- AU$1.74bn
- AU$2.23bn
- AU$1.35bn
- 68
- 81
- 19
- 59
Growth & Value
12m Forecast Rolling | Industry | Market | |
---|---|---|---|
PE Ratio (f) | 9.61 | ||
PEG Ratio (f) | 0.4 | ||
EPS Growth (f) | 31.31% | ||
Dividend Yield (f) | 7.08% |
Valuation (ttm) | Industry | Market | |
---|---|---|---|
Price to Book Value | 0.97 | ||
Price to Tang. Book | n/a | ||
Price to Free Cashflow | 8.27 | ||
Price to Sales | 1.27 | ||
EV to EBITDA | n/a |
Shareholder Activity
Type | Buy / Hold / Sell |
---|---|
Institutions | |
Directors | |
Community |
Guru Screens
Quality
Name | Industry | Market | |
---|---|---|---|
Return on Capital | -17.89% | ||
Return on Equity | -24.47% | ||
Operating Margin | -32.78% |
Financial Summary
Year End 30th Jun | Unit | 2020 | 2021 | 2022 | 2023 | 2024 | 2025E | 2026E | CAGR / Avg |
---|---|---|---|---|---|---|---|---|---|
Total Revenue | AU$m | 491.3 | 652.08 | 740.2 | 1,023.2 | 1,346.1 | 1,359.92 | 1,354.22 | 20.98% |
Operating Profit | m | ||||||||
Net Profit | m | ||||||||
EPS Reported | |||||||||
Diluted Normalised EPS | |||||||||
EPS Growth | % | -21.57 | -10.32 | +18.36 | -34.2 | n/a | n/a | -6.9 | n/a |
PE Ratio | x | ||||||||
PEG | |||||||||
Profitability | |||||||||
Operating Margin | % | ||||||||
ROA | % | ||||||||
ROCE | % | ||||||||
ROE | % | ||||||||
Cashflow | |||||||||
Op. Cashflow ps | |||||||||
Capex ps | |||||||||
Free Cashflow ps | |||||||||
Dividends | |||||||||
Dividend ps | |||||||||
Dividend Growth | % | ||||||||
Dividend Yield | % | ||||||||
Dividend Cover | x | ||||||||
Balance Sheet | |||||||||
Cash etc | m | ||||||||
Working Capital | m | ||||||||
NFA | m | ||||||||
Net Debt | m | ||||||||
Book Value | m | ||||||||
Diluted Weighted Average Shares | m | ||||||||
Book Value ps |
Other Ratios
Leverage (ttm) | Total | - Intang | + Pension |
---|---|---|---|
Gross Gearing | |||
Net Gearing | |||
Cash / Assets |
Liquidity (ttm) | |
---|---|
Curr. Ratio | |
Quick Ratio | |
Interest Cov. |
Efficiency (ttm) | |
---|---|
Asset Turnover | |
Recs Turnover | |
Stock Turnover |
Recent History
Latest interim period vs. prior period | Industry | Market | |
---|---|---|---|
Sales Growth | |||
EPS Growth |
3yr Compound Annual Growth Rate | Industry | Market | |
---|---|---|---|
Sales CAGR | |||
EPS CAGR | |||
DPS CAGR |
Profile Summary
Perpetual Limited is a financial services company operating a multi-boutique asset management business, as well as wealth management and trustee services businesses. The Company’s segments include Asset Management, Wealth Management, Corporate Trust, and Group Support Services. The Asset Management segment is engaged in the multi-boutique asset management business, offering a range of specialist and differentiated investment capabilities through six boutiques and seven brands in key regions globally. Wealth Management business offers a mix of wealth management, advice and trustee services to individuals, families, businesses, not-for-profit organizations and Indigenous communities throughout Australia. Corporate Trust business is a provider of fiduciary and digital solutions to the banking and financial services industry in Australia and Singapore. The business units are supported by Group Support Services comprising group investments, finance, corporate affairs, marketing, and more.
Directors
- Tony D'Aloisio NEC (71)
- Robert Adams CEO (55)
- Christopher Green CFO
- Amanda Gazal COO
- Sam Mosse CRO
- Amanda Gillespie OTH
- David Lane OTH
- Richard McCarthy OTH
- Mark Smith OTH
- Sylvie Dimarco SEC
- Mona Kanaan NED (53)
- Gregory Cooper NID (50)
- Nancy Fox NID (64)
- Ian Hammond NID (63)
- Fiona Trafford-walker NID (54)
- P. Craig Ueland NID (62)
- Last Annual
- June 30th, 2024
- Last Interim
- December 31st, 2024
- Incorporated
- July 31st, 1963
- Public Since
- June 24th, 1964
- No. of Shareholders
- 43,337
- No. of Employees
- 1,877
- Sector
- Investment Banking & Investment Services
- Industry
- Financials
- Exchange
Australian Stock Exchange - SEATS
- Shares in Issue
- 111,844,535

- Address
- 18/123 PITT STREET, SYDNEY, 2000
- Web
- https://www.perpetual.com.au/
- Phone
- +61 292293162
- Auditors
- KPMG
Latest News for PPT
Upcoming Events for PPT
Full Year 2025 Perpetual Ltd Earnings Release
Perpetual Ltd Annual Shareholders Meeting
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FAQ
As of Today at 22:36 UTC, shares in Perpetual are trading at AU$15.53. This share price information is delayed by 15 minutes.
Shares in Perpetual last closed at AU$15.53 and the price had moved by -36.14% over the past 365 days. In terms of relative price strength the Perpetual share price has underperformed the ASX All Ordinaries Index by -37.1% over the past year.
The overall consensus recommendation for Perpetual is Hold. You can view the full broker recommendation list by unlocking its StockReport.
Find out moreThe Perpetual dividend yield is 7.34% based on the trailing twelve month period.
Last year, Perpetual paid a total dividend of AU$1.14, and it currently has a trailing dividend yield of 7.34%. We do not have any data on when Perpetual is to next pay dividends.
We do not have data on when Perpetual is to next pay dividends. The historic dividend yield on Perpetual shares is currently 7.34%.
To buy shares in Perpetual you'll need a share-dealing account with an online or offline stock broker. Once you have opened your account and transferred funds into it, you'll be able to search and select shares to buy and sell. You can use Stockopedia’s share research software to help you find the the kinds of shares that suit your investment strategy and objectives.
As of the previous close price of AU$15.53, shares in Perpetual had a market capitalisation of AU$1.74bn.
Here are the trading details for Perpetual:
- Country of listing: Australia
- Exchange: ASX
- Ticker Symbol: PPT
Based on an overall assessment of its quality, value and momentum Perpetual is currently classified as a Contrarian. The classification is based on a composite score that examines a wide range of fundamental and technical measures. Stock are classified on the the following spectrum: Super Stocks, High Flyers, Contrarians, Turnarounds, Neutral, Value Traps, Momentum Traps, Falling Stars, and Sucker Stocks. For more information, learn about our StockRank Styles.
The analyst consensus target price for shares in Perpetual is AU$19.75. That is 27.21% above the last closing price of AU$15.53.
Analysts covering Perpetual currently have a consensus Earnings Per Share (EPS) forecast of AU$1.71 for the next financial year.
Find out moreAn important predictor of whether a stock price will go up is its track record of momentum. Price trends tend to persist, so it's worth looking at them when it comes to a share like Perpetual. Over the past six months, its share price has underperformed the ASX All Ordinaries Index by -20.19%.
As of the last closing price of AU$15.53, shares in Perpetual were trading -23.79% below their 200 day moving average. You can read more about the power of momentum in assessing share price movements on Stockopedia.
The Perpetual PE ratio based on its reported earnings over the past 12 months is 9.61. The shares last closed at AU$15.53.
The PE ratio (or price-to-earnings ratio) is the one of the most popular valuation measures used by stock market investors. It is calculated by dividing a company's price per share by its earnings per share.
The PE ratio can be seen as being expressed in years, in the sense that it shows the number of years of earnings which would be required to pay back the purchase price, ignoring inflation. So in general terms, the higher the PE, the more expensive the stock is.
Perpetual's management team is headed by:
- Tony D'Aloisio - NEC
- Robert Adams - CEO
- Christopher Green - CFO
- Amanda Gazal - COO
- Sam Mosse - CRO
- Amanda Gillespie - OTH
- David Lane - OTH
- Richard McCarthy - OTH
- Mark Smith - OTH
- Sylvie Dimarco - SEC
- Mona Kanaan - NED
- Gregory Cooper - NID
- Nancy Fox - NID
- Ian Hammond - NID
- Fiona Trafford-walker - NID
- P. Craig Ueland - NID