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Perpetual Limited (PPTTF) Fair Value & Analysis

Financial Services · US · Market cap $1.4B

Price$12.20
Fair Value$6.59
Upside-46.0%
Quality95/100
Evidence: Medium Range $4.92 – $9.84

Fair value as of: Jun 25, 2026

Analysis

Perpetual Limited (PPTTF) currently trades at $12.20, while our model-based Fair Value estimate is $6.59 — implying the stock looks roughly 46.0% overvalued today. We read business quality at 95/100 (high quality), in the Financial Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: medium).

About the company

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 s…

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Frequently asked questions

Is Perpetual Limited (PPTTF) undervalued?
As of Jun 25, 2026, our model estimates a fair value of $6.59 versus a price of $12.20 — about −46% (overvalued). Model-based estimate, not financial advice.
What is the fair value of PPTTF?
Our 21-model fair value for Perpetual Limited is $6.59 (as of Jun 25, 2026), built from audited fundamentals. The current price is $12.20.
What is the quality score of PPTTF?
Perpetual Limited has a Quality Score of 95/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.