Valuation: Perpetual Limited

Capitalization 1.8B 1.3B 1.11B 1.02B 962M 1.78B 124B 12.13B 4.71B 58.95B 4.87B 4.77B 205B P/E ratio 2026 *
12.8x
P/E ratio 2027 * 14.7x
Enterprise value 2.24B 1.61B 1.38B 1.26B 1.2B 2.22B 154B 15.09B 5.86B 73.36B 6.06B 5.93B 255B EV / Sales 2026 *
1.62x
EV / Sales 2027 * 1.54x
Free-Float
96.93%
Yield 2026 *
7.08%
Yield 2027 * 6.89%
1 day+2.27%
1 week-2.35%
Current month-2.23%
1 month+0.43%
3 months-4.65%
6 months-13.42%
Current year-13.18%
1 week 15.69
Extreme 15.69
16.74
1 month 15.69
Extreme 15.69
16.88
Current year 15.63
Extreme 15.63
19.56
1 year 15.63
Extreme 15.63
22.32
3 years 14.98
Extreme 14.98
26.8
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
General Counsel - 01/07/2025
Director TitleAgeSince
Chairman 55 27/02/2025
Director/Board Member 59 01/12/2019
Director/Board Member 58 28/06/2021
Change 5d. change 1-year change 3-years change Capi.($)
+2.27%-2.35%-11.09%-36.52% 1.3B
+0.91%+3.40%+14.16%+71.14% 171B
-0.01%+3.34%+30.69%+110.04% 141B
+5.41%+2.90%+17.80%+138.23% 106B
+0.73%+4.05%+54.63%+238.68% 93.33B
+3.49%+1.72%-17.65%+58.64% 78.89B
+0.61%+2.88%-9.51%+60.92% 42.44B
+1.44%+3.35%+57.36%+131.08% 42.56B
+3.60%-15.44%-45.52%+16.74% 28.98B
+0.82%+2.67%+54.43%+134.95% 30.4B
Average +1.92%-0.46%+14.53%+92.39% 73.62B
Weighted average by Cap. +1.74%+2.01%+19.97%+111.34%

Financials

2026 *2027 *
Net sales 1.38B 996M 853M 780M 739M 1.37B 95.21B 9.31B 3.62B 45.24B 3.74B 3.66B 157B 1.31B 949M 813M 744M 704M 1.3B 90.77B 8.87B 3.45B 43.13B 3.56B 3.49B 150B
Net income 110M 79.59M 68.18M 62.34M 59.04M 109M 7.61B 744M 289M 3.62B 299M 292M 12.59B 123M 88.79M 76.07M 69.55M 65.87M 122M 8.49B 830M 322M 4.03B 333M 326M 14.04B
Net Debt 439M 317M 272M 248M 235M 436M 30.32B 2.96B 1.15B 14.41B 1.19B 1.16B 50.16B 232M 168M 144M 131M 124M 230M 16.03B 1.57B 609M 7.62B 629M 616M 26.52B
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
15/05/26 16.20 $ +2.27% 194,857
14/05/26 15.84 $ -0.44% 234,701
13/05/26 15.91 $ -1.73% 267,703
12/05/26 16.19 $ -3.17% 233,166
11/05/26 16.72 $ +0.78% 206,377
Trader
Investor
Global
Quality
ESG MSCI
AAA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
7
Last Close Price
15.84AUD
Average target price
19.51AUD
Spread / Average Target
+23.15%

Quarterly revenue - Rate of surprise