Perpetual's underlying net profit after tax for fiscal 2026 increased 6% from last year. The firm is targeting 1%-2% operating cost growth for fiscal 2027, with the cost/income ratio expected at 78%, broadly in line with fiscal 2026.
Acquisitions of specialist managers like Trillium and Barrow Hanley improve Perpetual’s growth prospects. There is potential for upside from increased reinvestment, which should help revive net inflows.
Perpetual’s renewed focus on acquisitive growth heightens the risks of overpayment and acquisition indigestion.
|
Metric
|
PPT
|
MFG
|
AMP
|
|---|---|---|---|
Price/Earnings (Normalized) | 9.56 | 10.88 | 19.98 |
Price/Book Value | 1.34 | 1.57 | 1.60 |
Price/Sales | 1.59 | 8.02 | 6.95 |
Price/Cash Flow | 8.52 | 12.26 | — |
|
Metric
|
PPT
|
MFG
|
AMP
|
|---|---|---|---|
Quick Ratio | 0.99 | — | 0.09 |
Current Ratio | 1.57 | — | 0.09 |
Interest Coverage | 0.32 | — | 0.04 |
|
Metric
|
PPT
|
MFG
|
AMP
|
|---|---|---|---|
Return on Assets (Normalized) | — | 13.37% | 0.97% |
Return on Equity (Normalized) | — | 14.42% | 8.81% |
Return on Invested Capital (Normalized) | — | — | 0.52% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| BlackRock Inc
BLK
| LOCK|^Vw^mjTQ | LOCK|#F | $170B | |||
| Blackstone Inc
BX
| LOCK|Gc<%%BM | LOCK|<> | $107B | |||
| KKR & Co Inc Ordinary Shares
KKR
| LOCK|!^C@wST | LOCK|b!$!! | $95B | |||
| Brookfield Asset Management Ltd Ordinary Shares - Class A
BAM
| LOCK|x^!v^c# | LOCK|$<?!% | $78B | |||
| Apollo Global Management Inc
APO
| LOCK|%nm#@h | LOCK|s^!> | $78B | |||
| State Street Corp
STT
| LOCK|!tCP&?^ | LOCK|s%^ | $53B | |||
| Ameriprise Financial Inc
AMP
| LOCK|$>Qjv$ | LOCK|##kJ | $49B | |||
| Raymond James Financial Inc
RJF
| LOCK|^CxbmK< | LOCK|@zTD% | $34B | |||
| Northern Trust Corp
NTRS
| LOCK|?$>>?B> | LOCK|h&< | $34B | |||
| Ares Management Corp Ordinary Shares - Class A
ARES
| LOCK|WJ$%%lr | LOCK|nGJLV | $31B |
United States