Valuation: Perpetual Limited

Market Cap 2B 1.38B 1.24B 1.14B 1.03B 1.96B 130B 13.6B 5.42B 69.45B 5.19B 5.08B 219B P/E 2027 *
18x
P/E 2028 * 15x
Enterprise Value 1.81B 1.25B 1.11B 1.03B 931M 1.76B 117B 12.27B 4.89B 62.67B 4.69B 4.59B 197B EV / Sales 2027 *
1.55x
EV / Sales 2028 * 1.59x
Free-Float
96.63%
Yield 2027 *
5.71%
Yield 2028 * 5.61%
1 day-0.57%
1 week+1.68%
Current month+1.68%
1 month+2.45%
3 months-6.14%
6 months+5.91%
Current year-5.84%
1 week 17.31
Extreme 17.31
17.89
1 month 16.45
Extreme 16.45
17.89
Current year 15.1
Extreme 15.1
20.35
1 year 15.1
Extreme 15.1
20.35
3 years 14.98
Extreme 14.98
26.5
5 years 14.98
Extreme 14.98
37.8
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.($)
-0.57%+1.68%-6.79%-15.45% 1.39B
+3.67%+4.91%+13.10%+87.85% 182B
+1.06%+0.43%+29.57%+79.27% 146B
+2.98%+3.03%+37.22%+238.06% 99.4B
+3.79%+3.55%-13.79%+28.45% 95.57B
+3.47%+4.37%-6.35%+103.73% 92.59B
+1.59%+0.13%-18.30%+57.52% 86.6B
+2.11%+6.18%+1.84%+78.90% 84.8B
+4.33%+0.79%-11.80%+37.73% 68.93B
+3.90%+1.64%+43.78%+158.70% 45.05B
Average +2.66%+2.19%+6.85%+85.48% 90.25B
Weighted average by Cap. +2.92%+2.42%+9.11%+94.14%

Financials

2027 *2028 *
Net sales 1.17B 805M 719M 662M 600M 1.14B 75.49B 7.91B 3.15B 40.42B 3.02B 2.96B 127B 1.07B 741M 662M 609M 552M 1.05B 69.47B 7.28B 2.9B 37.19B 2.78B 2.72B 117B
Net income 106M 73.37M 65.49M 60.26M 54.69M 104M 6.88B 721M 287M 3.68B 275M 269M 11.6B 133M 91.56M 81.73M 75.2M 68.25M 129M 8.58B 900M 359M 4.59B 344M 336M 14.47B
Net Debt -196M -135M -121M -111M -101M -191M -12.66B -1.33B -529M -6.78B -507M -496M -21.35B -294M -203M -181M -167M -151M -287M -19.02B -1.99B -795M -10.18B -761M -745M -32.07B
Projected Income Statement - Annual - Perpetual Limited
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
09/11/26 $17.57 -0.57% 186,359
06/11/26 $17.67 -1.12% 233,390
05/11/26 $17.87 +3.24% 393,522
04/11/26 $17.31 -2.20% 225,676
03/11/26 $17.70 +1.72% 191,124
Trader
Investor
Global
Quality
ESG MSCI
AAA
MarketScreener Ratings - Perpetual Limited
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
5
Last Close Price
17.57AUD
Average target price
17.76AUD
Spread / Average Target
+1.08%

Quarterly revenue - Rate of surprise

Rate of surprise - Net sales - Quarterly - Perpetual Limited