Perpetual Equity Investment Co (ASX:PIC) 3-Year Book Growth Rate: -2.10% (As of Jun. 2026)

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ASX:PIC Perpetual Equity Investment Co Ltd ASX:PIC
34 GF Score
Price A$1.15
GF Value A$0.52
Valuation Significantly Overvalued
! 4 Warning Signs
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What is Perpetual Equity Investment Co 3-Year Book Growth Rate?

Perpetual Equity Investment Co ASX:PIC +0.44% 34 3-Year Book Growth Rate is -2.10% as of Jun. 2026. GuruFocus rates ASX:PIC with a GF Score™ of 34/100 and a GF Value™ of A$0.52 (Significantly Overvalued). The stock has 4 warning signs investors should review. Among 1,520 Asset Management companies, Perpetual Equity Investment Co ranks worse than 70.72% on this metric.

Perpetual Equity Investment Co's Book Value per Share for the quarter that ended in Jun. 2026 was A$1.20.

During the past 12 months, Perpetual Equity Investment Co's average Book Value per Share Growth Rate was -3.90% per year. During the past 3 years, the average Book Value per Share Growth Rate was -2.10% per year. During the past 5 years, the average Book Value per Share Growth Rate was -0.80% per year. During the past 10 years, the average Book Value per Share Growth Rate was 1.70% per year. Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the average Book Value per Share growth rate.

During the past 12 years, the highest 3-Year average Book Value per Share Growth Rate of Perpetual Equity Investment Co was 6.80% per year. The lowest was -2.10% per year. And the median was 1.35% per year.


Perpetual Equity Investment Co  (ASX:PIC) 3-Year Book Growth Rate Explanation

Book Value per Share is the ratio of equity available to common shareholders divided by the shares outstanding. Book value per share effectively indicates a firm's net asset value on a per-share basis. It can be used by investors to gauge whether a stock price is undervalued by comparing it to the firm's market value per share. Theoretically, it is what the shareholders will receive if the company is liquidated.


Perpetual Equity Investment Co 3-Year Book Growth Rate Related Terms


ASX:PIC vs BLK, BX, KKR: 3-Year Book Growth Rate Comparison

For the Asset Management subindustry, Perpetual Equity Investment Co's 3-Year Book Growth Rate, along with its competitors' market caps and 3-Year Book Growth Rate data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Perpetual Equity Investment Co 3-Year Book Growth Rate vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Perpetual Equity Investment Co's 3-Year Book Growth Rate distribution charts can be found below:

* The bar in red indicates where Perpetual Equity Investment Co's 3-Year Book Growth Rate falls into.


ASX:PIC
34GF Score
Perpetual Equity Investment Co Ltd ASX:PIC
3-Year Book Growth Rate is just one metric. See GF Score™, valuation, warning signs, and more.
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Perpetual Equity Investment Co 3-Year Book Growth Rate Calculation

This is the 3-year average growth rate of Book Value per Share. The growth rate is calculated using exponential compounding based on the latest four year annual data.

Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the average Book Value per Share growth rate.

What does a 3-Year Book Growth Rate of -2.10% mean?
Perpetual Equity Investment Co (ASX:PIC) has a 3-Year Book Growth Rate of -2.10% as of Jun. 2026. 3-Year Book Growth Rate is the 3-year average growth rate of Book Value per Share. View historical data for Perpetual Equity Investment Co and its competitors. According to the industry distribution chart, Perpetual Equity Investment Co ranks #1075 out of 1520 companies in the Asset Management industry, placing it in the top 70.7%.
Is Perpetual Equity Investment Co's 3-Year Book Growth Rate too high?
Perpetual Equity Investment Co's current 3-Year Book Growth Rate is -2.10%. Based on the distribution chart, Perpetual Equity Investment Co ranks #1075 out of 1520 companies in the Asset Management industry, which is below the industry midpoint. Overall, Perpetual Equity Investment Co has a GF Score™ of 34/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Perpetual Equity Investment Co's 3-Year Book Growth Rate compare to BLK and BX?
According to the Asset Management industry distribution chart, Perpetual Equity Investment Co ranks #1075 out of 1520 companies for 3-Year Book Growth Rate. This places Perpetual Equity Investment Co in the lower half of its industry. The industry median 3-Year Book Growth Rate is 2.00. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year Book Growth Rate for an Asset Management company?
The median 3-Year Book Growth Rate among Asset Management companies is 2.00, based on 1,520 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year Book Growth Rate significantly above this median, while those in the bottom quartile fall well below. However, 3-Year Book Growth Rate should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year Book Growth Rate mean?
A high 3-Year Book Growth Rate can signal that a stock is expensive relative to its fundamentals. 3-Year Book Growth Rate is the 3-year average growth rate of Book Value per Share. View historical data for Perpetual Equity Investment Co and its competitors. For the Asset Management industry, the median 3-Year Book Growth Rate is 2.00 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Perpetual Equity Investment Co's current 3-Year Book Growth Rate is -2.10%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Perpetual Equity Investment Co stock overvalued right now?
Based on GuruFocus' analysis, Perpetual Equity Investment Co (ASX:PIC) is currently considered Significantly Overvalued. The stock's GF Value™ is A$0.52, compared to a current price of A$1.15 — trading 120.2% above its estimated fair value. The current 3-Year Book Growth Rate is -2.10%. Perpetual Equity Investment Co's overall GF Score™ is 34/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year Book Growth Rate calculated?
3-Year Book Growth Rate is calculated from a company's financial statements. For Perpetual Equity Investment Co (ASX:PIC), the current 3-Year Book Growth Rate is -2.10% as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Perpetual Equity Investment Co (ASX:PIC) Overvalued in 2026?

Based on GuruFocus' analysis, Perpetual Equity Investment Co stock appears to be overvalued. The current stock price of A$1.15 is trading 120.2% above its estimated GF Value™ of A$0.52. GuruFocus considers Perpetual Equity Investment Co to be Significantly Overvalued.

Key valuation signals for ASX:PIC:

  • 3-Year Book Growth Rate: -2.10%
  • GF Value™: A$0.52 vs. price of A$1.15 (120.2% above fair value)
  • GF Score™: 34/100 with 4 warning signs

No single metric tells the full story. See the ASX:PIC stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Perpetual Equity Investment Co Business Description

Address 123 Pitt Street, Level 14, Sydney, NSW, AUS, 2000
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.
34GF Score

Get the complete analysis for ASX:PIC

3-Year Book Growth Rate is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

A$1.15
Price
A$0.52
GF Value