Valuation: Perpetual Limited

Market Cap 2.24B 1.55B 1.36B 1.27B 1.17B 2.19B 149B 15.11B 5.91B 73.62B 5.83B 5.71B 255B P/E 2026 *
15.2x
P/E 2027 * 16.3x
Enterprise Value 2.64B 1.83B 1.61B 1.5B 1.38B 2.58B 175B 17.79B 6.96B 86.72B 6.87B 6.72B 300B EV / Sales 2026 *
1.92x
EV / Sales 2027 * 1.67x
Free-Float
96.97%
Yield 2026 *
5.73%
Yield 2027 * 5.82%
1 day-6.42%
1 week-3.24%
Current month+19.35%
1 month+19.35%
3 months+11.65%
6 months+2.15%
Current year-0.86%
1 week 18.08
Extreme 18.08
20.35
1 month 16.09
Extreme 16.09
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 01/09/2024
Director of Finance/CFO - 30/06/2025
Corporate Officer/Principal - -
Director TitleAgeSince
Chairman 55 26/02/2025
Director/Board Member 59 30/11/2019
Director/Board Member 58 27/06/2021
Date Insider Type Main position Quantity % Market Cap.
09/04/26 Buy

Chairman

718 0.0006%
09/04/26 Buy 377 0.0003%
09/04/26 Buy

Director

214 0.0002%
Change 5-day change 1-year change 3-year change Capi.($)
-6.53%-3.24%-12.28%-24.98% 1.55B
-1.67%+2.14%-3.78%+46.16% 167B
+0.90%-0.16%+39.84%+122.44% 162B
-2.55%-4.92%+49.70%+239.04% 103B
-2.07%-0.54%-5.84%+91.38% 94.96B
-1.92%+1.79%-23.09%+48.64% 75.39B
-3.58%-4.97%+55.44%+147.35% 48.36B
-1.16%+2.56%+3.70%+56.51% 47.76B
-0.55%+13.52%-29.99%+45.54% 38.56B
-1.77%-0.57%+34.95%+121.90% 32.5B
Average -2.08%+1.26%+10.87%+89.40% 77.18B
Weighted average by Cap. -1.37%+0.48%+14.89%+103.83%

Financials

2026 *2027 *
Net sales 1.38B 955M 839M 783M 719M 1.35B 91.45B 9.29B 3.63B 45.26B 3.58B 3.51B 156B 1.28B 888M 780M 729M 669M 1.25B 85.08B 8.64B 3.38B 42.1B 3.33B 3.26B 146B
Net income 114M 79.27M 69.66M 65.02M 59.67M 112M 7.59B 771M 302M 3.76B 298M 291M 12.99B 119M 82.18M 72.21M 67.4M 61.86M 116M 7.87B 799M 313M 3.89B 309M 302M 13.46B
Net Debt 399M 276M 243M 227M 208M 389M 26.47B 2.69B 1.05B 13.1B 1.04B 1.02B 45.28B -101M -69.95M -61.47M -57.38M -52.66M -98.57M -6.7B -680M -266M -3.32B -263M -257M -11.46B
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
30/07/26 A$18.48 -6.53% 479,180
29/07/26 A$19.77 -2.03% 393,983
28/07/26 A$20.18 +3.49% 514,620
27/07/26 A$19.50 +3.07% 185,325
24/07/26 A$18.92 -1.05% 214,293
Trader
Investor
Global
Quality
ESG MSCI
AAA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
6
Last Close Price
19.77AUD
Average target price
20.82AUD
Spread / Average Target
+5.29%

Quarterly revenue - Rate of surprise