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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 | 330.20m | 125.00 | 16.67 | 5.28 | 13.58 | 3.53 | 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 | 33.70m | 25.21m | 393.47m | 0.00 | 15.54 | 0.8353 | -- | 11.67 | 0.0946 | 0.0946 | 0.1242 | 1.76 | 0.0678 | -- | 54.10 | -- | 5.07 | 8.94 | 5.32 | 9.30 | 79.20 | 88.13 | 74.80 | 80.14 | -- | -- | 0.0104 | 49.37 | 689.50 | 45.20 | 37,424.63 | 52.09 | -- | -- |
| Regal Asian Investments Ltd | 184.19m | 100.41m | 405.17m | -- | 4.15 | 0.9341 | -- | 2.20 | 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 | -- | -- | -- |
| Bell Financial Group Ltd | 299.18m | 36.01m | 424.99m | 720.00 | 11.70 | 1.67 | 9.00 | 1.42 | 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 |
| Wam Microcap Ltd | 61.33m | 42.07m | 428.70m | -- | 10.16 | 1.04 | -- | 6.99 | 0.1506 | 0.1506 | 0.2198 | 1.47 | 0.1463 | -- | 38.68 | -- | 10.03 | 8.81 | 10.38 | 9.27 | 95.46 | 82.50 | 68.59 | 59.98 | -- | -- | 0.00 | 85.37 | 20.90 | 25.96 | 27.41 | 30.93 | -- | 12.05 |
| 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 |
| WCM Global Growth Ltd | 107.85m | 69.53m | 438.18m | -- | 5.03 | 0.9782 | -- | 4.06 | 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 |
| Perpetual Equity Investment Company Ltd | 53.68m | 36.17m | 478.25m | 0.00 | 13.19 | 0.9884 | -- | 8.91 | 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 | 539.68m | 0.00 | 4.29 | 0.9048 | -- | 2.57 | 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 |
| Australian Ethical Investment Ltd | 126.41m | 24.04m | 547.52m | 40.00 | 22.88 | 11.84 | 21.50 | 4.33 | 0.2103 | 0.2103 | 1.11 | 0.4063 | 2.01 | -- | 12.88 | -- | 38.23 | 25.43 | 55.51 | 40.31 | 81.49 | 82.78 | 19.01 | 13.69 | -- | 277.31 | 0.0383 | 84.26 | 18.80 | 19.06 | 75.15 | 16.39 | -6.67 | 18.47 |
| EQT Holdings Ltd | 192.93m | 41.63m | 554.59m | 496.00 | 13.38 | 1.35 | 11.44 | 2.87 | 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 |
| Future Generation Australia Ltd | 78.22m | 52.90m | 565.04m | 0.00 | 10.66 | 0.9849 | -- | 7.22 | 0.1289 | 0.1289 | 0.1909 | 1.40 | 0.1316 | -- | 38.22 | -- | 8.90 | 6.45 | 9.25 | 6.57 | 99.89 | 99.83 | 67.62 | 68.52 | -- | -- | 0.00 | 74.46 | 13.02 | 10.31 | 10.36 | 9.59 | -- | 6.72 |
| Mirrabooka Investments Ltd | 18.13m | 12.23m | 597.70m | 0.00 | 46.93 | 0.8978 | -- | 32.98 | 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 |
| Metrics Income Opportunities Trust | 62.00m | 60.11m | 600.32m | -- | 9.97 | 0.8351 | -- | 9.68 | 0.1806 | 0.1806 | 0.1863 | 2.16 | 0.0859 | -- | 10.81 | -- | 8.33 | 8.71 | 8.40 | 8.81 | 87.89 | 88.59 | 96.95 | 88.12 | -- | -- | 0.00 | 87.67 | -1.90 | 16.40 | 6.62 | 19.54 | -- | 3.92 |
| Hearts and Minds Investments Ltd | 41.59m | 19.35m | 609.09m | 4.00 | 31.46 | 0.792 | -- | 14.64 | 0.0846 | 0.0846 | 0.1818 | 3.36 | 0.049 | -- | 121.91 | 10,398,350.00 | 2.28 | 2.14 | 2.34 | 2.19 | 67.24 | 99.97 | 46.52 | 46.59 | -- | -- | 0.00 | 187.32 | 98.49 | 103.21 | 109.74 | -- | -- | -- |
| Ophir High Conviction Fund | 120.52m | 105.31m | 609.92m | 0.00 | 5.79 | 0.7973 | -- | 5.06 | 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 05 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.
