Valuation: Perpetual Limited

Market Cap 2.15B 1.49B 1.3B 1.2B 1.12B 2.12B 142B 14.4B 5.6B 69.86B 5.6B 5.48B 241B P/E 2026 *
14.6x
P/E 2027 * 15.6x
Enterprise Value 2.56B 1.78B 1.55B 1.43B 1.33B 2.52B 169B 17.14B 6.66B 83.17B 6.67B 6.53B 287B EV / Sales 2026 *
1.85x
EV / Sales 2027 * 1.6x
Free-Float
96.97%
Yield 2026 *
5.98%
Yield 2027 * 6.16%
1 day+1.33%
1 week+24.95%
Current month+22.45%
1 month+22.37%
3 months+20.13%
6 months+0.53%
Current year+1.71%
1 week 15.1
Extreme 15.1
19.46
1 month 15.1
Extreme 15.1
19.46
Current year 15.1
Extreme 15.1
19.56
1 year 15.1
Extreme 15.1
22.32
3 years 14.98
Extreme 14.98
26.8
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.
04-08Buy 377 0.0003%
04-08Buy

Chairman

718 0.0006%
04-08Buy

Director

214 0.0002%
Change 5-day change 1-year change 3-year change Capi.($)
+1.33%+24.95%-7.95%-28.54% 1.49B
+0.34%+3.05%+50.49%+126.07% 156B
+1.57%+3.22%-7.99%+43.56% 154B
+0.41%+2.13%+58.63%+225.32% 101B
0.00%+1.17%+5.68%+109.37% 96.82B
+1.08%+4.02%-14.82%+51.18% 73.92B
+0.60%+1.53%+54.74%+129.61% 47.24B
+1.98%+8.03%-9.97%+45.98% 43.97B
+1.01%+3.12%-35.40%+37.46% 35.22B
+0.51%+1.51%+34.02%+134.21% 32.66B
Average +0.88%+4.82%+12.74%+87.42% 74.21B
Weighted average by Cap. +0.79%+2.50%+18.85%+104.06%

Financials

2026 *2027 *
Net sales 1.38B 958M 838M 770M 718M 1.36B 91.24B 9.24B 3.59B 44.85B 3.6B 3.52B 155B 1.28B 891M 779M 716M 667M 1.27B 84.8B 8.59B 3.34B 41.69B 3.34B 3.27B 144B
Net income 115M 79.74M 69.71M 64.06M 59.71M 113M 7.59B 769M 299M 3.73B 299M 293M 12.86B 123M 85.29M 74.56M 68.52M 63.87M 121M 8.12B 823M 320M 3.99B 320M 313M 13.76B
Net Debt 410M 284M 249M 228M 213M 404M 27.08B 2.74B 1.07B 13.31B 1.07B 1.04B 45.86B -101M -70.05M -61.23M -56.27M -52.45M -99.49M -6.67B -676M -263M -3.28B -263M -257M -11.3B
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
26-07-03 A$18.98 +1.33% 507,724
26-07-02 A$18.73 +3.48% 1,724,485
26-07-01 A$18.10 +16.77% 637,151
26-06-30 A$15.50 +1.91% 510,001
26-06-29 A$15.21 +0.13% 361,555
Trader
Investor
Global
Quality
ESG MSCI
AAA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
7
Last Close Price
18.98AUD
Average target price
20.41AUD
Spread / Average Target
+7.56%

Quarterly revenue - Rate of surprise