Valuation: Perpetual Limited

Market Cap 2.18B 1.54B 1.33B 1.25B 1.14B 2.14B 147B 14.63B 5.73B 73.41B 5.77B 5.65B 245B P/E 2026 *
15x
P/E 2027 * 16.9x
Enterprise Value 2.58B 1.82B 1.58B 1.48B 1.35B 2.53B 174B 17.31B 6.78B 86.86B 6.83B 6.68B 290B EV / Sales 2026 *
1.87x
EV / Sales 2027 * 1.62x
Free-Float
96.97%
Yield 2026 *
5.9%
Yield 2027 * 5.86%
1 day+2.02%
1 week+2.84%
Current month+1.27%
1 month-0.41%
3 months+15.73%
6 months+7.26%
Current year+2.89%
1 week 18.45
Extreme 18.45
19.25
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.($)
+2.02%+2.84%-9.18%-23.72% 1.51B
+1.38%+1.52%+1.81%+65.08% 175B
-0.41%+0.53%+36.79%+114.81% 166B
+0.76%+2.35%+55.42%+248.84% 108B
+1.77%+0.10%+6.32%+104.12% 101B
+4.10%+4.80%-9.43%+62.20% 84.42B
+0.61%+1.35%+70.93%+154.79% 51.28B
+1.23%+1.91%+11.35%+63.79% 49.25B
-2.18%-4.99%-33.27%+43.75% 37.98B
+0.39%+3.42%+50.62%+136.07% 34.37B
Average +0.98%+528.45%+18.14%+96.97% 80.92B
Weighted average by Cap. +1.00%+478.89%+20.90%+111.87%

Financials

2026 *2027 *
Net sales 1.38B 973M 843M 790M 720M 1.36B 92.83B 9.26B 3.63B 46.46B 3.65B 3.57B 155B 1.28B 905M 785M 735M 670M 1.26B 86.36B 8.61B 3.37B 43.22B 3.4B 3.33B 144B
Net income 114M 80.37M 69.65M 65.2M 59.49M 112M 7.67B 765M 300M 3.84B 302M 295M 12.8B 118M 83.46M 72.32M 67.71M 61.78M 116M 7.96B 794M 311M 3.98B 313M 307M 13.29B
Net Debt 399M 282M 244M 229M 209M 392M 26.87B 2.68B 1.05B 13.45B 1.06B 1.03B 44.87B -101M -71.31M -61.8M -57.85M -52.78M -99.33M -6.8B -678M -266M -3.4B -268M -262M -11.36B
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
11/08/26 $19.20 +2.02% 286,478
10/08/26 $18.82 +0.53% 168,372
07/08/26 $18.72 -0.16% 170,202
06/08/26 $18.75 +0.27% 189,185
05/08/26 $18.70 +0.65% 167,501
Trader
Investor
Global
Quality
ESG MSCI
AAA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
6
Last Close Price
19.20AUD
Average target price
20.98AUD
Spread / Average Target
+9.29%

Quarterly revenue - Rate of surprise