Valuation: Perpetual Limited

Market Cap 1.76B 1.22B 1.07B 988M 924M 1.73B 115B 11.88B 4.6B 56.59B 4.57B 4.47B 197B P/E 2026 *
12.6x
P/E 2027 * 14.4x
Enterprise Value 2.2B 1.52B 1.34B 1.23B 1.15B 2.16B 143B 14.83B 5.75B 70.68B 5.71B 5.58B 246B EV / Sales 2026 *
1.6x
EV / Sales 2027 * 1.51x
Free-Float
96.93%
Yield 2026 *
7.2%
Yield 2027 * 7.05%
1 day-0.74%
1 week-2.92%
Current month-2.86%
1 month-3.83%
3 months-4.42%
6 months-18.02%
Current year-17.23%
1 week 15.29
Extreme 15.29
15.94
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

Director

214 0.0002%
04-09Buy

Chairman

718 0.0006%
04-09Buy 377 0.0003%
Change 5-day change 1-year change 3-year change Capi.($)
-0.64%-2.92%-15.23%-38.59% 1.23B
-1.27%+0.90%+56.62%+127.70% 154B
-2.53%-1.72%+57.41%+235.11% 101B
-2.21%-3.42%+8.75%+121.66% 98.23B
-4.17%-5.75%-16.44%+52.98% 74.99B
-2.80%-1.30%+64.11%+137.61% 48.08B
-1.11%-2.33%-11.58%+45.40% 41.9B
-1.32%-0.58%+47.17%+144.01% 32.62B
-0.13%-1.30%-43.60%+22.40% 30.34B
-2.83%+5.79%+34.72%+54.04% 24.67B
Average -1.91%-0.12%+18.19%+90.23% 60.67B
Weighted average by Cap. -2.11%+0.09%+29.30%+122.76%

Financials

2026 *2027 *
Net sales 1.38B 951M 837M 772M 722M 1.35B 89.64B 9.28B 3.59B 44.22B 3.57B 3.49B 154B 1.27B 874M 769M 709M 663M 1.24B 82.34B 8.52B 3.3B 40.62B 3.28B 3.21B 141B
Net income 110M 76.01M 66.92M 61.72M 57.73M 108M 7.16B 742M 287M 3.53B 285M 279M 12.3B 111M 76.56M 67.4M 62.17M 58.15M 109M 7.22B 747M 289M 3.56B 287M 281M 12.39B
Net Debt 439M 303M 267M 246M 230M 431M 28.55B 2.96B 1.14B 14.08B 1.14B 1.11B 49B 148M 102M 89.82M 82.85M 77.49M 145M 9.62B 996M 386M 4.74B 383M 375M 16.5B
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
25/06/26 A$15.46 -0.64% 67,808
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
19/06/26 A$15.75 -1.01% 452,655
Trader
Investor
Global
Quality
ESG MSCI
AAA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
7
Last Close Price
15.56AUD
Average target price
19.51AUD
Spread / Average Target
+25.37%

Quarterly revenue - Rate of surprise