Valuation: Perpetual Limited

Market Cap 2.15B 1.5B 1.32B 1.23B 1.12B 2.11B 145B 14.56B 5.69B 71.06B 5.63B 5.51B 246B P/E 2026 *
14.5x
P/E 2027 * 15.6x
Enterprise Value 2.56B 1.79B 1.57B 1.46B 1.34B 2.52B 172B 17.34B 6.77B 84.63B 6.71B 6.57B 293B EV / Sales 2026 *
1.85x
EV / Sales 2027 * 1.59x
Free-Float
96.97%
Yield 2026 *
6%
Yield 2027 * 6.18%
1 day-1.05%
1 week-1.51%
Current month+22.06%
1 month+24.07%
3 months+15.72%
6 months+1.28%
Current year+1.39%
1 week 18.63
Extreme 18.63
19.69
1 month 15.1
Extreme 15.1
19.69
Current year 15.1
Extreme 15.1
19.69
1 year 15.1
Extreme 15.1
22.32
3 years 14.98
Extreme 14.98
26.65
5 years 14.98
Extreme 14.98
42.45
10 years 14.98
Extreme 14.98
57.34
Manager TitleAgeSince
Chief Executive Officer 56 2024-09-01
Director of Finance/CFO - 2025-06-30
Corporate Officer/Principal - -
Director TitleAgeSince
Chairman 55 2025-02-26
Director/Board Member 59 2019-11-30
Director/Board Member 58 2021-06-27
Date Insider Type Main position Quantity % Market Cap.
4/9/26 Buy 377 0.0003%
4/9/26 Buy

Director

214 0.0002%
4/9/26 Buy

Chairman

718 0.0006%
Change 5-day change 1-year change 3-year change Capi.($)
-1.05%-1.51%-7.48%-27.65% 1.5B
+1.78%-1.54%-6.02%+41.51% 164B
+0.17%-0.54%+39.22%+125.29% 161B
-0.75%+1.13%+57.46%+254.71% 108B
+1.22%-3.92%-4.86%+87.64% 95.28B
+1.43%-3.51%-24.37%+45.11% 74.07B
+0.65%+1.59%+64.17%+162.12% 50.93B
+1.69%+0.20%+1.50%+49.12% 46.75B
+3.14%+7.07%-33.45%+39.22% 36.91B
+1.44%-2.25%+38.83%+130.40% 33.03B
Average +0.97%-0.87%+12.50%+90.75% 77.07B
Weighted average by Cap. +0.95%-1.25%+16.38%+106.86%

Financials

2026 *2027 *
Net sales 1.38B 967M 849M 790M 725M 1.36B 93.1B 9.38B 3.66B 45.77B 3.63B 3.55B 158B 1.29B 901M 791M 736M 675M 1.27B 86.78B 8.74B 3.41B 42.67B 3.38B 3.31B 148B
Net income 115M 80.64M 70.82M 65.86M 60.44M 114M 7.77B 782M 306M 3.82B 303M 296M 13.2B 125M 87.2M 76.59M 71.23M 65.36M 123M 8.4B 846M 330M 4.13B 327M 320M 14.27B
Net Debt 410M 287M 252M 234M 215M 404M 27.61B 2.78B 1.09B 13.58B 1.08B 1.05B 46.94B -101M -70.7M -62.09M -57.75M -52.99M -99.56M -6.81B -686M -268M -3.35B -265M -260M -11.57B
Logo Perpetual Limited
Perpetual Limited is an Australia-based company. The Company is a diversified financial services company. Its segments include Asset Management and Corporate Trust. The Asset Management segment provides equities, credit and fixed income, multi-asset, cash, and sustainable investment solutions. It includes over $219.2 billion in Assets Under Management across six investment boutiques in Australia, the United Kingdom and the United States. It offers perpetual investment funds which are designed for individual and wholesale investors, and super fund trustees. The Corporate Trust segment provides fiduciary, custody and digital solutions to the banking and financial services industry in Australia and Singapore. It includes over $1.3 trillion in funds under administration across debt market services and managed funds services; $0.6 trillion in assets under administration in digital and markets. It offers debt market services which include securitization, document custody, agency and trustee.
Employees
1,789
Date Price Change Volume
26-07-24 A$18.92 -1.05% 214,293
26-07-23 A$19.12 -2.15% 211,708
26-07-22 A$19.54 +1.24% 345,370
26-07-21 A$19.30 +0.47% 163,085
26-07-20 A$19.21 0.00% 271,507
Trader
Investor
Global
Quality
ESG MSCI
AAA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
7
Last Close Price
18.92AUD
Average target price
20.61AUD
Spread / Average Target
+8.96%

Quarterly revenue - Rate of surprise