Explore 3 Stock Ideas & Industry Insights Download Free Report

888-969-2592
Shopping Cart 0
countryflagCA
Login

Home CompaniesPerpetual Equity Investment Company Ltd

Perpetual Equity Investment Company Ltd

Financial Services Asset Management
PortfolioPortfolio WatchlistWatchlist
Company price
1.1 AUD 0.02 ( 1.85%)
Last update at 2026-11-09T05:10:00Z
VOLUME
140689
Market Cap
428.91M
P/E
37.00

Momentum Score

…

Perpetual Equity Investment Company Limited invests and manages the portfolio of listed securities. The company was incorporated in 2014 and is headquartered in Sydney, Australia.

Source: TradingView
The charts and visual representations are sourced from TradingView through embedded widgets. For any issues with chart display, please visit the TradingView website

Day Price Range
1.09
Low
1.10
High
52 Week Price Range
1.05
Low
1.22
High

Momentum Score

…
Loading momentum score…

A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.

Score - Rating
>= 1 - Low / > 1 but < 2 - Below Average / > 2 but < 3 - Average / > 3 but < 4 - Above Average / > 4 - High
AI Summary

Perpetual Equity Investment Company Ltd is an Australian listed investment company managed by Perpetual that provides retail investors with a diversified, actively managed portfolio of equities intended to deliver long-term capital growth and income. Long-term growth drivers include broad equity market performance, active stock selection by the manager, and dividend income, which could support total returns for investors seeking diversified equity exposure.

Material risks include equity market volatility and economic downturns, manager underperformance and execution risk, concentration or strategy-specific exposure, and currency or regulatory changes that could reduce returns.

Risk Score
Medium

Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.

Key Metrics*

Previous Close
1.08
Dividend Yield
7.41%
Revenue TTM
21.50M
Revenue Per Share
0.06
Gross Profit TTM
21.50M
Debt / Equity
-
ROE
2.57%
Net Debt
-29.80M
ROCE
3.01%
Diluted EPS TTM
0.03

Key Financials*

Income Statement

Balance Sheet

Change in Cash

Total Operating Cash

Dividends Paid

Breakdown 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Type yearly yearly yearly yearly yearly
Date 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Income before tax 13.98M 25.04M 35.88M 73.55M -32.37M
Net income 12.08M 21.72M 28.56M 55.01M -17.91M
Selling general administrative 0.21M 0.25M 4.85M 0.17M 0.17M
Selling and marketing expenses - - 4.62M - -
Gross profit 48.40M 30.80M 41.58M 80.84M -25.82M
Ebit - 50.09M 35.88M 73.55M -3.44M
Ebitda 13.98M 25.04M 0.01M 0.27M 28.80M
Depreciation and amortization - -25.04M -35.87M -73.28M 32.25M
Operating income 13.98M 25.04M 35.88M 73.28M -32.25M
Other operating expenses 40.79M 5.76M 4.85M -7.29M -8.60M
Interest expense - - - - 0.00M
Tax provision 1.90M 3.32M 7.33M 18.55M -14.46M
Interest income 0.69M 1.01M 0.72M 0.81M 0.01M
Net interest income 0.69M 1.01M 0.72M 0.81M 0.01M
Income tax expense 1.90M 3.32M 7.33M 18.55M -14.46M
Total revenue 54.77M 30.80M 43.59M 79.35M -25.82M
Total operating expenses 34.41M 5.76M 5.70M 7.29M 8.60M
Cost of revenue 6.38M 6.32M 2.01M -1.50M 7.12M
Total other income expense net - -2.53M -2.85M 0.27M -0.12M
Net income from continuing ops 12.08M 21.72M 28.56M 55.01M -17.91M
Net income applicable to common shares - 21.72M 28.56M 55.01M -17.91M
Breakdown 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Type yearly yearly yearly yearly yearly
Date 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Total assets 477.75M 499.11M 503.06M 492.75M 457.90M
Other current assets - - -31.19M 0.18M 0.12M
Total liab 16.15M 21.57M 19.51M 2.07M 8.35M
Total stockholder equity 461.60M 477.54M 483.55M 482.56M 449.55M
Other current liab 12.80M - - 0.90M 7.50M
Common stock 400.65M - 395.21M 392.46M 389.57M
Capital stock 400.65M 397.99M - 392.46M 389.57M
Retained earnings -17.47M -3.55M -9.37M -37.93M -37.94M
Other liab - - - 8.12M -
Other assets - - 503.06M -451.09M -414.15M
Cash 29.80M 27.38M 11.79M 36.61M 22.31M
Total current liabilities 12.80M - - 2.07M 8.35M
Net debt -29.80M - -11.79M -36.61M -22.31M
Short term debt - - - 0.00M 0.00M
Other stockholder equity - - - -482.56M -449.55M
Total current assets 33.90M - - 492.75M 447.81M
Long term investments 443.84M 467.29M - 451.09M 424.23M
Net tangible assets - - - 482.56M 449.55M
Short term investments - - - 451.09M 424.23M
Net receivables 4.09M - 19.40M 1.98M 1.27M
Accounts payable 2.22M 2.68M - 1.17M 0.85M
Accumulated other comprehensive income 78.42M - 97.71M 128.03M 97.91M
Non currrent assets other - - - -451.09M -424.23M
Non current assets total 443.86M - - 451.09M 424.23M
Long term debt total - - - 0.00M 0.00M
Breakdown 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Type yearly yearly yearly yearly yearly
Date 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Investments - 0.00M - 37.88M 19.24M
Change to liabilities - - - 18.17M -42.22M
Total cashflows from investing activities - - - 37.88M 19.24M
Total cash from financing activities -28.03M -27.73M -27.57M -21.99M -17.29M
Change to operating activities - - - -0.05M -0.03M
Net income 12.08M 21.72M 28.56M 55.01M -17.91M
Change in cash 2.43M 15.59M -24.82M 14.30M -16.80M
Begin period cash flow 27.38M 11.79M 36.61M 22.31M 39.11M
End period cash flow 29.80M 27.38M 11.79M 36.61M 22.31M
Total cash from operating activities 30.45M 43.32M 2.75M -1.59M -18.75M
Issuance of capital stock - - - 0.71M 2.09M
Other cashflows from investing activities - - - 37.88M 19.24M
Dividends paid 28.03M -27.73M -27.57M -22.70M -19.12M
Change to account receivables 1.09M -0.14M -0.43M -0.18M -0.43M
Sale purchase of stock - - 0.00M 0.71M -0.26M
Other cashflows from financing activities - - - 37.88M 1.83M
Change to netincome - - - -64.58M 44.59M
Capital expenditures 0.00M 0.00M 0.00M 0.00M 0.00M
Change in working capital 1.09M -0.15M -0.41M -0.18M -0.43M
Other non cash items 17.28M 21.75M -25.39M -56.42M -0.42M
Free cash flow 30.45M 43.32M 2.75M -1.59M -18.75M

Peer Comparison*

Sector: Financial Services Industry: Asset Management

Stock Name
Change
(AUD)
Price
(AUD)
Trailing
PE (x)
Forward
PE (x)
Price Sales
TTM (x)
Price to Book Value (x)
Enterprise Value
to Revenue (x)
Enterprise Value
to EBITDA (x)
PIC
Perpetual Equity Investment Company Ltd		 0.02
1.85%		 1.10 37.00 - 19.95 0.90 21.14 5.94
AFI
Australian Foundation Investment Company Ltd		 -
-%		 6.92 30.39 - 25.11 1.03 24.95 -
ARG
Argo Investments Ltd		 -0.09
0.95%		 9.43 27.97 - 24.56 1.01 24.64 -
L1G
L1 Group Limited		 0.01
1.20%		 1.26 21.25 19.76 7.36 3.83 3.13 3.71
PNI
Pinnacle Investment Management Group Ltd		 -0.01
0.06%		 15.83 21.04 18.83 36.44 3.21 45.93 39.78

Profile*

Perpetual Equity Investment Company Ltd

Perpetual Equity Investment Company Limited invests and manages the portfolio of listed securities. The company was incorporated in 2014 and is headquartered in Sydney, Australia.

Level 12, Angel Place, Sydney, NSW, Australia, 2000

61 02 9229 9000

https://www.perpetualequity.com.au

Name Title Year Born
Ms. Amanda Apted Exec. Director NA
Mr. Vince Pezzullo BCom Deputy Head of Equities & Portfolio Mang. of Perpetual Invest Management Ltd NA
Ms. Sylvie Dimarco GIA (Cert), L.L.B., LLB, M.A.I.C.D., MAICD Company Sec. NA
Mr. Anthony Aboud BEc Portfolio Mang. of Perpetual Investment Management Limited NA
Mr. Anthony Cay BEc, CFA Portfolio Mang. of Perpetual Investment Management Limited NA
Mr. Jack Collopy BEc Portfolio Mang. of the Ethical Shares, Pure Microcap, Pure Value & Smaller Companies and Analyst NA
Mr. Garry Laurence BCom, LLB Portfolio Mang. of Perpetual Investment Management Limited NA
Ms. Amanda Apted Executive Director NA
Mr. Vince Pezzullo BCom Deputy Head of Equities & Portfolio Manager of Perpetual Invest Management Ltd NA
Ms. Sylvie Dimarco GIA (Cert), L.L.B., M.A.I.C.D. Company Secretary NA

Disclaimer - (*)This information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on an ‘as is’ basis, using their API. We cannot guarantee the completeness or validity of the information and data provided on this page, as well as via the API. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general information purposes.
This information does not consider your personal objectives, financial situation, or needs. Kalkine is not liable for any errors or omissions in the information provided or for any actions taken in reliance on it. You should seek advice from a financial adviser, stockbroker or other professional adviser (including taxation and legal advice) as necessary before acting on this information.

Kalkine

3 Mining Stock
Ideas Report

Download a free report with stock ideas and industry insights for general information.

Download Free Report Now → sector image

Top Stocks by Market Cap*

ITH
CAD 2.15
+27.68%
HG
CAD 4.11
+19.13%
PPTA
CAD 27.74
+17.99%
UCU
CAD 2.10
+17.32%
GAU
CAD 3.49
+16.72%
TSU
CAD 29.67
-29.71%
PXT
CAD 19.73
-16.91%
LAS-A
CAD 230.50
-9.25%
IFP
CAD 13.50
-8.35%
NFI
CAD 24.01
-7.80%

Equity Sectors*

  • Basic Materials

    +3.74%

  • Communication Services

    +0.56%

  • Consumer Cyclical

    -0.34%

  • Consumer Defensive

    +0.11%

  • Energy

    +1.33%

  • Financial Services

    -0.26%

  • Healthcare

    +2.54%

  • Industrials

    -0.11%

  • Real Estate

    -0.23%

  • Technology

    +1.91%

  • Utilities

    +1.05%

Note: Daily price change (%) by sector excluding stocks with +/-90% daily price change. Companies above $500 million market capitalization are considered.

Support

Hi! How can we help you today?

Loading…