Financials / Asset ManagementUpdated 2026-05-10 22:07 UTC

ASX/PPT stock hub

ASX/PPT has a live ticker hub with the latest available market, valuation, profitability, growth, ownership, and risk indicators.

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Fair value midpoint

n/a

Fair value pending

Upside to midpoint

n/a

Based on latest report

Confidence

n/a

Data quality and model convergence

Market cap

1.9B

Australian Securities Exchange

Market data

Live price

Current market quote for this ticker.

Current price

ASX/PPT

In the news

Latest news · ASX/PPT

Recent company headlines from major financial publishers.

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Fetching the latest headlines.

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Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector context

Where the current metrics sit

Percentiles come from the backend screener cohort cache for the ticker's country and sector.

Forward P/E9.9

P25 8.1P50 12P75 16.3

Trailing P/En/a

P25 8.4P50 16.6P75 24.9

ROE-1

P25 1.1P50 7.7P75 15.5

ROIC8.8

P25 0.4P50 4.7P75 13.3

Benchmarks - 1M

S&P 500n/a

Nasdaq Compositen/a

Dow Jones Industrial Averagen/a

Russell 2000n/a

Indicator catalog

All ASX/PPT market and fundamental indicators

A searchable catalog of the available market, valuation, profitability, growth, balance-sheet, ownership, and analyst metrics for this ticker.

Available fields

227

Groups with data

Currency

AUD

Showing 227 of 227 available metrics for this ticker.

Profile and market data

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

Metric	Value
Country	Australia
Country code	AU
Employees	1,789
Employees Change	-88%
Employees Change Percent	-4.69
Enterprise value	AUD 2.5B
Exchange	Australian Securities Exchange
Financial currency	AUD
First seen	2026-05-10
Industry	Asset Management
Isin	AU000000PPT9
Last refreshed	2026-05-10
Market cap	AUD 1.9B
Price	AUD 16.59
Price currency	AUD
Rev Per Employee	783,454.44x
Sector	Financials
Sic	6282
Symbol	asx/PPT
Website	https://www.perpetual.com.au

Valuation

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

Metric	Value
Earnings Yield	-0.87%
EV Earnings	-151.2x
EV/EBIT	12.69x
EV/EBITDA	8.48x
EV/FCF	10.69x
EV/Sales	1.76x
FCF yield	12.26%
Forward P/E	9.85x
P/B ratio	1.17x
P/S ratio	1.34x

Profitability

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

Metric	Value
EBIT Margin	13.86%
EBITDA Margin	20.73%
FCF margin	16.45%
Gross margin	44.23%
Gross Profit	AUD 619.9M
Gross Profit Growth	5.55%
Gross Profit Growth Q	11.85%
Gross Profit Growth3 Y	4.04%
Gross Profit Growth5 Y	5.69%
Net Income	AUD -16.3M
Net Income Growth Q	349.17%
Net Income Growth Quarters	2%
Net Income Growth Years	1%
Pretax Margin	-1.2%
Profit Margin	-1.16%
Profit Per Employee	AUD -9,111
ROA	3.48
Roa5y	3.87
ROCE	6.95
ROE	-0.96
Roe5y	-0.54
ROIC	8.85
Roic5y	7.67

Growth

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

Metric	Value
Cagr10y	-3.39%
Cagr15y	1.66%
Cagr1y	5.05%
Cagr20y	-1.77%
Cagr3y	-6.61%
Cagr5y	-8.69%
Div CAGR10	-7.82%
Div CAGR3	-10%
Div CAGR5	-8.89%
EPS Growth Q	338.7
EPS Growth Quarters	4
EPS Growth Years	1
FCF Growth	9.81%
FCF Growth Q	249.64%
FCF Growth3 Y	-4.48%
FCF Growth5 Y	16.1%
OCF Growth	7.97%
OCF Growth Q	174.4%
OCF Growth10 Y	9.07%
OCF Growth3 Y	-5.12%
OCF Growth5 Y	13.45%
Revenue Growth	1.62x
Revenue Growth Q	1.6x
Revenue Growth Quarters	1x
Revenue Growth Years	0x
Revenue Growth3 Y	1.07x
Revenue Growth5 Y	6.27x

Financial strength

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

Metric	Value
Asset Turnover	AUD 0.4
Assets	AUD 3.4B
Cash	AUD 325.6M
Current Assets	AUD 872.5M
Current Liabilities	AUD 557M
Debt	AUD 909M
Debt EBITDA	AUD 3.13
Debt Equity	AUD 0.56
Debt FCF	AUD 3.94
Equity	AUD 1.6B
Interest Coverage	2.97
Liabilities	AUD 1.7B
Long Term Assets	AUD 2.5B
Long Term Liabilities	AUD 1.2B
Net Cash	AUD -583.4M
Net Cash By Market Cap	AUD -31.01
Net Debt EBITDA	AUD 2.01
Net Debt Equity	AUD 0.36
Net Debt FCF	AUD 2.53
Tangible Book Value	AUD -195.4M
Tangible Book Value Per Share	AUD -1.73
WACC	7.86

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Current ratio	1.57
Net Working Capital	AUD 10.7M
Quick ratio	1.04
Working Capital	AUD 315.5M
Working Capital Turnover	AUD 62.71

Dividends and buybacks

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

Metric	Value
Buyback Yield	-0.32%
Dividend Growth	-0.88%
Dividend Growth Years	0%
Dividend per share	AUD 1.15
Dividend Years	35
Dividend Yield	6.93%
Ex Div Date	2026-03-12
Last Dividend	AUD 0.59
Payout Frequency	Semi-Annual

Performance and technicals

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

Metric	Value
10Y total return	-29.15%
1Y total return	5.05%
200-day SMA	18.66
3Y total return	-18.55%
50-day SMA	16.57
50-day SMA vs 200-day SMA	50under200
5Y total return	-36.53%
All Time High	84.58
All Time High Change	-80.39%
All Time High Date	2007-05-24
All Time Low	4.15
All Time Low Change	299.76%
All Time Low Date	1992-11-11
ATR	0.37
Beta	0.85
Beta1y	0.66
Beta2y	0.59
Ch YTD	-11.09
High	16.76
High52	22.32
High52 Date	2025-08-27
High52ch	-25.67%
Low	16.51
Low52	15.63
Low52 Date	2026-03-19
Low52ch	6.14%
Ma50ch	0.11%
Price vs 200-day SMA	-11.07%
RSI	51.87
RSI Monthly	39.91
RSI Weekly	40.56
Sharpe ratio	0.09x
Sortino ratio	0.35
Total Return	6.62%
Tr YTD	-7.91
Tr15y	27.97%
Tr1m	3.17%
Tr1w	-0.36%
Tr3m	1.26%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Operating Income	AUD 194.2M
Operating Income Growth	24.65
Operating Income Growth Q	60.76
Operating Income Growth3 Y	5.41
Operating Income Growth5 Y	6.93
Operating margin	13.86

Ownership and float

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

Metric	Value
Float	103,752,200%
Net Borrowing	-113,200,000
Shares Insiders	0.19%
Shares Institutions	36.32%
Shares Out	113,393,771
Shares Qo Q	3.7%
Shares Yo Y	0.32%

Other indicators

Additional ticker metrics that do not fit the primary research groupings yet.

Metric	Value
Adjusted FCF	AUD 204.5M
Average Volume	238,688x
Bv Per Share	14.23
CAPEX	AUD -22.6M
Ch10y	-60.36
Ch15y	-42.46
Ch1m	3.17
Ch1w	-0.36
Ch1y	-1.25
Ch20y	-76.1
Ch3m	-2.24
Ch3y	-31.95
Ch5y	-53.37
Ch6m	-11.99
Change	-1.66%
Change From Open	-0.42
Close	16.87
Days Gap	-1.24
Depreciation Amortization	96,300,000
Dollar Volume	2,688,824.3
Earnings Date	2026-08-27
EBIT	AUD 194.2M
EBITDA	AUD 290.5M
EPS	AUD -0.15
F Score	5
FCF	AUD 230.6M
FCF EV Yield	9.36x
FCF Per Share	AUD 2.03
Financing CF	-245,100,000
Fiscal Year End	June
Goodwill	882,500,000
Income Tax	AUD -500,000
Investing CF	52,000,000
Is Primary Listing	1
Last Earnings Date	2026-02-25
Last Report Date	2025-12-31
Ma150	18.07
Ma150ch	-8.16%
Ma20	16.43
Ma20ch	0.97%
Net CF	54,300,000
Next Earnings Date	2026-08-27
Open	16.66
P FCF Ratio	8.16
P OCF Ratio	7.43
Payment Date	2026-04-07
Position In Range	32
Ppne	165,200,000
Price Date	2026-05-08
Price EBITDA	AUD 6.48
Relative Volume	0.67x
Revenue	1,401,600,000x
SBC By Revenue	1.86x
Share Based Comp	26,100,000
Tax By Revenue	-0.04x
Tr20y	-30.02%
Tr6m	-8.84%
Volume	162,075
Z Score	1.14

Fast facts

Decision checkpoints

A compact product layer over the same report payload.

Risk gate

n/a

Named kill scenarios are reviewed before any bullish rating can stand.

Moat score

n/a

Business quality stays separate from stock attractiveness.

Forward P/E

n/a

Valuation uses the full report model stack, not a single multiple.

Next action

Research pending

Final action steps are kept in the recommendation tab.

Income

ASX/PPT dividend yield, growth & safety

Yield, payout sustainability, and the multi-year growth streak.

Dividend yield

+6.9%

$1.15 annual per share

Payout ratio

n/a

Share of earnings returned as dividends. Below 60% is generally sustainable.

5Y dividend CAGR

-8.9%

0 consecutive years of growth

Total shareholder yield

+6.6%

Next ex-dividend date: 2026-03-12

Performance

ASX/PPT stock returns vs the market

Total return (incl. dividends) compared to S&P 500.

Ownership

Who owns ASX/PPT?

Insider, institutional, and short-interest positioning.

Institutional ownership

+36.3%

Share of float held by funds and institutions

Insider ownership

+0.2%

Stake held by company insiders. Higher generally signals alignment.

Short interest

n/a

Float sold short by bearish positioning

Y/Y dilution

+0.3%

Negative means the company is buying back shares.

Technical

ASX/PPT momentum and risk profile

RSI, moving-average stack, beta, and risk-adjusted return.

RSI (14)

51.9

Neutral momentum band

Price vs 200-day MA

-11.1%

50/200-day relationship not available

Beta (5Y)

0.85

Moves roughly with the market

Sharpe ratio

0.09

Risk-adjusted return — higher is better; >1.0 is solid.

Questions

About ASX/PPT

Hub-level FAQ points readers to the deeper analysis pages.

What is the current asx/PPT stock rating?

asx/PPT is currently shown with the latest rating in the latest report. The hub links directly to the full analysis surface where the rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full asx/PPT analysis?

The full report lives at /stocks/asx/PPT/analysis. The bare ticker page is a product hub that summarizes the latest read and sends readers into the relocated analysis tabs without making the analysis surface depend on the hub.

What fair-value range is used for asx/PPT?

The latest report frames asx/PPT around the latest fair-value range. Treat that range as the entry point, then check the valuation, sensitivity, and bear-case tabs before making an investment decision.

How often is the asx/PPT page updated?

The hub updates with the latest published stock report and live backend market data. The analysis pages remain reachable under /analysis, so a hub rollback does not remove the report reader.