Valuation: Perpetual Limited

Market Cap 2.19B 1.55B 1.34B 1.26B 1.15B 2.15B 148B 14.77B 5.77B 74.36B 5.83B 5.7B 247B P/E 2026 *
15.1x
P/E 2027 * 17x
Enterprise Value 2.59B 1.84B 1.59B 1.49B 1.35B 2.55B 176B 17.46B 6.83B 87.9B 6.89B 6.74B 292B EV / Sales 2026 *
1.88x
EV / Sales 2027 * 1.63x
Free-Float
96.97%
Yield 2026 *
5.86%
Yield 2027 * 5.83%
1 day+0.84%
1 week+3.15%
Current month+1.85%
1 month+2.12%
3 months+19.20%
6 months+13.66%
Current year+3.48%
1 week 18.58
Extreme 18.58
19.31
1 month 18.08
Extreme 18.08
20.35
Current year 15.1
Extreme 15.1
20.35
1 year 15.1
Extreme 15.1
22.32
3 years 14.98
Extreme 14.98
26.5
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.
10/7/25 Buy 283 0.0002%
10/7/25 Buy

Director

161 0.0001%
10/7/25 Buy

Chairman

540 0.0005%
Change 5-day change 1-year change 3-year change Capi.($)
+0.84%+3.15%-11.01%-22.57% 1.55B
-0.77%+3.29%+3.41%+74.45% 182B
+0.14%+0.21%+35.08%+111.61% 164B
+0.61%+3.57%+61.62%+267.66% 111B
-3.12%-1.04%+0.90%+101.84% 97.9B
-3.12%+2.95%-11.20%+62.57% 86.73B
+1.00%+3.82%+72.63%+175.65% 52.67B
-0.20%+3.18%+13.21%+69.19% 50.31B
+0.18%-2.86%-29.87%+45.70% 37.81B
+0.49%+3.19%+51.89%+148.75% 35.02B
Average -0.40%+2.39%+18.67%+103.48% 81.88B
Weighted average by Cap. -0.68%+2.57%+21.36%+117.91%

Financials

2026 *2027 *
Net sales 1.38B 977M 844M 793M 721M 1.36B 93.45B 9.29B 3.63B 46.79B 3.67B 3.59B 156B 1.28B 909M 785M 738M 671M 1.26B 86.93B 8.65B 3.38B 43.53B 3.41B 3.34B 145B
Net income 114M 80.7M 69.7M 65.5M 59.57M 112M 7.72B 767M 300M 3.86B 303M 296M 12.84B 118M 83.8M 72.38M 68.01M 61.85M 116M 8.01B 797M 312M 4.01B 315M 308M 13.33B
Net Debt 399M 283M 244M 230M 209M 393M 27.05B 2.69B 1.05B 13.54B 1.06B 1.04B 45.01B -101M -71.6M -61.84M -58.11M -52.85M -99.36M -6.85B -681M -266M -3.43B -269M -263M -11.39B
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
26-08-14 A$19.31 +0.84% 163,715
26-08-13 A$19.15 +0.63% 176,989
26-08-12 A$19.03 -0.89% 115,949
26-08-11 A$19.20 +2.02% 286,478
26-08-10 A$18.82 +0.53% 168,372
Trader
Investor
Global
Quality
ESG MSCI
AAA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
6
Last Close Price
19.31AUD
Average target price
20.98AUD
Spread / Average Target
+8.67%

Quarterly revenue - Rate of surprise