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About the company
Perpetual Equity Investment Company Limited is an Australia-based investment company. The Company invests in a concentrated and actively managed portfolio of Australian listed securities with typically a mid-cap focus and cash, deposit products and senior debt, together with opportunistic allocations to global listed securities. 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. Up to 25% of the Portfolio’s net asset value may be held in cash, deposit products and senior debt with less than one year to maturity, including any exposure to such investments gained by investing in managed funds. The level of cash, deposit products and senior debt directly or indirectly held within this limit will be determined by the attractiveness of available securities. The Company 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
- 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Praemium Ltd | 77.38m | 10.07m | 230.65m | -- | 24.08 | 2.19 | 14.40 | 2.98 | 0.0197 | 0.0197 | 0.1521 | 0.2165 | 0.6335 | -- | 7.33 | -- | 8.24 | 7.75 | 9.42 | 10.29 | -- | -- | 13.01 | 11.81 | -- | 104.27 | 0.0182 | 0.00 | 17.30 | 11.98 | 306.51 | 60.69 | 23.45 | -- |
| Fiducian Group Ltd | 76.88m | 13.61m | 251.82m | 125.00 | 18.57 | 4.84 | 13.75 | 3.28 | 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 |
| Wam Microcap Ltd | 28.98m | 17.49m | 315.06m | -- | 17.92 | 1.14 | -- | 10.87 | 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 |
| Regal Asian Investments Ltd | 37.41m | 5.94m | 350.28m | -- | 63.30 | 0.8247 | 34.76 | 9.36 | 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 | -- | -- | -- |
| Bell Financial Group Ltd | 256.01m | 24.32m | 429.80m | 745.00 | 17.57 | 1.83 | 12.18 | 1.68 | 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 | 447.34m | 0.00 | 25.30 | 0.9575 | -- | 15.95 | 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 | 488.54m | 0.00 | 10.63 | 0.9302 | -- | 7.49 | 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 |
| Pacific Current Group Ltd | 45.19m | 5.90m | 520.89m | 20.00 | 98.68 | 1.04 | 50.66 | 11.53 | 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 |
| Australian Ethical Investment Ltd | 93.03m | 11.90m | 551.50m | 40.00 | 46.30 | 20.15 | 42.27 | 5.93 | 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 |
| Regal Investment Fund | 135.20m | 66.03m | 609.85m | 0.00 | 9.80 | 1.05 | -- | 4.51 | 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 | -- | -- | -- |
| Platinum Asset Management Ltd | 206.65m | 79.00m | 657.85m | -- | 8.26 | 1.97 | 8.04 | 3.18 | 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 |
| Holder | Shares | % Held |
|---|---|---|
| Netwealth Investments Ltd.as of 31 Jul 2023 | 14.20m | 3.74% |
| MLC Investments Ltd.as of 31 Jul 2023 | 11.05m | 2.91% |
