PERPETUAL LIMITED (PPT)
Share Price Analysis and Chart

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PPT - PERPETUAL LIMITED

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

$24.70

16 Apr
2024

-0.290

OPEN

$24.78

-1.16%

HIGH

$24.83

305,364

LOW

$24.31

TARGET
$26.69 8.1% 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 180.8 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 13.5 xxx
Dividend Yield xxx N/A 5.4% xxx
Div Pay Ratio(%) xxx N/A 72.5% xxx

Dividend yield today if purchased 3 years ago: 4.54%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

6.34

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

Ord Minnett

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Bell Potter

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

-1

xx xxxxxx

xx.xx%

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Citi

29/02/2024

3

Neutral

$25.70

4.05%

Citi assesses the prospects for Perpetual remain dependent on the outcome of the strategic review and the benefits of a separate future for Corporate Trust and Wealth Management divisions. Without the ensuing benefits the broker believes the outlook will be difficult.

Citi lowers FY25 and FY26 estimates for EPS by -2% and maintains that investors need to decide whether to gamble on a positive outcome from the strategic review or remain on the sidelines. Neutral retained. Target is reduced to $25.70 from $26.30.

FORECAST
Citi forecasts a full year FY24 dividend of 135.00 cents and EPS of 179.80 cents.
Citi forecasts a full year FY25 dividend of 150.00 cents and EPS of 199.80 cents.

UBS

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

PPT STOCK CHART