Valuation Perpetual Limited

Stocks

Market Closed - Australian S.E. Other stock markets 02:10:08 2026-08-07 EDT			5-day change	1st Jan Change
18.72 ^AUD	-0.16%		-1.27%	+0.32%

07-29	Windflower Pte. Limited cancelled the acquisition of Perpetual Limited.	CI
07-28	Perpetual Turns Down Revised Acquisition Proposal From EQT	MT

Data adjusted to current consolidation scope

Fiscal Period: June	2021	2022	2023	2024	2025	2026	2027	2028
Market Cap ¹	2,249	1,620	2,889	2,390	2,023	2,123	-	-
Change	-	-27.98%	78.37%	-17.27%	-15.34%	4.96%	-	-
Enterprise Value (EV) ¹	2,268	1,703	3,360	2,848	2,416	2,522	2,022	1,942
Change	-	-24.93%	97.35%	-15.25%	-15.16%	4.42%	-19.82%	-3.96%
P/E	30.1x	16.4x	36.4x	-5.06x	-34.7x	14.6x	16.5x	13.3x
PBR	2.46x	1.75x	1.21x	1.35x	1.23x	1.28x	1.24x	1.18x
PEG	-	0.5x	-0.6x	0x	0.4x	-0x	-1.4x	0.6x
Capitalization / Revenue	3.51x	2.16x	2.85x	1.79x	1.47x	1.54x	1.66x	1.74x
EV / Revenue	3.54x	2.27x	3.31x	2.13x	1.76x	1.83x	1.58x	1.59x
EV / EBITDA	10.5x	8.01x	10.8x	6.96x	6.04x	6.47x	5.8x	5.79x
EV / EBIT	12.8x	8.1x	13.2x	8.28x	7.09x	7.54x	6.7x	6.61x
EV / FCF	21.2x	10.9x	30.7x	10.8x	12.3x	11.4x	9.87x	8.32x
FCF Yield	4.72%	9.15%	3.26%	9.29%	8.13%	8.78%	10.1%	12%
Dividend per Share ²	1.8	2.09	1.55	1.18	1.15	1.132	1.125	1.177
Rate of return	4.49%	7.24%	5.99%	5.54%	6.37%	6.05%	6.01%	6.29%
EPS ²	1.332	1.765	0.711	-4.208	-0.521	1.282	1.135	1.407
Distribution rate	135%	118%	218%	-28%	-221%	88.3%	99.1%	83.6%
Net sales ¹	640.6	749.6	1,014	1,335	1,373	1,378	1,282	1,220
EBITDA ¹	215.8	212.6	310	408.9	399.9	389.9	348.5	335.8
EBIT ¹	176.6	210.2	254.1	344	340.6	334.6	301.8	294
Net income ¹	74.87	101.2	59	-472.2	-58.2	113.8	118.2	142.5
Net Debt ¹	18.96	83	471.2	457.7	392.6	399	-101	-181
Reference price ²	40.05	28.88	25.88	21.31	18.06	18.72	18.72	18.72
Nbr of stocks (in thousands)	56,152	56,079	111,624	112,148	112,026	113,434	-	-
Announcement Date	8/18/21	8/24/22	8/23/23	8/28/24	8/27/25	-	-	-

¹AUD in Million²AUD

Estimates

Add to a list 0 selected To use this feature you must be a member Log in Sign up	P/E (N)	EV / Sales (N)	EV / EBITDA (N)	Dividend Yield (N)	Capi.($)
PERPETUAL LIMITED	14.6x	1.83x	6.47x	6.05%	1.5B
BLACKROCK, INC.	21.05x	5.9x	12.65x	2.02%	176B
UBS GROUP AG	15.19x	3.66x	-	2.34%	165B
BANK OF NEW YORK MELLON CORPORATION (THE)	17.11x	7.55x	-	1.46%	107B
BROOKFIELD ASSET MANAGEMENT LTD.	25.49x	13.35x	22.9x	3.83%	83.85B
STATE STREET CORPORATION	13.8x	5.29x	-	1.9%	50.73B
AMERIPRISE FINANCIAL, INC.	12.24x	1.86x	5.7x	1.2%	48.76B
3I GROUP PLC	5.64x	5.56x	4.84x	3.29%	38.77B
NORTHERN TRUST CORPORATION	14.56x	5.29x	16.5x	1.81%	33.94B
Average	15.52x	5.59x	11.51x	2.65%	78.36B
Weighted average by Cap.	17.31x	6.13x	13.54x	2.23%