PDL Stock Overview
Pendal Group Limited is a publicly owned investment manager the firm provides its services to individual and institutional clients.
Pendal Group Competitors
Price History & Performance
|Historical stock prices|
|Current Share Price||AU$4.63|
|52 Week High||AU$8.96|
|52 Week Low||AU$4.04|
|1 Month Change||-9.39%|
|3 Month Change||-2.53%|
|1 Year Change||-41.83%|
|3 Year Change||-36.14%|
|5 Year Change||-58.92%|
|Change since IPO||-3.34%|
Recent News & Updates
|PDL||AU Capital Markets||AU Market|
Return vs Industry: PDL underperformed the Australian Capital Markets industry which returned -8.8% over the past year.
Return vs Market: PDL underperformed the Australian Market which returned -9.6% over the past year.
|PDL Average Weekly Movement||7.7%|
|Capital Markets Industry Average Movement||5.8%|
|Market Average Movement||9.8%|
|10% most volatile stocks in AU Market||16.5%|
|10% least volatile stocks in AU Market||4.3%|
Stable Share Price: PDL is not significantly more volatile than the rest of Australian stocks over the past 3 months, typically moving +/- 8% a week.
Volatility Over Time: PDL's weekly volatility (8%) has been stable over the past year.
About the Company
Pendal Group Limited is a publicly owned investment manager the firm provides its services to individual and institutional clients. The firm launches and manages equity, fixed income, multi-assets and balanced mutual funds. It invests in the public equity, fixed income, and alternative investment markets across the globe.
Pendal Group Fundamentals Summary
|PDL fundamental statistics|
Is PDL overvalued?See Fair Value and valuation analysis
Earnings & Revenue
|PDL income statement (TTM)|
|Cost of Revenue||AU$327.18m|
Last Reported Earnings
Mar 31, 2022
Next Earnings Date
Nov 04, 2022
|Earnings per share (EPS)||0.48|
|Net Profit Margin||25.10%|
How did PDL perform over the long term?See historical performance and comparison
8.9%Current Dividend Yield
Is PDL undervalued compared to its fair value, analyst forecasts and its price relative to the market?
Valuation Score 5/6
Price-To-Earnings vs Peers
Price-To-Earnings vs Industry
Price-To-Earnings vs Fair Ratio
Below Fair Value
Significantly Below Fair Value
Key Valuation Metric
Which metric is best to use when looking at relative valuation for PDL?
Other financial metrics that can be useful for relative valuation.
|What is PDL's n/a Ratio?|
Price to Earnings Ratio vs Peers
How does PDL's PE Ratio compare to its peers?
|PDL PE Ratio vs Peers|
|Company||PE||Estimated Growth||Market Cap|
PNI Pinnacle Investment Management Group
MFG Magellan Financial Group
BKI BKI Investment
PDL Pendal Group
Price-To-Earnings vs Peers: PDL is good value based on its Price-To-Earnings Ratio (9.6x) compared to the peer average (14.6x).
Price to Earnings Ratio vs Industry
How does PDL's PE Ratio compare vs other companies in the AU Capital Markets Industry?
Price-To-Earnings vs Industry: PDL is good value based on its Price-To-Earnings Ratio (9.6x) compared to the Australian Capital Markets industry average (13.4x)
Price to Earnings Ratio vs Fair Ratio
What is PDL's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.
|Current PE Ratio||9.6x|
|Fair PE Ratio||15.9x|
Price-To-Earnings vs Fair Ratio: PDL is good value based on its Price-To-Earnings Ratio (9.6x) compared to the estimated Fair Price-To-Earnings Ratio (15.9x).
Share Price vs Fair Value
What is the Fair Price of PDL when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.
Below Fair Value: PDL (A$4.63) is trading below our estimate of fair value (A$11.59)
Significantly Below Fair Value: PDL is trading below fair value by more than 20%.
Price to Earnings Growth Ratio
PEG Ratio: PDL is poor value based on its PEG Ratio (2.8x)
Discover undervalued companies
How is Pendal Group forecast to perform in the next 1 to 3 years based on estimates from 12 analysts?
Future Growth Score1/6
Future Growth Score 1/6
Earnings vs Savings Rate
Earnings vs Market
High Growth Earnings
Revenue vs Market
High Growth Revenue
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: PDL's forecast earnings growth (3.4% per year) is above the savings rate (1.8%).
Earnings vs Market: PDL's earnings (3.4% per year) are forecast to grow slower than the Australian market (6% per year).
High Growth Earnings: PDL's earnings are forecast to grow, but not significantly.
Revenue vs Market: PDL's revenue (3.5% per year) is forecast to grow slower than the Australian market (5.2% per year).
High Growth Revenue: PDL's revenue (3.5% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: PDL's Return on Equity is forecast to be low in 3 years time (13.8%).
Discover growth companies
How has Pendal Group performed over the past 5 years?
Past Performance Score2/6
Past Performance Score 2/6
Growing Profit Margin
Earnings vs Industry
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: PDL has high quality earnings.
Growing Profit Margin: PDL's current net profit margins (25.1%) are lower than last year (28.1%).
Past Earnings Growth Analysis
Earnings Trend: PDL's earnings have declined by 1.3% per year over the past 5 years.
Accelerating Growth: PDL's earnings growth over the past year (13.2%) exceeds its 5-year average (-1.3% per year).
Earnings vs Industry: PDL earnings growth over the past year (13.2%) underperformed the Capital Markets industry 42.7%.
Return on Equity
High ROE: PDL's Return on Equity (13%) is considered low.
Discover strong past performing companies
How is Pendal Group's financial position?
Financial Health Score5/6
Financial Health Score 5/6
Short Term Liabilities
Long Term Liabilities
Financial Position Analysis
Short Term Liabilities: PDL's short term assets (A$326.3M) exceed its short term liabilities (A$148.3M).
Long Term Liabilities: PDL's short term assets (A$326.3M) exceed its long term liabilities (A$95.6M).
Debt to Equity History and Analysis
Debt Level: PDL has more cash than its total debt.
Reducing Debt: PDL's debt to equity ratio has increased from 0% to 3.6% over the past 5 years.
Debt Coverage: PDL's debt is well covered by operating cash flow (537.2%).
Interest Coverage: PDL's interest payments on its debt are well covered by EBIT (105.6x coverage).
Discover healthy companies
What is Pendal Group current dividend yield, its reliability and sustainability?
Dividend Score 4/6
Future Dividend Coverage
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: PDL's dividend (8.86%) is higher than the bottom 25% of dividend payers in the Australian market (2.73%).
High Dividend: PDL's dividend (8.86%) is in the top 25% of dividend payers in the Australian market (6.67%)
Stability and Growth of Payments
Stable Dividend: PDL's dividend payments have been volatile in the past 10 years.
Growing Dividend: PDL's dividend payments have increased over the past 10 years.
Earnings Payout to Shareholders
Earnings Coverage: With its high payout ratio (90.8%), PDL's dividend payments are not well covered by earnings.
Cash Payout to Shareholders
Cash Flow Coverage: With its reasonable cash payout ratio (58.4%), PDL's dividend payments are covered by cash flows.
Discover strong dividend paying companies
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Mr. Nicholas Michael Whateley Good, also known as Nick, is the Director at JOHCM (USA) Inc. He has also served as Chief Executive Officer of the firm. Mr. Good is the Chief Executive Officer of Pendal Grou...
CEO Compensation Analysis
Compensation vs Market: Nick's total compensation ($USD2.20M) is above average for companies of similar size in the Australian market ($USD1.04M).
Compensation vs Earnings: Nick's compensation has been consistent with company performance over the past year.
Experienced Management: PDL's management team is considered experienced (3.9 years average tenure).
Experienced Board: PDL's board of directors are considered experienced (3.9 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Pendal Group Limited's employee growth, exchange listings and data sources
- Name: Pendal Group Limited
- Ticker: PDL
- Exchange: ASX
- Founded: 2007
- Industry: Asset Management and Custody Banks
- Sector: Diversified Financials
- Implied Market Cap: AU$1.629b
- Shares outstanding: 354.10m
- Website: https://www.pendalgroup.com
Number of Employees
- Pendal Group Limited
- The Chifley Tower
- Level 14
- New South Wales
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2022/06/28 00:00|
|End of Day Share Price||2022/06/28 00:00|
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.