Valuation: Perpetual Limited

Market Cap 1.89B 1.33B 1.18B 1.09B 993M 1.86B 126B 13.17B 5.19B 65.88B 4.98B 4.88B 209B P/E 2027 *
17x
P/E 2028 * 14.2x
Enterprise Value 1.7B 1.19B 1.06B 980M 891M 1.67B 113B 11.81B 4.65B 59.07B 4.47B 4.37B 187B EV / Sales 2027 *
1.45x
EV / Sales 2028 * 1.49x
Free-Float
96.17%
Yield 2027 *
6.05%
Yield 2028 * 5.94%
1 day+2.89%
1 week-0.06%
Current month-0.81%
1 month+0.23%
3 months-10.72%
6 months+5.24%
Current year-8.52%
1 week 16.45
Extreme 16.45
17.35
1 month 16.45
Extreme 16.45
17.87
Current year 15.1
Extreme 15.1
20.35
1 year 15.1
Extreme 15.1
20.35
3 years 14.98
Extreme 14.98
26.5
5 years 14.98
Extreme 14.98
40.9
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
Investor Relations Contact - -
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. Importance
9/4/26 Buy

Chairman

718 0.0006%
9/4/26 Buy

Director

214 0.0002%
9/4/26 Buy 377 0.0003%
Change 5-day change 1-year change 3-year change Capi.($)
+2.86%-0.06%-11.55%-12.69% 1.36B
-1.07%+1.47%+0.67%+84.98% 178B
-2.91%-2.61%+27.16%+81.86% 147B
-0.36%+2.27%+35.78%+248.82% 98.14B
+8.38%+8.75%-26.57%+25.77% 87.65B
+1.73%+2.47%-15.00%+90.70% 83.56B
+3.58%+6.23%-24.50%+69.53% 80.67B
+3.11%+2.18%-11.72%+59.82% 73.41B
-0.66%+0.14%+48.24%+158.77% 46.09B
+1.29%-1.14%+5.09%+59.14% 43.33B
Average +1.60%-0.22%+2.76%+86.67% 83.87B
Weighted average by Cap. +0.92%+0.01%+4.32%+96.86%

Financials

2027 *2028 *
Net sales 1.17B 818M 730M 674M 612M 1.15B 77.51B 8.12B 3.2B 40.61B 3.07B 3.01B 129B 1.07B 753M 672M 620M 563M 1.06B 71.32B 7.47B 2.94B 37.37B 2.83B 2.77B 118B
Net income 106M 74.54M 66.53M 61.38M 55.77M 105M 7.06B 739M 291M 3.7B 280M 274M 11.72B 133M 93.02M 83.03M 76.6M 69.59M 131M 8.81B 923M 363M 4.62B 349M 342M 14.62B
Net Debt -196M -137M -123M -113M -103M -193M -13B -1.36B -536M -6.81B -515M -504M -21.58B -294M -206M -184M -170M -154M -289M -19.52B -2.04B -805M -10.23B -774M -757M -32.4B
Projected Income Statement - Annual - Perpetual Limited
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
1,764
Date Price Change Volume
23/10/26 A$17.08 +2.95% 373,832
22/10/26 A$16.59 -2.58% 1,023,137
21/10/26 A$17.03 -0.18% 287,112
20/10/26 A$17.06 -0.76% 144,267
19/10/26 A$17.19 +0.64% 153,854
Trader
Investor
Global
Quality
ESG MSCI
AAA
MarketScreener Ratings - Perpetual Limited
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
5
Last Close Price
16.59AUD
Average target price
17.76AUD
Spread / Average Target
+7.05%

Quarterly revenue - Rate of surprise

Rate of surprise - Net sales - Quarterly - Perpetual Limited