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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)1.30bn
- Net income in AUD66.70m
- Incorporated1963
- Employees1.87k
- 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Australian United Investment Company Ltd | 58.33m | 50.61m | 1.29bn | 0.00 | 26.04 | 1.10 | -- | 22.17 | 0.4006 | 0.4006 | 0.4617 | 9.47 | 0.0389 | -- | 25.99 | -- | 3.38 | 3.99 | 3.56 | 4.06 | 91.95 | 93.90 | 86.77 | 89.56 | -- | -- | 0.0871 | 85.62 | -17.95 | 3.17 | -21.70 | 3.36 | -- | 1.12 |
| BKI Investment Company Ltd | 74.18m | 67.71m | 1.35bn | 0.00 | 19.26 | 0.992 | -- | 18.23 | 0.0872 | 0.0872 | 0.0955 | 1.69 | 0.0531 | -- | 14.87 | -- | 4.85 | 5.34 | 4.85 | 5.36 | 98.09 | 98.28 | 91.28 | 91.60 | -- | -- | 0.00 | 62.19 | -26.72 | 9.71 | -30.49 | 9.25 | -- | 1.20 |
| Centuria Capital Group | 359.58m | 76.83m | 1.36bn | -- | 17.53 | 0.9282 | 16.41 | 3.78 | 0.0941 | 0.0941 | 0.4411 | 1.78 | 0.148 | -- | 3.53 | -- | 3.16 | 2.95 | 3.29 | 3.17 | 70.15 | 82.38 | 21.37 | 24.74 | -- | 3.71 | 0.2454 | 113.02 | 23.49 | 22.44 | 379.83 | 14.10 | 95.60 | 7.27 |
| Magellan Financial Group Ltd | 401.57m | 202.96m | 1.52bn | 107.00 | 7.53 | 1.63 | 7.34 | 3.79 | 1.12 | 1.12 | 2.21 | 5.18 | 0.3654 | -- | 8.47 | 3,491,913.00 | 18.47 | 30.16 | 21.30 | 34.43 | 96.56 | 96.99 | 50.54 | 53.29 | -- | 102.52 | 0.0094 | 102.96 | -22.02 | -0.8626 | -52.31 | -2.92 | -4.23 | -8.41 |
| Insignia Financial Ltd | 1.98bn | -42.20m | 1.54bn | 1.30k | -- | 0.6821 | 18.26 | 0.7758 | -0.0635 | -0.0656 | 2.99 | 3.36 | 0.4441 | -- | 19.76 | -- | -0.9511 | -0.4216 | -0.9966 | -0.4588 | 73.34 | 65.37 | -2.14 | -1.28 | -- | 5.84 | 0.3112 | -- | -7.07 | 19.65 | -84.06 | -46.46 | 12.90 | -22.45 |
| WAM Capital Limited | 312.03m | 199.29m | 1.59bn | 30.00 | 7.89 | 0.8978 | 14.94 | 5.10 | 0.1812 | 0.1812 | 0.2838 | 1.59 | 0.1753 | -- | 69.58 | -- | 11.19 | 1.71 | 11.39 | 1.77 | 87.61 | 48.07 | 63.87 | 55.72 | -- | -- | 0.00 | 510.86 | 165.79 | 6.98 | 159.01 | 6.68 | -- | 12.70 |
| Wam Leaders Ltd | 100.47m | 61.69m | 1.60bn | -- | 24.24 | 0.9154 | -- | 15.90 | 0.0522 | 0.0522 | 0.0832 | 1.38 | 0.059 | -- | 2.53 | -- | 3.62 | 8.07 | 3.73 | 8.63 | 73.90 | 79.88 | 61.41 | 61.82 | -- | -- | 0.00 | 68.29 | 44.93 | 11.19 | 97.81 | 11.77 | -- | 12.80 |
| L1 Long Short Fund Ltd | 276.56m | 87.86m | 1.98bn | -- | 22.34 | 1.07 | -- | 7.16 | 0.1424 | 0.1424 | 0.4484 | 2.96 | 0.0716 | -- | 4,768.31 | -- | 2.27 | 4.58 | 4.74 | 10.34 | 73.85 | 75.16 | 31.77 | 42.59 | -- | 3.06 | 0.00 | -- | 15.69 | -- | 15.74 | -- | -- | -- |
| MFF Capital Investments Ltd | 668.92m | 449.50m | 2.15bn | -- | 4.80 | 1.19 | -- | 3.21 | 0.7724 | 0.7724 | 1.15 | 3.11 | 0.298 | -- | 55.22 | -- | 20.03 | 6.64 | 24.33 | 7.27 | 96.40 | 95.23 | 67.20 | 65.79 | -- | -- | 0.1628 | 30.27 | 305.61 | 6.69 | 289.47 | 6.17 | -- | 25.93 |
| Metrics Master Income Trust | 166.63m | 160.17m | 2.20bn | 0.00 | 11.49 | 1.03 | -- | 13.18 | 0.1802 | 0.1802 | 0.1875 | 2.00 | 0.0888 | -- | 11.70 | -- | 8.53 | 5.28 | 8.60 | 5.31 | 99.78 | 99.62 | 96.12 | 93.69 | -- | -- | 0.00 | 100.10 | 95.83 | 43.92 | 102.23 | 44.96 | -- | 17.18 |
| Perpetual Ltd | 1.30bn | 66.70m | 2.42bn | 1.87k | 35.69 | 1.05 | 12.98 | 1.86 | 0.5971 | 0.5971 | 11.65 | 20.23 | 0.4707 | -- | 7.65 | 695,882.40 | 2.41 | 5.25 | 2.83 | 6.85 | -- | -- | 5.13 | 12.64 | -- | 3.46 | 0.2797 | 131.41 | 38.23 | 13.68 | -41.70 | -15.90 | 9.81 | -15.28 |
| AMP Ltd | 2.87bn | 19.00m | 2.87bn | 4.30k | 204.67 | 0.7742 | -- | 1.00 | 0.0054 | 0.0885 | 0.9972 | 1.41 | 0.0834 | -- | 6.90 | -- | 0.0552 | -0.5924 | 0.2117 | -0.8686 | 34.72 | 53.14 | 0.6623 | -12.88 | -- | -- | 0.8819 | -- | 28.19 | -19.03 | 1,800.00 | -7.46 | -2.86 | -42.24 |
| Pinnacle Investment Management Group Ltd | 46.42m | 76.21m | 2.88bn | 118.00 | 36.62 | 6.73 | 37.30 | 62.05 | 0.3872 | 0.3872 | 0.2357 | 2.11 | 0.0869 | -- | 1.63 | -- | 14.26 | 17.06 | 14.79 | 17.93 | -- | -- | 164.18 | 168.73 | -- | -- | 0.2089 | 89.57 | -1.05 | 22.44 | 0.1401 | 27.00 | -26.86 | 25.42 |
| Magellan Global Fund | 2.10bn | 0.00 | 3.41bn | -- | -- | 0.3586 | -- | 1.63 | 0.00 | 0.00 | 1.50 | 6.30 | 0.2218 | -- | 45.05 | -- | 0.00 | 5.07 | 0.00 | 5.25 | 93.31 | 84.59 | 0.00 | 55.59 | -- | -- | 0.00 | 6.93 | 246.62 | 5.22 | -- | -- | -- | -- |
| Global X Metal Securities Australia Ltd | 0.00 | 0.00 | 3.45bn | 0.00 | -- | 198.66 | -- | -- | 0.00 | 0.00 | 0.00 | 0.163 | 0.00 | -- | -- | -- | 0.00 | 0.00 | 0.00 | 0.00 | -- | -- | -- | -- | -- | -- | 0.0004 | -- | -- | -- | -- | -- | -- | -- |
Data as of Jul 02 2024. Currency figures normalised to Perpetual Ltd's reporting currency: Australian Dollar AUD
22.68%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| State Street Global Advisors, Australia, Ltd.as of 18 Mar 2024 | 4.71m | 4.15% |
| The Vanguard Group, Inc.as of 06 Jun 2024 | 4.07m | 3.58% |
| Norges Bank Investment Managementas of 31 Dec 2023 | 2.83m | 2.49% |
| BlackRock Fund Advisorsas of 19 Jun 2024 | 2.61m | 2.30% |
| Vanguard Investments Australia Ltd.as of 31 May 2024 | 2.36m | 2.08% |
| Goldman Sachs & Co. LLC (Private Banking)as of 16 Jan 2023 | 2.18m | 1.92% |
| BlackRock Investment Management (Australia) Ltd.as of 19 Jun 2024 | 2.09m | 1.84% |
| Dimensional Fund Advisors LPas of 06 Jun 2024 | 1.83m | 1.61% |
| Mutual Trust Pty Ltd.as of 03 Aug 2023 | 1.65m | 1.45% |
| Macquarie Bank Ltd. (Private Banking)as of 10 Nov 2022 | 1.41m | 1.24% |
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Data from 31 Dec 2023 - 28 Jun 2024Source: FactSet Research Systems Inc.
