Valuation: Perpetual Limited

Market Cap 215.07Cr 150.97Cr 131.24Cr 122.15Cr 112.15Cr 211.79Cr 14TCr 1.44TCr 565.11Cr 7.17TCr 566.98Cr 554.52Cr 24TCr P/E 2026 *
14.8x
P/E 2027 * 16.7x
Enterprise Value 254.97Cr 178.98Cr 155.58Cr 144.82Cr 132.96Cr 251.08Cr 17TCr 1.71TCr 669.95Cr 8.51TCr 672.17Cr 657.4Cr 29TCr EV / Sales 2026 *
1.85x
EV / Sales 2027 * 1.6x
Free-Float
96.97%
Yield 2026 *
5.97%
Yield 2027 * 5.93%
1 day-1.58%
1 week-4.31%
Current month-1.58%
1 month-1.69%
3 months+12.41%
6 months+4.95%
1 week 18.08
Extreme 18.08
20.35
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 02/09/2024
Director of Finance/CFO - 01/07/2025
Corporate Officer/Principal - -
Director TitleAgeSince
Chairman 55 27/02/2025
Director/Board Member 59 01/12/2019
Director/Board Member 58 28/06/2021
Date Insider Type Main position Quantity % Market Cap.
07/10/25 Buy 283 0.0002%
07/10/25 Buy

Director

161 0.0001%
07/10/25 Buy

Chairman

540 0.0005%
Change 5-day change 1-year change 3-year change Capi.($)
-1.48%-4.31%-10.63%-24.36% 150.97Cr
-0.73%+3.29%-0.13%+51.98% 17TCr
-0.16%+0.57%+39.78%+126.33% 16TCr
+0.16%-1.62%+56.63%+245.63% 11TCr
+1.17%+1.38%-0.82%+100.47% 9.7TCr
+0.92%+3.80%-17.83%+57.26% 7.72TCr
+0.73%-0.67%+69.59%+153.28% 5.06TCr
+0.25%+3.20%+8.84%+56.96% 4.83TCr
+0.60%+3.84%-30.67%+51.33% 3.86TCr
-0.18%+0.93%+43.39%+127.37% 3.33TCr
Average +0.12%+1.49%+15.81%+94.63% 7.83TCr
Weighted average by Cap. +0.15%+1.54%+19.33%+109.94%

Financials

2026 *2027 *
Net sales 137.85Cr 97Cr 84Cr 78Cr 72Cr 135.75Cr 9.24TCr 922.88Cr 362.2Cr 4.6TCr 363.4Cr 355.42Cr 15TCr 128.24Cr 90Cr 78Cr 73Cr 67Cr 126.28Cr 8.59TCr 858.55Cr 336.96Cr 4.28TCr 338.07Cr 330.65Cr 14TCr
Net income 11Cr 7.99Cr 6.95Cr 6.47Cr 5.94Cr 11Cr 762.79Cr 76Cr 30Cr 379.75Cr 30Cr 29Cr 1.27TCr 12Cr 8.3Cr 7.21Cr 6.71Cr 6.16Cr 12Cr 792.08Cr 79Cr 31Cr 394.33Cr 31Cr 30Cr 1.32TCr
Net Debt 40Cr 28Cr 24Cr 23Cr 21Cr 39Cr 2.67TCr 267.13Cr 104.84Cr 1.33TCr 105.19Cr 102.88Cr 4.46TCr -10Cr -7.09Cr -6.16Cr -5.74Cr -5.27Cr -9.95Cr -676.79Cr -68Cr -27Cr -336.93Cr -27Cr -26Cr -1.13TCr
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
03/26/03 A$18.71 -1.32% 93,755
31/26/31 A$18.96 +1.61% 3,37,869
30/26/30 A$18.66 -5.61% 6,73,914
29/26/29 A$19.77 -2.03% 3,93,983
28/26/28 A$20.18 +3.49% 5,14,620
Trader
Investor
Global
Quality
ESG MSCI
AAA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
6
Last Close Price
18.96AUD
Average target price
20.90AUD
Spread / Average Target
+10.23%

Quarterly revenue - Rate of surprise