WSOUF (Washington H Soul Pattinson and Co) 1-Year Sharpe Ratio: 1.61 (As of Jul. 18, 2026)

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Director of Data and Quant Analytics at GuruFocus
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Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

WSOUF Washington H Soul Pattinson and Co Ltd WSOUF
69 GF Score
Price $30.95
GF Value $38.16
Valuation Modestly Undervalued
! 9 Warning Signs
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What is Washington H Soul Pattinson and Co 1-Year Sharpe Ratio?

Washington H Soul Pattinson and Co WSOUF 69 1-Year Sharpe Ratio is 1.61 as of Jul. 18, 2026. GuruFocus rates WSOUF with a GF Score™ of 69/100 and a GF Value™ of $38.16 (Modestly Undervalued). The stock has 9 warning signs investors should review.

The 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk over the past year. As of today (2026-07-18), Washington H Soul Pattinson and Co's 1-Year Sharpe Ratio is 1.61.


Washington H Soul Pattinson and Co  (OTCPK:WSOUF) 1-Year Sharpe Ratio Explanation

The 1-Year Sharpe Ratio inidicates the risk-adjusted return of an investment over the past year. It is calculated as the annualized result of the average monthly excess return divided by its standard deviation over the past year. The monthly excess return is the monthly investment return minus the monthly risk-free rate (typically the 10-year Treasury Constant Maturity Rate). If the risk-free rate for a specific region is not available, U.S. data is used by default.

The greater a portfolio's Sharpe Ratio, the better its risk-adjusted performance. A negative Sharpe Ratio means the risk-free rate is greater than the portfolio’s historical or projected return, or else the portfolio's return is expected to be negative.


Washington H Soul Pattinson and Co 1-Year Sharpe Ratio Related Terms


WSOUF vs MS, GS, SCHW: 1-Year Sharpe Ratio Comparison

For the Capital Markets subindustry, Washington H Soul Pattinson and Co's 1-Year Sharpe Ratio, along with its competitors' market caps and 1-Year Sharpe Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Washington H Soul Pattinson and Co 1-Year Sharpe Ratio vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Washington H Soul Pattinson and Co's 1-Year Sharpe Ratio distribution charts can be found below:

* The bar in red indicates where Washington H Soul Pattinson and Co's 1-Year Sharpe Ratio falls into.


WSOUF
69GF Score
Washington H Soul Pattinson and Co Ltd WSOUF
1-Year Sharpe Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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Washington H Soul Pattinson and Co 1-Year Sharpe Ratio Calculation

The 1-Year Sharpe Ratio measures the performance of an investment such as a stock or portfolio compared to a risk-free asset. A stock / portfolio's 1-Year Sharpe Ratio can be calculated by dividing the difference between the one-year returns of the investment and the risk-free rate, by the standard deviation of the investment returns over one year.

Frequently Asked Questions Learn more about 1-Year Sharpe Ratio →
What does a 1-Year Sharpe Ratio of 1.61 mean?
Washington H Soul Pattinson and Co (WSOUF) has a 1-Year Sharpe Ratio of 1.61 as of Jul. 18, 2026. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for Washington H Soul Pattinson and Co and its competitors.
Is Washington H Soul Pattinson and Co's 1-Year Sharpe Ratio too high?
Washington H Soul Pattinson and Co's current 1-Year Sharpe Ratio is 1.61. Overall, Washington H Soul Pattinson and Co has a GF Score™ of 69/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Washington H Soul Pattinson and Co's 1-Year Sharpe Ratio compare to MS and GS?
Washington H Soul Pattinson and Co's 1-Year Sharpe Ratio of 1.61 can be compared against companies in the Capital Markets industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 1-Year Sharpe Ratio for a Capital Markets company?
A good 1-Year Sharpe Ratio depends on the Capital Markets industry context. However, 1-Year Sharpe Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 1-Year Sharpe Ratio mean?
A high 1-Year Sharpe Ratio can signal that a stock is expensive relative to its fundamentals. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for Washington H Soul Pattinson and Co and its competitors. Washington H Soul Pattinson and Co's current 1-Year Sharpe Ratio is 1.61. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Washington H Soul Pattinson and Co stock overvalued right now?
Based on GuruFocus' analysis, Washington H Soul Pattinson and Co (WSOUF) is currently considered Modestly Undervalued. The stock's GF Value™ is $38.16, compared to a current price of $30.95 — trading 18.9% below its estimated fair value. The current 1-Year Sharpe Ratio is 1.61. Washington H Soul Pattinson and Co's overall GF Score™ is 69/100 with 9 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 1-Year Sharpe Ratio calculated?
1-Year Sharpe Ratio is calculated from a company's financial statements. For Washington H Soul Pattinson and Co (WSOUF), the current 1-Year Sharpe Ratio is 1.61 as of Jul. 18, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Washington H Soul Pattinson and Co (WSOUF) Overvalued in 2026?

Based on GuruFocus' analysis, Washington H Soul Pattinson and Co stock appears to be undervalued. The current stock price of $30.95 is trading 18.9% below its estimated GF Value™ of $38.16. GuruFocus considers Washington H Soul Pattinson and Co to be Modestly Undervalued.

Key valuation signals for WSOUF:

  • 1-Year Sharpe Ratio: 1.61
  • GF Value™: $38.16 vs. price of $30.95 (18.9% below fair value)
  • GF Score™: 69/100 with 9 warning signs

No single metric tells the full story. See the WSOUF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Washington H Soul Pattinson and Co Business Description

Other Exchanges WD3:GermanySOL:Australia
Address 151 Clarence Street, Level 14, Sydney, NSW, AUS, 2000
Soul Patts, is a value-oriented investment house that invests in both public and private markets. As an investor, Soul Patts allocates capital with a view toward taking a long-term position in its investments and on a passive basis. Long-term holdings in the group's largest investments, TPG Telecom, and New Hope Corporation, contribute about one-fourth of the group's approximately AUD 14.5 billion investment's net asset value.
69GF Score

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1-Year Sharpe Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$30.95
Price
$38.16
GF Value