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PPT · ASX

Perpetual Limited (ASX:PPT)

AU$23.76

 0.0 (0.0%)
ASX:Live
06/12/2023 04:10:05 PM
Near Resistance HALO Yield HALO Small HALO Price Momentum HALO Ords +7
Consensus Score
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PPT Overview

PPT Health Scores

Short Term

Mean Revision

Trend

Event

Halo Model

MQV

GARP

MQV Small

Valuation

Value

Consensus

Momentum

Price

Earnings

Growth

Earnings

Dividends

Quality

Capital Efficiency

Balance Sheet

About PPT

Website

Perpetual Limited

Telephone

61.2.9229.9000

Address

Level 18 123 Pitt Street Angel Place Sydney, New South Wales (NSW) 2000

Description

Perpetual Ltd. operates as an independent and diversified financial services group, which provides specialized investment management, wealth advice and corporate fiduciary services to individuals, families, financial advisers and institutions. It operates through the following segments: Perpetual Investments, Perpetual Private and Perpetual Corporate Trust. The Perpetual Investments segment manufactures financial products, management and investment of monies on behalf of private, corporate, superannuation and institutional clients. The Perpetual Private segment provides a range of investment and non-investment products and services, including a comprehensive advisory service, portfolio management, philanthropic, executorial and trustee services to high net worth and emerging high net worth Australians. This segment also provides many of these services to charities, not for profit and other philanthropic organizations. The perpetual corporate trust segment provides fiduciary services incorporating safe-keeping and recording of assets and transactions as custodian, responsible entity services, trustee services for securitization, unit trusts, REITS and debt securities, data warehouse and investor reporting and registrar, or agent for corporate and financial services clients. Perpetual was founded on September 28, 1886 and is headquartered in Sydney, Australia.

PPT Price Chart

Key Stats

Market Cap

AU$2.53B

PE

11.90

EV/EBITDA

10.9

Dividends Overview

DIV Yield

6.4%

Franking

40%

Ex Dividend Date (est.)

N/A

Market Data

52 weeks range

Low 18.7 - 27.41

Trade Value (12mth)

AU$2,475,760.00

1 week

5.46%

1 month

15.79%

YTD

-3.77%

1 year

-5.15%

All time high

84.58

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)

129m

HALO Sector

Other Finance

Next Company Report Date

22-Aug-24

Ex Dividend Date (est.)

N/A

Next Dividend Pay Date (est.)

N/A

Reporting Currency

AUD

Short Sell (% of issue)

3.93

PPT Announcements

Latest Announcements

Date Announcements

31 May 22

Becoming a substantial holder for JRV

×

Becoming a substantial holder for JRV

31 March 23

Application for quotation of securities - PPT

×

Application for quotation of securities - PPT

31 July 23

Ceasing to be a substantial holder for AFG

×

Ceasing to be a substantial holder for AFG

31 January 23

Ceasing to be a substantial holder

×

Ceasing to be a substantial holder

31 August 22

Change in substantial holding

×

Change in substantial holding

31 August 22

Appendix 3Y - Anthony D'Aloisio

×

Appendix 3Y - Anthony D'Aloisio

31 August 22

Ceasing to be a substantial holder

×

Ceasing to be a substantial holder

31 August 21

ASX CEO Connect Presentation

×

ASX CEO Connect Presentation

30 September 22

Application for quotation of securities - PPT

×

Application for quotation of securities - PPT

30 September 22

Appendix 3Y - M Aboelnaga Kanaan

×

Appendix 3Y - M Aboelnaga Kanaan

30 September 22

Change in substantial holding for ICT

×

Change in substantial holding for ICT

30 September 15

Notice of Annual General Meeting/Proxy Form - PPT

×

Notice of Annual General Meeting/Proxy Form - PPT

30 September 11

Annual Report to shareholders - PPT

×

Annual Report to shareholders - PPT

30 September 11

PPT

×

PPT

30 October 07

AGM Presentation

×

AGM Presentation

30 November 22

Notional Appointment of Executive Committee

×

Notional Appointment of Executive Committee

30 March 23

Notification regarding unquoted securities - PPT

×

Notification regarding unquoted securities - PPT

30 June 22

Change in substantial holding for ICT

×

Change in substantial holding for ICT

30 January 23

Appendix 3Y - G Cooper

×

Appendix 3Y - G Cooper

30 January 23

Appendix 3X - K Matthews

×

Appendix 3X - K Matthews

30 January 23

Appendix 3X - C Jones

×

Appendix 3X - C Jones

30 January 23

Becoming a substantial holder from MUFG

×

Becoming a substantial holder from MUFG

30 August 23

Becoming a substantial holder for MMS

×

Becoming a substantial holder for MMS

30 August 22

Becoming a substantial holder

×

Becoming a substantial holder

30 August 22

CEO Connection Presentation

×

CEO Connection Presentation

30 August 22

Becoming a substantial holder

×

Becoming a substantial holder

30 August 18

FY18 Results Presentation

×

FY18 Results Presentation

30 August 12

PPT - Full Year Results Presentation

×

PPT - Full Year Results Presentation

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

40%

DPSg

-42.58%

Quality Yield

Lock

Falling Divs over next 2

Lock

Expected Dividend Cashflow

Dividend Clarity,
Enhanced
Strategy

Upload your portfolio and gain access to 3-year dividend forecasts for each holding with HALO Global. Empower your decision-making and maximize returns with our advanced analytical tool. Try it today.

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

3.93%

Value ($M)

100

Prior Change

0.10%

7 Day Change

0.20%

1 Month Change

0.50%

3 Month Change

-0.40%

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Frequently Asked Questions

The current share price of Perpetual Limited (PPT:ASX) is AU$23.76.
The 52-week high share price for Perpetual Limited (PPT:ASX) is AU$27.41.
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 40%.
Perpetual Limited (PPT:ASX) is classified in the Other Finance.
The current P/E ratio for Perpetual Limited (PPT:ASX) is 11.90.
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HALO Technologies Pty Ltd ABN 54 623 830 866 is a Corporate Authorised Representative No 1261916 of Macrovue Pty Ltd ABN 98 600 022 679 AFSL 484264. Macrovue Pty Ltd is a wholly owned subsidiary of HALO Technologies Pty Ltd.