Perpetual Ltd (PPT) fair value: what the stock is really worth
As of Sep 25, 2026: fair value of Perpetual Ltd A$6.80, price A$16.81, upside -59.6%, quality 50 out of 100. Calculated from audited financials with 26 valuation models and 37 quality factors, updated daily.
- Fair value above price? No
- Good quality? Yes
- Add to watchlist
Perpetual Ltd
PPT · AUWeakest SetupStrongly overvalued and low quality.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
Price vs Fair Value
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 24, 2026.
How to read this chart
60‑month range A$14.10 – A$31.78 · fair‑value band A$3.37 – A$11.61 · the A$16.81 price screens above the A$6.80 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 24, 2026.
Every Wednesday you see whether Perpetual is on track or worth a review, plus price against fair value. Free, up to 3 stocks.
We send you a confirmation link. Unsubscribe with one click.
Company profile
Perpetual Limited is a publicly owned investment manager. The firm offers a range of financial products and services in Australia.
Show more
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 securitisation 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 is based in Sydney, Australia.
Stock analysis
Perpetual Ltd (PPT) currently trades at A$16.81, while our model-based Fair Value estimate is A$6.80, implying the stock looks roughly 147.2% overvalued today.
Show more
Valuation
Bull case: the Growth DCF group reads highest at a median of A$15.54 per share, and 1 of the 4 models we run sit above the A$16.81 price.
Bear case: the Asset-Based group reads lowest at A$9.54, and 3 of the 4 models stay below the price. Evidence for this calculation is medium.
Scenario range: A$3.37 (bear) to A$11.61 (bull), the price of A$16.81 sits above it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 50/100 (solid quality), in the Financial Services sector.
Mixed Growth: Revenue is growing, but margins or cash flow do not fully confirm the trend.
Perpetual Ltd reported revenue of A$1.3B in FY2025 versus A$623M in FY2021, a compound +21.3%/yr. Reported net income was −A$58.2M in FY2025.
Key figures
Market cap A$2.2B (≈ $1.5B) · P/S ratio 1.57 · EPS (TTM) A$−0.1600 · Dividend yield 6.7% · Net margin −4.3% · Return on equity −1.0% · Return on assets (EBIT) 5.8% · Operating margin 14.4%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 46 out of 100 (low confidence).
What moves the price
The share trades about 18% below its 52-week high and 11% above its 52-week low, currently below its 200-day average.
For context, the median of 10 Financial Services peers we cover trades at −15% fair-value upside, at −60%, PPT screens richer than that median.
Fair Value models
All 4 models by family
Notify me when PPT reaches fair value
Put PPT on your watchlist. We get in touch as soon as price and fair value meet or the trend turns.
Set up alert →Quality Score breakdown
Of which business quality 52 · Market factors (momentum, volatility) 48
Revenue & earnings trend
Growth Forecast
PPT screens 147% overvalued. Compare with Blackstone Inc →
Compare Perpetual Ltd with another stock
Price, fair value, quality and upside side by side.
Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Asset Management · 653 stocks
Valuation Multiplesvs Asset Management median · lower = cheaper
Strength profile in five axes (Snowflake)
VALUE 0: the price sits above our fair-value range.
Context: sector, industry, market
- Is the Financials sector expensive or cheap?
- P/E, EV/EBITDA and margins by industry (reference tables)
- Valuation of the Australia market
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Asset Management stocks, each showing price versus our Fair Value estimate.
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Blackstone Inc BX | $117.21 | $52.29 | −55% |
| KKR & Co KKR | $96.67 | $29.26 | −70% |
| Brookfield Corporation BN | $36.87 | $13.45 | −64% |
| Apollo Global Management, Inc APO | $121.69 | $197.23 | +62% |
| State Street Corporation STT | $181.34 | $139.37 | −23% |
| Ameriprise Financial, Inc AMP | $493.00 | $595.40 | +21% |
| Ares Management Corporation ARES | $122.01 | $103.68 | −15% |
| Northern Trust Corporation NTRS | $175.73 | $123.42 | −30% |
| Raymond James Financial, Inc RJF | $159.87 | $317.27 | +98% |
| Exor N.V EXO | €70.55 | €139.37 | +98% |
Explore undervalued stocks
More undervalued Financial Services stocks →
Try a ready-made strategy
Pick a strategy and jump into the live analysis with that exact screen applied.
Discover tools
Frequently asked questions
Is Perpetual Ltd (PPT) overvalued or undervalued?
What is the fair value of PPT?
What is the quality score of PPT?
What is the price target for Perpetual Ltd (PPT)?
What is the Perpetual Ltd stock forecast for 2026?
What is the revenue of Perpetual Ltd (PPT)?
Does Perpetual Ltd pay a dividend?
What growth is priced into Perpetual Ltd (PPT)?
What discount rate (WACC) does the fair value of PPT use?
What is a reverse DCF?
How much growth has Perpetual Ltd (PPT) delivered so far?
How fast is the sector of Perpetual Ltd (PPT) growing?
What is the free cash flow yield of Perpetual Ltd (PPT)?
What is the intrinsic value of Perpetual Ltd (PPT)?
Is Perpetual Ltd stock overvalued or undervalued in 2026?
Is fair value the same as the market price of PPT?
How much is Perpetual Ltd worth?
What do the bullish and bearish scenarios say about PPT?
What is the PEG ratio of PPT?
How solid is the balance sheet of Perpetual Ltd (PPT)?
How far is PPT from its 52-week high?
Which stocks are comparable to Perpetual Ltd?
Is Perpetual Ltd stock attractive at the current price?
How is the fair value of PPT calculated?
Is it still worth investing in stocks now?
What is the share price of Perpetual Ltd (PPT)?
What should I pay attention to with Perpetual Ltd right now?
Key figures of Perpetual Ltd
How large is the market capitalisation of Perpetual Ltd (PPT)?
What is the P/S ratio of Perpetual Ltd (PPT)?
What are the earnings per share of Perpetual Ltd (PPT)?
What is the dividend yield of Perpetual Ltd (PPT)?
What is the net margin of Perpetual Ltd (PPT)?
What is the return on equity of Perpetual Ltd (PPT)?
What is the EBIT return on assets of Perpetual Ltd (PPT)?
What is the operating margin of Perpetual Ltd (PPT)?
How fast is revenue growing at Perpetual Ltd (PPT)?
How fast are earnings growing at Perpetual Ltd (PPT)?
How much net debt does Perpetual Ltd (PPT) carry?
Watch Perpetual Ltd in the live analysis
One click puts Perpetual Ltd on your watchlist: fair value and trend at a glance, plus comparison, the diversification check and the 35,000+ stock screener. You can also try 14 days of Pro there, no card.
Watch for free →Zero risk: nothing is ever charged. Your watchlist is yours, with or without an account.