Valuation: Perpetual Limited

Market Cap 2.18B 1.56B 1.34B 1.25B 1.15B 2.16B 150B 14.83B 5.77B 75.14B 5.87B 5.74B 249B P/E 2026 *
15x
P/E 2027 * 16.9x
Enterprise Value 2.58B 1.85B 1.58B 1.48B 1.35B 2.56B 177B 17.53B 6.82B 88.87B 6.94B 6.79B 294B EV / Sales 2026 *
1.87x
EV / Sales 2027 * 1.62x
Free-Float
96.97%
Yield 2026 *
5.88%
Yield 2027 * 5.84%
1 day+2.18%
1 week+2.61%
Current month+3.80%
1 month+0.92%
3 months+22.54%
6 months+14.75%
Current year+5.47%
1 week 19.08
Extreme 19.08
19.81
1 month 18.08
Extreme 18.08
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.($)
+2.18%+2.61%-9.06%-10.71% 1.56B
+1.39%+2.22%+2.13%+74.19% 182B
+0.29%+0.58%+33.79%+100.28% 165B
+2.30%-1.30%+58.12%+272.14% 110B
+1.20%-2.22%-4.42%+98.08% 93.75B
+0.63%-0.79%-14.27%+61.11% 83.63B
+2.03%-1.10%+65.33%+181.80% 52.45B
+1.00%-0.09%+8.55%+68.52% 49.57B
+0.15%+4.75%-28.41%+52.55% 40.11B
+1.50%-2.51%+43.52%+147.63% 34.15B
Average +1.27%-0.60%+15.53%+104.56% 81.18B
Weighted average by Cap. +1.15%-0.93%+18.39%+116.19%

Financials

2026 *2027 *
Net sales 1.38B 986M 845M 791M 723M 1.36B 94.42B 9.36B 3.64B 47.41B 3.7B 3.62B 157B 1.28B 918M 786M 736M 673M 1.27B 87.86B 8.7B 3.38B 44.12B 3.45B 3.37B 146B
Net income 117M 83.83M 71.84M 67.21M 61.45M 116M 8.03B 795M 309M 4.03B 315M 308M 13.34B 118M 84.56M 72.47M 67.79M 61.98M 117M 8.1B 802M 312M 4.07B 317M 311M 13.45B
Net Debt 399M 285M 245M 229M 209M 395M 27.33B 2.71B 1.05B 13.72B 1.07B 1.05B 45.41B -101M -72.25M -61.92M -57.93M -52.96M -99.94M -6.92B -685M -267M -3.47B -271M -265M -11.49B
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
25/08/26 A$19.68 +2.18% 145,864
24/08/26 A$19.26 -1.28% 233,179
21/08/26 A$19.51 -0.96% 174,474
20/08/26 A$19.70 +0.20% 235,008
19/08/26 A$19.66 +2.50% 221,027
Trader
Investor
Global
Quality
ESG MSCI
AAA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
6
Last Close Price
19.26AUD
Average target price
20.82AUD
Spread / Average Target
+8.08%

Quarterly revenue - Rate of surprise