PPTTF (Perpetual) ROCE %: 7.01% (As of Dec. 2025)

What is Perpetual ROCE %?

Perpetual PPTTF +7.02% 70 ROCE % is 7.01% as of Dec. 2025. GuruFocus rates PPTTF with a GF Score™ of 70/100 and a GF Value™ of $15.37 (Modestly Undervalued). The stock has 9 warning signs investors should review.

ROCE % measures how well a company generates profits from its capital. It is calculated as EBIT divided by Capital Employed, where Capital Employed is calculated as Total Assets minus Total Current Liabilities. Perpetual's annualized ROCE % for the quarter that ended in Dec. 2025 was 7.01%.

Perpetual (OTCPK:PPTTF) ROCE % Explanation

ROCE % can be especially useful when comparing the performance of capital-intensive companies. Unlike ROE %, which indicates the profitability of Shareholders Equity, ROCE % also considers long-term debt in Capital Employed. This can be helpful when analyzing companies with significant debt, as the result is neutralized by taking debt into consideration.

Generally speaking, a higher ROCE % indicates a stonger profitability for a company. Moreover, it is important to look at the ratio from a long term perspective. Investors tend to favor companies with stable and rising ROCE % trend over those with volatile ones.

Perpetual ROCE % Related Terms

Perpetual ROCE % Historical Data

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The historical data trend for Perpetual's ROCE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Perpetual ROCE % Chart

Perpetual Annual Data

Trend

Jun16

Jun17

Jun18

Jun19

Jun20

Jun21

Jun22

Jun23

Jun24

Jun25

ROCE %

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11.88

10.65

5.44

-13.66

0.77

Perpetual Semi-Annual Data
	Jun16	Dec16	Jun17	Dec17	Jun18	Dec18	Jun19	Dec19	Jun20	Dec20	Jun21	Dec21	Jun22	Dec22	Jun23	Dec23	Jun24	Dec24	Jun25	Dec25
ROCE %	Get a 7-Day Free Trial															5.12	-34.14	5.64	-3.69	7.01

70GF Score

Perpetual Ltd PPTTF

ROCE % is just one metric. See GF Score™, valuation, warning signs, and more.

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Perpetual ROCE % Calculation

Perpetual's annualized ROCE % for the fiscal year that ended in Jun. 2025 is calculated as:

ROCE %	=	EBIT	/	( (Capital Employed	+	Capital Employed)	/ count )
		(A: Jun. 2025 )		(A: Jun. 2024 )		(A: Jun. 2025 )
	=	EBIT	/	( ( (Total Assets - Total Current Liabilities)	+	(Total Assets - Total Current Liabilities) )	/ count )
		(A: Jun. 2025 )		(A: Jun. 2024 )		(A: Jun. 2025 )
	=	12.5	/	( ( (2257.105 - 815.339)	+	(2225.13 - 406.771) )	/ 2 )
	=	12.5	/	( (1441.766	+	1818.359)	/ 2 )
	=	12.5	/	1630.0625
	=	0.77 %

Perpetual's ROCE % of for the quarter that ended in Dec. 2025 is calculated as:

ROCE %	=	EBIT ⁽¹⁾	/	( (Capital Employed	+	Capital Employed)	/ count )
		(Q: Dec. 2025 )		(Q: Jun. 2025 )		(Q: Dec. 2025 )
	=	EBIT	/	( ( (Total Assets - Total Current Liabilities)	+	(Total Assets - Total Current Liabilities) )	/ count )
		(Q: Dec. 2025 )		(Q: Jun. 2025 )		(Q: Dec. 2025 )
	=	128.77	/	( ( (2225.13 - 406.771)	+	(2226.047 - 370.1) )	/ 2 )
	=	128.77	/	( ( 1818.359	+	1855.947 )	/ 2 )
	=	128.77	/	1837.153
	=	7.01 %

(1) Note: The EBIT data used here is two times the semi-annual (Dec. 2025) EBIT data.

Frequently Asked Questions Learn more about ROCE % →

What does a ROCE % of 7.01% mean?

Perpetual (PPTTF) has a ROCE % of 7.01% as of Dec. 2025.

Is Perpetual's ROCE % too high?

Perpetual's current ROCE % is 7.01%. The Asset Management industry median ROCE % is 4.43. Perpetual's value of 7.01% is 58.4% above this industry median. Overall, Perpetual has a GF Score™ of 70/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.

How does Perpetual's ROCE % compare to BLK and BX?

Perpetual's ROCE % of 7.01% can be compared against companies in the Asset Management industry. The industry median ROCE % is 4.43. Perpetual's value of 7.01% is 58.4% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.

What is a good ROCE % for an Asset Management company?

The median ROCE % among Asset Management companies is 4.43, based on 708 companies in the industry. Companies in the top quartile (top 25%) have a ROCE % significantly above this median, while those in the bottom quartile fall well below. However, ROCE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Perpetual's current ROCE % of 7.01% is 58.4% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.

What does a high ROCE % mean?

A high ROCE % can signal that a stock is expensive relative to its fundamentals. For the Asset Management industry, the median ROCE % is 4.43 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Perpetual's current ROCE % is 7.01%. 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 (PPTTF) is currently considered Modestly Undervalued. The stock's GF Value™ is $15.37, compared to a current price of $12.20 — trading 20.6% below its estimated fair value. The current ROCE % is 7.01% and 58.4% above the Asset Management industry median of 4.43. Perpetual's overall GF Score™ is 70/100 with 9 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.

How is ROCE % calculated?

ROCE % is calculated from a company's financial statements. For Perpetual (PPTTF), the current ROCE % is 7.01% as of Dec. 2025. 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 (PPTTF) Overvalued in 2026?

Based on GuruFocus' analysis, Perpetual stock appears to be undervalued. The current stock price of $12.20 is trading 20.6% below its estimated GF Value™ of $15.37. GuruFocus considers Perpetual to be Modestly Undervalued.

Key valuation signals for PPTTF:

ROCE %: 7.01%
GF Value™: $15.37 vs. price of $12.20 (20.6% below fair value)
GF Score™: 70/100 with 9 warning signs
Industry Position: 58.4% above the Asset Management median

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

Perpetual Business Description

Industry Financial Services Asset Management

Comparable Companies ASX:WLE ASX:WAM ASX:GDG ASX:MFG ASX:BKI ASX:PGF ASX:MXT ASX:GCI ASX:AUI ASX:NGI BLK BX OSTO:INVE A TSX:BN KKR TSX:BAM APO STT OSTO:EQT AMP

Other Exchanges PVQ:Germany PPT:Australia

Address 123 Pitt Street, Level 14, Sydney, NSW, AUS, 2000

Website https://www.perpetual.com.au

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.

70GF Score

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$12.20

Price

$15.37

GF Value

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