PSO
Pearson plc
Communication Services · Publishing · NYQ
$15.11
Close 2026-05-28
✓ ETHICAL PASS

UNKNOWN MOAT
HIGH
Data Confidence: 100%
Full financial profile available
Market Cap
$9.1B
Trailing P/E
22.22
Forward P/E
14.13
Rev Growth
+3.2%
Profit Margin
9.4%
ROE
8.7%
Analyst Target
$14.05
Recommendation
NONE
About Pearson plc

Pearson plc provides educational courseware, assessments, and services in the United Kingdom, the United States, Canada, the Asia Pacific, other European countries, and internationally. It operates through five segments: Assessment & Qualifications, Virtual Learning, English Language Learning, Enterprise Learning & Skills, and Higher Education. The Assessment & Qualifications segment offers pearson professional assessments, US student assessment, clinical assessment, UK GCSE, and A levels and international academic qualifications and associated courseware, including the English-speaking Canadian and Australian K-12 businesses, and PDR. The Virtual Learning segment provides virtual schools and online program management. The English Language Learning segment offers Pearson test of English, institutional courseware, and English online solutions. The Enterprise Learning & Skills segment provides vocational qualifications, GED, TalentLens, Faethm, Credly, Pearson College, and Enterprise content and training. The Higher Education segment engages in the US, Canadian, and international higher education courseware businesses. Pearson plc was founded in 1844 and is headquartered in London, the United Kingdom.

Ethical Screen
Business ActivityPASS
Debt RatioN/A
Cash RatioN/A
Receivables RatioN/A
Revenue Ratio (0.00%)PASS
OverallPASS
Score Ethical: 64.7
Score Valuation: 71.5
Score Quality: 45.2
Score Combined: 52.6

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

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Opportunity Scores
Valuation97.3
Quality40.1
Cash Flow100.0
Moat40.0
Balance Sheet0.0
Debt Purity50.0
Liquid Purity50.0
Rev Purity100.0
Compliance100.0
Tier: BRONZE · Score: 53.4 · Rank: #1147
Insider Transactions
No insider transaction data.
Top Institutional Holders
No institutional holder data.
Additional Fundamentals
Enterprise Value
$10.7B
Price/Book
1.97
Beta
-0.049
Analysts
2
Total Revenue (TTM)
$3.6B
Total Debt
$1.5B
Earnings Growth
-35.7%
Dividend Yield
227.0%
Rec. Mean
3.50
Short Ratio
3.12
Short % Float
0.0%
Employees
13,665

Elite Intelligence

Trade Consideration with position sizing, convergence signals, and risk analysis. Available to Elite members.

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Trade Consideration
The Opportunity
Score 52.6 (P79 — top 20.9% of scored tickers). Unknown Moat. Ethical PASS. 2 analysts at Hold.
Price: $15.11 | Target: $14.20 (+-6%)
Score
53
Moat
Unknown
Conviction
Standard
Upside
+-6%
The Fundamentals
Revenue Growth+3.2%
Profit Margin9.4%
ROE8.7%
Forward P/E14.1
Market Cap$9.1B
Position Sizing Scenarios
Stop: $12.84 (-15%) | Entry: $15.11
SharesCostProfit to TargetR:R
To Consensus ($14.20, 2 analysts)
10$151.10+$-9.10 (-6%)-0.4R
50$755.50+$-45.50 (-6%)-0.4R
100$1,511.00+$-91.00 (-6%)-0.4R
Risk Factors
  • Elevated short interest (3.12 days to cover)
The Verdict
Pearson plc passes all ethical screens and holds a unknown competitive moat.
Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

B
Quant Score
62.1
Risk Grade
LOW_RISK
Layers
7
Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-1.8%
worst expected daily loss, 19 in 20 days
CVaR 95%
-3.5%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
0.72
above 1.0 is good
Max Drawdown
-30.7%
Worst Day
Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
80
Liquidity Grade
HIGHLY LIQUID
Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal
Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
GOLDEN_CROSS
Bollinger Position
UPPER_HALF
Beta
Relative Volume
0.8x
Short Interest
Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone
Piotroski F-Score
Earnings Beat Rate
Earnings Consistency
Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

Most Correlated
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Inverse Correlated
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003550.KS-0.177
5214.T-0.167
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Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Friday
Worst Day
Monday
Best Month
Apr
Worst Month
Sep
Fri-Mon Effect
0.056994479337562326
Momentum Rankings

How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
+4.0%
3M Return
+17.4%
6M Return
+16.4%
12M Return
-6.6%
Momentum Rank
#1523
Momentum Signal
UP

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