Metric by metric
Position: dot = PS, ranked from the worst peer (left) to the best (right); tick = middle, shaded = middle half of peers.| Metric | PS | Peer median | Better than | Position among peers | Weight |
|---|---|---|---|---|---|
| Return on invested capitalHigher is better · 157 reported | -62.9% | 7.1% | 1% | 33% | |
| Operating marginHigher is better · 84 reported | -47.2% | 23.1% | 7% | 33% | |
| Return on assetsHigher is better · 183 reported | 2.0% | 2.6% | 37% | 33% | |
| Return on equityHigher is better · 176 reported | 2.5% | 10.4% | 18% | Context only | |
| Gross marginHigher is better · 200 reported | 22.5% | 83.0% | 19% | Context only |
Ranking by profitability score
Top 5 and the companies ranked around PS| Rank | Company | Market cap | Profitability | Overall |
|---|---|---|---|---|
| 1 | 566.9B USD | 99 | 48 | |
| 2 | 2.7B USD | 98 | 63 | |
| 2 | 31.1B USD | 98 | 65 | |
| 4 | 4.2B USD | 97 | 55 | |
| 4 | 2.7B USD | 97 | 58 | |
| 151 | 5.0B USD | 9 | 47 | |
| 152 | 707M USD | 8 | 48 | |
| 153 | 4.5B USD | 7 | 21 | |
| 154 | 276M USD | 6 | 40 | |
| 155 | 18.7B USD | 5 | 19 | |
| 156 | 385M USD | 4 | 36 | |
| 156 | 3.9B USD | 4 | 40 | |
| 158 | 2.0B USD | 2 | 26 | |
| 158 | 832M USD | 2 | 17 |
Scores are sector-relative percentiles from the latest snapshot, always calculated against the whole sector: narrowing the comparison group changes who you compare with, not the scores. Missing metrics are left out and the remaining weights rescaled. How we score