Perpetual Limited

Perpetual Limitedverified

PPT.AX

Price:

$20.23

Market Cap:

$2.23B

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...[Read more]

Industry

Asset Management

IPO Date

1989-11-30

Stock Exchange

ASX

Ticker

PPT.AX

The ROE as of January 2025 (TTM) for Perpetual Limited (PPT.AX) is -19.76%

According to Perpetual Limited’s latest financial reports and current stock price. The company's current ROE is -19.76%. This represents a change of 502.33% compared to the average of -3.28% of the last 4 quarters.

Perpetual Limited (PPT.AX) Historical ROE (quarterly & annually)

How has PPT.AX ROE performed in the past?

The mean historical ROE of Perpetual Limited over the last ten years is 11.02%. The current -19.76% ROE has changed -279.26% with respect to the historical average. Over the past ten years (40 quarters), PPT.AX's ROE was at its highest in in the June 2017 quarter at 11.23%. The ROE was at its lowest in in the June 2024 quarter at -29.10%.

Quarterly (TTM)
Annual

Average

11.02%

Median

15.02%

Minimum

-27.12%

Maximum

21.80%

Perpetual Limited (PPT.AX) ROE by Quarter and Year

Discovering the peaks and valleys of Perpetual Limited ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 56.09%

Maximum Annual ROE = 21.80%

Minimum Annual Increase = -1190.35%

Minimum Annual ROE = -27.12%

Quarterly (TTM)
Annual
YearROEChange
2024-27.12%-1190.35%
20232.49%-77.25%
202210.93%32.44%
20218.25%-34.14%
202012.53%-28.41%
201917.51%-17.47%
201821.21%-2.00%
201721.64%-0.73%
201621.80%3.89%
201520.98%56.09%

Perpetual Limited (PPT.AX) Average ROE

How has PPT.AX ROE performed in the past?

The current ROE of Perpetual Limited (PPT.AX) is greater than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

-4.57%

5-year avg

1.42%

10-year avg

11.02%

Perpetual Limited (PPT.AX) ROE vs. Peers

How is PPT.AX’s ROE compared to its peers?

Perpetual Limited’s ROE is less than Platinum Investment Management Limited (180.42%), greater than Insignia Financial Ltd. (-8.67%), less than Orica Limited (11.21%), less than CSR Limited (18.93%), less than Challenger Limited (3.34%),

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