ASX/PPT (ASX/PPT)

Australian Securities Exchange: ASX/PPT · AUD

A$17.1

-0.10 (-0.6%)· Recorded snapshot

Market cap	2B
Revenue (ttm)	1.2B
Net income (ttm)	88.9M
EPS (ttm)	A$0.76
Shares out	114M
P/E (trailing)	22.5x
P/E (forward)	11.7x
Dividend	A$1.22 (7.13%)
Volume	420,474
Beta	0.86

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 1.2B
Net income (ttm): 88.9M
EPS (ttm): A$0.76
P/E (trailing): 22.5x
P/E (forward): 11.7x
Market cap: 2B

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector percentile context

Refreshed 2026-10-28 19:55 UTC

Forward P/E11.7

P25 n/aP50 n/aP75 n/a

Trailing P/E22.5

P25 n/aP50 n/aP75 n/a

ROE3.7

P25 n/aP50 n/aP75 n/a

ROIC8.1

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

All ASX/PPT indicators

Market & fundamental data

Available fields

249

Groups with data

Currency

AUD

Showing 249 of 249 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Amount currency	AUD
Country	Australia
Country code	AU
Earnings date	2026-11-24
Employees	1,764
Employees change	-25
Employees growth	-1.4%
Enterprise value	AUD 2.4B
Exchange	Australian Securities Exchange
Financial currency	AUD
Financial report date	2026-06-30
First seen	2026-05-10
Fiscal year end	June
In index	ASX200
Industry	Asset Management
Is primary listing	Yes
ISIN number	AU000000PPT9
Last earnings date	2026-08-27
Last refreshed	2026-10-28
Market cap	AUD 2B
Next earnings date	2026-11-24
Price	AUD 17.12
Price currency	AUD
Sector	Financials
SIC code	6282
Stock price date	2026-10-28
Symbol	asx/PPT
Website	https://www.perpetual.com.au

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Adjusted P/E ratio	9.2x
Average P/E ratio (10Y)	21.29x
Earnings yield	4.45%
EV/Earnings	26.74x
EV/EBIT	14.15x
EV/EBITDA	8.52x
EV/FCF	9.27x
EV/Sales	2.06x
FCF / EV yield	10.79%
FCF yield	13.14%
Forward P/E	11.68x
Graham number	15.22561
Graham upside	-11.07%
Industry forward P/E	9.42x
Industry P/E	17.47x
Lynch fair value	AUD 4.77
Lynch upside	-72.13%
P/(FCF - SBC) ratio	8.27x
P/(OCF - SBC) ratio	7.75x
P/B ratio	1.25x
P/E ratio	22.47x
P/FCF ratio	7.61x
P/OCF ratio	7.17x
P/S ratio	1.69x
Price / tangible book value	64.01x
Price/EBITDA ratio	7x
Sector forward P/E	17.9x
Sector P/E	19.62x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT margin	14.53%
EBITDA margin	24.13%
FCF margin	22.18%
Gross margin	42.03%
Operating margin	14.53%
Pretax margin	3.86%
Profit margin	7.69%
Profit per employee	AUD 50,397
Profitable quarters	2
Profitable years	1
Revenue per employee	AUD 655,499
ROA	3.14%
ROA (5Y)	3.29%
ROCE	6.5%
ROE	3.69%
ROE (5Y)	-2.07%
ROIC	8.07%
ROIC (5Y)	6.8%
SBC / revenue	1.76%
Tax / revenue	-1.25%

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
EPS growth 10Y	-12.23%
EPS growth 3Y	-5.65%
EPS growth 5Y	-8.94%
EPS growth quarters	3
EPS growth years	2
FCF growth	26.23%
FCF growth 3Y	31.73%
FCF growth 5Y	21.18%
Gross profit growth	-13.71%
Gross profit growth 3Y	5.21%
Gross profit growth 5Y	10.82%
Net income growth 3Y	11.66%
Net income growth 5Y	6.26%
Net income growth quarters	3
Net income growth years	2
OCF growth	20.59%
OCF growth 10Y	7.08%
OCF growth 3Y	26.58%
OCF growth 5Y	19.14%
Operating income growth	14.52%
Operating income growth 3Y	9.52%
Operating income growth 5Y	9.85%
Revenue growth	-16.5%
Revenue growth 10Y	8.65%
Revenue growth 3Y	8.85%
Revenue growth 5Y	14.51%
Revenue growth years	1

Financial statements

Income-statement and cash-flow amounts, totals and per share.

Metric	Value
Capital expenditures	AUD -15.8M
Depreciation and amortization	AUD 111M
EBIT	AUD 168M
EBITDA	AUD 279M
EPS	AUD 0.76
FCF per share	AUD 2.25
Financing cash flow	AUD -251.8M
Free cash flow	AUD 256.5M
Free cash flow minus SBC	AUD 236.1M
Gross profit	AUD 486M
Income taxes	AUD -14.5M
Investing cash flow	AUD -23.2M
Net borrowing	AUD -125.1M
Net cash flow	AUD -11.4M
Net income	AUD 88.9M
Operating cash flow minus SBC	AUD 251.9M
Operating income	AUD 168M
Revenue	AUD 1.2B
Stock-based compensation	AUD 20.4M

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Altman Z-Score	1.03
Book value per share	AUD 13.52
Debt / EBITDA	2.65
Debt / equity	0.48
Debt / FCF	2.89
Goodwill	AUD 655.5M
Interest coverage	3.35
Long-term assets	AUD 2.2B
Long-term liabilities	AUD 1B
Net cash (debt)	AUD -410.4M
Net cash / market cap	-21.02%
Net debt / EBITDA	1.47
Net debt / equity	0.26
Net debt / FCF	1.6
Piotroski F-Score	7
Property, plant and equipment	AUD 110.2M
Shareholders' equity	AUD 1.6B
Tangible book value	AUD 30.5M
Tangible book value per share	AUD 0.27
Total assets	AUD 3.3B
Total cash	AUD 330.2M
Total debt	AUD 740.6M
Total liabilities	AUD 1.7B
WACC	7.96%

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Asset turnover	0.35
Current assets	AUD 1.1B
Current liabilities	AUD 691.6M
Current ratio	1.58
Net working capital	AUD 88.8M
Quick ratio	0.75
Working capital	AUD 403.1M
Working capital turnover	3.48

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback yield / dilution	-4.38%
Dividend growth	6.09%
Dividend growth (10Y)	-7.11%
Dividend growth (3Y)	-7.67%
Dividend growth (5Y)	-7.48%
Dividend growth years	0
Dividend payment date	2026-10-02
Dividend payment years	35
Dividend payout frequency	Semi-Annual
Dividend per share	AUD 1.22
Dividend yield	7.13%
Ex-dividend date	2026-09-10
FCF payout ratio	54.24%
Last dividend	AUD 0.63
Payout ratio	142.29%
Shareholder yield	2.75%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y price change	-62.58%
10Y return CAGR	-3.88%
10Y total return	-32.71%
150-day SMA	AUD 17.43
15Y price change	-24.51%
15Y return CAGR	3.51%
15Y total return	67.88%
1D price change	-0.58%
1M price change	1.84%
1M total return	1.84%
1W price change	0.35%
1W total return	0.35%
1Y price change	-10.6%
1Y return CAGR	-4.25%
1Y total return	-4.24%
20-day SMA	AUD 17.07
200-day SMA	AUD 17.43
20Y price change	-76.11%
20Y return CAGR	-1.79%
20Y total return	-30.26%
3M price change	-12.21%
3M total return	-9.21%
3Y price change	-10.55%
3Y return CAGR	2.41%
3Y total return	7.4%
50-day SMA	AUD 17.95
50-day SMA vs 200-day SMA	50over200
52-week high	AUD 20.35
52-week high date	2026-07-28
52-week low	AUD 15.10
52-week low date	2026-06-29
5Y price change	-55.81%
5Y return CAGR	-9.48%
5Y total return	-39.23%
6M price change	5.74%
6M total return	9.35%
All-time high	AUD 84.58
All-time high date	2007-05-24
All-time low	AUD 4.15
All-time low date	1992-11-11
Average true range (ATR)	AUD 0.44
Average volume	362K
Beta (1Y)	0.81
Beta (2Y)	0.83
Beta (5Y)	0.86
Change from 52-week high	-15.87%
Change from 52-week low	13.38%
Change from all-time high	-79.76%
Change from all-time low	312.53%
Change from open	-1.04%
Day's gap	0.46%
Dollar volume	AUD 7.2M
High price	AUD 17.38
Low price	AUD 17.07
Monthly RSI	43.86
Open price	AUD 17.30
Position in 52-week range	16.13%
Previous close	AUD 17.22
Price vs 150-day SMA	-1.8%
Price vs 20-day SMA	0.3%
Price vs 200-day SMA	-1.78%
Price vs 50-day SMA	-4.65%
Relative volume	1.2
RSI	46.39
Sharpe ratio	-0.11
Sharpe ratio (3Y)	0.07
Sharpe ratio (5Y)	-0.26
Sortino ratio	0.01
Sortino ratio (3Y)	0.28
Sortino ratio (5Y)	-0.19
Volume	420.5K
Weekly RSI	45.01
YTD price change	-8.25%
YTD total return	-1.73%

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	104.4M
Shares change (YoY)	4.38%
Shares held by insiders	0.32%
Shares held by institutions	39.35%
Shares outstanding	114M

Deeper analysis on ASX/PPT

14 sections in the full report · jump straight to what you need

Forecast

Base and Bull forecast paths with report-date return framing.

→

Valuation

Fair-value bridge, DCF, owner earnings, and peer multiples.

→

Sensitivity

Cost-of-equity and terminal-growth stress table.

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Risks

Kill scenarios, soft-pass flags, and downside catalysts.

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Earnings

Next earnings setup and beat / inline / miss thresholds.

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Position sizing

Entry, exit, conviction, and quarterly monitoring rules.

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Financials

Revenue, margins, cash flow, and balance-sheet context.

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Peers

Relative valuation and profitability against the cohort.

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Moat

Economic-profit evidence and competitive advantage risk.

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Industry cycle

Sector phase, capital cycle, and secular tailwinds.

→

Frequently asked questions

About this ASX/PPT report

Is a complete ASX/PPT research report available?

No complete published report is available for asx/PPT (ASX/PPT) on this page. Market-directory data, when present, is not a substitute for a validated stock analysis.

ASX/PPT (ASX/PPT)

Price

Financial snapshot

Fair-value bridge

Latest news · ASX/PPT

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All ASX/PPT indicators

Profile and market data

Valuation

Profitability

Growth

Financial statements

Financial strength

Liquidity

Dividends and buybacks

Performance and technicals

Ownership and float

Deeper analysis on ASX/PPT

Frequently asked questions