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Pershing Square Inc. (PS) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Pershing Square Inc.

PSMarket cap $23BPrice $58.6

Country🇺🇸United States

SectorFinancials

IndustryCapital Markets

Runs a concentrated portfolio of large-cap bets managed by Bill Ackman, betting big on a handful of high-conviction stocks instead of diversifying. Its activist stakes can move markets the moment they're disclosed.

In Bastion Portfolios?

52W Return+66%

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)na–

Revenue Forecast

Rev CAGR (1y)-62%1

Rev CAGR (3y)-6%1

Rev CAGR (5y)-1%1

Earnings Forecast

EPS Growth Y+1na–

EPS Growth Y+2+87%10

EPS Growth Y+3+12%7

Quality

Margins

EBIT Margin6%3

Net Income Margin2%2

Free Cash Flow Margin22%8

Debt

Net Debt/EBITDA3.92

Efficiency

ROE1%2

ROA2%4

Earnings Stability1010

GEAR+

Not enough data to calculate the GEAR+ rating.

Value

Price Multiples

P/E Ratio (Forward)1061

P/E Ratio (Forward 3y)541

P/BV17.21

EV Multiples

EV/EBITDA Fwd951

EV/EBIT Fwd971

Yield

Free Cash Flow Yieldna1

Dividend Yield0.7%2

Momentum

Short term

1 month return+41%10

3 month return+75%10

YTD return+143%10

Mid term

Price vs 52wHigh97%10

1 year return+143%10

Long term

3 year return+143%8

5 year return+143%8

Risk Shield

Price Risk

Betana–

Volatility98%1

Free Cash Flow

Free Cash Flow Margin22%8

Free Cash Flow Yieldna1

Quality

ROCE3%4

Earnings Stability1010

Net Debt/EBITDA3.92

02Growth

Is it actually growing, and how fast?

PSPershing Square

Revenue FY25$763M

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGRna–

Revenue, next 1Y-62%1

Revenue, next 3Y, CAGR-6%1

Revenue, next 5Y, CAGR-1%1

EARNINGS FORECAST▾SCORE

EPS growth, FY26Ena–

EPS growth, FY27E+87%10

EPS growth, FY28E+12%7

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow faster than sales (EPS about 12%/yr vs revenue -6%/yr), so margins should widen.

WATCH

None flagged.

WEAKNESSES

Growth is the weak spot here, trailing 100% of companies worldwide.

Revenue is set to shrink 6%/yr over the next 3 years, behind most of the market.1/10

Revenue held flat over the last 3 years, but it is set to shrink 6%/yr from here.

Over five years revenue is set to shrink 1%/yr, behind 90% of companies worldwide.1/10

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business heading into decline. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY STRONG98 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+41%10

3-month return+75%10

YTD return+143%10

MID & LONG-TERM▾SCORE

% of 52-week high97%10

1-year return+143%10

3-year return+143%8

5-year return+143%8

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +143% over three years and +143% over five, ahead of 70% of the market.

It's up 143% over the past year, now sitting right at its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+41%), over three months (+75%) and so far this year (+143%).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Pershing Square Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

PSPershing Square

Revenue FY25$763M

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGRna–

Revenue, next 1Y-62%1

Revenue, next 3Y, CAGR-6%1

Revenue, next 5Y, CAGR-1%1

EARNINGS FORECAST▾SCORE

EPS growth, FY26Ena–

EPS growth, FY27E+87%10

EPS growth, FY28E+12%7

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow faster than sales (EPS about 12%/yr vs revenue -6%/yr), so margins should widen.

WATCH

None flagged.

WEAKNESSES

Growth is the weak spot here, trailing 100% of companies worldwide.

Revenue is set to shrink 6%/yr over the next 3 years, behind most of the market.1/10

Revenue held flat over the last 3 years, but it is set to shrink 6%/yr from here.

Over five years revenue is set to shrink 1%/yr, behind 90% of companies worldwide.1/10

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business heading into decline. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY STRONG98 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+41%10

3-month return+75%10

YTD return+143%10

MID & LONG-TERM▾SCORE

% of 52-week high97%10

1-year return+143%10

3-year return+143%8

5-year return+143%8

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +143% over three years and +143% over five, ahead of 70% of the market.

It's up 143% over the past year, now sitting right at its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+41%), over three months (+75%) and so far this year (+143%).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Pershing Square Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community