For those of you with the GrowthRater web App, the somewhat sorry tale of Pearson will be old hat and you’ll have been out of the path of this train for some time now, as can be seen from our valuation timeline below. Unfortunately for Pearson, media investors seem to be particularly intolerant to disappointment […]
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Pearson is pricing in a +3.9% CAGR growth rating but has delivered only +1% organic revenue growth in H1 FY15. Deferred revenues however were up +3% organic at end H1, which if translated into similar improvements in H2 organic revenue growth would put the group on course to perhaps delivering +4-5% for FY16 and therefore […]
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Markets took a little time to appreciate the current cyclical and structural squeeze on profitability, but eventually got the message. So far, that message is pain today as the group invests to extend is leadership in digital learning through a protracted cyclical downswing in its main markets followed by jam tomorrow as these measures yield […]
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