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Financial Services

Perpetual Limited(PPTTF)

Live Price

Offline

$12.20

+0.00% today

1Y Change

+0.74%

Window

Jun 23, 2025 โ†’ Jun 11, 2026

Market Cap
$1.93B
Revenue Growth
-98.2%
EPS Growth
+87.6%
Dividend Yield
6.8%

Coverage: 245 bars ยท Jun 23, 2025 โ†’ Jun 11, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

Perpetual Limited (PPTTF) is a Financial Services stock with a market cap of $1.93B and listed on OTC. The stock last traded around $12.20 and up 0.7% across the available one-year price window (Jun 23, 2025 โ†’ Jun 11, 2026). Baseline metrics include revenue growth of -98.2%, EPS growth of +87.6%, a dividend yield of 6.8%. What stands out right now is revenue -98.2%, EPS +87.6%, free cash flow -25.8% with operating margin 12.5% and ROIC 5.0%. The dividend matters to the case here, with a current yield around 6.8%. Valuation is more restrained than many high-expectation growth names at price/sales 1.4. Overall, the current profile looks closer to a turnaround or cyclical reset than a generic broad-market placeholder. Stock Foundry combines PPTTF price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.

Sector Context

How this name stacks up against nearby peers on first-pass metrics.

Revenue Growth

Below sector median

-98.2% vs +3.4% peer median

Operating Margin

Above sector median

+12.5% vs +4.7% peer median

What Changed This Quarter

Latest report context and the signals most likely to have changed the story.

The operating picture looks softer than before

Revenue is at -98.2% and EPS is at +87.6%, with operating margin around 12.5%.

Shareholder return is still part of the story

The stock is still offering a dividend yield around 6.8%, which matters if the thesis depends on income as much as growth.

Benchmark Comparison

Normalized Performance vs SPY

Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.

1Y shared range

PPTTF

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Normalized return

SPY

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S&P 500

Excess Return

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Relative to SPY

PPTTF Max Drawdown

-18.86%

Trailing 1Y

SPY Max Drawdown

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Trailing 1Y

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Calendar-Year Returns

Uses the longest available daily history for PPTTF and SPY.

Calendar-year return history is still loading or unavailable.
Perpetual Limited logo

Company Overview

Perpetual Limited

Other OTC

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 securitization 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 was founded in 1886 and is based in Sydney, Australia with additional offices in Adelaide, Brisbane, Canberra, Melbourne and Perth.

Leadership
Bernard Patrick Reilly
IPO Date
May 20, 2015
Employees
1.9k
Street Address
Angel Place
Mailing
Sydney, NSW, 2000
Region
Sydney, NSW, AU
Reporting Currency
USD
Investor Line
61 2 9229 9000
Last Updated
May 3, 2026
ISIN: AU000000PPT9
Reports in USD

Key Fundamentals

Valuation, growth, profitability, and balance sheet signals.

Valuation

P/E
โ€”
EV/EBITDA
9.9
Price/Sales
1.4
Price/Book
1.2

Growth

Revenue
-98.2%
EPS
+87.6%
Free Cash Flow
-25.8%

Profitability

Gross Margin
16.0%
Operating Margin
12.5%
Net Margin
-1.2%
ROE
-1.0%
ROIC
5.0%

Balance Sheet

Debt/Equity
0.65
Current Ratio
40.46

Earnings Reports

No earnings data available

Latest News

No news articles available

Official Releases

Company announcements and filings-style updates.

Official
No official releases available

Next Step

Keep the research moving

After the overview, the strongest next step is usually chart context or a tighter compare set.