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PPT · ASX

Perpetual Limited (ASX:PPT)

AU$22.2

 -0.22 (-0.981%)
ASX:Live
17/05/2024 04:10:34 PM
HALO Small HALO Ords HALO 200 GROWTH AUS EMA 125 Breakdown +2
Consensus Score
/10
Recommend
Target Price
Deviation
Unlock Full Consensus Insights

PPT Overview

PPT Health Scores

Short Term

Mean Revision

Neutral

Trend

Neutral

Event

Neutral

Halo Model

MQV

Strong

GARP

Weak

MQV Small

Very Strong

Valuation

Value

Consensus

Momentum

Price

Neutral

Earnings

Very Strong

Growth

Earnings

Weak

Dividends

Weak

Quality

Capital Efficiency

Neutral

Balance Sheet

Strong

About PPT

Telephone

Address

Description

Perpetual Ltd. operates as an independent financial services group, which provides investment management, wealth advice, and corporate fiduciary services to individuals, families, financial advisers, and institutions. It operates through the following segments: Asset Management, Wealth Management, and Corporate Trust. The Asset Management segment is a global multi-boutique asset management business. The Wealth Management segment includes Perpetual Private and other specialist businesses offering wealth management, advice, and trustee services. The Corporate Trust segment provides fiduciary and digital solutions to the banking and financial industry; and administers securitization portfolios, investment. and debt structures. The company was founded on September 28, 1886 and is headquartered in Sydney, Australia.

PPT Price Chart

Key Stats

Market Cap

AU$2.55B

PE

11.90

EV/EBITDA

10.9

Dividends Overview

DIV Yield

6.4%

Franking

35%

Ex Dividend Date (est.)

N/A

Market Data

52 weeks range

Low 18.7 - 26.8

Trade Value (12mth)

AU$2,346,292.00

1 week

0.23%

1 month

-8.45%

YTD

-13.89%

1 year

-10.16%

All time high

84.58000183105469

Key Fundamentals

EPS 3 yr Growth

-58.500%

EBITDA Margin

24.90%

Operating Cashflow

$135m

Free Cash Flow Return

6.10%

ROIC

2.70%

Interest Coverage

N/A

Quick Ratio

0.00

Other Data

Shares on Issue (Fully Dilluted)

115m

HALO Sector

Next Company Report Date

21-Aug-24

Ex Dividend Date (est.)

N/A

Next Dividend Pay Date (est.)

N/A

Reporting Currency

AUD

Short Sell (% of issue)

3.02

PPT Announcements

Latest Announcements

Date Announcements

08 May 24

Pause in Trading

×

Pause in Trading

08 May 24

Perpetual concludes Strategic Review

×

Perpetual concludes Strategic Review

08 May 24

Investor Presentation - Strategic Review

×

Investor Presentation - Strategic Review

08 May 24

Change in substantial holding for GNC

×

Change in substantial holding for GNC

08 May 24

Change in substantial holding for HLS

×

Change in substantial holding for HLS

06 May 24

Change in substantial holding for BAP

×

Change in substantial holding for BAP

06 May 24

Becoming a substantial holder for PPE

×

Becoming a substantial holder for PPE

03 May 24

Change in substantial holding for OBL

×

Change in substantial holding for OBL

02 May 24

Response to Media Speculation

×

Response to Media Speculation

29 April 24

Pause in Trading

×

Pause in Trading

29 April 24

Response to Media Speculation

×

Response to Media Speculation

29 April 24

Change in substantial holding for HMC

×

Change in substantial holding for HMC

24 April 24

Third Quarter FY24 Business Update

×

Third Quarter FY24 Business Update

22 April 24

Change in substantial holding for QAN

×

Change in substantial holding for QAN

18 April 24

Change in substantial holding for PAC

×

Change in substantial holding for PAC

18 April 24

Change in substantial holding for SGR

×

Change in substantial holding for SGR

16 April 24

Ceasing to be a substantial holder for LNK

×

Ceasing to be a substantial holder for LNK

10 April 24

Appendix 3Y - N Fox

×

Appendix 3Y - N Fox

10 April 24

Appendix 3Y - G Cooper

×

Appendix 3Y - G Cooper

10 April 24

Appendix 3Y - F Trafford-Walker

×

Appendix 3Y - F Trafford-Walker

10 April 24

Ceasing to be a substantial holder for SIG

×

Ceasing to be a substantial holder for SIG

09 April 24

Application for quotation of securities - PPT

×

Application for quotation of securities - PPT

09 April 24

Change in substantial holding for GWA

×

Change in substantial holding for GWA

05 April 24

Notification of cessation of securities - PPT

×

Notification of cessation of securities - PPT

04 April 24

Change in substantial holding for MXI

×

Change in substantial holding for MXI

02 April 24

Update - Dividend/Distribution - PPT

×

Update - Dividend/Distribution - PPT

PPT Fundamentals

Per Share Records

Historical data

Forecasted data

AUD 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Per Share, Growth & Valuations
EPS (Basic) $ Lock Lock Lock Lock 1.31 1.80 0.73 Lock Lock Lock
EPS (Fully Diluted) $ Lock Lock Lock Lock 1.30 1.76 0.71 Lock Lock Lock
     Growth % Lock Lock Lock Lock -25.4 36.6 -59.2 Lock Lock Lock
     PE X Lock Lock Lock Lock 18.1 11.8 11.9 Lock Lock Lock
     EV/EBITDA X Lock Lock Lock Lock 10.8 7.7 10.9 Lock Lock Lock
CFPS $ Lock Lock Lock Lock 2.09 2.94 0.52 Lock Lock Lock
FCFPS $ Lock Lock Lock Lock 0.61 0.76 -0.27 Lock Lock Lock
     Growth % Lock Lock Lock Lock 4.8 40.6 -82.2 Lock Lock Lock
     Yield % Lock Lock Lock Lock 1.5 2.6 -1.0 Lock Lock Lock
DPS $ Lock Lock Lock Lock 1.80 2.09 1.20 Lock Lock Lock
     Growth % Lock Lock Lock Lock 16.1 16.1 -42.6 Lock Lock Lock
     Yield % Lock Lock Lock Lock 4.5 6.9 6.4 Lock Lock Lock
     Payout Ratio % Lock Lock Lock Lock 137 116 164 Lock Lock Lock
BPS $ Lock Lock Lock Lock 16.21 16.51 21.71 Lock Lock Lock
BPS (Tangible) $ Lock Lock Lock Lock 0.79 -0.46 -3.17 Lock Lock Lock
     Growth % Lock Lock Lock Lock -82.4 -158.5 -585.2 Lock Lock Lock
Shares Outstanding
Diluted m Lock Lock Lock Lock 56 57 83 Lock Lock Lock
Basic m Lock Lock Lock Lock 55 56 81 Lock Lock Lock

Financial Records

Historical data

Forecasted data

AUD 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Income Statement
Sales $m Lock Lock Lock Lock 637 774 1,012 Lock Lock Lock
     Growth % Lock Lock Lock Lock 29.8 21.5 30.8 Lock Lock Lock
Selling & General Expenses $m Lock Lock Lock Lock 113 140 157 Lock Lock Lock
Gross Income $m Lock Lock Lock Lock 582 711 879 Lock Lock Lock
     Growth % Lock Lock Lock Lock 27.7 22.1 23.5 Lock Lock Lock
     Margin % Lock Lock Lock Lock 91.5 92.0 86.9 Lock Lock Lock
Cost of Goods Sold to Sales % Lock Lock Lock Lock 8 8 13 Lock Lock Lock
EBITDA $m Lock Lock Lock Lock 180 212 252 Lock Lock Lock
     Growth % Lock Lock Lock Lock 16.0 18.2 18.9 Lock Lock Lock
     Margin % Lock Lock Lock Lock 28.2 27.4 24.9 Lock Lock Lock
Depreciation & Amortisation $m Lock Lock Lock Lock 44 53 83 Lock Lock Lock
EBIT $m Lock Lock Lock Lock 136 160 169 Lock Lock Lock
     Growth % Lock Lock Lock Lock 10.9 17.4 6.0 Lock Lock Lock
     Margin % Lock Lock Lock Lock 21.3 20.6 16.7 Lock Lock Lock
Pretax Income $m Lock Lock Lock Lock 104 137 89 Lock Lock Lock
Income Taxes $m Lock Lock Lock Lock 31 36 30 Lock Lock Lock
Net Income $m Lock Lock Lock Lock 73 101 59 Lock Lock Lock
     Growth % Lock Lock Lock Lock -11.1 38.8 -41.7 Lock Lock Lock
     Margin % Lock Lock Lock Lock 11.5 13.1 5.8 Lock Lock Lock
Cash Flow Statement
Net Operating Cash Flow $m Lock Lock Lock Lock 121 171 135 Lock Lock Lock
Capital Expenditures $m Lock Lock Lock Lock 14 15 25 Lock Lock Lock
Net Investing Cash Flow $m Lock Lock Lock Lock -479 -69 -244 Lock Lock Lock
Net Financing Cash Flow $m Lock Lock Lock Lock 344 -67 222 Lock Lock Lock
Free Cash Flow $m Lock Lock Lock Lock 107 156 109 Lock Lock Lock
     Growth % Lock Lock Lock Lock -21.5 45.7 -29.8 Lock Lock Lock
     Margin % Lock Lock Lock Lock 0.2 0.2 0.1 Lock Lock Lock
Franking Balance $m Lock Lock Lock Lock 38 28 10 Lock Lock Lock
Balance Sheet
Cash & Short-Term Investments $m Lock Lock Lock Lock 311 362 427 Lock Lock Lock
Total Assets $m Lock Lock Lock Lock 1,617 1,746 3,942 Lock Lock Lock
Long Term Debt $m Lock Lock Lock Lock 236 314 806 Lock Lock Lock
Net Debt $m Lock Lock Lock Lock -62 -31 398 Lock Lock Lock
Total Liabilities $m Lock Lock Lock Lock 710 821 1,570 Lock Lock Lock
Equity $m Lock Lock Lock Lock 907 926 2,372 Lock Lock Lock
Invested Capital Lock Lock Lock Lock 1,143 1,240 3,178 Lock Lock Lock
     Growth % Lock Lock Lock Lock 58.1 8.5 156.2 Lock Lock Lock
Return Ratios
Return on Assets % Lock Lock Lock Lock 4.5 5.8 1.5 Lock Lock Lock
Return on Equity % Lock Lock Lock Lock 8.0 10.9 2.5 Lock Lock Lock
Return on Total Capital % Lock Lock Lock Lock 11.8 13.2 7.6 Lock Lock Lock
Return on Invested Capital % Lock Lock Lock Lock 6.4 8.5 2.7 Lock Lock Lock
Cash Flow Return on Invested Capital % Lock Lock Lock Lock 10.5 14.3 6.1 Lock Lock Lock

Ratios Records

Historical data

Forecasted data

AUD 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Leverage
Interest Cover X Lock Lock Lock Lock N/A N/A N/A Lock Lock Lock
Debt to EBITDA X Lock Lock Lock Lock -0.3 -0.1 1.6 Lock Lock Lock
Net Debt to Equity % Lock Lock Lock Lock -6.8 -3.3 16.8 Lock Lock Lock
Liquidity
Current Ratio X Lock Lock Lock Lock N/A N/A 0.0 Lock Lock Lock
Quick Ratio X Lock Lock Lock Lock N/A N/A 0.0 Lock Lock Lock
Cash & ST Inv/Current Assets % Lock Lock Lock Lock N/A N/A N/A Lock Lock Lock
CFO/Current Liabilities % Lock Lock Lock Lock N/A N/A N/A Lock Lock Lock
Balance Sheet Efficiency
Receivables Turnover X Lock Lock Lock Lock 4.8 6.0 5.5 Lock Lock Lock
Inventory Turnover X Lock Lock Lock Lock N/A N/A 0.0 Lock Lock Lock
Working Capital Turnover X Lock Lock Lock Lock N/A N/A 0.0 Lock Lock Lock
Payables Turnover X Lock Lock Lock Lock N/A N/A 0.0 Lock Lock Lock
Asset Turnover X Lock Lock Lock Lock 0.4 0.4 0.3 Lock Lock Lock
Du Pont
Asset Turnover X Lock Lock Lock Lock 0.4 0.4 0.3 Lock Lock Lock
x Pretax Margin % Lock Lock Lock Lock 16.3 17.8 8.8 Lock Lock Lock
= Pretax Return on Assets % Lock Lock Lock Lock 6.4 7.9 2.3 Lock Lock Lock
x Tax Rate Complement (1-Tax Rate) % Lock Lock Lock Lock 29.8 26.3 33.8 Lock Lock Lock
Return on Assets % Lock Lock Lock Lock 4.5 5.8 1.5 Lock Lock Lock
x Equity Multiplier (Assets/Equity) % Lock Lock Lock Lock 1.8 1.9 1.7 Lock Lock Lock
Return on Equity % Lock Lock Lock Lock 8.0 10.9 2.5 Lock Lock Lock
x Earnings Retention (1-Payout) % Lock Lock Lock Lock -36.9 -16.4 -63.9 Lock Lock Lock
= Reinvestment Rate (%) % Lock Lock Lock Lock -3.0 -1.8 -1.6 Lock Lock Lock
Operating Cycle
Days of Inventory on Hand Days Lock Lock Lock Lock N/A N/A 0.0 Lock Lock Lock
+ Days of Sales Outstanding Days Lock Lock Lock Lock 76.1 61.2 66.7 Lock Lock Lock
Operating Cycle Days Lock Lock Lock Lock 76.1 61.2 66.7 Lock Lock Lock
- Days of Payables Outstanding Days Lock Lock Lock Lock N/A N/A 0.0 Lock Lock Lock
Net Operating Cycle Days Lock Lock Lock Lock 76.1 61.2 66.7 Lock Lock Lock

Dividends

Key Stats

Ex Dividend Date (est.)

N/A

DIV Yield

6.4%

Franking Level

35%

DPSg

-42.60%

Quality Yield

Lock

Falling Divs over next 2

Lock

Expected Dividend Cashflow

Dividend Clarity,
Enhanced
Strategy

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Values and Recommendations

Key Stats

Consensus Score

Lock

Recommendation

Lock

EPS 1 month Change

Lock

Quality Yield

Lock

Falling Divs over next 2

Lock

Halo Consensus Score

Lock Chart

PEG Ratio

Lock Chart

Consensus EPS Revisions

Lock Chart

Short selling

Key Stats

Percent of Issue

3.02%

Value ($M)

77

Prior Change

N/A

7 Day Change

-0.40%

1 Month Change

-0.30%

3 Month Change

-1.40%

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PPT Shortsell

Frequently Asked Questions

The current share price of Perpetual Limited (PPT:ASX) is AU$22.2.
The 52-week high share price for Perpetual Limited (PPT:ASX) is AU$26.80.
The 52-week low share price for Perpetual Limited (PPT:ASX)? is AU$18.70.
The current TTM dividend payout for Perpetual Limited (PPT:ASX) is 6.40.
The last dividend payment of Perpetual Limited (PPT:ASX) is AU$0.65.
Perpetual Limited (PPT:ASX) has a franking level of 35.0%.
Perpetual Limited (PPT:ASX) is classified in the Other Finance.
The current P/E ratio for Perpetual Limited (PPT:ASX) is 11.90.