Business Description
Perpetual Ltd
ISIN : AU000000PPT9
Share Class Description:
ASX:PPT: Ordinary SharesDescription
Perpetual is one of Australia's oldest financial services firms, founded in 1886. It has three operating segments, with the investments business being the main earnings generator. It is an active manager of listed assets. Perpetual also provides financial planning services to high-net-worth clients via its private segment. In its trust segment, it provides outsourced responsible entity services to funds, as well as custodial and trustee services in the debt capital markets, particularly in securitization issuances.
Financial Strength
4/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Cash-To-Debt | 0.22 | |||||
| Equity-to-Asset | 0.59 | |||||
| Debt-to-Equity | 0.39 | |||||
| Debt-to-EBITDA | 3.1 | |||||
| Interest Coverage | 1.62 | |||||
| Piotroski F-Score | 5/9 | |||||
| Altman Z-Score | 1.53 | |||||
| Beneish M-Score | -1.95 | |||||
| WACC vs ROIC | ||||||
Growth Rank
8/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Revenue Growth Rate | 5.6 | |||||
| 3-Year EBITDA Growth Rate | -6.7 | |||||
| 3-Year EPS without NRI Growth Rate | -25.6 | |||||
| 3-Year FCF Growth Rate | -22.9 | |||||
| 3-Year Book Growth Rate | 15.2 | |||||
| Future 3-5Y EPS without NRI Growth Rate | 9.7 | |||||
| Future 3-5Y Total Revenue Growth Rate | 13.08 |
Momentum Rank
8/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 5-Day RSI | 22.49 | |||||
| 9-Day RSI | 34.94 | |||||
| 14-Day RSI | 40.59 | |||||
| 6-1 Month Momentum % | 18.48 | |||||
| 12-1 Month Momentum % | 3.25 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Current Ratio | 1.43 | |||||
| Quick Ratio | 1.43 | |||||
| Cash Ratio | 0.43 | |||||
| Days Sales Outstanding | 51.63 |
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Dividend Yield % | 5.35 | |||||
| Dividend Payout Ratio | 2.04 | |||||
| 3-Year Dividend Growth Rate | -12.9 | |||||
| Forward Dividend Yield % | 5.35 | |||||
| 5-Year Yield-on-Cost % | 2.9 | |||||
| 3-Year Average Share Buyback Ratio | -33.4 | |||||
| Shareholder Yield % | -12.56 |
Profitability Rank
8/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Operating Margin % | 8.7 | |||||
| Net Margin % | 5.31 | |||||
| FCF Margin % | 15.12 | |||||
| ROE % | 3.63 | |||||
| ROA % | 2.11 | |||||
| ROIC % | 2.64 | |||||
| ROC (Joel Greenblatt) % | 134.7 | |||||
| ROCE % | 5.98 | |||||
| Years of Profitability over Past 10-Year | 10 |
GF Value Rank
9/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| PE Ratio | 41.17 | |||||
| Forward PE Ratio | 12.76 | |||||
| PE Ratio without NRI | 41.17 | |||||
| Shiller PE Ratio | 10 | |||||
| Price-to-Owner-Earnings | 15.52 | |||||
| PS Ratio | 2.15 | |||||
| PB Ratio | 1.23 | |||||
| Price-to-Free-Cash-Flow | 14.09 | |||||
| Price-to-Operating-Cash-Flow | 12.23 | |||||
| EV-to-EBIT | 21.12 | |||||
| EV-to-EBITDA | 12.18 | |||||
| EV-to-Revenue | 2.74 | |||||
| EV-to-Forward-Revenue | 2.31 | |||||
| EV-to-FCF | 18.68 | |||||
| Price-to-Projected-FCF | 0.65 | |||||
| Price-to-Median-PS-Value | 0.53 | |||||
| Earnings Yield (Greenblatt) % | 4.73 | |||||
| FCF Yield % | 6.89 | |||||
| Forward Rate of Return (Yacktman) % | 0.4 |
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
Guru Trades
See DetailsInsider Trades
See DetailsPeter Lynch Chart
Performance
Dividend
Log
Bar
Annualized Return % Â
Total Annual Return % Â
Perpetual Ltd Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil A$) | 1,256.9 | ||
| EPS (TTM) (A$) | 0.589 | ||
| Beta | 1.35 | ||
| Volatility % | 33.37 | ||
| 14-Day RSI | 40.59 | ||
| 14-Day ATR (A$) | 0.448557 | ||
| 20-Day SMA (A$) | 24.922 | ||
| 12-1 Month Momentum % | 3.25 | ||
| 52-Week Range (A$) | 18.7 - 26.8 | ||
| Shares Outstanding (Mil) | 113.53 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 5 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Perpetual Ltd Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Perpetual Ltd Stock Events
| Event | Date | Price(A$) | ||
|---|---|---|---|---|
| No Event Data | ||||
Perpetual Ltd Frequently Asked Questions
What is Perpetual Ltd(ASX:PPT)'s stock price today?
The current price of ASX:PPT is A$24.25. The 52 week high of ASX:PPT is A$26.80 and 52 week low is A$18.70.
When is next earnings date of Perpetual Ltd(ASX:PPT)?
The next earnings date of Perpetual Ltd(ASX:PPT) is 2024-08-23 Est..
Does Perpetual Ltd(ASX:PPT) pay dividends? If so, how much?
The Dividend Yield %  of Perpetual Ltd(ASX:PPT) is 5.35% (As of Today), Highest Dividend Payout Ratio of Perpetual Ltd(ASX:PPT) was 2.14. The lowest was 0.67. And the median was 0.96. The  Forward Dividend Yield % of Perpetual Ltd(ASX:PPT) is 5.35%. For more information regarding to dividend, please check our Dividend Page.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
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