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PPT.AX$16.04+0.88%
Fair $16.04+0.0%

PPT.AX

Perpetual Limited

Financial Services / Asset ManagementASX

$16.04

+0.14 (+0.88%)

Fairly Valued+0.0%Fair Value $16.04Fund rank 35/100 · Data gapFallback financials|
SA 25/D
F-Score: 2/9
Margin CompressionLow Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 0.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 76/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

25/100

D

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified. Operating margin has declined for 3 consecutive years ROE is -3.5%, below the 5% threshold
Thesis & Journal · PPT.AXLocal privado en este navegador · Perpetual Limited
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$1.9B

P/E

N/A

•

EV/EBITDA

18.4x

↑

ROE

-3.5%

↓

Gross Margin

100.0%

↑

Debt/Equity

0.68

↑
52-Week Range$16
$15$22

TradingView lightweight chart

PPT.AX price, volumen y niveles de valoración

Último $16.04Periodo -15.6%
Fair value: $16.04

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+21.3%

FCF CAGR

+8.0%

FCF margin

14.6%

FCF / Net income

-3.37x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.35B · net income $-58.2M · FCF $196.4M

2022-FY → 2025-FY

Gross margin

100.0%+0.0% pts

Operating margin

7.7%-12.4% pts

Net margin

-4.3%-17.7% pts

FCF margin

14.6%-6.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.35B$1.35B$1.30B$995.6M$754.7M
Net Income$-58.2M$-58.2M$-472.2M$59.0M$101.2M
EBITDA$140.3M$140.3M$-270.1M$217.1M$199.2M
EPS——-4.210.711.76
Gross Margin100.0%100.0%100.0%100.0%100.0%
Operating Margin7.7%7.7%8.1%9.6%20.1%
Net Margin-4.3%-4.3%-36.2%5.9%13.4%
Balance Sheet
Debt/Equity0.680.680.570.420.56
Current Ratio1.571.57———
Cash Flow
Free Cash Flow$196.4M$196.4M$264.6M$109.4M$155.8M
Returns
ROE-3.5%-3.5%-27.1%2.5%10.9%
Valuation
P/E———35.5816.54
EV/EBITDA18.3918.39—13.0210.12
P/B1.091.091.390.891.81
Growth & Yield
Revenue Growth3.4%3.4%31.0%31.9%—
EPS Growth——-691.8%-59.7%—
Dividend Yield7.0%7.0%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -3.8%

Total return

-3.8%

Start / end P/E

n/dx → n/dx

EPS bridge

-4.21 → n/d

Residual

-10.9%

EPS growthn/d
Multiple reratingn/d
Dividend+7.0%
Residual / FX / buybacks / cross-term-10.9%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.