Valuation: Perpetual Limited

Market Cap 2.12B 1.48B 1.29B 1.2B 1.1B 2.08B 142B 14.17B 5.55B 70.35B 5.57B 5.45B 237B P/E 2026 *
14.6x
P/E 2027 * 16.4x
Enterprise Value 2.58B 1.81B 1.57B 1.46B 1.35B 2.53B 173B 17.28B 6.76B 85.78B 6.79B 6.64B 288B 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 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.
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%-23.11% 1.48B
+1.78%+5.90%-1.46%+48.76% 170B
+0.16%+1.13%+40.57%+122.00% 162B
+2.35%-2.52%+52.57%+247.00% 106B
+0.49%+1.43%-5.42%+92.33% 95.96B
+0.99%+4.32%-21.89%+50.11% 76.57B
+3.85%-0.75%+61.63%+156.88% 50.22B
+0.77%+4.68%+4.75%+57.72% 48.13B
+1.53%+4.86%-30.33%+46.29% 38.35B
+2.74%+2.56%+38.73%+127.97% 33.39B
Average +1.64%+1.34%+12.91%+92.59% 78.2B
Weighted average by Cap. +1.40%+0.65%+16.78%+106.85%

Financials

2026 *2027 *
Net sales 1.38B 966M 839M 779M 719M 1.35B 92.25B 9.23B 3.61B 45.82B 3.63B 3.55B 154B 1.28B 899M 781M 725M 669M 1.26B 85.82B 8.58B 3.36B 42.62B 3.38B 3.3B 143B
Net income 114M 79.79M 69.31M 64.36M 59.36M 112M 7.62B 762M 298M 3.78B 300M 293M 12.72B 118M 82.86M 71.97M 66.83M 61.64M 116M 7.91B 791M 310M 3.93B 311M 304M 13.21B
Net Debt 464M 325M 283M 262M 242M 456M 31.06B 3.11B 1.22B 15.43B 1.22B 1.2B 51.88B -101M -70.8M -61.49M -57.11M -52.66M -99.2M -6.76B -676M -265M -3.36B -266M -260M -11.29B
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
31/07/26 A$18.96 +1.61% 337,869
30/07/26 A$18.66 -5.61% 673,914
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
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