PerpetualPPTTF +7.02%70 ROE % is 6.69% as of Dec. 2025, which is 43% below its 10-year median of 11.74. 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. Among 1,615 Asset Management companies, Perpetual ranks worse than 78.45% on this metric.
ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Perpetual's annualized net income for the quarter that ended in Dec. 2025 was $71.6 Mil. Perpetual's average Total Stockholders Equity over the quarter that ended in Dec. 2025 was $1,071.4 Mil. Therefore, Perpetual's annualized ROE % for the quarter that ended in Dec. 2025 was 6.69%.
The historical rank and industry rank for Perpetual's ROE % or its related term are showing as below:
PPTTF'
s ROE % Range Over the Past 10 Years
Min: -22.96 Med: 11.74 Max: 22.2
Current: -0.97
During the past 13 years, Perpetual's highest ROE % was 22.20%. The lowest was -22.96%. And the median was 11.74%.
PPTTF's ROE % is ranked worse than 78.45% of 1615
companies
in the Asset Management industry
Industry Median: 6.35
vs PPTTF: -0.97
Perpetual (OTCPK:PPTTF) ROE % Explanation
ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.
The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:
Note:
The net income data used here is two times the semi-annual (Dec. 2025) net income data. The Revenue data used here is two times the semi-annual (Dec. 2025) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.
* 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.
Be Aware
Net Income is used.
Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.
Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.
Perpetual ROE % Related Terms
Perpetual ROE % Historical Data
* Premium members only.
The historical data trend for Perpetual's ROE % 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.
For the Asset Management subindustry, Perpetual's ROE %, along with its competitors' market caps and ROE % 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 ROE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Perpetual's ROE % distribution charts can be found below:
* The bar in red indicates where Perpetual's ROE % falls into.
* 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.
In the calculation of annual ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data,
the net income data used here is two times the semi-annual (Dec. 2025) net income data.
ROE % is displayed in the 30-year financial page.
Perpetual (PPTTF) has a ROE % of 6.69% as of Dec. 2025. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Perpetual and its competitors. This is 43% below median its historical median of 11.74. According to the industry distribution chart, Perpetual ranks #1267 out of 1615 companies in the Asset Management industry, placing it in the top 78.5%.
Is Perpetual's ROE % too high?
Perpetual's current ROE % of 6.69% is 43% below median its 10-year median of 11.74. The Asset Management industry median ROE % is 6.35. Perpetual's value of 6.69% is 5.4% above this industry median. Based on the distribution chart, Perpetual ranks #1267 out of 1615 companies in the Asset Management industry, which is in the bottom quartile relative to peers. 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 ROE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Perpetual ranks #1267 out of 1615 companies for ROE %. This places Perpetual in the lower half of its industry. The industry median ROE % is 6.35. Perpetual's value of 6.69% is 5.4% above this benchmark. While the company's 10-year median is 11.74 vs. the industry median of 6.35, Perpetual has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % for an Asset Management company?
The median ROE % among Asset Management companies is 6.35, based on 1,615 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Perpetual's current ROE % of 6.69% is 5.4% 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 ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Perpetual and its competitors. For the Asset Management industry, the median ROE % is 6.35 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Perpetual's current ROE % is 6.69%, which is 43% below median its own 10-year median of 11.74. 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 ROE % is 6.69%, which is 43% below median its 10-year median of 11.74 and 5.4% above the Asset Management industry median of 6.35. 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 ROE % calculated?
ROE % is calculated from a company's financial statements. For Perpetual (PPTTF), the current ROE % is 6.69% 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:
ROE %: 6.69% (43% below median its 10-year median of 11.74)
GF Value™: $15.37 vs. price of $12.20 (20.6% below fair value)
Industry Position: 5.4% above the Asset Management median (#1267 of 1615)
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 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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