Perpetual Limited

Perpetual Limitedverified

PPTTF

Price:

$12.1

Market Cap:

$2.10B

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...[Read more]

Industry

Asset Management

IPO Date

2015-05-20

Stock Exchange

OTC

Ticker

PPTTF

The ROE as of December 2025 (TTM) for Perpetual Limited (PPTTF) is -3.39%

According to Perpetual Limited’s latest financial reports and current stock price. The company's current ROE is -3.39%. This represents a change of -51.12% compared to the average of -6.93% of the last 4 quarters.

Perpetual Limited (PPTTF) Historical ROE (quarterly & annually)

How has PPTTF ROE performed in the past?

The mean historical ROE of Perpetual Limited over the last ten years is 8.57%. The current -3.39% ROE has changed -139.54% with respect to the historical average. Over the past ten years (40 quarters), PPTTF's ROE was at its highest in in the June 2007 quarter at 26.70%. The ROE was at its lowest in in the June 2024 quarter at -29.10%.

Quarterly (TTM)
Annual

Average

8.57%

Median

11.73%

Minimum

-27.12%

Maximum

21.80%

Perpetual Limited (PPTTF) ROE by Quarter and Year

Discovering the peaks and valleys of Perpetual Limited ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 32.44%

Maximum Annual ROE = 21.80%

Minimum Annual Increase = -1190.35%

Minimum Annual ROE = -27.12%

Quarterly (TTM)
Annual
YearROEChange
2025-3.53%-86.97%
2024-27.12%-1190.35%
20232.49%-77.25%
202210.93%32.44%
20218.25%-34.14%
202012.53%-28.41%
201917.51%-17.47%
201821.21%-2.00%
201721.64%-0.73%
201621.80%3.89%

Perpetual Limited (PPTTF) Average ROE

How has PPTTF ROE performed in the past?

The current ROE of Perpetual Limited (PPTTF) is greater than its 3-year, greater than its 5-year, and less than than its 10-year historical averages

3-year avg

-9.39%

5-year avg

-1.80%

10-year avg

8.57%

Perpetual Limited (PPTTF) ROE vs. Peers

How is PPTTF’s ROE compared to its peers?

Perpetual Limited’s ROE is less than Cymbria Corporation (14.82%), less than Insignia Financial Ltd. (0.79%), greater than Monex Group, Inc. (-4.55%), less than Centuria Capital Group (5.97%), less than Ashmore Group PLC (10.15%), less than Guardian Capital Group Limited (11.59%), less than United Corporations Limited (10.58%), greater than China Everbright Limited (-0.48%), less than Ratos AB (publ) (27.04%), greater than Molten Ventures Plc (-0.07%),

Build a custom stock screener for Perpetual Limited (PPTTF) and other stocks

One of the best ways to find valuable stocks to invest in is to build a custom made screener in your Excel or Google Sheets spreadsheet. This allows you to compare thousands of companies like Perpetual Limited using the financials and key metrics that matter to you in a single view.

The easiest way to set this up is to use the Wisesheets add-on and set your spreadsheet like this:

Custom stock screener in Wisesheets

Covering all these metrics from financial, data, dividend data, key metrics and more you can get all the data you want for over 50+ exchanges worldwide.

Get your free trial here.

Perpetual Limited (PPTTF) and other stocks custom spreadsheet templates

The easiest way to analyze a company like Perpetual Limited or any others is to create a spreadsheet model that automatically retrieves all of the stock data you need.

Using Wisesheets you can set up a spreadsheet model like this with simple spreadsheet formulas. If you change the ticker you can get all of the data automatically updated for you.

Custom stock templates in Wisesheets

Whether you need live data, historical price data, financials, dividend data, key metrics, analyst estimates, or anything else...Wisesheets has you covered.

Frequently asked questions❓

What is the ROE?

How can you use the ROE?

What is Perpetual Limited's ROE?

How is the ROE calculated for Perpetual Limited (PPTTF)?

What is the highest ROE for Perpetual Limited (PPTTF)?

What is the 3-year average ROE for Perpetual Limited (PPTTF)?

What is the 5-year average ROE for Perpetual Limited (PPTTF)?

How does the current ROE for Perpetual Limited (PPTTF) compare to its historical average?