PERPETUAL LIMITED (PPT)
Share Price Analysis and Chart

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PPT - PERPETUAL LIMITED

Year End: June
GICS Industry Group : Diversified Financials
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

$25.07

05 Dec
2022

0.180

OPEN

$24.95

0.72%

HIGH

$25.20

289,546

LOW

$24.63

TARGET
$28.60 14.1% upside
Franking for last dividend paid out: 100%
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FNARENA'S MARKET CONSENSUS FORECASTS
PPT: 1
Title FY21
Actual
FY22
Actual
FY23
Forecast
FY24
Forecast
EPS (cps) xxx 179.6 199.9 xxx
DPS (cps) xxx 209.0 168.3 xxx
EPS Growth xxx 33.0% 11.3% xxx
DPS Growth xxx 16.1% - 19.5% xxx
PE Ratio xxx N/A 12.5 xxx
Dividend Yield xxx N/A 6.7% xxx
Div Pay Ratio(%) xxx 116.4% 84.2% xxx

Dividend yield today if purchased 3 years ago: 5.34%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

8.40

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: 08/09 - ex-div 97c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2022 FactSet UK Limited. All rights reserved
Title 201720182019202020212022
EPS Basic xxxxxxxxxxxxxxx179.6
DPS All xxxxxxxxxxxxxxx209.0
Sales/Revenue xxxxxxxxxxxxxxx773.5 M
Book Value Per Share xxxxxxxxxxxxxxx1,651.4
Net Operating Cash Flow xxxxxxxxxxxxxxx170.8 M
Net Profit Margin xxxxxxxxxxxxxxx13.08 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201720182019202020212022
Return on Capital Employed xxxxxxxxxxxxxxx11.01 %
Return on Invested Capital xxxxxxxxxxxxxxx8.47 %
Return on Assets xxxxxxxxxxxxxxx6.00 %
Return on Equity xxxxxxxxxxxxxxx11.01 %
Return on Total Capital xxxxxxxxxxxxxxx13.19 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx43.4 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

This is work in progress. Bear with us. It'll be amazing.

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.6

No. Of Recommendations

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

Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Credit Suisse

xx/xx/xxxx

3

xxxxxxxxx xx xxxxxxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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UBS

14/11/2022

3

Neutral

$26.60

6.10%

An increased takeover offer for Perpetual was anticipated by the market, but 10% to $33 per share was perhaps less than the market expected, UBS notes, and is also still a discount to the broker's sum-of-parts valuation. Rejection is thus unsurprising.

The end outcome is highly uncertain at this stage, and UBS estimates the market-implied probability of the Pendal Group ((PDL)) merger progressing has reduced from 50% to 20%, particularly given Perpetual's comments around potential interest from other parties.

Neutral and $26.60 target retained.

Macquarie

xx/xx/xxxx

-1

xx xxxxxx

xx.xx%

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Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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PPT STOCK CHART