Valuation: Perpetual Limited

Market Cap 2.19B 1.52B 1.33B 1.23B 1.13B 2.15B 145B 14.68B 5.76B 71.56B 5.71B 5.58B 246B P/E 2026 *
14.8x
P/E 2027 * 15.9x
Enterprise Value 2.6B 1.8B 1.58B 1.45B 1.35B 2.55B 172B 17.43B 6.84B 84.97B 6.78B 6.63B 292B EV / Sales 2026 *
1.88x
EV / Sales 2027 * 1.62x
Free-Float
96.97%
Yield 2026 *
5.88%
Yield 2027 * 6.06%
1 week+1.58%
Current month+24.39%
1 month+17.92%
3 months+20.58%
6 months+1.37%
Current year+3.32%
1 week 18.74
Extreme 18.745
19.6
1 month 15.1
Extreme 15.1
19.6
Current year 15.1
Extreme 15.1
19.6
1 year 15.1
Extreme 15.1
22.32
3 years 14.98
Extreme 14.98
26.8
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.
04-08Buy

Chairman

718 0.0006%
04-08Buy 377 0.0003%
04-08Buy

Director

214 0.0002%
Change 5-day change 1-year change 3-year change Capi.($)
0.00%+1.58%-7.93%-23.55% 1.52B
+1.61%+4.06%-6.15%+48.83% 161B
+0.43%+2.11%+45.79%+137.49% 158B
-0.22%+3.61%+62.20%+244.41% 104B
+1.57%+0.67%+6.43%+116.06% 97.91B
+1.30%+0.68%-14.39%+57.73% 74.76B
+0.03%+5.58%+63.52%+141.91% 49.88B
+1.32%+3.60%-6.59%+51.58% 45.56B
+1.73%+3.56%-35.70%+44.52% 36.48B
+0.38%+3.99%+44.96%+148.95% 33.97B
Average +0.82%+2.77%+15.22%+96.79% 76.34B
Weighted average by Cap. +0.91%+2.68%+20.16%+113.79%

Financials

2026 *2027 *
Net sales 1.38B 960M 842M 774M 716M 1.36B 91.59B 9.27B 3.64B 45.21B 3.61B 3.53B 155B 1.28B 893M 782M 719M 666M 1.26B 85.12B 8.62B 3.38B 42.02B 3.35B 3.28B 144B
Net income 115M 79.91M 70.02M 64.41M 59.59M 113M 7.62B 772M 303M 3.76B 300M 293M 12.93B 123M 85.47M 74.89M 68.89M 63.74M 121M 8.15B 825M 324M 4.02B 321M 314M 13.82B
Net Debt 410M 285M 250M 230M 213M 403M 27.18B 2.75B 1.08B 13.42B 1.07B 1.05B 46.1B -101M -70.2M -61.51M -56.58M -52.35M -99.31M -6.69B -678M -266M -3.3B -264M -258M -11.35B
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
10/07/26 A$19.28 0.00% 173,431
09/07/26 A$19.28 -0.05% 251,907
08/07/26 A$19.29 +0.36% 216,212
07/07/26 A$19.22 +0.95% 295,000
06/07/26 A$19.04 +0.32% 366,461
Trader
Investor
Global
Quality
ESG MSCI
AAA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
7
Last Close Price
19.28AUD
Average target price
20.41AUD
Spread / Average Target
+5.88%

Quarterly revenue - Rate of surprise