Valuation: Perpetual Limited

Market Cap 2.18B 1.52B 1.33B 1.23B 1.13B 2.13B 147B 14.67B 5.77B 71.76B 5.71B 5.59B 247B P/E 2026 *
14.8x
P/E 2027 * 15.8x
Enterprise Value 2.59B 1.81B 1.58B 1.46B 1.34B 2.53B 174B 17.43B 6.85B 85.27B 6.79B 6.64B 294B EV / Sales 2026 *
1.87x
EV / Sales 2027 * 1.61x
Free-Float
96.97%
Yield 2026 *
5.9%
Yield 2027 * 6.09%
1 day+0.16%
1 week-0.36%
Current month+23.94%
1 month+19.09%
3 months+16.64%
6 months+1.21%
Current year+2.95%
1 week 18.76
Extreme 18.76
19.43
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.
09/04/26 Buy

Director

214 0.0002%
09/04/26 Buy

Chairman

718 0.0006%
09/04/26 Buy 377 0.0003%
Change 5-day change 1-year change 3-year change Capi.($)
+0.16%-0.36%-9.39%-25.69% 1.52B
-1.37%+3.48%-3.00%+47.31% 166B
-1.89%+1.14%+47.45%+134.64% 164B
-2.32%+3.43%+60.47%+260.89% 107B
-1.72%-1.31%-2.04%+103.27% 97.52B
-2.72%+2.28%-19.89%+56.30% 77.17B
-1.70%+1.27%+69.80%+174.39% 50.51B
-1.00%+4.17%-2.21%+53.90% 47.45B
-2.53%-4.73%-39.30%+33.68% 34.84B
-2.04%+0.62%+45.35%+162.07% 34.17B
Average -1.71%+1.57%+14.72%+100.08% 77.97B
Weighted average by Cap. -1.86%+2.23%+19.97%+115.65%

Financials

2026 *2027 *
Net sales 1.38B 965M 844M 778M 718M 1.35B 92.96B 9.3B 3.66B 45.53B 3.63B 3.55B 157B 1.29B 900M 786M 726M 669M 1.26B 86.66B 8.67B 3.41B 42.44B 3.38B 3.31B 146B
Net income 115M 80.52M 70.36M 64.93M 59.85M 113M 7.75B 776M 305M 3.8B 302M 296M 13.07B 125M 87.07M 76.09M 70.22M 64.72M 122M 8.39B 839M 330M 4.11B 327M 320M 14.14B
Net Debt 410M 286M 250M 231M 213M 401M 27.57B 2.76B 1.09B 13.5B 1.08B 1.05B 46.49B -101M -70.6M -61.69M -56.93M -52.47M -98.9M -6.8B -680M -268M -3.33B -265M -259M -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
17/07/26 A$19.21 +0.16% 140,889
16/07/26 A$19.18 +1.43% 251,699
15/07/26 A$18.91 -0.05% 176,095
14/07/26 A$18.92 -0.58% 124,997
13/07/26 A$19.03 -1.30% 132,437
Trader
Investor
Global
Quality
ESG MSCI
AAA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
7
Last Close Price
19.21AUD
Average target price
20.61AUD
Spread / Average Target
+7.31%

Quarterly revenue - Rate of surprise