PERSIMMON PLC ORD 10P chart

Last update: 2022-12-30
Key statistics and financials
Revenue per share 10.84
Dividend & Yield2.35£ (17.78%)
Beta 1.34
Market capitalization 4.19B
Operating cash flow 245.7M
ESG Scores 16.6

Company description

Persimmon Plc, together with its subsidiaries, operates as a house builder in the United Kingdom. The company offers family housing under the Persimmon Homes brand name; executive housing under the Charles Church brand name; and social housing under the Westbury Partnerships brand name. It also provides broadband services. Persimmon Plc was founded in 1972 and is headquartered in York, the United Kingdom.

Sector: Consumer Cyclical - Industry: Residential Construction

Financial data

Financial Statements

Cashflow Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Change To Liabilities -82.7M -225.6M -116.9M 37.4M
Total Cashflows From Investing Activities -15M -25.9M -18.1M -18.2M
Net Borrowings -3.8M -3.8M -3.6M -3.3M
Total Cash From Financing Activities -893.9M -798.3M -357.2M -754.1M
Change To Operating Activities 41.6M 31.4M 16.4M 18.9M
Issuance Of Stock 2.8M 3.9M 3.1M 2.6M
Net Income 886.4M 848.8M 638.4M 787.2M
Change In Cash -254.6M -204.2M 390.2M 12.5M
Effect Of Exchange Rate
Total Cash From Operating Activities 654.3M 620M 765.5M 784.8M
Depreciation 10M 13.3M 14.1M 14.5M
Change To Account Receivables -26.7M 6.3M -45.8M -59.5M
Other Cashflows From Financing Activities -163.1M -50.6M -6M -3.8M
Change To Netincome 51.2M 33.5M -5.7M -3.9M
Capital Expenditures -15.5M -27.5M -18.9M -20.9M

Income Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Research Development
Income Before Tax 1.09B 1.04B 783.8M 966.8M
Net Income 886.4M 848.8M 638.4M 787.2M
Selling General Administrative 101.1M 107.4M 114.6M 129M
Gross Profit 1.18B 1.13B 894.4M 1.08B
Ebit 1.08B 1.03B 785.2M 959M
Operating Income 1.08B 1.03B 785.2M 959M
Interest Expense -12.3M -9.1M -8.6M -3.6M
Income Tax Expense 204.4M 192M 145.4M 179.6M
Total Revenue 3.74B 3.65B 3.33B 3.61B
Cost Of Revenue 2.56B 2.52B 2.43B 2.53B
Total Other Income ExpenseNet 7.7M 10.7M -1.4M 7.8M
Net Income From Continuing Ops 886.4M 848.8M 638.4M 787.2M
Net Income Applicable To Common Shares 886.4M 848.8M 638.4M 787.2M

Balance Sheet Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Total Liabilities 1.46B 1.23B 1.1B 1.17B
Total Stockholder Equity 3.19B 3.26B 3.52B 3.63B
Other Current Liabilities 480.9M 400.5M 337.5M 370M
Total Assets 4.65B 4.49B 4.62B 4.79B
Common Stock 31.7M 31.9M 31.9M 31.9M
Other Current Assets
Retained Earnings 2.63B 2.69B 2.95B 3.06B
Treasury Stock 513.3M 513.3M 513.3M 513.3M
Cash 1.05B 843.9M 1.23B 1.25B
Total Current Liabilities 1.12B 996.2M 874.7M 885.2M
Other Stockholder Equity 513.3M 513.3M 513.3M 513.3M
Property, Plant, and Equipment 58M 82M 90.4M 99M
Total Current Assets 4.22B 4.07B 4.24B 4.32B
Net Tangible Assets 3B 3.07B 3.34B 3.45B
Net Receivables 105.9M 61.9M 102.8M 145.2M
Accounts Payable 238.7M 224.1M 206.5M 227.2M


Insider Transactions

Here are the insider transactions of stock shares related to PERSIMMON PLC ORD 10P:

Filer Name Transaction Text Ownership Date Filer Relation Shares
Devlin (Roger)Bought at price 13.97 per share.D2022-10-1020k
Canada Pension Plan Investment BoardD2022-10-03
Place (Joanna)Bought at price 13.68 per share.D2022-09-304.04k
BlackRock Advisors (UK) LimitedD2022-07-19837k
BlackRock Advisors (UK) LimitedD2022-07-12581.88k
Windsor (Jason)D2022-07-1137.05k
Windsor (Jason)Sold at price 20.96 per share.D2022-07-1117.94k
Windsor (Jason)Bought at price 20.96 per share.D2022-07-116.19k
BlackRock Advisors (UK) LimitedD2022-07-0111.42k
BlackRock Advisors (UK) LimitedD2022-06-241.66M
BlackRock Advisors (UK) LimitedD2022-05-131.47M
BlackRock Advisors (UK) LimitedD2022-04-221.11M
BlackRock Advisors (UK) LimitedD2022-04-1917.74M
Finch (Dean Kendal)D2022-03-2115.11k
Finch (Dean Kendal)Sold at price 29.90 per share.D2022-03-217.1k
Finch (Dean Kendal)D2022-03-01
Wyllie (Andrew)D2022-03-01
Khoury-Haq (Shirine)D2022-03-01
Mills (Nigel)D2022-03-01
Killoran (Michael Hugh)D2022-03-01
BlackRock Advisors (UK) LimitedD2022-03-01
Devlin (Roger)D2022-03-01
Place (Joanna)Bought at price 34.79 per share.D2022-01-183.91k
Persimmon Plc Employee Benefit TrustD2021-12-31
Place (Joanna)D2021-12-31
Killoran (Michael Hugh)D2021-12-31
Finch (Dean Kendal)D2021-12-31
Khoury-Haq (Shirine)D2021-12-31
Wyllie (Andrew)D2021-12-31
Mills (Nigel)D2021-12-31
Devlin (Roger)D2021-12-31
BlackRock Advisors (UK) LimitedD2021-12-31
Khoury-Haq (Shirine)Bought at price 37.20 per share.D2021-11-29355
Place (Joanna)Bought at price 40.33 per share.D2021-03-233.41k
Wyllie (Andrew)Bought at price 40.82 per share.D2021-03-051.01k
Mills (Nigel)D2021-03-02
Finch (Dean Kendal)D2021-03-02
Killoran (Michael Hugh)D2021-03-02
Kentleton (Rachel)D2021-03-02
BlackRock Advisors (UK) LimitedD2021-03-02
Devlin (Roger)D2021-03-02
Finch (Dean Kendal)Bought at price 36.92 per share.D2021-01-181.85k
Finch (Dean Kendal)D2020-12-31
Kentleton (Rachel)D2020-12-31
Mills (Nigel)D2020-12-31
Killoran (Michael Hugh)D2020-12-31
Persimmon Plc Employee Benefit TrustD2020-12-31
Devlin (Roger)D2020-12-31
BlackRock Advisors (UK) LimitedD2020-12-31
Killoran (Michael Hugh)Bought at price 26.64 per share.D2020-12-07903

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to PERSIMMON PLC ORD 10P. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on PERSIMMON PLC ORD 10P

Here is the result of two systematic investment strategies applied to PERSIMMON PLC ORD 10P. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on PERSIMMON PLC ORD 10P

The following chart shows the equity curve of the two systematic investment strategies applied to PERSIMMON PLC ORD 10P:

PERSIMMON PLC ORD 10P automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 25.59% on the backtest period.

Performance at glance

Performance

25.59 %

Latent gain

2222.5 £

Invested capital

8685.5 £

Annualized return

6.21 %
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Momentum strategy results on PERSIMMON PLC ORD 10P

This is the result of two momentum investment strategies applied to PERSIMMON PLC ORD 10P. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on PERSIMMON PLC ORD 10P

The following chart shows all the entries opened by the momentum investment system on PERSIMMON PLC ORD 10P:

PERSIMMON PLC ORD 10P momentum entries
  • The first momentum investment strategy would give 13.45% of return on PERSIMMON PLC ORD 10P. That represents 1293.0£ of latent gain with 9615.0£ of employed capital.
  • The second momentum investment strategy would give 19.3% of return on PERSIMMON PLC ORD 10P. That represents 1765.0£ of latent gain with 9143.0£ of employed capital.
Performance at glance (1Q Momentum)

Performance

13.45 %

Latent gain

1293.0 £

Invested capital

9615.0 £

Annualized return

0.61 %
Performance at glance (2Q Momentum)

Performance

19.3 %

Latent gain

1765.0 £

Invested capital

9143.0 £

Annualized return

5.3 %

Momentum equity curve on PERSIMMON PLC ORD 10P

The following chart shows the equity curve of the two momentum strategies applied to PERSIMMON PLC ORD 10P:

PERSIMMON PLC ORD 10P momentum equity

Note: the dividends potentially given by PERSIMMON PLC ORD 10P are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on PERSIMMON PLC ORD 10P

The following chart shows the employed capital evolution of the two momentum strategies on PERSIMMON PLC ORD 10P since the beginning:

PERSIMMON PLC ORD 10P

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250£, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000£.


Buy the dip strategy result on PERSIMMON PLC ORD 10P

Buy the dip entry openings on PERSIMMON PLC ORD 10P

PERSIMMON PLC ORD 10P

The performance achieved by the robo-advisor on PERSIMMON PLC ORD 10P is 1.3%. That represents 35.0$ of latent gain with 2692.0£ of employed capital. The following chart shows PERSIMMON PLC ORD 10P stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of PERSIMMON PLC ORD 10P, and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

1.3 %

Latent gain

35.0 £

Invested capital

2692.0 £

Annualized return

0.61 %

Equity curve of the strategy applied to PERSIMMON PLC ORD 10P

The following chart shows the result of the investment strategy applied to PERSIMMON PLC ORD 10P:

PERSIMMON PLC ORD 10P

Note: the dividends potentially given by PERSIMMON PLC ORD 10P are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on PERSIMMON PLC ORD 10P

The following chart shows the employed capital evolution since the beginning of the investment strategy on PERSIMMON PLC ORD 10P:

PERSIMMON PLC ORD 10P

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on PERSIMMON PLC ORD 10P

In this section, I will compare the three previous investment strategies applied to PERSIMMON PLC ORD 10P.

Equity curve comparison on PERSIMMON PLC ORD 10P

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

PERSIMMON PLC ORD 10P investment strategy comparison

Employed capital comparison on PERSIMMON PLC ORD 10P

PERSIMMON PLC ORD 10P investment comparison

Performance comparison on PERSIMMON PLC ORD 10P

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 25.59% 2222.5£ 8685.5£ 6.21%
Momentum 1 quarter 13.45% 1293.0£ 9615.0£ 3.47%
Momentum 2 quarters 19.3% 1765.0£ 9143.0£ 5.3%
Non-directional 1.3% 35.0£ 2692.0£ 0.61%
Annualized return comparison

Automatic investment

6.21 %

Momentum 1Q

5.3 %

Momentum 2Q

5.3 %

Non-directional

0.61 %

Correlated stocks

Here are the most positively and negatively correlated stocks with PERSIMMON PLC ORD 10P:

Positive correlations

Most correlated stocks this year


Most correlated stocks last 3 months

Negative correlation

Most negatively correlated stocks this year


Most negatively correlated stocks last 3 months

Note: The algorithm computes the probability of correlation between PERSIMMON PLC ORD 10P and the other stocks. There may be false positives or some missing correlated stocks. If the price of PERSIMMON PLC ORD 10P does not vary for 36 weeks, the correlation calculation result will be wrong.


Company information

Company name PERSIMMON PLC ORD 10P
Country United Kingdom
City York
Address Persimmon House
Phone 44 19 0464 2199
Website www.persimmonhomes.com
FullTime employees 5196
Industry Residential Construction
Sector Consumer Cyclical
Exchange XLON
Ticker PSN.XLON
Market www.londonstockexchange.com

PERSIMMON PLC ORD 10P ESG Scores

Environment scores

Environment ESG Factors Scores
Environment Score 6.3
Peer Environment Performance 7.1466666666667
Environment Percentile unknown
Palm Oil no
Nuclear no
Fur Leather no
GMO no
Coal no
Pesticides no
Animal Testing no

Social scores

Social ESG Factors Scores
Social Score 5.6
Peer Social Performance 6.2711111111111
Social Percentile unknown
Highest Controversy 2
Peer Highest Controversy Performance 1.6666666666667
Adult no
Gambling no
Alcoholic no
Tobacco no
Catholic no
Controversial Weapons no
Small Arms no
Military Contract no
Peer Count yes

Related Controversy: Operations IncidentsCustomer IncidentsSociety & Community Incidents


Governance scores

Governance ESG Factors Scores
Governance Score 4.7
Peer Governance Performance 4.9544444444444
Governance Percentile unknown

ESG at glance
Total ESG Scores: 16.6
Environment Score: 6.3
Social Score: 5.6
Governance Score: 4.7

ESG Performance: UNDER_PERF

Peer Group: Homebuilders

Peer Esg Score Performance: 18.368888888889

Rating Year: 2022

Rating Month: 8

Max Age: 86400

Percentile: 14