Valuation: Perpetual Limited

Market Cap 2.06B 1.48B 1.27B 1.21B 1.09B 2.05B 141B 14.31B 5.5B 71.79B 5.55B 5.43B 227B P/E 2027 *
22.2x
P/E 2028 * 14x
Enterprise Value 1.85B 1.33B 1.14B 1.08B 982M 1.84B 127B 12.87B 4.95B 64.57B 4.99B 4.88B 204B EV / Sales 2027 *
1.55x
EV / Sales 2028 * 1.55x
Free-Float
96.83%
Yield 2027 *
5.9%
Yield 2028 * 6.03%
1 day-1.31%
1 week-6.52%
Current month-5.30%
1 month-6.47%
3 months+11.41%
6 months+9.26%
Current year-3.22%
1 week 17.91
Extreme 17.91
19.4
1 month 17.91
Extreme 17.91
20.26
Current year 15.1
Extreme 15.1
20.35
1 year 15.1
Extreme 15.1
21.41
3 years 14.98
Extreme 14.98
26.5
5 years 14.98
Extreme 14.98
41.37
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
Investor Relations Contact - -
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. Importance
09/04/26 Buy

Chairman

718 0.0006%
09/04/26 Buy

Director

214 0.0002%
09/04/26 Buy 377 0.0003%
Change 5-day change 1-year change 3-year change Capi.($)
-1.31%-6.52%-6.38%-11.95% 1.5B
-2.60%-2.14%+31.07%+85.04% 167B
-1.08%-2.26%-3.99%+51.48% 167B
-1.30%-1.33%+51.00%+250.70% 110B
-0.69%-3.04%-17.54%+61.56% 85.17B
-0.37%-3.14%-18.03%+34.81% 75.38B
-2.52%-1.14%+69.18%+162.03% 53.13B
+0.10%+0.27%+14.46%+59.56% 49.26B
-0.57%-5.05%-31.41%+29.41% 35.92B
-3.43%-0.85%+40.72%+149.52% 34.61B
Average -1.35%-2.52%+12.91%+87.22% 77.98B
Weighted average by Cap. -1.41%-2.50%+15.34%+97.62%

Financials

2027 *2028 *
Net sales 1.2B 858M 740M 700M 635M 1.19B 82.01B 8.32B 3.2B 41.72B 3.22B 3.15B 132B 1.12B 806M 694M 658M 596M 1.12B 77B 7.81B 3B 39.17B 3.03B 2.96B 124B
Net income 113M 80.83M 69.65M 65.94M 59.77M 112M 7.72B 783M 301M 3.93B 304M 297M 12.41B 149M 107M 92.09M 87.2M 79.04M 148M 10.21B 1.04B 398M 5.19B 401M 393M 16.42B
Net Debt -207M -149M -128M -121M -110M -206M -14.19B -1.44B -553M -7.22B -558M -546M -22.81B -318M -228M -196M -186M -169M -316M -21.78B -2.21B -849M -11.08B -856M -837M -35.01B
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
1,764
Date Price Change Volume
14/09/26 A$18.06 -1.31% 361,679
11/09/26 A$18.30 -0.87% 219,763
10/09/26 A$18.46 -3.30% 301,147
09/09/26 A$19.09 -1.24% 313,641
08/09/26 A$19.33 +0.05% 303,255
Trader
Investor
Global
Quality
ESG MSCI
AAA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
5
Last Close Price
18.06AUD
Average target price
20.53AUD
Spread / Average Target
+13.68%

Quarterly revenue - Rate of surprise

40% Discount: Identify Tomorrow's Best Investments With The Best Subscriber-Only Tools!
d
:
:
SEIZE THE OFFER!