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
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.
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%.
Average
11.02%
Median
15.02%
Minimum
-27.12%
Maximum
21.80%
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%
Year | ROE | Change |
---|---|---|
2024 | -27.12% | -1190.35% |
2023 | 2.49% | -77.25% |
2022 | 10.93% | 32.44% |
2021 | 8.25% | -34.14% |
2020 | 12.53% | -28.41% |
2019 | 17.51% | -17.47% |
2018 | 21.21% | -2.00% |
2017 | 21.64% | -0.73% |
2016 | 21.80% | 3.89% |
2015 | 20.98% | 56.09% |
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’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%),
Company | ROE | Market cap |
---|---|---|
180.42% | $389.51M | |
-8.67% | $2.70B | |
11.21% | $8.15B | |
18.93% | $4.30B | |
3.34% | $4.12B |
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