ASX/PPT (ASX/PPT)

Australian Securities Exchange: ASX/PPT · AUD

A$17.3

+0.14 (+0.8%)· 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)	22.7x
P/E (forward)	11.7x
Dividend	A$1.22 (7.07%)
Volume	338,068
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): 22.7x
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 2026-10-29 13:30 UTC

Forward P/E11.7

P25 n/aP50 n/aP75 n/a

Trailing P/E22.7

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

S&P 500+0.5%

Nasdaq Composite-2.4%

Dow Jones Industrial Average+1.8%

Russell 2000+1.8%

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	2026-10-29
Market cap	AUD 2B
Next earnings date	2026-11-24
Price	AUD 17.26
Price currency	AUD
Sector	Financials
SIC code	6282
Stock price date	2026-10-29
Symbol	asx/PPT
Website	https://www.perpetual.com.au

Valuation

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

Metric	Value
Adjusted P/E ratio	9.28x
Average P/E ratio (10Y)	21.29x
Earnings yield	4.41%
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	-11.74%
Industry forward P/E	9.6x
Industry P/E	17.61x
Lynch fair value	AUD 4.77
Lynch upside	-72.34%
P/(FCF - SBC) ratio	8.27x
P/(OCF - SBC) ratio	7.75x
P/B ratio	1.25x
P/E ratio	22.65x
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	17.93x
Sector P/E	19.65x

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	7.07%
Ex-dividend date	2026-09-10
FCF payout ratio	54.24%
Last dividend	AUD 0.63
Payout ratio	142.29%
Shareholder yield	2.7%

Performance and technicals

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

Metric	Value
10Y price change	-62.06%
10Y return CAGR	-3.75%
10Y total return	-31.77%
150-day SMA	AUD 17.44
15Y price change	-26.27%
15Y return CAGR	3.35%
15Y total return	63.97%
1D price change	0.82%
1M price change	1.53%
1M total return	1.53%
1W price change	4.04%
1W total return	4.04%
1Y price change	-9.78%
1Y return CAGR	-3.36%
1Y total return	-3.36%
20-day SMA	AUD 17.09
200-day SMA	AUD 17.42
20Y price change	-75.91%
20Y return CAGR	-1.75%
20Y total return	-29.69%
3M price change	-14.47%
3M total return	-11.55%
3Y price change	-9.82%
3Y return CAGR	2.69%
3Y total return	8.28%
50-day SMA	AUD 17.91
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	-54.35%
5Y return CAGR	-8.89%
5Y total return	-37.22%
6M price change	4.61%
6M total return	8.18%
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 0.43
Average volume	356.6K
Beta (1Y)	0.81
Beta (2Y)	0.83
Beta (5Y)	0.86
Change from 52-week high	-15.18%
Change from 52-week low	14.31%
Change from all-time high	-79.59%
Change from all-time low	315.9%
Change from open	-0.23%
Day's gap	1.05%
Dollar volume	AUD 5.8M
High price	AUD 17.38
Low price	AUD 17.12
Monthly RSI	44.25
Open price	AUD 17.30
Position in 52-week range	53.85%
Previous close	AUD 17.12
Price vs 150-day SMA	-1.05%
Price vs 20-day SMA	1%
Price vs 200-day SMA	-0.93%
Price vs 50-day SMA	-3.6%
Relative volume	0.97
RSI	49.09
Sharpe ratio	-0.06
Sharpe ratio (3Y)	0.05
Sharpe ratio (5Y)	-0.25
Sortino ratio	0.09
Sortino ratio (3Y)	0.25
Sortino ratio (5Y)	-0.18
Volume	338.1K
Weekly RSI	46.04
YTD price change	-7.5%
YTD total return	-0.93%

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.

→

Risks

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

→

Earnings

Next earnings setup and beat / inline / miss thresholds.

→

Position sizing

Entry, exit, conviction, and quarterly monitoring rules.

→

Financials

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

→

Peers

Relative valuation and profitability against the cohort.

→

Moat

Economic-profit evidence and competitive advantage risk.

→

Industry cycle

Sector phase, capital cycle, and secular tailwinds.

→

Scorecard

Six-factor overlay and 9-category weighted scorecard.

→

Recommendation

Final action, action steps, opportunity, and biggest risk.

→

Perspectives

Growth, value, and income investor reads.

→

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.

Market cap

Revenue (ttm)

1.2B

Net income (ttm)

88.9M

EPS (ttm)

A$0.76

Shares out

114M

P/E (trailing)

22.7x

P/E (forward)

11.7x

Dividend

A$1.22 (7.07%)

Volume

338,068

Beta

0.86

Metric

Value

Amount currency

AUD

Country

Australia

Country code

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

2026-10-29

Market cap

AUD 2B

Next earnings date

2026-11-24

Price

AUD 17.26

Price currency

AUD

Sector

Financials

SIC code

6282

Stock price date

2026-10-29

Symbol

asx/PPT

Website

https://www.perpetual.com.au

Metric

Value

Adjusted P/E ratio

9.28x

Average P/E ratio (10Y)

21.29x

Earnings yield

4.41%

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

-11.74%

Industry forward P/E

9.6x

Industry P/E

17.61x

Lynch fair value

AUD 4.77

Lynch upside

-72.34%

P/(FCF - SBC) ratio

8.27x

P/(OCF - SBC) ratio

7.75x

P/B ratio

1.25x

P/E ratio

22.65x

P/FCF ratio

7.61x

P/OCF ratio

7.17x

P/S ratio

1.69x

Price / tangible book value

64.01x

Price/EBITDA ratio

Sector forward P/E

17.93x

Sector P/E

19.65x

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

Profitable years

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%

Metric

Value

EPS growth 10Y

-12.23%

EPS growth 3Y

-5.65%

EPS growth 5Y

-8.94%

EPS growth quarters

EPS growth years

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

Net income growth years

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

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

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

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%

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

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

Dividend payment date

2026-10-02

Dividend payment years

Dividend payout frequency

Semi-Annual

Dividend per share

AUD 1.22

Dividend yield

7.07%

Ex-dividend date

2026-09-10

FCF payout ratio

54.24%

Last dividend

AUD 0.63

Payout ratio

142.29%

Shareholder yield

2.7%

Metric

Value

10Y price change

-62.06%

10Y return CAGR

-3.75%

10Y total return

-31.77%

150-day SMA

AUD 17.44

15Y price change

-26.27%

15Y return CAGR

3.35%

15Y total return

63.97%

1D price change

0.82%

1M price change

1.53%

1M total return

1.53%

1W price change

4.04%

1W total return

4.04%

1Y price change

-9.78%

1Y return CAGR

-3.36%

1Y total return

-3.36%

20-day SMA

AUD 17.09

200-day SMA

AUD 17.42

20Y price change

-75.91%

20Y return CAGR

-1.75%

20Y total return

-29.69%

3M price change

-14.47%

3M total return

-11.55%

3Y price change

-9.82%

3Y return CAGR

2.69%

3Y total return

8.28%

50-day SMA

AUD 17.91

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

-54.35%

5Y return CAGR

-8.89%

5Y total return

-37.22%

6M price change

4.61%

6M total return

8.18%

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 0.43

Average volume

356.6K

Beta (1Y)

0.81

Beta (2Y)

0.83

Beta (5Y)

0.86

Change from 52-week high

-15.18%

Change from 52-week low

14.31%

Change from all-time high

-79.59%

Change from all-time low

315.9%

Change from open

-0.23%

Day's gap

1.05%

Dollar volume

AUD 5.8M

High price

AUD 17.38

Low price

AUD 17.12

Monthly RSI

44.25

Open price

AUD 17.30

Position in 52-week range

53.85%

Previous close

AUD 17.12

Price vs 150-day SMA

-1.05%

Price vs 20-day SMA

Price vs 200-day SMA

-0.93%

Price vs 50-day SMA

-3.6%

Relative volume

0.97

RSI

49.09

Sharpe ratio

-0.06

Sharpe ratio (3Y)

0.05

Sharpe ratio (5Y)

-0.25

Sortino ratio

0.09

Sortino ratio (3Y)

0.25

Sortino ratio (5Y)

-0.18

Volume

338.1K

Weekly RSI

46.04

YTD price change

-7.5%

YTD total return

-0.93%

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

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

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