Valuation : Perpetual Limited

Market Cap 2.15B 1.55B 1.33B 1.25B 1.14B 2.13B 146B 14.77B 5.75B 74.72B 5.81B 5.68B 241B P/E 2027 *
22.9x
P/E 2028 * 14.4x
Enterprise Value 1.94B 1.4B 1.2B 1.13B 1.03B 1.93B 132B 13.35B 5.2B 67.53B 5.25B 5.13B 217B EV / Sales 2027 *
1.62x
EV / Sales 2028 * 1.63x
Free-Float
96.83%
Yield 2027 *
5.72%
Yield 2028 * 5.85%
1 day+1.27%
1 week-1.80%
Current month+0.10%
1 month+2.74%
3 months+23.08%
6 months+7.98%
Current year+2.30%
1 week 18.7
Extreme 18.7
19.44
1 month 18.45
Extreme 18.45
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
42.45
10 years 14.98
Extreme 14.98
57.34
Manager TitleAgeSince
Chief Executive Officer 56 02/09/2024
Director of Finance/CFO - 01/07/2025
Investor Relations Contact - -
Director TitleAgeSince
Chairman 55 27/02/2025
Director/Board Member 59 01/12/2019
Director/Board Member 58 28/06/2021
Date Insider Type Main position Quantity % Market Cap. Importance
9/4/26 Buy

Chairman

718 0.0006%
9/4/26 Buy

Director

214 0.0002%
9/4/26 Buy 377 0.0003%
Change 5-day change 1-year change 3-year change Capi.($)
+1.27%-1.80%-3.93%-11.62% 1.55B
+1.72%-3.55%+2.42%+59.47% 174B
+0.72%+0.70%+38.22%+89.12% 169B
+1.41%+1.29%+56.98%+261.80% 111B
+1.33%-2.94%-7.26%+77.18% 90.25B
+0.80%-3.94%-14.18%+46.06% 80.3B
+2.05%+0.29%+71.63%+177.65% 53.28B
+2.40%+1.68%+11.41%+65.08% 49.92B
-1.52%-1.17%-28.48%+39.61% 38.33B
+1.88%+0.63%+44.52%+142.52% 34.29B
Average +1.25%-1.79%+17.13%+94.69% 80.28B
Weighted average by Cap. +1.28%-1.46%+20.25%+105.11%

Financials

2027 *2028 *
Net sales 1.2B 861M 741M 695M 636M 1.19B 81.42B 8.23B 3.2B 41.61B 3.23B 3.16B 134B 1.12B 809M 696M 653M 597M 1.11B 76.44B 7.72B 3.01B 39.06B 3.04B 2.97B 126B
Net income 113M 81.1M 69.78M 65.48M 59.91M 112M 7.67B 775M 302M 3.92B 305M 298M 12.62B 149M 107M 92.27M 86.59M 79.22M 148M 10.14B 1.02B 399M 5.18B 403M 394M 16.68B
Net Debt -207M -149M -128M -120M -110M -205M -14.09B -1.42B -554M -7.2B -560M -547M -23.18B -318M -229M -197M -185M -169M -315M -21.62B -2.18B -851M -11.05B -859M -840M -35.59B
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
04/09/26 $19.09 +1.27% 135,324
03/09/26 $18.85 -0.53% 312,623
02/09/26 $18.95 -1.25% 267,978
01/09/26 $19.19 +0.63% 251,477
31/08/26 $19.07 -1.90% 322,837
Trader
Investor
Global
Quality
ESG MSCI
AAA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
5
Last Close Price
18.85AUD
Average target price
20.53AUD
Spread / Average Target
+8.91%

Quarterly revenue - Rate of surprise