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PPT
Perpetual Limited – ASX
Weekly Share Price & Valuation Overview
Market Overview
Open
21.1200
Close
21.3500
High
21.3700
Low
21.0300
Trend
0.60426

Perpetual Limited

Australia • ASX - Australian Securities Exchange • PPT • Currency: AUD

Perpetual Limited is a publicly owned investment manager. The firm offers a range of financial products and services in Australia. The company provides funds management, portfolio management, financial planning, trustee, responsible entity and compliance services, executor services, investment administration and custody services, and mortgage processing services. It offers investment capabilities across a range of asset classes, including Australian and global equities, mortgages, cash and fixed interest, and Australian listed property. The company also provides specialist direct-to-client financial services for high net worth individuals that include fiduciary services, such as trust advice and services, custodial solutions, estate planning, estate administration, and executorial services; independent financial advice services with specialist and ‘do-it-yourself' superannuation offerings; and philanthropic services. In addition, it offers corporate trustee and transaction support services, including trustee services for mortgage backed and other securitisation programs for major banks and non-bank financial institutions; mortgage services, including mortgage preparations, variations and discharges; post settlement servicing; regulatory compliance services for fund managers; custody, unit registry, and accounting services for property and mortgage funds; and trusteeships for corporate debt issues and infrastructure projects. The company is based in Sydney, Australia.

Potential weaknesses
  • Quick ratio <0.8 — tight near-term liquidity without inventory.
Scale & Structure Core size and share structure. TTM values unless noted. “Estimated” where reconciled from per-share × shares.
Market Cap Total equity value of the company (share price × shares outstanding).
AUD 2.49B
Enterprise Value Operating value: market cap + total debt − cash.
AUD 3.15B
Total Revenue (TTM) Sales over the last twelve months. May be estimated from revenue per share when inconsistent.
AUD 1.38B
Revenue per Share (TTM) Total revenue divided by shares outstanding (may be estimated).
AUD 12.32
EPS (TTM) Earnings per share over the last twelve months (may be estimated from net income ÷ shares).
-4.41
Dividend Yield Annual dividend ÷ share price. Reconciled using dividend per share when available.
5.25%
Shares Outstanding
114.69M
Float Shares
98.08M
Implied Shares Outstanding
114.69M
Profitability & Efficiency TTM basis. “Reconciled” = numerator ÷ TTM revenue. Financials: EBITDA/Gross Profit may be hidden where not meaningful. EBITDA suppressed where implausible vs revenue.
Operating Margin (TTM) Operating income ÷ revenue over the last twelve months (reconciled when possible).
9.12%
Profit Margin (TTM) Net income ÷ revenue over the last twelve months (reconciled when possible).
-35.87%
ROA Return on assets: net income ÷ total assets.
2.31%
ROE Return on equity: net income ÷ shareholder equity.
-24.47%
Growth Growth rates are YoY unless labeled QoQ.
Revenue Growth Year-over-year revenue growth.
3.20%
Earnings Growth (YoY) Year-over-year earnings growth.
-64.50%
Earnings Growth (QoQ) Quarter-over-quarter earnings growth.
-65.20%
Liquidity & Solvency Balance-sheet health. Debt metrics shown as latest ratios; D/E is a ratio (not %).
Quick Ratio Liquid current assets ÷ current liabilities (ex-inventory).
0.49
Debt to Equity Total debt ÷ shareholder equity; leverage.
0.55
Total Cash Cash and equivalents.
AUD 271.30M
Total Debt Short + long-term interest-bearing debt.
AUD 990.60M
Net Debt Total debt − cash (negative = net cash).
AUD 719.30M
Sharemaestro House View
Confidence: 1 Sharemaestro internal conviction (0–3, higher is better). Risk: 1 Sharemaestro internal risk profile (0–3, higher is safer). Operational: 1 Operational quality/consistency (0–3, higher is better). Composite Score: 3 Overall internal composite (0–3, higher is better). Suggested Allocation: 5.00% Indicative portfolio weighting suggestion based on house view.
Structural Insights (experimental)
Ownership & Liquidity
Free Float Proportion of shares available for public trading. 85.5%
Insiders Shares held by company insiders (officers, directors). 2.1%
Institutions Shares held by institutions (funds, pensions). 44.0%
Capital Structure
Potential Dilution Increase in share count if options/convertibles exercise.
None detected
Net Debt Total debt − cash (negative = net cash).
AUD 719.30M
52.2% of revenue Net debt relative to revenue — debt load vs business scale.
Resilience Score 0–100 composite of liquidity, leverage and cash conversion; higher is better. If inputs are unavailable, we estimate using proxies (Net debt vs revenue, Cash-to-Debt). It is a guide, not a rating. 49
Methodology Notes
  • EBITDA & EBITDA margin suppressed (implausible vs revenue or not meaningful for financials).
  • Gross Profit hidden for financial institutions (often redundant with revenue).
As of: 2025-08-18 10:04

Disclaimer: Information is compiled from publicly available sources and is subject to errors and omissions. It is provided as a guide only and does not constitute investment advice. Please do your own research.

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