Valuation: Perpetual Limited

Market Cap 211.67Cr 148.37Cr 128.88Cr 119.68Cr 110.37Cr 207.9Cr 14TCr 1.42TCr 554.75Cr 7.04TCr 557.18Cr 544.98Cr 24TCr P/E 2026 *
14.6x
P/E 2027 * 16.4x
Enterprise Value 258.08Cr 180.91Cr 157.14Cr 145.92Cr 134.57Cr 253.49Cr 17TCr 1.73TCr 676.39Cr 8.58TCr 679.36Cr 664.49Cr 29TCr EV / Sales 2026 *
1.87x
EV / Sales 2027 * 1.57x
Free-Float
96.97%
Yield 2026 *
6.07%
Yield 2027 * 6.03%
1 day+1.61%
1 week-0.84%
Current month+22.32%
1 month+22.32%
3 months+14.42%
6 months+4.69%
Current year+1.61%
1 week 18.08
Extreme 18.08
20.35
1 month 17.6
Extreme 17.6
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.($)
+1.61%-0.84%-10.10%-21.20% 148.37Cr
-0.27%+3.60%-1.11%+48.02% 17TCr
+0.22%+1.18%+40.64%+122.10% 16TCr
+0.18%-1.62%+54.11%+244.66% 11TCr
+1.43%+1.68%-3.42%+94.74% 9.6TCr
+0.97%+3.87%-20.58%+52.56% 7.66TCr
+0.92%-0.59%+64.92%+154.42% 5.02TCr
+0.66%+3.42%+5.56%+56.98% 4.81TCr
+2.14%+5.87%-29.66%+47.70% 3.83TCr
+0.04%+1.05%+40.32%+127.67% 3.34TCr
Average +0.79%+1.34%+14.07%+92.77% 7.82TCr
Weighted average by Cap. +0.49%+0.65%+17.82%+106.79%

Financials

2026 *2027 *
Net sales 137.85Cr 97Cr 84Cr 78Cr 72Cr 135.4Cr 9.22TCr 922.72Cr 361.28Cr 4.58TCr 362.87Cr 354.92Cr 15TCr 128.24Cr 90Cr 78Cr 73Cr 67Cr 125.96Cr 8.58TCr 858.4Cr 336.1Cr 4.26TCr 337.57Cr 330.18Cr 14TCr
Net income 11Cr 7.98Cr 6.93Cr 6.44Cr 5.94Cr 11Cr 761.79Cr 76Cr 30Cr 378.35Cr 30Cr 29Cr 1.27TCr 12Cr 8.29Cr 7.2Cr 6.68Cr 6.16Cr 12Cr 791.04Cr 79Cr 31Cr 392.87Cr 31Cr 30Cr 1.32TCr
Net Debt 46Cr 33Cr 28Cr 26Cr 24Cr 46Cr 3.11TCr 310.69Cr 121.65Cr 1.54TCr 122.18Cr 119.51Cr 5.19TCr -10Cr -7.08Cr -6.15Cr -5.71Cr -5.27Cr -9.92Cr -675.9Cr -68Cr -26Cr -335.69Cr -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
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
27/26/27 A$19.50 +3.07% 1,85,325
Trader
Investor
Global
Quality
ESG MSCI
AAA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
6
Last Close Price
18.66AUD
Average target price
20.90AUD
Spread / Average Target
+12.00%

Quarterly revenue - Rate of surprise