Business Description
Perpetual Equity Investment Co Ltd
ISIN : AU000000PIC0
Description
Perpetual Equity Investment Co Ltd is an investment company. Its investment objective is to provide investors with an income stream and long-term capital growth in excess of its benchmark (the S&P/ASX 300 Accumulation Index) over a minimum 5-year investment period. The company invests in a concentrated and actively managed portfolio of Australian-listed securities with a mid-cap focus and cash, deposit products, and senior debt, together with opportunistic allocations to globally listed securities.
Financial Strength
7/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Cash-To-Debt | No Debt | |||||
Equity-to-Asset | 0.95 | |||||
Debt-to-EBITDA | N/A |
N/A
|
N/A
| |||
Interest Coverage | N/A |
N/A
|
N/A
| |||
Piotroski F-Score | 5/9 | |||||
WACC vs ROIC | ||||||
Momentum Rank
4/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
5-Day RSI | 61.33 | |||||
9-Day RSI | 62 | |||||
14-Day RSI | 60.32 | |||||
3-1 Month Momentum % | 0.86 | |||||
6-1 Month Momentum % | -6.02 | |||||
12-1 Month Momentum % | -10 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Dividend Yield % | 6.56 | |||||
Dividend Payout Ratio | 0.85 | |||||
3-Year Dividend Growth Rate | 12.6 | |||||
Forward Dividend Yield % | 6.56 | |||||
5-Year Yield-on-Cost % | 8.86 | |||||
3-Year Average Share Buyback Ratio | -0.6 | |||||
Shareholder Yield % | 6.56 |
Profitability Rank
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Net Margin % | 69.49 | |||||
FCF Margin % | 8.44 | |||||
OCF Margin % | 8.44 | |||||
ROE % | 7.55 | |||||
ROA % | 7.23 | |||||
Years of Profitability over Past 10-Year | 8 |
GF Value Rank
10/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
PE Ratio | 12.98 | |||||
PE Ratio without NRI | 12.98 | |||||
Shiller PE Ratio | 12.43 | |||||
PEG Ratio | 5.19 | |||||
PS Ratio | 8.97 | |||||
PB Ratio | 0.97 | |||||
Price-to-Tangible-Book | 0.97 | |||||
Price-to-Free-Cash-Flow | 110.91 | |||||
Price-to-Operating-Cash-Flow | 110.91 | |||||
EV-to-Revenue | 8.87 | |||||
EV-to-FCF | 105.13 | |||||
Price-to-GF-Value | 0.83 | |||||
Price-to-Projected-FCF | 1.07 | |||||
Price-to-Graham-Number | 0.75 | |||||
| Price-to-Net-Cash | 0.98 | |||||
FCF Yield % | 0.93 | |||||
Forward Rate of Return (Yacktman) % | 3.6 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
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Performance
Dividend
Log
Bar
Annualized Return % Â
Total Annual Return % Â
Perpetual Equity Investment Co Ltd Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil A$) | 52.042 | ||
| EPS (TTM) (A$) | 0.094 | ||
| Beta | 0.4644 | ||
| 3-Year Sharpe Ratio | -0.35 | ||
| 3-Year Sortino Ratio | -0.45 | ||
| Volatility % | 7.6 | ||
| 14-Day RSI | 60.32 | ||
| 14-Day ATR (A$) | 0.020139 | ||
| 20-Day SMA (A$) | 1.19075 | ||
| 12-1 Month Momentum % | -10 | ||
| 52-Week Range (A$) | 1.115 - 1.32 | ||
| Shares Outstanding (Mil) | 385.26 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 5 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Perpetual Equity Investment Co Ltd Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Perpetual Equity Investment Co Ltd Stock Events
| Event | Date | Price (A$) | ||
|---|---|---|---|---|
| AUD 0.040000 Cash Dividend | 2026-03-12 | 1.23 (-1.60%) | ||
| AUD 0.040000 Cash Dividend | 2025-09-10 | 1.31 (+0.38%) | ||
| AUD 0.040000 Cash Dividend | 2025-03-12 | 1.22 (-0.41%) | ||
| AUD 0.040000 Cash Dividend | 2024-09-13 | 1.25 (+0.81%) |
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Perpetual Equity Investment Co Ltd Frequently Asked Questions
What is Perpetual Equity Investment Co Ltd(ASX:PIC)'s stock price today?
The current price of ASX:PIC is A$1.22. The 52 week high of ASX:PIC is A$1.32 and 52 week low is A$1.12.
When is next earnings date of Perpetual Equity Investment Co Ltd(ASX:PIC)?
The next earnings date of Perpetual Equity Investment Co Ltd(ASX:PIC) is .
Does Perpetual Equity Investment Co Ltd(ASX:PIC) pay dividends? If so, how much?
The Dividend Yield %  of Perpetual Equity Investment Co Ltd(ASX:PIC) is 6.56% (As of Today), Highest Dividend Payout Ratio of Perpetual Equity Investment Co Ltd(ASX:PIC) was 1.4. The lowest was 0.18. And the median was 0.74. The  Forward Dividend Yield % of Perpetual Equity Investment Co Ltd(ASX:PIC) is 6.56%. For more information regarding to dividend, please check our Dividend Page.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
Articles on Perpetual Equity Investment Co Ltd
No articles.
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