Stock Spotlight: Washington H. Soul Pattinson & Company Ltd (ASX:SOL)
About Washington H. Soul Pattinson & Company Ltd
Washington H. Soul Pattinson and Company Limited, an investment company, engages in investing various industries and asset classes in Australia. It operates through six segments Strategic Portfolio, Large Caps Portfolio, Emerging Companies Portfolio, Private Equity Portfolio, Credit Portfolio, and Property Portfolio segments. The company invests in largely uncorrelated listed companies; managed listed equities; unlisted and growing companies; credit related financial instruments; and property development joint ventures Washington H. Soul Pattinson and Company Limited was founded in 1872 and is headquartered in Sydney, Australia.
Key Stats
Key Stats
Source: Yahoo Finance. Data as of 21/08/25.
Price Performance
Growth Potential
- Industry leader with a solid portfolio and proven track record in achieving solid profitability and leading high + improving margins. ORCL has a large global footprint (of customers and developers) with largely recuring revenue.
- Leader in relational database market with market shares of top 4 vendors (ORCL, Microsoft, IBM and SAP) largely unchanged since 2000. ORCL leads the other 3 players. These top 4 vendors hold ~80-85% market share whilst there is significant churn across the smaller vendors. According to ORCL, the Company’s database offerings lead competitors based on performance, reliability and security. For instance, ORCL’s Cloud Database has 35x faster online transaction processing (OLTP) than Aurora on AWS. Note: OLTPs are typically used to support order entry and transactions on the internet.
- ORCL’s Autonomous Database (available since August 2018) has been well-received by customers and presents cost savings for customers by reducing costs of ongoing maintenance.
- ORCL’s cloud ERP has the potential to become the market leader. ORCL arguably has a wider breadth of products within its ERP offering compared to its close rival SAP.
- Strong and substantial cash generation which enables the Board to consider capital management initiatives such as large stock repurchases and or undertake further acquisitions which fill gaps in the Company’s product portfolio.
Key Risks
- Aggressive competition by other established players like Microsoft, Salesforce and SAP. Further, ORCL competes in a rapidly changing competitive environment whereby other vendors seek to gain share by disrupting large legacy vendors in offering similar products at lower price points (if not free such as PostgreSQL, Apache and Cassandra).
- Any deterioration in the global economy and weakening of IT spending.
- Market share loss in database business.
- Lack of customer demand for Autonomous Database.
- Market share loss as a result of corporations migrating to cloud computing.
- Potential strengthening of USD providing currency headwinds.
- ORCL has a history of making acquisitions to fill its product portfolio gaps. As such, execution risks arise with any failure to integrate the acquisition.
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Disclaimer: This article does not constitute financial advice nor a recommendation to invest in the securities listed. The information presented is intended to be of a factual nature only. Past performance is not a reliable indicator of future performance. As always, do your own research and consider seeking financial, legal and taxation advice before investing.
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