Perpetual Limited (PPT) - Research

$37.700 0.49 (1.28%)

PPT General Information +

ASX Code PPT
Website http://www.perpetual.com.au
GICS Sub-Industry Asset Management & Custody Banks
Market Cap ($M) 1,755
Current Price $37.700
Day High $38.030
Day Low $37.310
Last Close $38.190
Price Movement $0.49 ( 1.28% )
Prices as at 16:40, 19 Jul 2019
+Security prices are delayed by at least 20 minutes and are indicative only.

Recommendation


Perpetual Limited (PPT)
BUY
below
HOLD
up to
SELL
above
Current Price
$37.700 as at 16:40, 19 Jul 2019

Price at review
$37.700 on 01 Mar 19

Max Portfolio Weighting

Business Risk

Share Price Risk

PPT Related Research

PPT Company Overview

Business Description

Perpetual Limited (PPT) is an independent and diversified financial services group providing specialised investment management, wealth advice and corporate fiduciary services to individuals, families, financial advisers and institutions. PPT comprises of four core businesses: Perpetual Investment, Perpetual Private, Corporate Trusts and Group Support services.

PPT Financial Summary

Year to Jun NPAT EPS EPS chg (%) PER DPS Yield (%) Franking (%)
2020 F 130.35 278.36 -2.30% 13.54 260.01 6.90% 100.0%
2019 F 133.46 285.02 -4.00% 13.23 265.00 7.03% 100.0%
2018 A 138.98 296.79 1.00% 16.33 275.00 5.67% 100.0%

PPT Peer Comparison

Company Mkt Cap EPS Growth (%) P/E (%) Dividend Yield (%)
2018 A 2019 F 2020 F 2018 A 2019 F 2020 F 2018 A 2019 F 2020 F
Magellan Financial Group (MFG) $10,014M 0.3568 0.2415 0.0692 36.5286 29.4225 27.5182 2.38% 3.05% 3.26%
Netwealth Group (NWL) $1,854M 0.0000 0.7112 0.3444 92.3077 53.9419 40.1235 0.69% 1.46% 1.96%
Pendal Group (PDL) $2,321M 0.1207 -0.2846 0.1059 10.1290 14.1583 12.8025 7.12% 6.27% 6.61%
Perpetual (PPT) $1,779M 0.0416 -0.1582 0.0000 12.4401 14.7783 14.7788 7.20% 6.45% 6.37%
Platinum Asset Mgmt (PTM) $2,787M 0.0325 -0.1572 0.0348 14.4950 17.1977 16.6200 6.74% 5.68% 5.79%

PPT Market Comparison

Earnings P/E Ratio P/B Ratio P/E Growth
Company 0.75 14.60 2.62 0.00
Market 0.94 17.10 1.54 1.41
Sector 0.94 13.70 1.04 2.38

PPT Directors

Name Position Start Date
Mr Robert (Rob) Adams Chief Executive Officer, Managing Director 26 Sep 2018
Ms Nancy Fox Non-Executive Director 28 Sep 2015
Mr Philip Bullock Non-Executive Director 1 Jun 2010
Mr Craig Ueland Non-Executive Director 25 Sep 2012
Ms Sylvia Falzon Non-Executive Director 20 Nov 2012
Mr Ian Hammond Non-Executive Director 24 Mar 2015
Mr Anthony (Tony) Michael D'Aloisio Non-Executive Director, Non-Executive Chairman 13 Dec 2016

PPT Management

Name Position
Gillian Larkins Chief Financial Officer
Eleanor Padman Company Secretary
Kylie Smith Group Executive, Marketing and Communications
Rebecca Nash Group Executive, People and Culture
David Lane Group Executive, Perpetual Investments
Mark Smith Group Executive, Perpetual Private
Christopher Green Interim Chief Executive Officer and Group Executive, Perpetual Corporate Trust

PPT Calendar of Events

Date Event
20 February 2020 Report (Interim)
25 September 2019 Report (Annual)
29 August 2019 Report (Prelim)

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