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Washington H. Soul Pattinson and Company Limited (SOL) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Washington H. Soul Pattinson and Company Limited

SOLMarket cap $12BPrice $32.3

Country🇦🇺Australia

SectorFinancials

Runs a diversified investment portfolio spanning industrial chemicals, building products, and resources across Australia. One of the country's oldest listed companies, it's quietly compounded shareholder wealth for over a century through disciplined capital allocation.

In Bastion Portfolios?

52W Return+32%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+37%10

Revenue Forecast

Rev CAGR (1y)-32%1

Rev CAGR (3y)-7%1

Rev CAGR (5y)-4%1

Earnings Forecast

EPS Growth Y+1-73%1

EPS Growth Y+2+20%8

EPS Growth Y+3+5%5

Quality

Margins

EBIT Margin43%10

Net Income Margin74%10

Free Cash Flow Margin-7%2

Debt

Net Debt/EBITDA-0.310

Efficiency

ROE20%8

ROA17%10

Earnings Stability55

GEAR+AVERAGE61

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)282

P/E Ratio (Forward 3y)232

P/BV1.48

EV Multiples

EV/EBITDA Fwd102

EV/EBIT Fwd112

Yield

Free Cash Flow Yield0.0%10

Dividend Yieldna–

Momentum

Short term

1 month return+3%9

3 month return+4%7

YTD return+25%8

Mid term

Price vs 52wHigh93%9

1 year return+22%7

Long term

3 year return+49%5

5 year return+45%6

Risk Shield

Price Risk

Beta0.39

Volatility19%10

Free Cash Flow

Free Cash Flow Margin-7%2

Free Cash Flow Yield0.0%10

Quality

ROCE11%10

Earnings Stability55

Net Debt/EBITDA-0.310

02Growth

Is it actually growing, and how fast?

SOLWashington H. Soul Pattinson and Company

Revenue FY26$2.1B

GROWTH RATING↗

VERY WEAK9 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+37%10

Revenue, next 1Y-32%1

Revenue, next 3Y, CAGR-7%1

Revenue, next 5Y, CAGR-4%1

EARNINGS FORECAST▾SCORE

EPS growth, FY27E-73%1

EPS growth, FY28E+20%8

EPS growth, FY29E+5%5

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 37%/yr over the last 3 years, ahead of 90% of companies worldwide.10/10

WATCH

Earnings are set to grow faster than sales (EPS about 5%/yr vs revenue -7%/yr), so margins should widen. One year dips: EPS falls 73% next year.

WEAKNESSES

Growth is the weak spot here, trailing 91% of companies worldwide.

Revenue is set to shrink 7%/yr over the next 3 years, behind most of the market.1/10

Revenue grew 37%/yr over the last 3 years, but it is set to shrink 7%/yr from here.

Over five years revenue is set to shrink 4%/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?

SOLWashington H. Soul Pattinson and Company

Total return Current172%

Price return Current129%

MOMENTUM RATING↗

STRONG77 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+3%9

3-month return+4%7

YTD return+25%8

MID & LONG-TERM▾SCORE

% of 52-week high93%9

1-year return+22%7

3-year return+49%5

5-year return+45%6

MOMENTUM ASSESSMENT

STRENGTHS

It's up 22% over the past year, now 7% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+3%), over three months (+4%) and so far this year (+25%).

WATCH

Average long-term results. Multi-year returns are middling (+49% over three years and +45% over five), roughly average for the market.

WEAKNESSES

None flagged.

BOTTOM LINE

Fresh Momentum

Short-term returns are strong but the long track record is thin. Momentum is building — confirmation from longer horizons would strengthen the case.

04Value

Are you paying a fair price for it?

Stop guessing on Washington H. Soul Pattinson and Company Limited. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

SOLWashington H. Soul Pattinson and Company

Revenue FY26$2.1B

GROWTH RATING↗

VERY WEAK9 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+37%10

Revenue, next 1Y-32%1

Revenue, next 3Y, CAGR-7%1

Revenue, next 5Y, CAGR-4%1

EARNINGS FORECAST▾SCORE

EPS growth, FY27E-73%1

EPS growth, FY28E+20%8

EPS growth, FY29E+5%5

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 37%/yr over the last 3 years, ahead of 90% of companies worldwide.10/10

WATCH

Earnings are set to grow faster than sales (EPS about 5%/yr vs revenue -7%/yr), so margins should widen. One year dips: EPS falls 73% next year.

WEAKNESSES

Growth is the weak spot here, trailing 91% of companies worldwide.

Revenue is set to shrink 7%/yr over the next 3 years, behind most of the market.1/10

Revenue grew 37%/yr over the last 3 years, but it is set to shrink 7%/yr from here.

Over five years revenue is set to shrink 4%/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?

SOLWashington H. Soul Pattinson and Company

Total return Current172%

Price return Current129%

MOMENTUM RATING↗

STRONG77 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+3%9

3-month return+4%7

YTD return+25%8

MID & LONG-TERM▾SCORE

% of 52-week high93%9

1-year return+22%7

3-year return+49%5

5-year return+45%6

MOMENTUM ASSESSMENT

STRENGTHS

It's up 22% over the past year, now 7% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+3%), over three months (+4%) and so far this year (+25%).

WATCH

Average long-term results. Multi-year returns are middling (+49% over three years and +45% over five), roughly average for the market.

WEAKNESSES

None flagged.

BOTTOM LINE

Fresh Momentum

Short-term returns are strong but the long track record is thin. Momentum is building — confirmation from longer horizons would strengthen the case.

04Value

Are you paying a fair price for it?

Stop guessing on Washington H. Soul Pattinson and Company Limited. 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