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About the company
Perpetual Limited is a financial services company operating a multi-boutique asset management business, as well as wealth management and trustee services businesses. The Company’s segments include Asset Management, Wealth Management, Corporate Trust, and Group Support Services. The Asset Management segment is engaged in the multi-boutique asset management business, offering a range of specialist and differentiated investment capabilities through six boutiques and seven brands in key regions globally. Wealth Management business offers a mix of wealth management, advice and trustee services to individuals, families, businesses, not-for-profit organizations and Indigenous communities throughout Australia. Corporate Trust business is a provider of fiduciary and digital solutions to the banking and financial services industry in Australia and Singapore. The business units are supported by Group Support Services comprising group investments, finance, corporate affairs, marketing, and more.
- Revenue in AUD (TTM)1.35bn
- Net income in AUD-472.20m
- Incorporated1963
- Employees1.88k
- LocationPerpetual LtdLEVEL 18, 123 PITT STREETSYDNEY 2000AustraliaAUS
- Phone+61 29229-3162
- Fax+61 29232-8936
- Websitehttps://www.perpetual.com.au/
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Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PM Capital Global Opportunities Fund Ltd | 195.98m | 125.53m | 1.09bn | 0.00 | 7.43 | 1.23 | -- | 5.57 | 0.3068 | 0.3068 | 0.4791 | 1.85 | 0.2256 | -- | 93.32 | -- | 14.45 | 11.67 | 15.88 | 12.85 | 88.83 | 87.82 | 64.06 | 62.86 | -- | -- | 0.0612 | 44.31 | -0.423 | 84.07 | -0.9763 | 112.71 | -- | 22.54 |
| Diversified United Investment Ltd | 46.52m | 36.03m | 1.13bn | 8.00 | 31.66 | 1.10 | -- | 24.39 | 0.1658 | 0.1658 | 0.2141 | 4.79 | 0.0358 | -- | 6.27 | -- | 2.77 | 3.11 | 2.77 | 3.12 | 88.88 | 91.79 | 77.46 | 81.15 | -- | 2,338.18 | 0.0697 | 91.13 | -8.96 | 0.463 | -15.89 | -1.07 | -- | 0.637 |
| Regal Partners Ltd | 196.09m | 55.72m | 1.17bn | -- | 18.52 | 1.88 | 17.06 | 5.96 | 0.1944 | 0.1944 | 0.6574 | 1.91 | 0.3185 | -- | 3.63 | -- | 9.11 | 8.93 | 10.18 | 9.65 | 97.58 | -- | 28.61 | 28.20 | -- | 60.22 | 0.0384 | 105.38 | 24.08 | -- | -86.27 | -- | -- | -- |
| Australian United Investment Company Ltd | 57.76m | 49.12m | 1.34bn | 0.00 | 27.62 | 1.10 | -- | 23.12 | 0.3896 | 0.3896 | 0.4581 | 9.74 | 0.039 | -- | 9.29 | -- | 3.31 | 3.78 | 3.32 | 3.84 | 91.19 | 93.65 | 85.04 | 88.74 | -- | -- | 0.0602 | 92.25 | -9.47 | -1.57 | -12.85 | -2.51 | 21.67 | 0.5495 |
| BKI Investment Company Ltd | 70.01m | 64.39m | 1.41bn | 0.00 | 21.71 | 1.03 | -- | 20.12 | 0.0804 | 0.0804 | 0.0874 | 1.70 | 0.0486 | -- | 6.37 | -- | 4.47 | 5.00 | 4.48 | 5.02 | 97.90 | 98.14 | 91.98 | 91.85 | -- | -- | 0.00 | 51.49 | -9.96 | -3.17 | -8.10 | -2.93 | -- | 1.39 |
| Centuria Capital Group | 327.03m | 102.14m | 1.76bn | -- | 17.02 | 1.18 | 16.18 | 5.38 | 0.1246 | 0.1246 | 0.3987 | 1.79 | 0.114 | -- | 3.04 | -- | 3.56 | 2.97 | 4.33 | 3.29 | 84.96 | 81.95 | 31.24 | 24.67 | -- | 18.66 | 0.2403 | 109.42 | -11.64 | 23.04 | -3.57 | 14.99 | -42.27 | 1.59 |
| Insignia Financial Ltd | 1.94bn | -185.30m | 1.78bn | 1.30k | -- | 0.8656 | -- | 0.9163 | -0.2788 | -0.2788 | 2.92 | 3.06 | 0.4515 | -- | 17.27 | -- | -4.31 | -1.05 | -5.26 | -1.17 | 73.42 | 68.15 | -9.55 | -2.98 | -- | 5.68 | 0.3098 | -- | -3.19 | 11.60 | -4,311.36 | -- | -47.46 | -- |
| Magellan Financial Group Ltd | 378.63m | 238.76m | 1.79bn | 109.00 | 7.60 | 1.78 | 7.38 | 4.73 | 1.32 | 1.32 | 2.09 | 5.64 | 0.3309 | -- | 6.47 | 3,473,633.00 | 20.87 | 25.60 | 23.74 | 29.44 | 96.48 | 96.84 | 63.06 | 52.86 | -- | -- | 0.0074 | 103.34 | -12.28 | -9.26 | 30.72 | -8.73 | 4.25 | -18.87 |
| WAM Capital Limited | 380.84m | 229.23m | 1.79bn | 30.00 | 7.77 | 0.9906 | 16.83 | 4.71 | 0.2071 | 0.2071 | 0.3442 | 1.63 | 0.2052 | -- | 9.21 | -- | 12.35 | 4.20 | 12.83 | 4.35 | 84.18 | 72.04 | 60.19 | 58.55 | -- | -- | 0.00 | 213.90 | 44.41 | 71.34 | 32.28 | 73.61 | -- | 0.00 |
| L1 Long Short Fund Ltd | 431.92m | 170.29m | 1.89bn | -- | 11.03 | 0.9813 | -- | 4.37 | 0.2748 | 0.2748 | 0.6974 | 3.09 | 0.1031 | -- | 9,093.14 | -- | 4.07 | 5.41 | 8.88 | 12.17 | 75.61 | 76.62 | 39.43 | 44.50 | -- | 4.40 | 0.00 | -- | 3.42 | 100.09 | 4.30 | -- | -- | -- |
| Wam Leaders Ltd | 47.88m | 22.34m | 1.89bn | -- | 78.07 | 1.03 | -- | 39.52 | 0.0177 | 0.0177 | 0.038 | 1.34 | 0.0268 | -- | 0.9923 | -- | 1.25 | 6.43 | 1.29 | 6.82 | 44.44 | 76.56 | 46.66 | 59.85 | -- | -- | 0.00 | 91.58 | -75.50 | -14.26 | -82.83 | -20.76 | -- | 10.56 |
| Perpetual Ltd | 1.35bn | -472.20m | 2.08bn | 1.88k | -- | 1.15 | -- | 1.54 | -4.20 | -4.20 | 11.85 | 15.83 | 0.3709 | -- | 6.22 | 719,712.30 | -12.96 | -1.45 | -16.88 | -1.86 | -- | -- | -34.95 | -3.65 | -- | 2.67 | 0.3238 | -- | 31.56 | 20.98 | -900.34 | -- | 9.72 | -13.94 |
| Metrics Master Income Trust | 181.11m | 174.09m | 2.21bn | 0.00 | 11.51 | 1.04 | -- | 12.19 | 0.1808 | 0.1808 | 0.1873 | 2.00 | 0.0926 | -- | 12.61 | -- | 8.90 | 6.26 | 8.96 | 6.30 | 99.79 | 99.68 | 96.12 | 94.61 | -- | -- | 0.00 | 100.07 | 27.02 | 30.10 | 27.88 | 31.03 | -- | 44.74 |
| MFF Capital Investments Ltd | 666.59m | 447.36m | 2.25bn | -- | 5.02 | 1.09 | -- | 3.37 | 0.7735 | 0.7735 | 1.15 | 3.57 | 0.2679 | -- | 1,139.48 | -- | 17.98 | 8.35 | 20.21 | 9.30 | 96.27 | 95.16 | 67.11 | 65.92 | -- | -- | 0.073 | 28.48 | 37.55 | 15.71 | 38.25 | 15.40 | -- | 30.01 |
Data as of Sep 27 2024. Currency figures normalised to Perpetual Ltd's reporting currency: Australian Dollar AUD
22.41%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| State Street Global Advisors, Australia, Ltd.as of 02 Aug 2024 | 4.71m | 4.12% |
| The Vanguard Group, Inc.as of 04 Sep 2024 | 3.93m | 3.44% |
| Norges Bank Investment Managementas of 31 Dec 2023 | 2.83m | 2.48% |
| BlackRock Fund Advisorsas of 02 Aug 2024 | 2.61m | 2.28% |
| Vanguard Investments Australia Ltd.as of 31 Aug 2024 | 2.44m | 2.14% |
| Dimensional Fund Advisors LPas of 05 Sep 2024 | 2.35m | 2.06% |
| Goldman Sachs & Co. LLC (Private Banking)as of 16 Jan 2023 | 2.18m | 1.91% |
| BlackRock Investment Management (Australia) Ltd.as of 02 Aug 2024 | 2.09m | 1.83% |
| First Sentier Investors RQI Pty Ltd.as of 25 Jan 2023 | 1.27m | 1.11% |
| Mutual Trust Pty Ltd.as of 02 Aug 2024 | 1.20m | 1.05% |
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Data from 30 Jun 2024 - 20 Sep 2024Source: FactSet Research Systems Inc.
