Pershing Square Inc. (PS) carries a Roarable Rating of D+ (Sell) with 57/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.
As of 2026-11-02, Pershing Square Inc. (NYSE: PS) is rated D+ (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 57/100 at a spot price of $45.66 (-7.10% 1D, market cap $19.66B). Pillar breakdown: Fundamental Cash Engine 10/20, Institutional 13F & Options Flow 13/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 12/20, and SEC Balance-Sheet Forensics 9/20. Active quantitative signal LIQUIDITY_TAILWIND (BEARISH, conviction undefined/100) notes: undefined.
Within the Financials sector (Investment Managers), PS carries a Roarable D+ (57/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of —. By comparison, TPG (TPG Inc.) holds a C grade (64/100 RQD, P/E 98.2x, ROIC 2.5%, cap $18.12B) and TROW (T. Rowe Price Group Inc.) posts a B grade (73/100 RQD, P/E 10.9x, ROIC 20.5%, cap $22.75B). Among the 5-stock peer group, TROW leads on earnings multiple (10.9x) while TROW leads on capital efficiency (20.5% ROIC).
Per PS's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0002026053), Pershing Square Inc. generated $0 in revenue, $0 in net income, and $0 in free cash flow against $1.70B in total assets and $0 in total debt. Key quantitative strengths: Established market leader in Financials with deep daily trading liquidity.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
20D Institutional Volume Accumulation (±12.5% realized swing band)
Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 7/9
Disciplined Float (-0.40% YoY Shares) & executive Form 4 sales trim 11 pts from alignment
Even with a 57/100 (D+) score, PS 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.
Company executives have done more routine share selling than personal cash buying lately.
Sensitive to high interest rates and tighter Federal Reserve market liquidity.
Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($46.70) or 200D SMA ($40.15) invalidates the momentum regime and cuts Target Base ($45.45) toward Bear Floor ($35.45).
Pershing Square Inc. (PS) dropped -7.10% to $45.66, trading at 62% of its 52-week range ($22.01 – $60.4). Stretched risk/reward at current multiples (steady margins) under elevated 10-year interest-rate pressure.
Yahoo Finance report covering Pershing Square Inc. (PS) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering Pershing Square Inc. (PS) market action, institutional positioning, and fundamental catalysts.
Stocktwits report covering Pershing Square Inc. (PS) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Pershing Square Inc. (PS) market action, institutional positioning, and fundamental catalysts.
TradingKey report covering Pershing Square Inc. (PS) market action, institutional positioning, and fundamental catalysts.
TradingView report covering Pershing Square Inc. (PS) market action, institutional positioning, and fundamental catalysts.
Bill Ackman says Buffett once turned down still and sparkling water at his dinner table and told him, “I haven’t had water in 48 years.”
Apple headlines Monday’s reports, with investors looking for continued iPhone momentum and evidence that its artificial-intelligence push can support the company’s next leg of growth. Marriott International, Entergy,
Fed Chairman Kevin Warsh said he disagrees with the view that rate hikes will have no impact on AI investment.
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. +6.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on PS today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for PS. Explore sector supply chains on /butterfly.
Across 1096 tracked Financials securities in the Roarable RQD universe, Pershing Square Inc. (PS) ranks #504 by composite RQD confidence (57/100, grade D+) and #119 by equity capitalization ($19.66B). Within this direct 5-issuer industry benchmark cohort, TROW leads on earnings valuation at 10.9x trailing P/E, while TROW leads on capital efficiency and profitability with 20.5% ROIC and — gross margin. TROW currently holds the highest overall quantitative score in the immediate peer group at 73/100 (B) compared with PS at 57/100 (D+).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| PS
ACTIVE
Pershing Square Inc. | D+ | 57/100 | — | — | — | -7.10% | $19.66B | Benchmark Subject |
| TPG TPG Inc. | C | 64/100 | 98.2x | — | 2.5% | -2.63% | $18.12B | /tpg-vs-ps → |
| TROW T. Rowe Price Group Inc. | B | 73/100 | 10.9x | — | 20.5% | -2.56% | $22.75B | /trow-vs-ps → |
| BEN Franklin Templeton Inc. | C | 65/100 | 31.3x | — | 3.0% | -2.16% | $16.43B | /ben-vs-ps → |
| OWL Blue Owl Capital Inc. | C | 65/100 | 53.1x | — | 6.3% | -0.77% | $16.23B | /owl-vs-ps → |
In its most recent audited fiscal period (FY2025, filed 2025-12-31), Pershing Square Inc. (PS) reported GAAP revenue of $0 , GAAP net income of $0, operating cash flow of $0, and free cash flow of $0 . On the balance sheet, PS closed FY2025 with $1.70B in total assets against $0 in total debt (Altman Z-Score: N/A, Piotroski F-Score: N/A).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-31 | $0 | $0 | — | — | $1.70B | — |
As of 2026-11-02, Pershing Square Inc. (NYSE: PS) is rated D+ (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 57/100 at a spot price of $45.66 (-7.10% 1D, market cap $19.66B). Pillar breakdown: Fundamental Cash Engine 10/20, Institutional 13F & Options Flow 13/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 12/20, and SEC Balance-Sheet Forensics 9/20. Active quantitative signal LIQUIDITY_TAILWIND (BEARISH, conviction undefined/100) notes: undefined.
Within the Financials sector (Investment Managers), PS carries a Roarable D+ (57/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of —. By comparison, TPG (TPG Inc.) holds a C grade (64/100 RQD, P/E 98.2x, ROIC 2.5%, cap $18.12B) and TROW (T. Rowe Price Group Inc.) posts a B grade (73/100 RQD, P/E 10.9x, ROIC 20.5%, cap $22.75B). Among the 5-stock peer group, TROW leads on earnings multiple (10.9x) while TROW leads on capital efficiency (20.5% ROIC).
Per PS's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0002026053), Pershing Square Inc. generated $0 in revenue, $0 in net income, and $0 in free cash flow against $1.70B in total assets and $0 in total debt. Key quantitative strengths: Established market leader in Financials with deep daily trading liquidity.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.
PS last traded at $45.66 (-7.10% on volume of 700,138 shares), positioning the stock -2.23% below its 50-day simple moving average ($46.70) and +13.72% above its 200-day simple moving average ($40.15). Across its 52-week range of $22.01 to $60.40, PS sits at the 61.6% percentile with a 14-day RSI of 52.6 (NEUTRAL RANGE) and an implied next-earnings move of ±12.5% ($39.95 to $51.37).
Why PS Stock dropped -7.10% Today — RQD Quant Desk Flash. Stretched risk/reward at current multiples (steady margins) under elevated 10-year interest-rate pressure.
Per the Roarable RQD rating, PS scores 57 out of 100, a letter grade of D+, with the verdict "Roarable Sell — Weak Fundamentals / Trim." The five pillars are:
Investor implications: The upside case rests on balance-sheet resilience and institutional interest rather than current cash generation. The valuation tradeoff is that the stock trades at a $49.15 price with 0% ROIC and 0% FCF yield per the market data, which leaves little demonstrated earnings support in the source data. The main upside driver would be an improvement in cash generation, which the data does not yet show. The overall rating frames PS as a name to trim rather than add on current fundamentals.
Pershing Square Inc. (PS) is a NYSE-listed issuer in the Financials sector, operating in the Investment Managers industry. The profile records a market capitalization of $19.7B. Not available in source data: specific product lines, customer base, or revenue model details.
| Period | Revenue | Operating Income | Net Income | EPS | FCF | Cash | Debt |
|---|---|---|---|---|---|---|---|
| FY 2025 (filed 2025-12-31) | $0.0M | $0.0M | $0.0M | N/A | N/A | $55.4M | N/A |
Per the SEC financials, FY 2025 reports $0.0M in revenue, operating income, and net income, with cash of $55.4M and debt not available. Gross, operating, and net margins are each recorded at 0% in the market data, and ROIC is 0%. Per the Roarable RQD rating, the Altman Z-Score is 2.5 and the Piotroski F-Score is 6/9, with a Debt/Equity ratio of 0.5. The Z-Score and F-Score are the rating's main balance-sheet signals; the reported income-statement figures are zero, so profitability trends cannot be assessed from the source data.
Source headlines cluster around a Citi downgrade of PS to Sell. Multiple outlets (Yahoo Finance, The Motley Fool, AOL.com) carry a headline citing a $45 price target against a $60 peak and framing the stock as possibly overvalued after an April IPO rally. Seeking Alpha reports the Citi downgrade on valuation concerns, flagged as RED / RISK WATCH. A Stocktwits item, flagged YELLOW / MARKET WIRE, reports Bill Ackman's comments on the stock's post-IPO decline. A Yahoo Finance item, also RED / RISK WATCH, questions whether PS is fully valued after its dividend update and the Citi downgrade.
The Butterfly Supply-Chain Graph carries one proprietary signal: a LIQUIDITY_TAILWIND with a Macro Tailwind Score of 18/100, severity 94, direction BEARISH. Per that signal, the True Net Liquidity Index stands at $5,745.73B (-0.64% 4-week RoC; High-Yield OAS +2 bps), and the rolling 5-year regression assigns PS a 6.00x Net Liquidity beta (r = +0.22). The signal therefore flags PS as highly sensitive to liquidity conditions, and it currently reads that sensitivity as a headwind.
Per the Butterfly Supply-Chain Graph, the supply chain is recorded as NONE, and there are no butterfly links. Upstream and downstream dependencies are therefore not available in source data. The one sector-level link available is the liquidity signal: the 6.00x Net Liquidity beta means that a change in the True Net Liquidity Index would be expected to transmit disproportionately into PS's valuation. Investors should watch Fed balance-sheet, Treasury General Account, and Overnight RRP movements, along with High-Yield spreads, as the second-order drivers. The source data does not identify specific sector correlations beyond this regression.
Real-time company headlines, analyst actions, and sector developments for Pershing Square Inc. (PS) • Click "Debate This Headline" to argue it in the Roar Pit below
Yahoo Finance report covering Pershing Square Inc. (PS) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering Pershing Square Inc. (PS) market action, institutional positioning, and fundamental catalysts.
Stocktwits report covering Pershing Square Inc. (PS) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Pershing Square Inc. (PS) market action, institutional positioning, and fundamental catalysts.
TradingKey report covering Pershing Square Inc. (PS) market action, institutional positioning, and fundamental catalysts.
TradingView report covering Pershing Square Inc. (PS) market action, institutional positioning, and fundamental catalysts.
Bill Ackman says Buffett once turned down still and sparkling water at his dinner table and told him, “I haven’t had water in 48 years.”
Apple headlines Monday’s reports, with investors looking for continued iPhone momentum and evidence that its artificial-intelligence push can support the company’s next leg of growth. Marriott International, Entergy,
Welcome to the PS (Pershing Square Inc.) Roar Pit. Current RQD Composite is 57/100 (Roarable Sell — Weak Fundamentals / Trim) in Investment Managers. Bulls point to operating leverage and sector positioning, while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.
Everyone in here is repeating the bull case on PS, but look at what you are paying: current EV/EBITDA multiples with tightening sector spreads. Unless Pershing Square Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.
Looking at the 5-pillar RQD breakdown on PS, the market is fixating on short-term headline noise in Investment Managers and ignoring the balance sheet and cash flow trajectory. At $49.15 (52-wk range $22.01 - $60.40), any beat on forward guidance forces shorts and underweight funds to chase.
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