ShareValue.ai

ShareValue scores for PPT.AU: Valuation 49, Quality 30, Growth 47, Health 32.

Perpetual Ltd logo

PPT.AU
ASX

Perpetual Ltd

A$15.21(+0.13%)
Loading chart...
Sentiment

Verdicts

Rating

Trap Risk

Return

2% to 17%
Valuation
49
Fair Value
Price vs Value
Quality
30
Weak
Business Strength
Growth
47
Moderate
Revenue & Earnings
Health
32
Stressed
Financial Stability
Momentum
23
Bearish
Price Trend

Company Details

About

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.

Score Analysis

AI Investment Thesis

Data as of:Jun 29, 2026
|
Last calculated:Jun 29, 2026