Pearson plc

NYSE•PSO

CEO: Ms. Sally Kate Miranda Johnson

セクター: Communication Services

業種: Publishing

上場日: 1996-11-18

Pearson plc offers educational courseware, assessments, and services in the United Kingdom, the United States, Canada, the Asia Pacific, other European countries, and internationally. The company operates through five segments: Assessment & Qualifications, Virtual Learning, English Language Learning, Workforce Skills, and Higher Education. The Assessment & Qualifications segment offers Pearson VUE, US student assessment, clinical assessment, UK GCSE, and A levels and international academic qualifications and associated courseware. The Virtual Learning segment provides virtual schools and online program management services. The English Language Learning segment offers Pearson test of English, institutional courseware, and English online solutions. The Workforce Skills offers BTEC, GED, TalentLens, Faethm, Credly, Pearson college, and apprenticeships. The Higher Education segment engages in the US, Canadian, and international higher education courseware businesses. The company was founded in 1844 and is headquartered in London, the United Kingdom.

連絡先情報

80 Strand, London, WC2R 0RL, United Kingdom

44-20-7010-2000

www.pearsonplc.com

時価総額

$8.32B

PER (TTM)

18.6

24.2

配当利回り

2.5%

52週高値

$17.65

52週安値

$12.02

52週レンジ

19%

順位38Top 36.9%

4.3

F-Score

改良版 Piotroski 分析

10年ファンダメンタル

堅調 • 4.3 / 9 ポイント

スコアレンジ (0-9)

8-9: 価値が優れている

6-7: 基礎体質が強い

4-5: 全体的に堅調

0-3: パフォーマンスが弱い

データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$2.47B+0.00%

直近4四半期の推移

EPS

$0.36+0.00%

直近4四半期の推移

フリーCF

$616.79M+0.00%

直近4四半期の推移

2024 Annual 決算ハイライト

主なハイライト

Strong Profit Growth Adjusted operating profit reached £600M, showing 10% underlying increase; margin expanded to 16.9% from 15.6%.

Excellent Cash Performance Free cash flow conversion hit 117%, a 26% year-on-year increase; strong cash underpins £500M share buyback.

Core Business Sales Growth Underlying sales grew 3%, excluding portfolio changes; Assessment & Qualifications sales up 3% underlying.

Shareholder Returns Confirmed Board recommends 6% final dividend increase for 24.0p total; total shareholder return reached 36% for the year.

リスク要因

Competitive Marketplace Pressures Tighter migration policies impact PTE market size; sales declines noted in Higher Education International business.

Capability Risk Increased Risk increased to moderate-high due to execution needs in new markets like enterprise sales and IT resilience.

AI Intellectual Property Risks Risk remains moderate-high regarding IP protection and content differentiation due to rapid generative AI adoption.

Economic Headwinds Persist High global inflation and recession risks pressure school and consumer budgets, potentially reducing demand.

見通し

2025 Financial Guidance Set Expect Group underlying sales growth and adjusted operating profit in line with current market expectations for 2025.

Enterprise Growth Focus Enterprise Learning and Skills sales expected to grow high single digit with new contract wins secured.

AI Innovation Continues Scaling AI-enhanced offerings in Higher Education and developing new tools across all business units in 2025.

Strong Cash Flow Guidance Expect free cash flow conversion of 90-100% plus anticipated £0.1B State Aid repayment in 2025.

同業比較

売上高 (TTM)

$19.88B

+6.7%

LUMN

$12.40B

-5.4%

SKM

$12.21B

-3.4%

粗利益率 (最新四半期)

TIGO

77.8%

+22.8pp

FYBR

64.7%

+0.8pp

TIMB

55.6%

+4.1pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
NYT	$13.21B	38.3	17.5%	1.6%
TIMB	$12.67B	15.3	17.5%	50.2%
TIGO	$12.11B	9.3	37.9%	54.9%

長期トレンド

直近4四半期

売上高

純利益

営業キャッシュフロー

4四半期売上高CAGR

3.6%

緩やかな成長

4四半期純利益CAGR

4.6%

収益性の緩やかな改善

キャッシュフロー安定性

100%

優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年8月3日

EPS:$0.34

売上高:$2.36B

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし