Valuation: Perpetual Limited

Market Cap 212.69Cr 149.61Cr 129.83Cr 121.57Cr 111.21Cr 209.95Cr 14TCr 1.42TCr 558.17Cr 7.12TCr 561.73Cr 549.52Cr 24TCr P/E 2026 *
14.6x
P/E 2027 * 16.5x
Enterprise Value 252.59Cr 177.68Cr 154.19Cr 144.38Cr 132.07Cr 249.33Cr 17TCr 1.69TCr 662.88Cr 8.46TCr 667.11Cr 652.61Cr 28TCr EV / Sales 2026 *
1.83x
EV / Sales 2027 * 1.58x
Free-Float
96.97%
Yield 2026 *
6.04%
Yield 2027 * 6%
1 day-0.16%
1 week-1.27%
Current month-1.27%
1 month-2.60%
3 months+10.97%
6 months+8.15%
Current year+0.32%
1 week 18.45
Extreme 18.45
18.96
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.($)
-0.16%-1.27%-12.69%-25.60% 149.61Cr
-0.38%+2.82%+0.78%+58.99% 18TCr
+1.21%+1.97%+37.83%+124.01% 16TCr
+0.05%+1.76%+55.26%+249.90% 11TCr
-1.14%+4.74%-0.38%+109.32% 10TCr
+0.92%+10.81%-13.96%+69.09% 8.47TCr
-1.14%+1.15%+66.96%+152.83% 5.08TCr
-0.22%+2.82%+10.11%+62.33% 4.95TCr
-0.68%-0.17%-29.22%+48.48% 3.87TCr
-0.13%+0.89%+46.53%+129.46% 3.37TCr
Average -0.17%+3.02%+16.12%+97.88% 8.04TCr
Weighted average by Cap. -0.00%+3.23%+19.06%+113.45%

Financials

2026 *2027 *
Net sales 137.85Cr 97Cr 84Cr 79Cr 72Cr 136.07Cr 9.24TCr 921.82Cr 361.77Cr 4.62TCr 364.07Cr 356.16Cr 15TCr 128.24Cr 90Cr 78Cr 73Cr 67Cr 126.59Cr 8.59TCr 857.56Cr 336.55Cr 4.29TCr 338.7Cr 331.33Cr 14TCr
Net income 11Cr 8.01Cr 6.95Cr 6.51Cr 5.95Cr 11Cr 762.79Cr 76Cr 30Cr 381.11Cr 30Cr 29Cr 1.27TCr 12Cr 8.31Cr 7.22Cr 6.76Cr 6.18Cr 12Cr 792.07Cr 79Cr 31Cr 395.75Cr 31Cr 31Cr 1.32TCr
Net Debt 40Cr 28Cr 24Cr 23Cr 21Cr 39Cr 2.67TCr 266.82Cr 104.71Cr 1.34TCr 105.38Cr 103.09Cr 4.45TCr -10Cr -7.1Cr -6.17Cr -5.77Cr -5.28Cr -9.97Cr -676.78Cr -68Cr -27Cr -338.14Cr -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
07/26/07 A$18.72 -0.16% 1,70,202
06/26/06 A$18.75 +0.27% 1,89,185
05/26/05 A$18.70 +0.65% 1,67,501
04/26/04 A$18.58 -0.48% 3,37,925
03/26/03 A$18.67 -1.53% 2,51,156
Trader
Investor
Global
Quality
ESG MSCI
AAA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
6
Last Close Price
18.75AUD
Average target price
20.98AUD
Spread / Average Target
+11.91%

Quarterly revenue - Rate of surprise