PPT Stock Overview
A publicly owned investment manager. More details
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 3/6 |
| Past Performance | 0/6 |
| Financial Health | 3/6 |
| Dividends | 2/6 |
My Notes
Capture your thoughts, links and company narrative
Perpetual Limited Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | AU$19.61 |
| 52 Week High | AU$26.27 |
| 52 Week Low | AU$17.84 |
| Beta | 1.25 |
| 1 Month Change | -7.19% |
| 3 Month Change | 7.10% |
| 1 Year Change | -22.46% |
| 3 Year Change | -45.68% |
| 5 Year Change | -53.45% |
| Change since IPO | 290.64% |
Recent News & Updates
Perpetual Limited's (ASX:PPT) Revenues Are Not Doing Enough For Some Investors
Oct 18
Perpetual (ASX:PPT) Is Reducing Its Dividend To A$0.53
Sep 06Recent updates
Perpetual Limited's (ASX:PPT) Revenues Are Not Doing Enough For Some Investors
Oct 18Perpetual (ASX:PPT) Is Reducing Its Dividend To A$0.53
Sep 06What You Can Learn From Perpetual Limited's (ASX:PPT) P/E
Apr 18Perpetual (ASX:PPT) Has Announced That It Will Be Increasing Its Dividend To A$0.97
Aug 29Perpetual's (ASX:PPT) Upcoming Dividend Will Be Larger Than Last Year's
Feb 27Increases to CEO Compensation Might Be Put On Hold For Now at Perpetual Limited (ASX:PPT)
Oct 14Perpetual's (ASX:PPT) Upcoming Dividend Will Be Larger Than Last Year's
Aug 24Should Perpetual Limited (ASX:PPT) Be Part Of Your Income Portfolio?
Apr 03Here's Why We're Wary Of Buying Perpetual's (ASX:PPT) For Its Upcoming Dividend
Feb 27What Type Of Returns Would Perpetual's(ASX:PPT) Shareholders Have Earned If They Purchased Their SharesThree Years Ago?
Jan 12
Do Investors Have Good Reason To Be Wary Of Perpetual Limited's (ASX:PPT) 2.9% Dividend Yield?
Dec 08Shareholder Returns
| PPT | AU Capital Markets | AU Market | |
|---|---|---|---|
| 7D | -1.9% | -1.9% | -2.0% |
| 1Y | -22.5% | 22.9% | 7.8% |
Return vs Industry: PPT underperformed the Australian Capital Markets industry which returned 22.9% over the past year.
Return vs Market: PPT underperformed the Australian Market which returned 7.8% over the past year.
Price Volatility
| PPT volatility | |
|---|---|
| PPT Average Weekly Movement | 3.5% |
| Capital Markets Industry Average Movement | 3.9% |
| Market Average Movement | 8.0% |
| 10% most volatile stocks in AU Market | 16.8% |
| 10% least volatile stocks in AU Market | 3.1% |
Stable Share Price: PPT has not had significant price volatility in the past 3 months compared to the Australian market.
Volatility Over Time: PPT's weekly volatility (3%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| n/a | 1,877 | Bernard Reilly | www.perpetual.com.au |
Perpetual Limited is a publicly owned investment manager. The firm offers a range of financial products and services in Australia. The company provides funds management, portfolio management, financial planning, trustee, responsible entity and compliance services, executor services, investment administration and custody services, and mortgage processing services.
Perpetual Limited Fundamentals Summary
| PPT fundamental statistics | |
|---|---|
| Market cap | AU$2.21b |
| Earnings (TTM) | -AU$472.20m |
| Revenue (TTM) | AU$1.36b |
1.6x
P/S Ratio-4.6x
P/E RatioIs PPT overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| PPT income statement (TTM) | |
|---|---|
| Revenue | AU$1.36b |
| Cost of Revenue | AU$807.00m |
| Gross Profit | AU$550.50m |
| Other Expenses | AU$1.02b |
| Earnings | -AU$472.20m |
Last Reported Earnings
Jun 30, 2024
Next Earnings Date
Feb 26, 2025
| Earnings per share (EPS) | -4.28 |
| Gross Margin | 40.55% |
| Net Profit Margin | -34.78% |
| Debt/Equity Ratio | 39.0% |
How did PPT perform over the long term?
See historical performance and comparisonDividends
6.0%
Current Dividend Yield-28%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/20 16:43 |
| End of Day Share Price | 2024/12/20 00:00 |
| Earnings | 2024/06/30 |
| Annual Earnings | 2024/06/30 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* example for US securities, for non-US equivalent regulatory forms and sources are used.
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.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .
Analyst Sources
Perpetual Limited is covered by 23 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Russell Wright | Barclay Pearce Capital Pty Limited |
| Marcus Barnard | Bell Potter |
| Lara Tufegdzic | BofA Global Research |