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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. It invests in various sectors, including materials, consumer discretionary, financials, industrials, real estate, consumer staples, utilities, healthcare, energy, cash/fixed income, and communication services. Its investment portfolio is managed by Perpetual Investment Management Limited.
- Revenue in AUD (TTM)53.68m
- Net income in AUD36.17m
- Incorporated2014
- Employees0.00
- LocationPerpetual Equity Investment Company LtdLevel 14, 123 Pitt StreetSYDNEY 2000AustraliaAUS
- Websitehttps://www.perpetualequity.com.au/
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Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- 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 | 93.51m | 19.84m | 333.67m | 125.00 | 16.84 | 5.34 | 13.73 | 3.57 | 0.6276 | 0.6276 | 2.96 | 1.98 | 1.16 | -- | 9.47 | -- | 24.70 | 21.16 | 29.95 | 25.74 | 76.79 | 74.59 | 21.22 | 19.21 | -- | -- | 0.135 | 76.18 | 10.61 | 10.20 | 23.46 | 12.16 | -35.99 | 15.17 |
| Pengana Private Equity Trust | 57.07m | 50.02m | 398.83m | 0.00 | 8.27 | 0.8936 | -- | 6.99 | 0.1801 | 0.1801 | 0.2067 | 1.67 | 0.1188 | -- | 336.71 | -- | 10.41 | 8.94 | 11.26 | 9.30 | 87.50 | 88.13 | 87.63 | 80.14 | -- | -- | 0.0622 | 49.37 | 689.50 | 45.20 | 37,424.63 | 52.09 | -- | -- |
| Argo Global Listed Infrastructure Ltd | 36.70m | 16.58m | 435.55m | 0.00 | 26.28 | 0.9522 | -- | 11.87 | 0.0932 | 0.0932 | 0.2064 | 2.57 | 0.0774 | -- | 19.83 | -- | 3.50 | 6.04 | 3.54 | 6.14 | 83.64 | 87.57 | 45.17 | 59.47 | -- | -- | 0.00 | 59.63 | 266.09 | -- | 306.51 | -- | -- | 4.84 |
| Regal Asian Investments Ltd | 184.19m | 100.41m | 439.81m | -- | 4.49 | 1.01 | -- | 2.39 | 0.6727 | 0.6727 | 1.23 | 2.99 | 0.2965 | -- | 3.02 | -- | 16.16 | 1.41 | 24.26 | 1.93 | 80.03 | 49.14 | 54.51 | 26.63 | -- | -- | 0.2647 | 192.47 | -66.91 | 44.69 | -92.30 | -- | -- | -- |
| Wam Microcap Ltd | 61.33m | 42.07m | 456.72m | -- | 10.82 | 1.11 | -- | 7.45 | 0.1506 | 0.1506 | 0.2198 | 1.47 | 0.1463 | -- | 38.68 | -- | 10.03 | 8.81 | 10.38 | 9.27 | 95.46 | 81.96 | 68.59 | 59.98 | -- | -- | 0.00 | 85.37 | 20.90 | 25.96 | 27.41 | 30.93 | -- | 12.05 |
| WCM Global Growth Ltd | 107.85m | 69.53m | 463.22m | -- | 5.32 | 1.03 | -- | 4.30 | 0.3476 | 0.3476 | 0.5179 | 1.79 | 0.2805 | -- | 143.03 | -- | 18.08 | 10.16 | 18.60 | 10.41 | 93.27 | 91.08 | 64.47 | 62.21 | -- | -- | 0.00 | 39.77 | 54.58 | 20.97 | 53.34 | 23.09 | -- | 13.85 |
| Bell Financial Group Ltd | 299.18m | 36.01m | 477.91m | 720.00 | 13.15 | 1.88 | 10.12 | 1.60 | 0.1133 | 0.1133 | 0.9368 | 0.7945 | 0.275 | -- | 4.06 | 415,522.20 | 3.31 | 2.73 | 12.03 | 11.52 | 93.07 | 95.26 | 12.04 | 11.90 | -- | -- | 0.7235 | 83.73 | 8.25 | -0.01 | 17.14 | -5.06 | -32.36 | -1.98 |
| Perpetual Equity Investment Company Ltd | 53.68m | 36.17m | 487.85m | 0.00 | 13.45 | 1.01 | -- | 9.09 | 0.0944 | 0.0944 | 0.1402 | 1.26 | 0.1072 | -- | 29.36 | -- | 7.23 | 8.10 | 7.34 | 8.20 | 90.59 | 89.13 | 67.37 | 66.83 | -- | -- | 0.00 | 66.95 | -25.30 | 61.97 | -23.94 | -- | -- | 12.70 |
| Regal Partners Global Investments Ltd | 209.71m | 129.09m | 558.26m | 0.00 | 4.43 | 0.933 | -- | 2.66 | 0.5219 | 0.5219 | 0.8428 | 2.48 | 0.2739 | -- | 98.91 | -- | 16.86 | 1.11 | 16.91 | 1.26 | 89.15 | 35.57 | 61.56 | 22.66 | -- | -- | 0.00 | 248.31 | -94.87 | -- | -127.38 | -- | -- | 36.85 |
| Future Generation Australia Ltd | 58.79m | 37.93m | 581.48m | 0.00 | 15.25 | 1.06 | -- | 9.89 | 0.0928 | 0.0928 | 0.1438 | 1.34 | 0.1035 | -- | 1.84 | -- | 6.67 | 5.92 | 6.88 | 5.98 | 99.84 | 99.79 | 64.51 | 69.09 | -- | -- | 0.00 | 77.86 | 6.12 | 17.45 | 4.57 | 16.40 | -- | 6.96 |
| EQT Holdings Ltd | 192.93m | 41.63m | 585.67m | 496.00 | 14.13 | 1.43 | 12.08 | 3.04 | 1.55 | 1.54 | 7.17 | 15.32 | 0.337 | -- | 4.26 | -- | 7.26 | 5.50 | 7.61 | 5.74 | -- | -- | 21.55 | 17.21 | -- | 9.67 | 0.2749 | 96.81 | 6.75 | 13.68 | 19.70 | 12.25 | 9.79 | 4.46 |
| Australian Ethical Investment Ltd | 119.38m | 20.20m | 591.92m | 40.00 | 29.32 | 14.58 | 27.43 | 4.96 | 0.1774 | 0.1774 | 1.05 | 0.3567 | 1.97 | -- | 14.87 | -- | 33.39 | 25.43 | 52.86 | 40.31 | 81.21 | 82.78 | 16.92 | 13.69 | -- | 231.34 | 0.0511 | 84.26 | 18.80 | 19.06 | 75.15 | 16.39 | -6.67 | 18.47 |
| Metrics Income Opportunities Trust | 62.98m | 60.23m | 616.99m | -- | 10.20 | 0.8633 | -- | 9.80 | 0.1814 | 0.1814 | 0.1896 | 2.14 | 0.0875 | -- | 9.48 | -- | 8.37 | 8.71 | 8.47 | 8.81 | 88.12 | 88.59 | 95.64 | 88.12 | -- | -- | 0.00 | 87.67 | -1.90 | 16.40 | 6.62 | 19.54 | -- | 3.92 |
| Mirrabooka Investments Ltd | 18.13m | 12.23m | 626.80m | 0.00 | 49.22 | 0.9415 | -- | 34.58 | 0.0569 | 0.0569 | 0.0865 | 2.97 | 0.0257 | -- | 40.59 | -- | 1.74 | 1.49 | 1.76 | 1.52 | -- | -- | 67.46 | 66.50 | -- | -- | 0.00 | 260.01 | -21.47 | 5.53 | -26.15 | 4.38 | -- | 2.03 |
| Whitefield Industrials Ltd | 25.93m | 21.96m | 634.46m | 0.00 | 28.62 | 0.8922 | 28.89 | 24.47 | 0.1834 | 0.1834 | 0.2165 | 5.88 | 0.033 | -- | 10.32 | -- | 2.80 | 2.80 | 2.84 | 2.87 | 91.99 | 91.52 | 84.69 | 82.94 | -- | -- | 0.00 | 126.67 | 6.90 | 4.60 | 9.60 | 4.86 | -- | 0.4831 |
| Ophir High Conviction Fund | 120.52m | 105.31m | 638.86m | 0.00 | 6.07 | 0.8352 | -- | 5.30 | 0.4731 | 0.4731 | 0.5414 | 3.44 | 0.1618 | -- | 60,259.00 | -- | 14.14 | 9.30 | 14.18 | 9.98 | 91.72 | 88.16 | 87.38 | 84.23 | -- | -- | 0.00 | 69.44 | 123.02 | 16.00 | 140.85 | 23.11 | -- | -- |
Data as of Mar 02 2026. Currency figures normalised to Perpetual Equity Investment Company Ltd's reporting currency: Australian Dollar AUD
7.07%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Wilson Asset Management (International) Pty Ltd.as of 30 Jun 2025 | 16.82m | 4.38% |
| Netwealth Investments Ltd.as of 31 Jul 2025 | 10.33m | 2.69% |
Data from 31 Dec 2025 - 20 Feb 2026Source: FactSet Research Systems Inc.
