Valuation: Perpetual Limited

Market Cap 2.23B 1.59B 1.36B 1.27B 1.17B 2.19B 152B 15.08B 5.88B 76.3B 5.97B 5.84B 253B P/E 2026 *
15.4x
P/E 2027 * 17.4x
Enterprise Value 2.63B 1.88B 1.61B 1.5B 1.37B 2.58B 179B 17.77B 6.93B 89.92B 7.04B 6.89B 298B EV / Sales 2026 *
1.91x
EV / Sales 2027 * 1.66x
Free-Float
96.97%
Yield 2026 *
5.75%
Yield 2027 * 5.71%
1 day+0.20%
1 week+3.52%
Current month+3.90%
1 month+2.55%
3 months+20.93%
6 months+11.61%
Current year+5.57%
1 week 19.02
Extreme 19.02
19.81
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.
10/7/25 A Buy 283 0.0002%
10/7/25 A Buy

Director

161 0.0001%
10/7/25 A Buy

Chairman

540 0.0005%
Change 5-day change 1-year change 3-year change Capi.($)
+0.20%+3.52%-8.50%-20.53% 1.59B
-0.50%-2.47%+2.23%+71.78% 179B
-0.37%-1.77%+33.88%+107.38% 164B
-0.28%-1.69%+57.53%+264.49% 108B
-1.00%-8.04%-2.51%+95.12% 94.13B
-1.42%-7.82%-12.93%+58.77% 84.04B
-0.02%-2.11%+66.09%+175.65% 51.04B
-0.57%-2.31%+10.31%+67.39% 49.45B
-0.99%+0.47%-31.73%+48.21% 38.46B
-0.01%-2.59%+45.10%+143.54% 33.92B
Average -0.47%-1.28%+15.95%+101.18% 80.44B
Weighted average by Cap. -0.55%-1.99%+18.70%+114.41%

Financials

2026 *2027 *
Net sales 1.38B 981M 840M 784M 719M 1.35B 93.91B 9.3B 3.63B 47.07B 3.69B 3.61B 156B 1.28B 913M 782M 729M 669M 1.26B 87.37B 8.65B 3.37B 43.78B 3.43B 3.35B 145B
Net income 114M 81.05M 69.4M 64.75M 59.41M 112M 7.76B 768M 299M 3.89B 304M 298M 12.87B 118M 84.16M 72.06M 67.23M 61.69M 116M 8.05B 798M 311M 4.04B 316M 309M 13.36B
Net Debt 399M 284M 243M 227M 208M 391M 27.18B 2.69B 1.05B 13.62B 1.07B 1.04B 45.1B -101M -71.91M -61.57M -57.45M -52.71M -99.05M -6.88B -682M -266M -3.45B -270M -264M -11.42B
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
20/08/26 A$19.70 +0.20% 235,008
19/08/26 A$19.66 +2.50% 221,027
18/08/26 A$19.18 -1.34% 215,148
17/08/26 A$19.44 +0.67% 333,333
14/08/26 A$19.31 +0.84% 163,715
Trader
Investor
Global
Quality
ESG MSCI
AAA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
6
Last Close Price
19.70AUD
Average target price
20.98AUD
Spread / Average Target
+6.51%

Quarterly revenue - Rate of surprise