1. Australia Stocks

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    Financial Services

  3. •

    Asset Management
Perpetual Limited

Perpetual Limited

PPTTF
Perpetual LimitedUS flagOther OTC
10.44
USD
- -
- -
1.21BMarket Cap
Perpetual Limited
PPTTF
(Other OTC)

Recent

price

10.44

P/E

ratio

- -

div

yld

- -

ROIC.AI

2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
FRC
12.33
12.3
10.06
10.1
10.64
11.06
10.81
11.01
11.46
11.02
10.4
11.24
13.39
12.36
11.62
- -
Revenue per Share
2.27
1.53
0.69
1.58
1.96
2.74
2.91
3
3.05
2.51
1.76
1.35
1.8
0.73
-4.21
- -
Basic EPS, GAAP
-0.3
-0.34
-0.26
-0.37
-0.16
-0.35
-0.38
-0.27
-0.35
-0.43
-0.29
-0.4
-0.27
-0.32
-0.28
- -
Free Cash Flow per Basic Share
1.78
2.16
1.57
0.98
1.7
2.19
2.57
2.65
2.74
2.67
2.26
1.31
1.99
1.63
1.26
- -
Dividend per Share
7.59
7.92
6.27
7.19
12.32
12.52
12.96
13.42
13.86
13.9
13.65
16.41
15.82
27.15
13.89
- -
Book Value per Share
4.96
5.61
4.06
5.05
5.63
5.61
5.86
6.62
7.25
6.85
4.51
0.75
-0.46
-4.29
-2.86
- -
Tangible Book Value per Share
40
41
39
39
42
45
45
46
46
46
47
55
56
81
112
- -
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
118
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
12.53
9.64
3.55
5.27
7.67
13.86
17.25
17.41
17.79
14.7
12.1
5.93
8.05
2.63
- -
- -
Return on Invested Capital (%)
14.88
11.07
3.68
6.18
9.21
15.81
20.27
20.25
19.95
16.23
11.73
8.04
7.9
3.87
- -
- -
Return on Capital (%)
32.96
19.87
9.43
23.4
20.67
22.84
22.99
22.83
22.42
18.13
12.84
9.69
11.24
3.83
-25.21
-3.9
Return on Common Equity (%)

Capital Structure

FRC

•

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

Working Capital

FRC

•

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

Growth Rates

FRC

•

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
9.2%
17.84%
-34.91%
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%

Quarterly Revenue

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2023
- -
- -
- -
- -
996
2024
- -
- -
- -
- -
1,304
2025
- -
- -
- -
- -
1,348

Quarterly Earnings Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2023
- -
- -
- -
- -
0.73
2024
- -
- -
- -
- -
-4.21
2025
- -
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2023
- -
- -
- -
- -
1.63
2024
- -
- -
- -
- -
1.26
2025
- -
- -
- -
- -
- -
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Business
Perpetual Limited (Ticker: PPTTF) is an independent financial services company offering wealth management solutions, investment management services, and corporate trust administration. The company provides a range of products and services including managed funds and model portfolios through its Perpetual Asset Management division; platform administration, financial advice, and superannuation services via Pendal Group, its platform and advice business; and corporate trust, responsible entity, and managed investment scheme services through Perpetual Corporate Trust. Perpetual operates primarily in Australia with a focus on institutional and wholesale clients, as well as retail investors, and maintains a presence in select Asia-Pacific markets. Founded in 1886, the company is headquartered in Sydney, Australia. In recent developments, Perpetual completed the acquisition of Pendal Group in early 2024, significantly expanding its asset management capabilities and client base; it also launched new sustainable investment strategies in mid-2025 to address growing demand for ESG-focused products.

Company News

APIChatGPT

  • wsj.com

    Bain Capital to Acquire Australian Wealth Management Business

  • reuters.com

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