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PS NYSE

Pershing Square Inc.
1W: -5.4% 1M: +45.6% 3M: +50.7% YTD: +119.6%
$52.76
-0.45 (-0.85%)
 
Weekly Expected Move ±14.0%
$38 $46 $53 $61 $68
NYSE · Financial Services · Asset Management · Tech Score Buy · Power 63 · $21.1B mcap · 344M float · 0.097% daily turnover · Short 72% of daily vol
#148 of 676
Asset Management
Financial Services · Large Cap · 54 peers
Market Share
0.0%
Top 4 Concentration: nan%

Technical Signal Map

10 Bullish
5 Neutral
40 Bearish
PS $21B
Pershing Square Inc.
BULLISH +91
OXLCZ $12B
Oxford Lane Capital Corp. 5.00% Notes due 2027
BULLISH +100
APOS $75B
Apollo Global Management, Inc.
BULLISH +84
AMG $9.8B
Affiliated Managers Group, Inc.
BULLISH +84
VCTR $7.1B
Victory Capital Holdings, Inc.
BULLISH +84
SATA $70B
Strive Inc. Perp. Pfd. Series A
BULLISH +75
TBCIX $112B
T. Rowe Price Blue Chip Growth Fund I Class
BULLISH +41
BKFAF $25B
Brookfield Corporation Cum Red Pfd Registered A Series 2
BULLISH +35
BAMGF $57B
Brookfield Asset Management Inc.
LEAN BULL +19
IDDTF $24B
Industrivarden AB Series C
LEAN BULL +10
BKAMF $32B
Brookfield Asset Management Inc
NEUTRAL +6
AMDUF $21B
Amundi S.A.
NEUTRAL +2
SHNWF $12B
Schroders PLC
NEUTRAL +2
CRBG $15B
Corebridge Financial, Inc.
NEUTRAL -1
MAPTX $8.6B
Matthews Pacific Tiger Fund Investor Class
NEUTRAL -1
EQH $14B
Equitable Holdings, Inc.
LEAN BEAR -17
OXLCI $12B
Oxford Lane Capital Corp.
LEAN BEAR -24
SFNXF $9.6B
Sofina S.A.
LEAN BEAR -25
IDTVF $18B
AB Industrivärden (publ)
BEARISH -30
BEN $17B
Franklin Resources, Inc.
BEARISH -33
IVZ $14B
Invesco Ltd.
BEARISH -33
TROW $22B
T. Rowe Price Group, Inc.
BEARISH -34
JBARF $18B
Julius Baer Gruppe AG
BEARISH -34
OXLCL $11B
Oxford Lane Capital Corp. 6.75% Notes due 2031
BEARISH -34
OXLCG $8.4B
Oxford Lane Capital Corp. 7.95% Notes due 2032
BEARISH -43
NTRSO $33B
Northern Trust Corporation
BEARISH -49
IGIFF $14B
IGM Financial Inc.
BEARISH -50
BNH $89B
Brookfield Finance Inc.
BEARISH -53
STT $49B
State Street Corporation
BEARISH -53
BNJ $88B
Brookfield Finance Inc. 4.50% P
BEARISH -59
PFG $24B
Principal Financial Group, Inc.
BEARISH -59
BLK $164B
BlackRock, Inc.
BEARISH -66
LGGNF $21B
Legal & General Group Plc
BEARISH -66
JBAXY $18B
Julius Bär Gruppe AG
BEARISH -68
SEIC $12B
SEI Investments Company
BEARISH -69
STJPF $7.1B
St. James's Place plc
BEARISH -74
BX $135B
Blackstone Inc.
BEARISH -78
KKR $81B
KKR & Co. Inc.
BEARISH -78
BAM $72B
Brookfield Asset Management Ltd.
BEARISH -78
ARES $39B
Ares Management Corporation
BEARISH -78
TPG $17B
TPG Inc.
BEARISH -78
BN $82B
Brookfield Corporation
BEARISH -82
PGPHF $19B
Partners Group Holding AG
BEARISH -82
LZOEX $20B
Lazard Emerging Markets Equity Portfolio
BEARISH -84
ARCC $14B
Ares Capital Corporation
BEARISH -84
IVSXF $123B
Investor AB (publ)
BEARISH -87
AMP $44B
Ameriprise Financial, Inc.
BEARISH -87
EQBBF $35B
EQT AB (publ)
BEARISH -87
RJF $30B
Raymond James Financial, Inc.
BEARISH -87
MGPUF $10B
M&G plc
BEARISH -87
CG $14B
The Carlyle Group Inc.
BEARISH -91
OWL $14B
Blue Owl Capital Inc.
BEARISH -91
PSHZF $8.7B
Pershing Square Holdings, Ltd.
BEARISH -91
TGOPF $34B
3i Group plc
BEARISH -100
GBLBF $9.8B
Groupe Bruxelles Lambert S.A.
BEARISH -100

Peer Comparison

Symbol Mkt Cap P/E ROE % ROIC % Net Mgn % Rev Grw % Piotroski Signal 1Y Ret %
PS Pershing Square Inc. $21B 1319.0 -3.1 -3.2 -78.8 — 3 BULLISH —
OXLCZ Oxford Lane Capital Corp. 5.00% Notes due 2027 $12B -1.5 -48.7 -20.5 -364.5 53.9 4 BULLISH 4.3
APOS Apollo Global Management, Inc. $75B 24.7 14.3 92.3 12.1 36.0 5 BULLISH -1.3
AMG Affiliated Managers Group, Inc. $9.8B 11.9 27.3 10.2 28.4 24.5 7 BULLISH 60.8
VCTR Victory Capital Holdings, Inc. $7.1B 20.6 19.0 17.0 32.0 51.5 7 BULLISH 82.4
SATA Strive Inc. Perp. Pfd. Series A $70B -5.2 -70.9 -4.8 -9650.2 — 2 BULLISH —
TBCIX T. Rowe Price Blue Chip Growth Fund I Class $112B — — — — — — BULLISH 5.3
BKFAF Brookfield Corporation Cum Red Pfd Registered A Series 2 $25B 22.3 4.1 3.8 1.8 5.8 6 BULLISH 47.5
BAMGF Brookfield Asset Management Inc. $57B 33.5 4.2 4.9 1.8 8.9 7 LEAN BULL 15.4
IDDTF Industrivarden AB Series C $24B 3.6 32.0 28.4 96.7 320.1 8 LEAN BULL 59.6
BKAMF Brookfield Asset Management Inc $32B 22.2 3.1 4.6 1.8 6.0 6 NEUTRAL 0.0
AMDUF Amundi S.A. $21B 10.7 25.1 17.7 19.9 -33.4 6 NEUTRAL 31.0
SHNWF Schroders PLC $12B 13.4 24.2 56.5 17.0 11.5 6 NEUTRAL 51.0
CRBG Corebridge Financial, Inc. $15B 19.9 7.9 5.3 0.1 229.2 8 NEUTRAL 6.3
MAPTX Matthews Pacific Tiger Fund Investor Class $8.6B — — — — — — NEUTRAL 24.2
EQH Equitable Holdings, Inc. $14B -16.1 -508.8 0.9 -27.3 -22.1 6 LEAN BEAR 7.4
OXLCI Oxford Lane Capital Corp. $12B -1.5 -41.5 -24.2 -364.5 28.8 3 LEAN BEAR -1.5
SFNXF Sofina S.A. $9.6B 6.2 16.9 15.1 1532.9 3.6 4 LEAN BEAR -9.4
IDTVF AB Industrivärden (publ) $18B 3.6 32.2 27.7 99.6 318.5 7 BEARISH 34.0
BEN Franklin Resources, Inc. $17B 21.9 7.4 2.5 7.3 7.9 5 BEARISH 45.6
IVZ Invesco Ltd. $14B -45.1 -0.5 -2.9 20.9 12.2 5 BEARISH 34.0
TROW T. Rowe Price Group, Inc. $22B 10.5 20.6 21.5 33.1 7.0 8 BEARISH 4.8
JBARF Julius Baer Gruppe AG $18B 13.1 29.7 18.4 21.6 15.0 7 BEARISH 23.5
OXLCL Oxford Lane Capital Corp. 6.75% Notes due 2031 $11B -1.5 -48.7 -20.5 -364.5 53.9 4 BEARISH 2.1
OXLCG Oxford Lane Capital Corp. 7.95% Notes due 2032 $8.4B -1.5 -58.4 -24.4 -364.5 — 3 BEARISH -1.2
NTRSO Northern Trust Corporation $33B 14.6 17.1 -9.9 18.8 3.1 8 BEARISH -10.4
IGIFF IGM Financial Inc. $14B 16.9 13.4 6.5 26.6 7.9 7 BEARISH 63.2
BNH Brookfield Finance Inc. $89B 65.8 3.0 5.5 1.8 2.2 6 BEARISH -11.9
STT State Street Corporation $49B 15.3 12.4 6.3 18.0 2.2 6 BEARISH 55.2
BNJ Brookfield Finance Inc. 4.50% P $88B 65.8 3.0 5.5 1.8 2.2 6 BEARISH -10.3
PFG Principal Financial Group, Inc. $24B 15.9 13.1 14.6 10.3 3.7 5 BEARISH 36.1
BLK BlackRock, Inc. $164B 25.0 12.3 13.9 27.0 26.5 5 BEARISH -6.7
LGGNF Legal & General Group Plc $21B 24.7 29.3 3.2 1.3 56.9 4 BEARISH 17.8
JBAXY Julius Bär Gruppe AG $18B 13.1 29.8 18.5 21.6 15.7 7 BEARISH 27.1
SEIC SEI Investments Company $12B 17.7 29.2 26.0 30.3 11.3 6 BEARISH 21.8
STJPF St. James's Place plc $7.1B 9.7 80.9 64.5 1.4 56.1 6 BEARISH -15.7
BX Blackstone Inc. $135B 24.8 40.5 34.4 25.8 28.6 7 BEARISH -32.9
KKR KKR & Co. Inc. $81B 26.9 10.6 4.1 12.4 30.7 8 BEARISH -29.1
BAM Brookfield Asset Management Ltd. $72B 25.8 10.1 0.9 52.9 26.5 4 BEARISH -18.9
ARES Ares Management Corporation $39B 51.3 15.0 6.5 10.5 45.4 6 BEARISH -23.2
TPG TPG Inc. $17B 36.6 19.6 21.1 5.1 65.6 7 BEARISH -19.8
BN Brookfield Corporation $82B 65.8 3.0 5.5 1.8 2.2 6 BEARISH -18.3
PGPHF Partners Group Holding AG $19B 13.1 134.6 59.8 39.4 23.9 5 BEARISH -44.9
LZOEX Lazard Emerging Markets Equity Portfolio $20B 10.8 17.9 0.7 498.6 49.5 6 BEARISH 36.8
ARCC Ares Capital Corporation $14B 14.0 6.9 5.1 22.3 9.2 5 BEARISH -11.3
IVSXF Investor AB (publ) $123B 4.7 27.2 22.3 87.6 256.4 6 BEARISH 29.0
AMP Ameriprise Financial, Inc. $44B 11.7 63.4 158.7 22.2 9.0 5 BEARISH 1.2
EQBBF EQT AB (publ) $35B 28.9 24.6 29.4 41.2 39.1 7 BEARISH -10.6
RJF Raymond James Financial, Inc. $30B 13.5 18.5 -135.6 13.6 9.1 7 BEARISH -4.6
MGPUF M&G plc $10B -68.0 -5.3 -4.7 -1.5 257.2 5 BEARISH 30.2
CG The Carlyle Group Inc. $14B 39.3 5.6 3.3 11.9 -9.9 1 BEARISH -34.0
OWL Blue Owl Capital Inc. $14B 76.4 3.7 9.5 1.5 14.2 5 BEARISH -42.9
PSHZF Pershing Square Holdings, Ltd. $8.7B 3.8 7.2 -16288.7 107.2 -89.0 4 BEARISH -21.6
TGOPF 3i Group plc $34B 4.8 40.4 31.2 850.4 -36.1 4 BEARISH -41.0
GBLBF Groupe Bruxelles Lambert S.A. $9.8B -14.3 -2.4 6.9 1.5 65.5 5 BEARISH -6.3

Profile Radar

Valuation vs Profitability

Performance Comparison

Industry Market Share

PS vs Benchmarks

ROIC
PS
-3.2
Industry
6.4
Gross Margin
PS
-84.6
Industry
84.2
Op Margin
PS
-118.6
Industry
36.6
Net Margin
PS
-78.8
Industry
20.4
Sector
17.6
P/E Ratio
PS
1319.0
Sector
14.0
ROE
PS
-3.1
Sector
12.0
Piotroski F
PS
3.0
Sector
6.0

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms