Perpetual (ASX:PPT) Moat Score: 2/10 (As of Jul. 01, 2026)


ASX:PPT Perpetual Ltd ASX:PPT
73 GF Score
Price A$15.50
GF Value A$21.20
Valuation Modestly Undervalued
! 10 Warning Signs
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What is Perpetual Moat Score?

Perpetual ASX:PPT +1.91% 73 Moat Score is 2 as of Jul. 01, 2026. GuruFocus rates ASX:PPT with a GF Score™ of 73/100 and a GF Value™ of A$21.20 (Modestly Undervalued). The stock has 10 warning signs investors should review. Among 1,695 Asset Management companies, Perpetual ranks better than 80.06% on this metric.

Perpetual has the Moat Score of 2, which implies that the company might have No Moat - Very weak/transient advantages.

Perpetual has No Moat: Perpetual Ltd lacks significant market leadership and customer loyalty. It does not possess strong intellectual property or cost advantages. The company operates in a competitive market with low switching costs and minimal regulatory barriers, resulting in a very weak competitive position.

Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more.

The company's Moat Score is based on these criteria:

1. Market leadership and sustainable market share
2. Network effects and significant customer switching costs
3. Valuable intellectual property and patents
4. Strong brand strength and deep customer loyalty
5. Durable cost advantages (e.g., economies of scale, proprietary technology)
6. Significant regulatory barriers and exclusive licenses
7. Superior distribution network
8. Strong and sustainable pricing power
9. Consistent and impactful innovation and R&D capabilities

Based on the research, GuruFocus believes Perpetual might have No Moat - Very weak/transient advantages.

Perpetual  (ASX:PPT) Moat Score Explanation

The Moat Score ranges from 0 to 10, with 10 as the highest. GuruFocus divided Moat Score into following 8 categories:

Moat Score Moat Level
10Wide Moat - Exceptionally dominant and durable wide moat
8 - 9Wide Moat - Clear and robust wide moat
7Wide Moat - Entry-level wide moat, clearly possessing durable advantages
6Narrow Moat - Strong narrow moat, clearly distinguishable but not wide
5Narrow Moat - Solid narrow moat
4Narrow Moat - Discernible but modest moat
1 - 3No Moat - Very weak/transient advantages
0No Moat - No discernible moat

Perpetual Moat Score Related Terms

ASX:PPT vs BLK, BX, KKR: Moat Score Comparison

For the Asset Management subindustry, Perpetual's Moat Score, along with its competitors' market caps and Moat Score 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 Moat Score vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Perpetual's Moat Score distribution charts can be found below:

* The bar in red indicates where Perpetual's Moat Score falls into.


ASX:PPT
73GF Score
Perpetual Ltd ASX:PPT
Moat Score is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Moat Score →
What does a Moat Score of 2 mean?
Perpetual (ASX:PPT) has a Moat Score of 2 as of Jul. 01, 2026. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. According to the industry distribution chart, Perpetual ranks #338 out of 1695 companies in the Asset Management industry, placing it in the top 19.9%.
Is Perpetual's Moat Score too high?
Perpetual's current Moat Score is 2. Based on the distribution chart, Perpetual ranks #338 out of 1695 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Perpetual has a GF Score™ of 73/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Perpetual's Moat Score compare to BLK and BX?
According to the Asset Management industry distribution chart, Perpetual ranks #338 out of 1695 companies for Moat Score. This places Perpetual in the top 20% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Moat Score for an Asset Management company?
A good Moat Score depends on the Asset Management industry context. However, Moat Score 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 Moat Score mean?
A high Moat Score can signal that a stock is expensive relative to its fundamentals. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. Perpetual's current Moat Score is 2. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Perpetual stock overvalued right now?
Based on GuruFocus' analysis, Perpetual (ASX:PPT) is currently considered Modestly Undervalued. The stock's GF Value™ is A$21.20, compared to a current price of A$15.50 — trading 26.9% below its estimated fair value. The current Moat Score is 2. Perpetual's overall GF Score™ is 73/100 with 10 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Moat Score calculated?
Moat Score is calculated from a company's financial statements. For Perpetual (ASX:PPT), the current Moat Score is 2 as of Jul. 01, 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 (ASX:PPT) Overvalued in 2026?

Based on GuruFocus' analysis, Perpetual stock appears to be undervalued. The current stock price of A$15.50 is trading 26.9% below its estimated GF Value™ of A$21.20. GuruFocus considers Perpetual to be Modestly Undervalued.

Key valuation signals for ASX:PPT:

  • Moat Score: 2
  • GF Value™: A$21.20 vs. price of A$15.50 (26.9% below fair value)
  • GF Score™: 73/100 with 10 warning signs

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

Perpetual Business Description

Other Exchanges PPTTF:USAPVQ:Germany
Address 123 Pitt Street, Level 14, Sydney, NSW, AUS, 2000
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 wealth segment, though this business is currently being sold. 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.
73GF Score

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Moat Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

A$15.50
Price
A$21.20
GF Value