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About the company
Perpetual Equity Investment Company Limited is an Australia-based investment company. The investment objective of the Company 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 minimum five-year investment periods. The Company creates a concentrated and actively managed portfolio of Australian securities with typically a mid-cap focus and global listed securities. The Company typically holds 20 to 40 securities, which includes Australian listed securities, global listed securities, and cash. It invests up to 35% in global securities and up to 25% in cash for diversification. The Company invests in various sectors, including materials, consumer discretionary, financials, industrials, real estate, consumer staples, utilities, healthcare, energy, cash/fixed income, and communication services. The Company's investment portfolio is managed by Perpetual Investment Management Limited.
- Revenue in AUD (TTM)28.05m
- Net income in AUD17.54m
- Incorporated2014
- Employees0.00
- LocationPerpetual Equity Investment Company LtdL 18 123 Pitt StSYDNEY 2000AustraliaAUS
- Websitehttps://www.perpetualequity.com.au/
Peer analysis
- Key Information
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- Per Share Data
- Efficiency
- Management Effectiveness
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- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fiducian Group Ltd | 76.88m | 13.61m | 251.19m | 125.00 | 18.52 | 4.82 | 13.72 | 3.27 | 0.4308 | 0.4308 | 2.43 | 1.65 | 1.11 | -- | 9.46 | -- | 19.71 | 20.60 | 24.24 | 25.20 | 74.35 | 73.70 | 17.71 | 19.15 | -- | -- | 0.0664 | 61.26 | 5.42 | 9.83 | -7.49 | 6.02 | 53.50 | 8.66 |
| Regal Asian Investments Ltd | 37.41m | 5.94m | 381.95m | -- | 69.17 | 0.9013 | 37.91 | 10.21 | 0.0307 | 0.0307 | 0.1865 | 2.35 | 0.0527 | -- | 5.75 | -- | 0.8357 | -- | 1.26 | -- | 43.59 | -- | 15.87 | -- | -- | -- | 0.3076 | -- | 159.16 | -- | 130.70 | -- | -- | -- |
| Wam Microcap Ltd | 28.98m | 17.49m | 385.96m | -- | 16.89 | 1.08 | -- | 13.32 | 0.0829 | 0.0829 | 0.1374 | 1.30 | 0.1036 | -- | 9.75 | -- | 6.25 | 6.63 | 6.29 | 6.98 | 81.25 | 76.61 | 60.34 | 57.06 | -- | -- | 0.00 | 106.38 | 188.00 | -1.67 | 172.92 | -3.02 | -- | 21.29 |
| Bell Financial Group Ltd | 256.01m | 24.32m | 420.17m | 745.00 | 17.18 | 1.78 | 11.91 | 1.64 | 0.0763 | 0.0763 | 0.8032 | 0.734 | 0.2131 | -- | 1.25 | 343,633.60 | 2.02 | 3.03 | 8.50 | 13.49 | 89.37 | 97.43 | 9.50 | 13.02 | -- | -- | 0.7232 | 85.04 | 3.99 | 2.34 | -5.31 | -0.0288 | 26.56 | 0.00 |
| Perpetual Equity Investment Company Ltd | 28.05m | 17.54m | 445.44m | 0.00 | 25.19 | 0.9534 | -- | 15.88 | 0.0465 | 0.0465 | 0.0741 | 1.23 | 0.0591 | -- | 34.16 | -- | 3.70 | 7.47 | 3.70 | 7.58 | 82.59 | 87.79 | 62.54 | 66.29 | -- | -- | 0.00 | 70.71 | 439.61 | 17.26 | 407.20 | 17.25 | -- | 15.37 |
| Future Generation Australia Ltd | 65.22m | 45.83m | 479.58m | 0.00 | 10.41 | 0.9109 | -- | 7.35 | 0.1129 | 0.1129 | 0.1607 | 1.29 | 0.1226 | -- | 4.89 | -- | 8.61 | 5.14 | 8.73 | 5.19 | 99.86 | 99.72 | 70.28 | 69.56 | -- | -- | 0.00 | 85.94 | 204.78 | 12.36 | 204.44 | 14.57 | -- | 7.81 |
| Australian Ethical Investment Ltd | 93.03m | 11.90m | 515.41m | 40.00 | 43.27 | 18.83 | 39.50 | 5.54 | 0.1056 | 0.1056 | 0.8259 | 0.2427 | 2.17 | -- | 25.40 | -- | 27.71 | 24.34 | 43.94 | 37.99 | 81.38 | 84.17 | 12.79 | 14.35 | -- | 114.84 | 0.0946 | 83.14 | 14.57 | 17.64 | -30.86 | 5.29 | 8.50 | 11.84 |
| Pacific Current Group Ltd | 45.19m | 5.90m | 538.95m | 20.00 | 102.10 | 1.08 | 52.41 | 11.93 | 0.1024 | 0.1024 | 0.8535 | 9.67 | 0.0728 | -- | 6.64 | 2,259,550.00 | 1.07 | -0.2769 | 1.10 | -0.2914 | 91.07 | 89.31 | 14.74 | -2.58 | -- | -- | 0.1079 | -- | 3.15 | 0.5607 | 55.23 | -- | 19.41 | 11.55 |
| Platinum Asset Management Ltd | 206.65m | 79.00m | 593.81m | -- | 7.46 | 1.77 | 7.26 | 2.87 | 0.1368 | 0.1368 | 0.3574 | 0.5748 | 0.5734 | -- | 9.33 | -- | 21.90 | 36.05 | 23.49 | 38.97 | -- | -- | 38.20 | 49.42 | -- | -- | 0.0385 | 92.90 | -17.84 | -9.97 | -20.34 | -15.64 | -16.25 | -15.24 |
| Regal Investment Fund | 135.20m | 66.03m | 617.42m | 0.00 | 10.02 | 1.08 | -- | 4.57 | 0.3214 | 0.3214 | 0.6583 | 2.99 | 0.1266 | -- | 1.80 | -- | 6.18 | -- | 7.57 | -- | 63.91 | -- | 48.84 | -- | -- | -- | 0.00 | -- | 863.46 | -- | 206.67 | -- | -- | -- |
| Holder | Shares | % Held |
|---|---|---|
| Netwealth Investments Ltd.as of 31 Jul 2023 | 14.20m | 3.73% |
| MLC Investments Ltd.as of 31 Jul 2023 | 11.05m | 2.90% |
