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Perpetual Limited

Perpetual Limited

11.20
EUR
-0.40
(-3.45%)
-0.52EPS
1.10BMarket Cap
Feb 24Next Earn
Perpetual Limited
DUS:PVQ
(Dusseldorf Stock Exchange)

Recent

price

11.20

P/E

ratio

- -

div

yld

10.14%

ROIC.AI

2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
AUD
12.4
12.37
10.11
10.16
10.7
11.13
10.87
11.07
11.52
11.08
10.46
11.3
13.47
12.43
11.68
21.64
Revenue per Share
2.28
1.54
0.69
1.59
1.97
2.75
2.92
3.02
3.07
2.52
1.77
1.36
1.81
0.74
-4.23
-0.93
Basic EPS, GAAP
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Free Cash Flow per Basic Share
1.79
2.17
1.58
0.99
1.71
2.2
2.58
2.66
2.75
2.69
2.28
1.31
2.01
1.64
1.27
2.03
Dividend per Share
8.32
8.24
6.42
7.53
11.76
13.02
13.35
13.92
14.45
14.47
14.08
16.22
16.41
21.51
15.92
14.78
Book Value per Share
4.54
4.9
3.49
4.43
4.81
5.6
5.87
6.65
7.29
6.92
4.52
0.74
-0.46
-3.14
-2.93
-2.13
Tangible Book Value per Share
40
40
39
38
41
45
45
46
46
46
46
55
56
80
112
62
Basic Weighted Avg Shares
492
500
391
389
443
495
491
504
527
509
484
623
755
996
1,304
1,348
Sales/Revenue/Turnover
25.44
19.11
13.69
20.18
23.32
32.71
34.48
34.75
34.52
30.36
26.66
14.12
20.09
9.58
8.06
7.73
Operating Margin (%)
15
16
14
9
12
15
17
19
18
20
32
46
53
83
119
121
Depreciation Expense
91
62
27
61
82
122
132
137
140
116
82
75
101
59
-472
-58
Net Income, GAAP
32.05
34.86
40.03
29.31
29.66
28.91
27.99
27.49
26.71
28.51
29.68
29.81
26.29
33.78
- -
- -
Effective Tax Rate (%)
18.41
12.42
6.82
15.66
18.44
24.73
26.91
27.26
26.62
22.78
16.94
12.01
13.41
5.93
-36.22
-4.32
Profit Margin (%)
168
196
-522
-237
267
276
266
314
328
318
115
96
129
240
-588
261
Working Capital
255
224
178
132
87
87
87
87
87
87
69
236
314
806
136
871
LT Debt
361
376
280
324
556
584
606
634
661
662
654
912
926
2,372
1,741
1,647
Total Equity
11.82
8
1.81
5.05
7.65
13.86
17.23
17.4
17.79
14.7
12.1
5.93
8.05
2.63
- -
- -
Return on Invested Capital (%)
13.76
10.18
3.54
6
8.87
15.27
19.66
19.71
19.34
15.75
11.42
7.95
7.8
3.69
- -
- -
Return on Capital (%)
27.88
17.1
8.41
20.93
19
21.71
22.2
22.15
21.65
17.52
12.46
9.56
11.01
3.58
-22.96
-3.44
Return on Common Equity (%)

Capital Structure

AUD

•

in mil. unless spec.
No data availableFinancial data will appear here once available

Working Capital

AUD

•

in mil. unless spec.
No data availableFinancial data will appear here once available

Growth Rates

AUD

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
17.68%
33.02%
-5.43%
Free Cash Flow
- -
- -
- -
Net Income, GAAP
-103.59%
-200.65%
-87.67%
Sales/Revenue/Turnover
11.42%
23.23%
3.41%
Total Cash Common Dividend
4.85%
7.64%
-10.65%

Semi-annual Revenue

AUD

•

in mil. unless spec.

Year

H1
H2
FY
2023
- -
- -
996
2024
- -
- -
1,304
2025
- -
- -
1,348

Semi-annual Earnings Per Share

AUD

•

in mil. unless spec.

Year

H1
H2
FY
2023
- -
- -
0.74
2024
- -
- -
-4.23
2025
- -
- -
-0.93

Semi-annual Dividends Per Share

AUD

•

in mil. unless spec.

Year

H1
H2
FY
2023
- -
- -
1.64
2024
- -
- -
1.27
2025
- -
- -
2.03
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Business
Perpetual Limited (ASX: PPT) is an independent Australian wealth management company offering fund management services, platform solutions, and institutional asset consulting. The company provides a diversified range of investment products and services including active equity and fixed income funds, multi-asset portfolios, model portfolios, and separately managed accounts; wealth platforms such as the Perpetual PrivateClarity platform for financial advisers; and asset consulting through Perpetual Investment Management Limited, which advises superannuation funds, foundations, and endowments on asset allocation and manager selection. Perpetual operates primarily in Australia with a focus on institutional, wholesale, and retail investors in the superannuation, pension, and high-net-worth segments. Founded in 1886 and headquartered in Sydney, Australia, Perpetual manages approximately A$175 billion in funds under management as of late 2025, with key subsidiaries including Perpetual Investment Management and platform operations under the Pendal Group, which it acquired in 2022 to expand its active management capabilities. The company serves clients across Australia and has selective international exposure through global equity strategies and partnerships. In the last two years, Perpetual has pursued strategic growth through its 2022 merger with Pendal Group, significantly bolstering its active investment offerings and scale; launched new sustainable and thematic investment strategies in response to ESG demand; and formed alliances with global asset managers to enhance its institutional consulting services. Recent operational shifts include workforce optimization and technology investments in its adviser platforms to improve scalability amid competitive pressures in Australia's wealth industry. These initiatives position Perpetual for continued expansion in a consolidating market.

Company News

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    Perpetual to sell wealth management arm to Bain Capital for $350 million upfront