Pension Deficit Latest

This shows the size of a Pension Deficit or Surplus. A positive figure indicates a Deficit (Liabilities are larger than Assets) and a negative figure indicates a Surplus. The figure is as of the most recent set of annual accounts.

Stockopedia explains Pension Deficit

This metric is useful simply in determining whether or not a company Pension Scheme is in deficit.

Given that Pension Liabilities are more senior than other forms of debt and equity, a large Pension Deficit can prove problematic for equity investors. When there is a deficit, it must be paid off somehow and there are two options for a company to pay off its deficit. It must either earn superior returns on its plan assets to close the gap or it must contriubute from operating profits, at the expense of shareholders.

In practice, it is often the latter of the two options that proves to be the case and so investors are often wary of large Pension Deficits, especially when they are large relative to the sponsor company.

Ranks: Low to High
Unit: m
Available in screener
Available as Table Column

The 5 lowest Pension Deficit Stocks in the Market

Ticker Name Pension Deficit StockRank
TYO:8411 Mizuho Financial Inc -1037375 89
KRX:5930 Samsung Electronics Co -891044 92
TYO:8306 Mitsubishi UFJ Financial Inc -674909 90
TYO:8316 Sumitomo Mitsui Financial Inc -529119 86
TYO:8309 Sumitomo Mitsui Trust Holdings Inc -217413 79
Screen for more high-ranking Pension Deficit stocks
© Stockopedia 2021, Refinitiv, Share Data Services.
This site cannot substitute for professional investment advice or independent factual verification. To use it, you must accept our Terms of Use, Privacy and Disclaimer policies.