Values as of: 2024-09-24
COMMON STOCK | Asset Management |
Last Closing
USD 18.3Change
0.00 (0.00)%Market Cap
USD 2.09BVolume
0.54MAnalyst Target
N/AVerdict
Verdict
Perpetual Limited is a publicly owned investment manager. The firm offers a range of financial products and services in Australia. The company provides funds management, portfolio management, financial planning, trustee, responsible entity and compliance services, executor services, investment administration and custody services, and mortgage processing services. It offers investment capabilities across a range of asset classes, including Australian and global equities, mortgages, cash and fixed interest, and Australian listed property. The company also provides specialist direct-to-client financial services for high net worth individuals that include fiduciary services, such as trust advice and services, custodial solutions, estate planning, estate administration, and executorial services; independent financial advice services with specialist and "do-it-yourself' superannuation offerings; and philanthropic services. In addition, it offers corporate trustee and transaction support services, including trustee services for mortgage backed and other securitisation programs for major banks and non-bank financial institutions; mortgage services, including mortgage preparations, variations and discharges; post settlement servicing; regulatory compliance services for fund managers; custody, unit registry, and accounting services for property and mortgage funds; and trusteeships for corporate debt issues and infrastructure projects. The company is based in Sydney, Australia.
Company Website : https://www.perpetual.com.au
Currency: AUD
Country : Australia
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| AFI:AU | Australian Foundation Investme.. |
N/A |
USD 9.36B |
| GQG:AU | GQG Partners Inc DRC |
N/A |
USD 7.44B |
| ARG:AU | Argo Investments Ltd |
N/A |
USD 6.79B |
| PNI:AU | Pinnacle Investment Management.. |
N/A |
USD 3.57B |
| AMPPB:AU | AMP Ltd Preferred |
N/A |
USD 2.55B |
| MFF:AU | MFF Capital Investments Ltd |
N/A |
USD 2.30B |
| MXT:AU | Metrics Master Income Trust Un.. |
N/A |
USD 2.20B |
| WLE:AU | Wam Leaders Ltd |
N/A |
USD 1.84B |
| LSF:AU | L1 Long Short Fund Ltd |
N/A |
USD 1.82B |
| WAM:AU | Wam Capital Ltd |
N/A |
USD 1.79B |
N/A
| Market Performance vs. Industry/Classification (Asset Management) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | -28.18% | 11% | F | 30% | F | ||
| Dividend Return | 4.63% | 57% | F | 75% | C | ||
| Total Return | -23.55% | 13% | F | 34% | F | ||
| Trailing 12 Months | |||||||
| Capital Gain | -12.44% | 23% | F | 44% | F | ||
| Dividend Return | 5.65% | 51% | F | 70% | C- | ||
| Total Return | -6.79% | 23% | F | 47% | F | ||
| Trailing 5 Years | |||||||
| Capital Gain | -51.87% | 12% | F | 33% | F | ||
| Dividend Return | 21.49% | 48% | F | 70% | C- | ||
| Total Return | -30.38% | 18% | F | 40% | F | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | -7.32% | 12% | F | 28% | F | ||
| Dividend Return | -2.03% | 12% | F | 34% | F | ||
| Total Return | 5.28% | 66% | D+ | 83% | B | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 20.31% | 59% | D- | 75% | C | ||
| Risk Adjusted Return | -10.00% | 12% | F | 33% | F | ||
| Market Capitalization | 2.09B | 94% | A | 90% | A- | ||
| Target Price Action | Rating Action | Analyst | Rating | Price | Date |
|---|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
The company had positive total cash flow in the most recent four quarters.
The company had positive total free cash flow in the most recent four quarters.
This stock has shown top quartile dividend growth in the previous 5 years compared to its sector
This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.
This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.
The stock is trading high compared to its peers median on a price to book value basis.
The stock is trading high compared to its peers on a price to earning basis and is above the sector median.
The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.
The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.
This stock has shown below median earnings growth in the previous 5 years compared to its sector
