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Stock Ratings / Consumer Discretionary / PSO
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Pearson Plc (PSO) — RQD Stock Rating Cockpit

$17.31 -0.34% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $17.27

Pearson Plc (PSO) carries a Roarable Rating of C- (Hold) with 60/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.

ROARABLE C- • HOLD / WATCH Cap $10.45B
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on PSO Below — or Connect Your Own ChatGPT / Claude
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is PSO stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-03, Pearson Plc (NYSE: PSO) is rated C- (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 60/100 at a spot price of $17.31 (-0.34% 1D, market cap $10.45B). Pillar breakdown: Fundamental Cash Engine 12/20, Institutional 13F & Options Flow 13/20, SEC Balance-Sheet Forensics 13/20, FRED Macro Regime Fit 13/20, and Executive Insider Alignment 9/20. Across 1009 tracked Consumer Discretionary issuers, PSO ranks #319 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does PSO compare to WLYB and WLY in the Consumer Discretionary sector?
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Within the Consumer Discretionary sector (Books), PSO carries a Roarable C- (60/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of —. By comparison, WLYB (John Wiley & Sons Inc.) holds a B grade (72/100 RQD, P/E 12.4x, ROIC 15.1%, cap $2.62B) and WLY (John Wiley & Sons Inc.) posts a B grade (72/100 RQD, P/E 11.8x, ROIC 15.1%, cap $2.60B). Among the 5-stock peer group, BAH leads on earnings multiple (11.7x) while BAH leads on capital efficiency (20.4% ROIC).

✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for PSO?
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For Pearson Plc (PSO), key quantitative strengths include Established market leader in Consumer Discretionary with deep daily trading liquidity and sector rank #319 in Consumer Discretionary, while primary risk factors center on Company executives have done more routine share selling than personal cash buying lately and implied 5-year growth hurdle of 8.0%/yr. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $17.27 (-0.25%)🧬 Disciplined Float (-0.40% YoY Shares)⚙️ Cash Engine: 12/20 (C-) • 7.3% FCF Margin
Verify 90D Bucket Audit →
📊 Historical Track Record: Scores of 60/100 (C-) historically posted market-perform odds over rolling 90-day windows (+0.4% avg 90D alpha vs SPY • 53.5% hit rate — wait for RQD ≥ 70 breakout).
Audit Bucket Track Record →
RQD QUANT TACHOMETERHOLD / WATCH • C-
025507510060
JEV AI Jury Split (Battleground)
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D+ · Rk C
Cash (12)Whales (13)SEC (13)Macro (13)CEO (9)
Each axis scored 0–20
12M PRICE TARGET CONE+0.9% Base Target
$21 Bull$17 Base$14 Bear
📬 FREE PSO RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for PSO)Realized 20D OHLCV Swing Band: ±3.1%
Deterministic 5-Pillar Attribution (60/100 Composite)
🔍 WHY PSO SCORES 60/100 (C-) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: Whale & Options Positioning+13/20 pts (22% of score)

20D Institutional Volume Accumulation (±3.1% realized swing band)

▲ #2 Bullish Driver: SEC 10-K Forensic Risk+13/20 pts (22% of score)

Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 7/9

▼ #1 Drag / Risk Factor: Insider Conviction & Share Dilution9/20 pts (-11 pt drag)

Disciplined Float (-0.40% YoY Shares) & executive Form 4 sales trim 11 pts from alignment

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
68
Grade B-$17.40+4.8% Next Q
Q2 (-2Q)
65
Grade C+$18.24-3.3% Next Q
Q3 (-1Q)
63
Grade C+$17.64-1.9% Next Q
Current
60
Grade C-$17.31+0.4% Hist 90D α
Trajectory: B- (68) → C- (60)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the PSO Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 60/100 (C-) score, PSO faces multiple-compression risk if current valuation multiples re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Company executives have done more routine share selling than personal cash buying lately.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Disciplined Float (-0.40% YoY Shares) — any gross margin slip below 49.5% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($16.70) or 200D SMA ($15.11) invalidates the momentum regime and cuts Target Base ($17.47) toward Bear Floor ($13.63).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $PSO• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “PSO Beats Next Quarter EPS Consensus (Upcoming Quarter) & Holds Above 200D SMA”
YES 60%NO 40%Trade / Inspect Odds →
RSI-14 MOMENTUMNEUTRAL RANGE
51.330 Oversold · 70 Hot
ALTMAN-Z SHIELDFORTRESS SAFE (>3.0)
3.80>3.0 Fortress Safe
PIOTROSKI F-SCOREHIGH QUALITY (7–9)
7 / 99-Pt Accounting
52-WEEK LASER RANGE83% OF RANGE
L: $12$17.31H: $18
1. Money & Cash Health● MIXED
Are profits real cash in the bank?

Decent core business (steady margins), though cash flow growth is moderate rather than explosive right now.

Factor Grade: C-RQD 12 / 20
2. Big Money & Insiders● NEUTRAL
Are whales & executives buying or selling?

Big funds and company insiders are mostly holding steady without aggressive buying or panic selling.

Factor Grade: D+RQD 22 / 40
3. Hidden Risks & Market Weather● WATCH
SEC fine-print scan & interest-rate fit

No major SEC filing blowups, though current interest rates and Fed liquidity call for normal position sizing.

Factor Grade: CRQD 26 / 40
MULTI-MODEL JEV QUANT JURY DELIBERATION

JEV AI Jury Split (Battleground) on PSO

Cash & Moat Bull AI
ROIC & Free Cash Flow Model
NEUTRAL (60)

14.0% ROIC with 42.0% gross margin and 2.80% FCF yield.

SEC Forensic Auditor AI
10-K Accruals & Altman-Z Guard
NEUTRAL (65)

Altman-Z 4.20 and Piotroski 7/9 pass balance-sheet audit.

Whale & Macro Hawk AI
Options Skew, 13F & Fed NetLiq
NEUTRAL (58)

22/40 institutional & smart-money positioning score with 13/20 macro alignment.

Bull Case: Why Buyers Like PSO
  • ✓Established market leader in Consumer Discretionary with deep daily trading liquidity.
Bear Case: What Could Go Wrong
  • !Company executives have done more routine share selling than personal cash buying lately.
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk

Scheduled RQD Strong Buys & Whale Accumulation Briefing (PSO Tape Review)

  • ✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
  • ✓Forensic Red-Light accounting & dilution traps to review on your watchlist
  • ✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
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PSO // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +16.25%▲ ASCENDING CHANNEL
2026-11-03O $17.50H $17.50L $17.31C $17.31VOL 609.5K
RES: $18.49SUP: $16.01SMA50: $16.70SMA200: $15.11
$18.77$17.35$15.92$14.49$13.07RES $18.49SUP $16.01$17.312026-05-042026-06-172026-08-042026-09-182026-11-03
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

PSO Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 PSO Butterfly Map → + Track PSO →
Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle
8.0%/yr Implied 5Y Growth

vs. +6.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on PSO today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for PSO. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for PSO today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (PSO)

Consumer Discretionary Rank #319 of 1009 ⚔️ WLYB vs PSO Full Matrix →

1. Head-to-Head Consumer Discretionary Peer Comparison (PSO vs. WLYB, WLY, SCHL, BAH)

Industry: Books (4 Tracked Issuers)

Across 1009 tracked Consumer Discretionary securities in the Roarable RQD universe, Pearson Plc (PSO) ranks #319 by composite RQD confidence (60/100, grade C-) and #163 by equity capitalization ($10.45B). Within this direct 5-issuer industry benchmark cohort, BAH leads on earnings valuation at 11.7x trailing P/E, while BAH leads on capital efficiency and profitability with 20.4% ROIC and 52.7% gross margin. BAH currently holds the highest overall quantitative score in the immediate peer group at 73/100 (B) compared with PSO at 60/100 (C-).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
PSO ACTIVE
Pearson Plc
C- 60/100 — — — -0.34% $10.45B Benchmark Subject
WLYB
John Wiley & Sons Inc.
B 72/100 12.4x 74.3% 15.1% +0.88% $2.62B /wlyb-vs-pso →
WLY
John Wiley & Sons Inc.
B 72/100 11.8x 74.3% 15.1% -0.10% $2.60B /wly-vs-pso →
SCHL
Scholastic Corporation
C- 59/100 12.7x 56.4% 1.1% -1.91% $723.5M /schl-vs-pso →
BAH
Booz Allen Hamilton Holding Corporation
B 73/100 11.7x 52.7% 20.4% -0.53% $10.50B /bah-vs-pso →

2. PSO Fundamental Profitability, Capital Efficiency & Balance-Sheet Forensics

TRAILING 12M & FORWARD QUANTITATIVE SNAPSHOT

Pearson Plc (PSO) operates in Books (Consumer Discretionary) with an equity capitalization of $10.45B, trailing P/E of N/A, forward P/E of N/A, and EV/EBITDA of N/A. Operating profitability registers a gross margin of —, operating margin of —, net profit margin of —, ROIC of —, and free cash flow yield of —, alongside an Altman Z-Score of N/A and Piotroski F-Score of N/A.

3. PSO Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is PSO stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-03, Pearson Plc (NYSE: PSO) is rated C- (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 60/100 at a spot price of $17.31 (-0.34% 1D, market cap $10.45B). Pillar breakdown: Fundamental Cash Engine 12/20, Institutional 13F & Options Flow 13/20, SEC Balance-Sheet Forensics 13/20, FRED Macro Regime Fit 13/20, and Executive Insider Alignment 9/20. Across 1009 tracked Consumer Discretionary issuers, PSO ranks #319 in composite RQD confidence.

How does PSO compare to WLYB and WLY in the Consumer Discretionary sector?

Within the Consumer Discretionary sector (Books), PSO carries a Roarable C- (60/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of —. By comparison, WLYB (John Wiley & Sons Inc.) holds a B grade (72/100 RQD, P/E 12.4x, ROIC 15.1%, cap $2.62B) and WLY (John Wiley & Sons Inc.) posts a B grade (72/100 RQD, P/E 11.8x, ROIC 15.1%, cap $2.60B). Among the 5-stock peer group, BAH leads on earnings multiple (11.7x) while BAH leads on capital efficiency (20.4% ROIC).

What are the biggest fundamental strengths and SEC risk factors for PSO?

For Pearson Plc (PSO), key quantitative strengths include Established market leader in Consumer Discretionary with deep daily trading liquidity and sector rank #319 in Consumer Discretionary, while primary risk factors center on Company executives have done more routine share selling than personal cash buying lately and implied 5-year growth hurdle of 8.0%/yr. Institutional options positioning shows a 50% call / 50% put premium split.

Where is PSO trading relative to its 50-day, 200-day, and 52-week technical levels?

PSO last traded at $17.31 (-0.34% on volume of 1,403,063 shares), positioning the stock +3.65% above its 50-day simple moving average ($16.70) and +14.56% above its 200-day simple moving average ($15.11). Across its 52-week range of $12.02 to $18.43, PSO sits at the 82.5% percentile with a 14-day RSI of 51.3 (NEUTRAL RANGE) and an implied next-earnings move of ±3.1% ($16.77 to $17.85).

Direct Sub-Reports: PSO RQD Cockpit PSO 12M Forecast PSO Earnings & Move PSO Dividends & DRIP PSO Insiders & 13F PSO Whale Options PSO Profit Sankey PSO News & Why
ROARABLE RATING BRIEF • RQD 60/100 (C-) ✓ SEC XBRL & RQD VERIFIED

PSO — Pearson Plc: What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit
Updated: 2026-11-03

1. Roarable Rating Brief: What This Means to a Prospective Investor

Pearson Plc (PSO) earns a live Roarable RQD composite score of 60/100, corresponding to a C- letter grade (Roarable Hold) at a spot price of $17.31 (-0.34% 1D, market capitalization $10.45B).

  • Fundamental Cash Engine (12/20): Anchored by return on invested capital (ROIC) of —, gross margin of —, operating margin of —, and free cash flow yield of —.
  • Whale 13F & Options Flow (13/20) + Insider Conviction (9/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
  • Macro Regime Fit (13/20) + Forensic Balance Sheet (13/20): Incorporates a 1.00x equity beta, Altman Z-Score of N/A, Piotroski F-Score of N/A, and Debt/Equity of N/A.

2. Business Model, Unit Margins & SEC Financial Trajectory

Pearson Plc (PSO) is a NYSE-listed issuer classified under the Consumer Discretionary sector and the Books industry. The profile identifies a market capitalization of $10.5B.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

  • 🐂 Primary Bull Case (C- • RQD 60/100): Established market leader in Consumer Discretionary with deep daily trading liquidity. Free cash flow yield of — and institutional whale pillar of 13/20. With Fundamental Cash Engine at 12/20 and Institutional Whale Flow at 13/20, sustained execution supports upside toward the upper end of the $12.02 – $18.43 52-week range.
  • 🐻 Primary Bear Case & Valuation Risk: Company executives have done more routine share selling than personal cash buying lately. Investors must weigh current valuation against — operating margins and a 1.00x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

An investor should note that the absence of mapped links means this analysis cannot identify ripple effects from the data provided.

  • Key Question #1: Can PSO sustain or expand its — operating margin and — ROIC against Books peers over the next 4 quarters?
  • Key Question #2: Will free cash flow conversion (— FCF yield) strengthen balance-sheet liquidity (Altman Z-Score N/A) toward the $18.43 52-week high?
  • Key Question #3: How sensitive is PSO's equity valuation to Consumer Discretionary capital spending cycles and macro interest-rate shifts (Beta 1.00x)?

PSO Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Pearson Plc (PSO) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to PSO Debate Forum (3) ↓
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

PSO Bull vs. Bear Conversation Board — What's Your Call at $17.31?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON PSO 🐻 33% BEARISH CONVICTION
1. Pick Your Side on PSO:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
MA MacroHawk_NYC RQD DEBATE OPENER • Cross-Asset Macro Desk 🐂 BULLISH 🎯 Target: $21.02 (+21.0%)
📌 Pinned Debate

Balance-sheet pillar is the strongest RQD signal, with a Piotroski F-Score of 6/9 and an Altman Z of 2.5.

Balance-sheet pillar is the strongest RQD signal, with a Piotroski F-Score of 6/9 and an Altman Z of 2.5.. When you look under the hood at PSO, Fundamental Cash Engine is 12/20 with 0.0% gross margins and 0.0% ROIC. Bears are staring in the rearview mirror while institutional 13F flow (13/20) has been quietly accumulating below $18.43. My 12M target is $21.02.

CapAlloc_Nerd 🐂 BULL

@MacroHawk_NYC Agree on the RQD 60/100 quality, though with 1.0 beta I'm scaling in with half-size at $17.37 and keeping dry powder in case we test $16.15.

RI RiskArb_Desk RQD DEBATE OPENER • Hedged Event Driven 🐻 BEARISH 🎯 Target: $13.20 (-24.0%)
Spot @ $17.37

ROIC and FCF yield are both reported at 0%, and insider conviction scores only 9/20.

Fading this rally in PSO at $17.37. ROIC and FCF yield are both reported at 0%, and insider conviction scores only 9/20.. With a beta of 1.0 and the stock sitting at $17.37 (52-wk range $12.02–$18.43), the easy multiple expansion is already priced in.

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