Valuation: Perpetual Limited

Market Cap 2.15B 1.51B 1.31B 1.22B 1.12B 2.12B 144B 14.4B 5.65B 71.75B 5.67B 5.55B 241B P/E 2026 *
14.8x
P/E 2027 * 16.7x
Enterprise Value 2.55B 1.79B 1.56B 1.45B 1.33B 2.51B 171B 17.07B 6.7B 85.06B 6.72B 6.57B 285B EV / Sales 2026 *
1.85x
EV / Sales 2027 * 1.6x
Free-Float
96.97%
Yield 2026 *
5.97%
Yield 2027 * 5.93%
1 day+1.61%
1 week+0.21%
1 month+4.75%
3 months+13.87%
6 months+4.69%
Current year+1.61%
1 week 18.08
Extreme 18.08
20.35
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 02/09/2024
Director of Finance/CFO - 01/07/2025
Corporate Officer/Principal - -
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.
7/10/25 Buy 283 0.0002%
7/10/25 Buy

Director

161 0.0001%
7/10/25 Buy

Chairman

540 0.0005%
Change 5-day change 1-year change 3-year change Capi.($)
+1.61%+0.21%-9.71%-24.61% 1.51B
-0.73%+3.29%-0.13%+48.91% 169B
-0.16%+0.57%+39.78%+120.75% 161B
+0.16%-1.62%+56.63%+246.17% 106B
+1.17%+1.38%-0.82%+95.47% 96.97B
+0.92%+3.80%-17.83%+52.97% 77.18B
+0.73%-0.67%+69.59%+155.32% 50.59B
+0.25%+3.20%+8.84%+56.40% 48.25B
+0.60%+3.84%-30.67%+46.95% 38.63B
-0.18%+0.93%+43.39%+127.11% 33.32B
Average +0.44%+1.66%+15.91%+92.54% 78.25B
Weighted average by Cap. +0.15%+1.61%+19.33%+107.03%

Financials

2026 *2027 *
Net sales 1.38B 968M 841M 783M 719M 1.36B 92.37B 9.23B 3.62B 45.99B 3.63B 3.55B 154B 1.28B 900M 783M 728M 669M 1.26B 85.93B 8.59B 3.37B 42.78B 3.38B 3.31B 143B
Net income 114M 79.91M 69.46M 64.65M 59.36M 112M 7.63B 762M 299M 3.8B 300M 294M 12.73B 118M 82.97M 72.13M 67.14M 61.64M 116M 7.92B 791M 311M 3.94B 312M 305M 13.22B
Net Debt 399M 280M 243M 227M 208M 393M 26.74B 2.67B 1.05B 13.31B 1.05B 1.03B 44.63B -101M -70.9M -61.63M -57.36M -52.67M -99.46M -6.77B -676M -265M -3.37B -266M -260M -11.3B
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
31/07/26 $18.96 +1.61% 337,869
30/07/26 $18.66 -5.61% 673,914
29/07/26 $19.77 -2.03% 393,983
28/07/26 $20.18 +3.49% 514,620
27/07/26 $19.50 +3.07% 185,325
Trader
Investor
Global
Quality
ESG MSCI
AAA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
6
Last Close Price
18.96AUD
Average target price
20.90AUD
Spread / Average Target
+10.23%

Quarterly revenue - Rate of surprise