PERPETUAL LIMITED (PPT)
Share Price Analysis and Chart

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PPT - PERPETUAL LIMITED

FNArena Sector : Wealth Management & Investments
Year End: June
GICS Industry Group : Diversified Financials
Debt/EBITDA: 3.27
Index: ASX200 | ASX300 | ALL-ORDS

Perpetual is an Australian investment and trustee company providing investment products, superannuation financial advice and corporate services. The Perpetual Trustee Co was founded in 1886 and became a listed entity in 1964. Its core approach is based on 'value' investing.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$23.83

25 Apr
2024

0.000

OPEN

$23.83

0.000

HIGH

$23.83

0

LOW

$23.83

TARGET
$26.74

+0.05 change from previous day

 12.2% upside
Franking for last dividend paid out: 35%
OTHER COMPANIES IN THE SAME SECTOR
AEF . AMP . ASX . AVC . BVS . CGF . CVW . ENN . GDC . GDG . GQG . HMC . HUB . IFL . IRE . KAM . KSL . LNK . MAF . MFG . MQG . NGI . NWL . PAC . PNI . PPS . PTM . QAL . RPL . RZI .
FNARENA'S MARKET CONSENSUS FORECASTS
PPT: 1
Title FY22
Actual		 FY23
Actual		 FY24
Forecast		 FY25
Forecast
EPS (cps) xxx N/A 181.0 xxx
DPS (cps) xxx N/A 131.0 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx N/A N/A xxx
PE Ratio xxx N/A 12.9 xxx
Dividend Yield xxx N/A 5.6% xxx
Div Pay Ratio(%) xxx N/A 72.4% xxx

Dividend yield today if purchased 3 years ago: 4.40%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 6.65

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 13/03 - ex-div 65c (franking 35%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2024 FactSet UK Limited. All rights reserved
Title 201820192020202120222023
EPS Basic xxxxxxxxxxxxxxx73.2
DPS All xxxxxxxxxxxxxxx155.0
Sales/Revenue xxxxxxxxxxxxxxx1,011.8 M
Book Value Per Share xxxxxxxxxxxxxxx2,171.3
Net Operating Cash Flow xxxxxxxxxxxxxxx134.8 M
Net Profit Margin xxxxxxxxxxxxxxx5.83 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201820192020202120222023
Return on Capital Employed xxxxxxxxxxxxxxx3.58 %
Return on Invested Capital xxxxxxxxxxxxxxx2.67 %
Return on Assets xxxxxxxxxxxxxxx2.07 %
Return on Equity xxxxxxxxxxxxxxx3.58 %
Return on Total Capital xxxxxxxxxxxxxxx7.59 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-22.2 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 201820192020202120222023
Short-Term Debt xxxxxxxxxxxxxxx20 M
Long Term Debt xxxxxxxxxxxxxxx806 M
Total Debt xxxxxxxxxxxxxxx825 M
Goodwill - Gross xxxxxxxxxxxxxxx1,580 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx427 M
Price To Book Value xxxxxxxxxxxxxxx1.19

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201820192020202120222023
Capex xxxxxxxxxxxxxxx25.4 M
Capex % of Sales xxxxxxxxxxxxxxx2.51 %
Cost of Goods Sold xxxxxxxxxxxxxxx133 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx710 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx291 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.4

No. Of Recommendations

5
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Macquarie

xx/xx/xxxx

-1

xx xxxxxx

xx.xx%

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Citi

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Bell Potter

18/03/2024

1

Buy

$27.15

13.93%

Bell Potter believes it is Perpetual's aim to improve the value of the business in the eyes of shareholders, starting with the impending strategic review. 

The broker finds the company to be trading at a wide discount to a sum-of-the-parts valuation, and expects shareholders are not realising the full value of the group.

It expects better value for shareholders could be achieved through the demerger of the corporate trust and wealth management segments.

The broker does feel Perpetual is delivering on the Pendal integration, and should be well placed to grow as conditions improve. The Buy rating is retained and the target price decreases to $27.15 from $27.33.

FORECAST
Bell Potter forecasts a full year FY24 dividend of 132.00 cents and EPS of 176.30 cents.
Bell Potter forecasts a full year FY25 dividend of 159.00 cents and EPS of 212.10 cents.

UBS

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Login above or Get a Free Trial

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >

PPT STOCK CHART

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