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Washington H. Soul Pattinson and Company Limited (SOL.AX)
AUD43.73
-0.36 (-0.82%)
AU ASX Industrials Conglomerates
Address
151 Clarence Street 2000
Sydney, NSW, AU
Sydney, NSW, AU
CEO
Todd James Barlow
Website
whsp.com.au
IPO
1988-01-31
ISIN AU000000SOL3
Also trades on
Australian Securities Exchange · SOL.AX (AUD)
Other OTC · WSOUF (USD)
Description
Operating from its Sydney, Australia headquarters, Washington H. Soul Pattinson and Company Limited functions as an investment firm, allocating capital across a diverse spectrum of sectors and asset classes within the country. Its operations are strategically segmented into portfolios including Strategic, Large Caps, Emerging Companies, Private Equity, Structured Yield, and Property investments. The firm's core objective is to generate substantial capital appreciation and consistently rising dividends, achieved through a disciplined and enduring investment methodology. Its investment activities encompass public equities, private equity and venture capital opportunities, real estate, and structured credit along with cash holdings. This long-established entity was founded in 1872.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
AUD43.73
-0.36 (-0.82%)
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Volume Profile
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Liquidity & share structure
Average Volume
654.2K
Beta
0.15
Float Shares
245.16M
Free Float %
75.1%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.92% | +2.11% | +3.15% | +13.73% | +15.02% | +17.12% | +1.16% | +35.43% | +47.16% | +168.52% | +5,260.97% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Price Targets & DCF
Current price
43.73
DCF (Unlevered)
29.61
-32.3%
DCF (Levered)
51.65
+18.1%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
0% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 2 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Quality scores
Altman Z-Score
5.88
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
A+
Overall Score
5 / 5
High
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
4 / 5
High
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
-
Revenue growth Conglomerates: +6.1%+10.0% ★ Q1'26: +3,276.4% (vs Q1'24)
-
EPS growth Conglomerates: +16.9%-27.5% Q1'26: +576.3% (vs Q1'24)
-
FCF margin FCF growth · Conglomerates: +35.9%+48.4% Q1'26: -96.9% (vs Q1'24)
-
EBIT margin Conglomerates: +9.0%+81.5% ★ Q1'26: -13.1% (vs Q1'24)
-
ROIC Conglomerates: +4.7%+4.5% Q1'26: -2.6% (vs Q1'24)
-
Share dilution Conglomerates: +0.0%-9.2% ★ Q1'26: +12.0% (vs Q1'24)
-
Debt / EBITDA Net debt/EBITDA · Conglomerates: 1.28×1.76× ★ Q1'26: -3.95× (vs Q1'24)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Jul 1998 actual |
Jul 1999 actual |
Jul 2000 actual |
Jul 2001 actual |
Jul 2002 actual |
Jul 2003 actual |
Jul 2004 actual |
Jul 2006 actual |
Jul 2007 actual |
Jul 2008 actual |
Jul 2009 actual |
Jul 2010 actual |
Jul 2011 actual |
Jul 2012 actual |
Jul 2013 actual |
Jul 2014 actual |
Jul 2015 actual |
Jul 2016 actual |
Jul 2017 actual |
Jul 2018 actual |
Jul 2019 actual |
Jul 2020 actual |
Jul 2021 actual |
Jul 2022 actual |
Jul 2023 actual |
Jul 2024 actual |
Jul 2025 actual |
Jul 2026 1 Rev. Ana. 1 EPS Ana. |
Jul 2027 1 Rev. Ana. 1 EPS Ana. |
Jul 2028 1 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
—
est: 730.80M (-100.0%)
|
—
est: 838.79M (-100.0%)
|
851.30M
est: 837.25M (+1.7%)
|
906.45M
est: 822.35M (+10.2%)
|
371.01M
est: 573.13M (-35.3%)
|
340.62M
est: 352.41M (-3.3%)
|
392.85M
est: 427.52M (-8.1%)
|
840.39M
est: 1.00B (-16.1%)
|
759.74M
est: 1.03B (-26.3%)
|
625.19M
est: 944.56M (-33.8%)
|
577.10M
est: 592.05M (-2.5%)
|
667.27M
est: 656.40M (+1.7%)
|
607.30M
est: 674.16M (-9.9%)
|
765.94M
est: 865.79M (-11.5%)
|
689.05M
est: 758.31M (-9.1%)
|
575.32M
est: 707.15M (-18.6%)
|
646.11M
est: 641.60M (+0.7%)
|
560.43M
est: 562.00M (-0.3%)
|
921.77M
est: 899.00M (+2.5%)
|
1.12B
est: 1.07B (+4.9%)
|
1.55B
est: 1.57B (-1.5%)
|
1.32B
est: 1.47B (-10.4%)
|
1.07B
est: 1.42B (-24.4%)
|
2.56B
est: 2.67B (-4.3%)
|
362.90M
est: 2.34B (-84.5%)
|
557.60M
est: 1.86B (-70.0%)
|
613.40M
est: 596.00M (+2.9%)
|
545.00M
545.00M – 545.00M
-8.6% YoY
|
600.00M
600.00M – 600.00M
+10.1% YoY
|
632.00M
632.00M – 632.00M
+5.3% YoY
|
| EBITDA |
87.02M
est: 514.30M (-83.1%)
|
120.79M
est: 59.00M (+104.7%)
|
153.29M
est: 72.37M (+111.8%)
|
138.65M
est: 119.53M (+16.0%)
|
150.01M
est: 45.16M (+232.2%)
|
166.86M
est: 76.55M (+118.0%)
|
275.31M
est: 294.94M (-6.7%)
|
151.49M
est: 691.12M (-78.1%)
|
243.89M
est: 710.73M (-65.7%)
|
215.69M
est: 651.63M (-66.9%)
|
2.69B
est: 408.44M (+558.2%)
|
420.22M
est: 461.94M (-9.0%)
|
840.55M
est: 465.09M (+80.7%)
|
283.42M
est: 846.19M (-66.5%)
|
256.23M
est: 523.14M (-51.0%)
|
265.62M
est: 487.85M (-45.6%)
|
122.51M
est: 207.28M (-40.9%)
|
212.51M
est: 142.33M (+49.3%)
|
439.06M
est: 632.67M (-30.6%)
|
560.68M
est: 768.17M (-27.0%)
|
528.58M
est: 947.27M (-44.2%)
|
-123.72M
est: 438.39M (-128.2%)
|
471.69M
est: 999.11M (-52.8%)
|
1.25B
est: 1.88B (-33.6%)
|
237.82M
est: 1.65B (-85.5%)
|
568.40M
est: 1.31B (-56.6%)
|
574.20M
est: 419.43M (+36.9%)
|
383.54M
383.54M – 383.54M
-8.6% YoY
|
422.25M
422.25M – 422.25M
+10.1% YoY
|
444.77M
444.77M – 444.77M
+5.3% YoY
|
| EBIT |
87.02M
est: 434.52M (-80.0%)
|
140.17M
est: 77.93M (+79.9%)
|
153.29M
est: 99.72M (+53.7%)
|
97.85M
est: 59.13M (+65.5%)
|
122.98M
est: 57.29M (+114.7%)
|
137.34M
est: 54.11M (+153.8%)
|
242.29M
est: 249.18M (-2.8%)
|
151.49M
est: 583.91M (-74.1%)
|
162.23M
est: 600.48M (-73.0%)
|
152.76M
est: 550.55M (-72.3%)
|
2.65B
est: 345.08M (+668.5%)
|
380.35M
est: 390.28M (-2.5%)
|
798.73M
est: 392.94M (+103.3%)
|
226.70M
est: 514.78M (-56.0%)
|
196.84M
est: 441.99M (-55.5%)
|
188.53M
est: 412.17M (-54.3%)
|
61.67M
est: 102.39M (-39.8%)
|
132.90M
est: -29.73M (+547.0%)
|
338.22M
est: 534.52M (-36.7%)
|
461.98M
est: 503.56M (-8.3%)
|
366.25M
est: 933.49M (-60.8%)
|
-372.92M
est: 245.55M (-251.9%)
|
300.98M
est: -425.12M (+170.8%)
|
1.09B
est: -430.01M (+354.3%)
|
770.50M
est: -457.04M (+268.6%)
|
507.20M
est: 1.11B (-54.2%)
|
500.10M
est: 354.37M (+41.1%)
|
324.04M
324.04M – 324.04M
-8.6% YoY
|
356.75M
356.75M – 356.75M
+10.1% YoY
|
375.77M
375.77M – 375.77M
+5.3% YoY
|
| Net Income |
-11.57M
est: 73.25M (-115.8%)
|
-16.29M
est: 46.48M (-135.0%)
|
-13.92M
est: 52.90M (-126.3%)
|
-11.67M
est: 104.11M (-111.2%)
|
-15.50M
est: 39.59M (-139.2%)
|
-18.93M
est: 44.70M (-142.3%)
|
-36.65M
est: 199.58M (-118.4%)
|
91.51M
est: 251.01M (-63.5%)
|
130.22M
est: 166.32M (-21.7%)
|
90.83M
est: 191.27M (-52.5%)
|
1.11B
est: 397.84M (+179.7%)
|
218.33M
est: 1.23B (-82.3%)
|
363.87M
est: 239.17M (+52.1%)
|
142.99M
est: 236.17M (-39.5%)
|
105.42M
est: 184.95M (-43.0%)
|
131.73M
est: 186.28M (-29.3%)
|
83.33M
est: 117.87M (-29.3%)
|
149.42M
est: 75.10M (+99.0%)
|
333.61M
est: 373.61M (-10.7%)
|
266.85M
est: 396.33M (-32.7%)
|
247.94M
est: 655.45M (-62.2%)
|
952.97M
est: 228.20M (+317.6%)
|
273.20M
est: 1.05B (-73.9%)
|
-12.94M
est: 1.06B (-101.2%)
|
690.72M
est: 699.85M (-1.3%)
|
498.80M
est: 472.87M (+5.5%)
|
364.20M
est: 511.25M (-28.8%)
|
2.29B
2.29B – 2.29B
+348.8% YoY
|
536.48M
536.48M – 536.48M
-76.6% YoY
|
546.40M
429.07M – 684.54M
+1.8% YoY
|
| SGA |
—
est: 258.27M (-100.0%)
|
—
est: 5.51M (-100.0%)
|
—
est: 4.99M (-100.0%)
|
338.94M
est: 5.70M (+5,849.6%)
|
67.89M
est: 236.82M (-71.3%)
|
80.65M
est: 41.75M (+93.2%)
|
106.39M
est: 148.11M (-28.2%)
|
240.90M
est: 283.74M (-15.1%)
|
228.22M
est: 356.91M (-36.1%)
|
175.78M
est: 327.24M (-46.3%)
|
135.41M
est: 205.11M (-34.0%)
|
158.37M
est: 227.40M (-30.4%)
|
172.13M
est: 233.56M (-26.3%)
|
209.45M
est: 221.02M (-5.2%)
|
200.45M
est: 262.71M (-23.7%)
|
191.06M
est: 244.99M (-22.0%)
|
182.01M
est: 171.04M (+6.4%)
|
188.41M
est: 164.04M (+14.9%)
|
210.37M
est: 317.71M (-33.8%)
|
215.90M
est: 313.68M (-31.2%)
|
258.93M
est: 423.08M (-38.8%)
|
261.18M
est: 248.63M (+5.0%)
|
297.67M
est: 286.60M (+3.9%)
|
205.75M
est: 289.90M (-29.0%)
|
159.86M
est: 308.12M (-48.1%)
|
240.00M
est: 657.54M (-63.5%)
|
330.20M
est: 210.63M (+56.8%)
|
192.61M
192.61M – 192.61M
-8.6% YoY
|
212.04M
212.04M – 212.04M
+10.1% YoY
|
223.35M
223.35M – 223.35M
+5.3% YoY
|
| EPS |
-0.05
est: 0.22 (-121.7%)
|
-68.27
est: 0.23 (-29,659.2%)
|
-0.06
est: 0.21 (-127.1%)
|
-0.05
est: 0.23 (-121.0%)
|
-0.07
est: 0.25 (-126.4%)
|
-0.08
est: 0.32 (-124.5%)
|
-0.15
est: 0.61 (-124.8%)
|
0.38
est: 0.42 (-10.4%)
|
0.55
est: 0.51 (+8.9%)
|
0.38
est: 0.58 (-34.6%)
|
4.66
est: 1.21 (+285.8%)
|
0.91
est: 0.84 (+7.9%)
|
1.52
est: 0.73 (+109.3%)
|
0.60
est: 0.72 (-16.3%)
|
0.44
est: 0.56 (-21.6%)
|
0.55
est: 0.57 (-2.8%)
|
0.35
est: 0.35 (+0.5%)
|
0.62
est: 0.71 (-12.7%)
|
1.39
est: 1.14 (+21.9%)
|
1.11
est: 1.39 (-20.1%)
|
1.04
est: 2.00 (-48.0%)
|
3.98
est: 0.84 (+372.6%)
|
1.14
est: 0.98 (+16.1%)
|
-0.04
est: 1.80 (-102.4%)
|
2.19
est: 2.04 (+7.3%)
|
1.56
est: 1.31 (+19.0%)
|
1.12
est: 1.56 (-28.2%)
|
7.00
7.00 – 7.00
+348.8% YoY
|
1.64
1.64 – 1.64
-76.6% YoY
|
1.70
1.31 – 2.09
+3.8% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | A+ | 5/5 | 4/5 | 5/5 | 5/5 | 3/5 | 4/5 | 4/5 |
| 2026-05-28 | A+ | 5/5 | 4/5 | 5/5 | 5/5 | 3/5 | 4/5 | 4/5 |
| 2026-05-27 | A+ | 5/5 | 4/5 | 5/5 | 5/5 | 3/5 | 4/5 | 4/5 |
| 2026-05-26 | A+ | 5/5 | 4/5 | 5/5 | 5/5 | 3/5 | 4/5 | 4/5 |
| 2026-05-25 | A+ | 5/5 | 4/5 | 5/5 | 5/5 | 3/5 | 4/5 | 4/5 |
| 2026-05-22 | A+ | 5/5 | 4/5 | 5/5 | 5/5 | 3/5 | 4/5 | 4/5 |
| 2026-05-21 | A+ | 5/5 | 4/5 | 5/5 | 5/5 | 3/5 | 4/5 | 4/5 |
| 2026-05-20 | A+ | 5/5 | 4/5 | 5/5 | 5/5 | 3/5 | 4/5 | 4/5 |
| 2026-05-19 | A+ | 5/5 | 4/5 | 5/5 | 5/5 | 3/5 | 4/5 | 4/5 |
| 2026-05-18 | A+ | 5/5 | 4/5 | 5/5 | 5/5 | 3/5 | 4/5 | 4/5 |
| 2026-05-15 | A+ | 5/5 | 4/5 | 5/5 | 5/5 | 3/5 | 4/5 | 4/5 |
| 2026-05-14 | A+ | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-05-13 | A+ | 5/5 | 3/5 | 5/5 | 5/5 | 4/5 | 4/5 | 4/5 |
| 2026-05-12 | A+ | 5/5 | 3/5 | 5/5 | 5/5 | 4/5 | 4/5 | 4/5 |
| 2026-05-11 | A+ | 5/5 | 3/5 | 5/5 | 5/5 | 4/5 | 4/5 | 4/5 |
| 2026-05-08 | A+ | 5/5 | 4/5 | 5/5 | 5/5 | 3/5 | 4/5 | 4/5 |
| 2026-05-07 | A+ | 5/5 | 4/5 | 5/5 | 5/5 | 3/5 | 4/5 | 4/5 |
| 2026-05-06 | A+ | 5/5 | 4/5 | 5/5 | 5/5 | 3/5 | 4/5 | 4/5 |
| 2026-05-05 | A+ | 5/5 | 4/5 | 5/5 | 5/5 | 3/5 | 4/5 | 4/5 |
| 2026-05-04 | A+ | 5/5 | 4/5 | 5/5 | 5/5 | 3/5 | 4/5 | 4/5 |
| 2026-05-01 | A+ | 5/5 | 4/5 | 5/5 | 5/5 | 3/5 | 4/5 | 4/5 |
| 2026-04-30 | A+ | 5/5 | 4/5 | 5/5 | 5/5 | 3/5 | 4/5 | 4/5 |
| 2026-04-29 | A | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 4/5 |
| 2026-04-28 | A | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 4/5 |
| 2026-04-27 | A+ | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-04-24 | A+ | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-04-23 | A | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 4/5 |
| 2026-04-22 | A | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 4/5 |
| 2026-04-21 | A | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-20 | A | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-17 | A | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-16 | A | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-15 | A | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 4/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
951.38M
OE per share TTM
2.78
Owner's Yield
6.01%
Maintenance CapEx ratio
28.61%
Maint CapEx / Avg PPE
119.0%
Ownership Overview
Ownership breakdown
Ownership breakdown not available.
At a glance
Institutional holders
—
Total invested
—
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional ownership trend
Institutional history not available.
Top institutional holders
Top holders not available.
Insider Activity
Insider Activity — Latest Quarter
No insider activity available.
Insider buys vs sells (history)
Insider history not available.
Recent insider transactions
No recent insider transactions.
Executive team
Top executives
EBIT / Employee
8.93M
Shares Outstanding
326.49M
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Proxy statements (DEF 14A)
No proxy statements available for this company yet.
Recent SEC filings
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Todd James Barlow | Chief Executive Officer | 4M | male |
| David Roko Grbin | Chief Financial Officer, Company Secretary & Executive Director | 2M | male |
| Courtney Howe | Head of Corporate Affairs & Investor Relations | — | female |
| Andrew J. Switajewski | Managing Director of Principal Investments | — | male |
| Dean Price | Managing Director of Principal Investments - Investment Team Leader | — | male |
| Jaki Virtue | Chief Operating Officer & Executive Director | — | female |
| Lillie Johnson | Company Secretary | — | female |
| David Scammell | Managing Director of Private Companies & Advisory | — | male |
| Brent Charles Albert Smith | Managing Director of Principal Investments | — | male |
ESG Score History
No data available for this company.
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for SOL.AX
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
