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About the company
Perpetual Limited is a financial services company operating in the asset management business, wealth management and trustee services businesses. The Company operates through four segments: Asset Management, Wealth Management, Corporate Trust, and Group Support Services. Asset Management segment is engaged in the global multi-boutique asset management business offering a range of specialist and differentiated investment capabilities through seven boutique brands in key regions globally. Wealth Management business offers a mix of wealth management, advice and trustee services to individuals, families, businesses, not-for-profit organizations, and Indigenous communities throughout Australia. Corporate Trust business is a provider of fiduciary and digital solutions to the banking and financial services industry in Australia and Singapore. The business units are supported by Group Support Services comprising group investments, finance, corporate affairs, marketing, and more.
- Revenue in AUD (TTM)1.30bn
- Net income in AUD66.70m
- Incorporated1963
- Employees1.87k
- LocationPerpetual LtdLEVEL 18, 123 PITT STREETSYDNEY 2000AustraliaAUS
- Phone+61 29229-3162
- Fax+61 29232-8936
- Websitehttps://www.perpetual.com.au/
Peer analysis
- 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BKI Investment Company Ltd | 74.18m | 67.71m | 1.37bn | 0.00 | 19.49 | 1.00 | -- | 18.45 | 0.0872 | 0.0872 | 0.0955 | 1.69 | 0.0531 | -- | 14.87 | -- | 4.85 | 5.34 | 4.85 | 5.36 | 98.09 | 98.28 | 91.28 | 91.60 | -- | -- | 0.00 | 62.19 | -26.72 | 9.71 | -30.49 | 9.25 | -- | 1.20 |
| Centuria Capital Group | 359.58m | 76.83m | 1.41bn | -- | 18.22 | 0.9648 | 17.06 | 3.93 | 0.0941 | 0.0941 | 0.4411 | 1.78 | 0.148 | -- | 3.53 | -- | 3.16 | 2.95 | 3.29 | 3.17 | 70.15 | 82.38 | 21.37 | 24.74 | -- | 3.71 | 0.2454 | 113.02 | 23.49 | 22.44 | 379.83 | 14.10 | 95.60 | 7.27 |
| Insignia Financial Ltd | 1.98bn | -42.20m | 1.65bn | 1.30k | -- | 0.7328 | 19.62 | 0.8334 | -0.0635 | -0.0656 | 2.99 | 3.36 | 0.4441 | -- | 19.76 | -- | -0.9511 | -0.4216 | -0.9966 | -0.4588 | 73.34 | 65.37 | -2.14 | -1.28 | -- | 5.84 | 0.3112 | -- | -7.07 | 19.65 | -84.06 | -46.46 | 12.90 | -22.45 |
| Magellan Financial Group Ltd | 401.57m | 202.96m | 1.66bn | 107.00 | 8.19 | 1.77 | 7.99 | 4.12 | 1.12 | 1.12 | 2.21 | 5.18 | 0.3654 | -- | 8.47 | 3,491,913.00 | 18.47 | 30.16 | 21.30 | 34.43 | 96.56 | 96.99 | 50.54 | 53.29 | -- | 102.52 | 0.0094 | 102.96 | -22.02 | -0.8626 | -52.31 | -2.92 | -4.23 | -8.41 |
| WAM Capital Limited | 312.03m | 199.29m | 1.67bn | 30.00 | 8.31 | 0.9449 | 15.64 | 5.34 | 0.1812 | 0.1812 | 0.2838 | 1.59 | 0.1753 | -- | 69.58 | -- | 11.19 | 1.71 | 11.39 | 1.77 | 87.61 | 48.07 | 63.87 | 55.72 | -- | -- | 0.00 | 510.86 | 165.79 | 6.98 | 159.01 | 6.68 | -- | 12.70 |
| L1 Long Short Fund Ltd | 276.56m | 87.86m | 1.85bn | -- | 20.86 | 1.00 | -- | 6.68 | 0.1424 | 0.1424 | 0.4484 | 2.96 | 0.0716 | -- | 4,768.31 | -- | 2.27 | 4.58 | 4.74 | 10.34 | 73.85 | 75.16 | 31.77 | 42.59 | -- | 3.06 | 0.00 | -- | 15.69 | -- | 15.74 | -- | -- | -- |
| Pinnacle Investment Management Group Ltd | 46.42m | 76.21m | 2.29bn | 118.00 | 29.13 | 5.35 | 29.67 | 49.37 | 0.3872 | 0.3872 | 0.2357 | 2.11 | 0.0869 | -- | 1.63 | -- | 14.26 | 17.06 | 14.79 | 17.93 | -- | -- | 164.18 | 168.73 | -- | -- | 0.2089 | 89.57 | -1.05 | 22.44 | 0.1401 | 27.00 | -26.86 | 25.42 |
| Perpetual Ltd | 1.30bn | 66.70m | 2.71bn | 1.87k | 39.91 | 1.18 | 14.51 | 2.08 | 0.5971 | 0.5971 | 11.65 | 20.23 | 0.4707 | -- | 7.65 | 695,882.40 | 2.41 | 5.25 | 2.83 | 6.85 | -- | -- | 5.13 | 12.64 | -- | 3.46 | 0.2797 | 131.41 | 38.23 | 13.68 | -41.70 | -15.90 | 9.81 | -15.28 |
| AMP Ltd | 2.87bn | 19.00m | 3.02bn | 4.30k | 208.41 | 0.7883 | -- | 1.05 | 0.0054 | 0.0885 | 0.9972 | 1.41 | 0.0834 | -- | 6.90 | -- | 0.0552 | -0.5924 | 0.2117 | -0.8686 | 34.72 | 53.14 | 0.6623 | -12.88 | -- | -- | 0.8819 | -- | 28.19 | -19.03 | 1,800.00 | -7.46 | -2.86 | -42.24 |
| Hub24 Ltd | 297.73m | 44.17m | 3.28bn | 883.00 | 76.58 | 6.50 | 45.20 | 11.03 | 0.5281 | 0.5281 | 3.56 | 6.22 | 0.5207 | -- | 9.41 | 355,286.40 | 7.72 | 6.03 | 8.48 | 6.73 | 92.11 | 85.89 | 14.83 | 10.23 | -- | 46.46 | 0.0707 | 72.69 | 45.57 | 26.92 | 160.31 | 38.91 | 22.73 | -- |
| Holder | Shares | % Held |
|---|---|---|
| State Street Global Advisors, Australia, Ltd.as of 18 Mar 2024 | 4.71m | 4.16% |
| The Vanguard Group, Inc.as of 05 Apr 2024 | 3.89m | 3.43% |
| Norges Bank Investment Managementas of 31 Dec 2023 | 2.83m | 2.50% |
| Vanguard Investments Australia Ltd.as of 31 Mar 2024 | 2.33m | 2.05% |
| Goldman Sachs & Co. LLC (Private Banking)as of 16 Jan 2023 | 2.18m | 1.92% |
| Dimensional Fund Advisors LPas of 04 Apr 2024 | 2.01m | 1.77% |
| BlackRock Fund Advisorsas of 15 Mar 2024 | 1.83m | 1.61% |
| BlackRock Investment Management (UK) Ltd.as of 15 Mar 2024 | 1.69m | 1.49% |
| Mutual Trust Pty Ltd.as of 03 Aug 2023 | 1.65m | 1.46% |
| Macquarie Bank Ltd. (Private Banking)as of 10 Nov 2022 | 1.41m | 1.25% |
