Valuation: Perpetual Limited

Market Cap 1.72B 1.19B 1.04B 961M 900M 1.69B 112B 11.55B 4.47B 55.45B 4.47B 4.37B 192B P/E 2026 *
12.3x
P/E 2027 * 14.1x
Enterprise Value 2.16B 1.49B 1.31B 1.21B 1.13B 2.12B 141B 14.5B 5.61B 69.58B 5.6B 5.48B 241B EV / Sales 2026 *
1.57x
EV / Sales 2027 * 1.48x
Free-Float
96.93%
Yield 2026 *
7.38%
Yield 2027 * 7.22%
1 day-0.39%
1 week-3.56%
Current month-4.47%
1 month-4.76%
3 months-6.18%
6 months-20.64%
Current year-18.60%
1 week 15.1
Extreme 15.1
15.85
1 month 15.1
Extreme 15.1
16.6
Current year 15.1
Extreme 15.1
19.56
1 year 15.1
Extreme 15.1
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
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.
04-09Buy 377 0.0003%
04-09Buy

Director

214 0.0002%
04-09Buy

Chairman

718 0.0006%
Change 5-day change 1-year change 3-year change Capi.($)
-0.39%-3.56%-16.26%-39.60% 1.19B
-2.03%-2.51%+51.29%+127.62% 150B
-0.74%-8.13%-6.41%+41.83% 150B
-1.29%-0.05%+59.44%+233.63% 98.54B
-0.29%-3.26%+9.53%+120.51% 95.81B
-0.24%-4.85%-16.32%+52.68% 71.14B
-0.83%-0.12%+59.54%+137.04% 46.53B
-0.11%-3.13%-13.83%+41.54% 40.71B
-0.08%+14.99%-38.81%+36.79% 33.8B
-1.19%+1.02%+41.39%+142.23% 32.17B
Average -0.72%-0.67%+12.96%+89.43% 72B
Weighted average by Cap. -0.93%-2.30%+20.23%+107.79%

Financials

2026 *2027 *
Net sales 1.38B 952M 835M 769M 720M 1.35B 89.79B 9.25B 3.58B 44.38B 3.57B 3.5B 154B 1.27B 874M 767M 707M 662M 1.24B 82.47B 8.49B 3.29B 40.76B 3.28B 3.21B 141B
Net income 110M 76.08M 66.7M 61.49M 57.56M 108M 7.18B 739M 286M 3.55B 286M 279M 12.3B 111M 76.63M 67.19M 61.93M 57.98M 109M 7.23B 744M 288M 3.57B 288M 281M 12.39B
Net Debt 439M 303M 266M 245M 229M 430M 28.6B 2.94B 1.14B 14.13B 1.14B 1.11B 49.01B 148M 102M 89.54M 82.53M 77.27M 145M 9.63B 992M 384M 4.76B 383M 375M 16.51B
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
26/06/26 A$15.19 -0.39% 358,015
25/06/26 A$15.25 -1.99% 274,265
24/06/26 A$15.56 -0.95% 498,134
23/06/26 A$15.71 +0.45% 301,133
22/06/26 A$15.64 -0.70% 285,339
Trader
Investor
Global
Quality
ESG MSCI
AAA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
7
Last Close Price
15.19AUD
Average target price
19.51AUD
Spread / Average Target
+28.42%

Quarterly revenue - Rate of surprise