PPT PEER ANALYSIS

Perpetual Ltd — metric-by-metric comparison with peers and the industry median

PPTPerpetual Ltd

🇦🇺 Australia · AU · Financial Services · Asset Management

Value it Duel

Overall Profile & Returns

· Asset Management

Position Within Industry

0 = weak quartile, 100 = strong quartile

PPTIndustry median

Scores normalize each metric against industry quartiles (p25–p75); direction is inverted for lower-is-better metrics.

Return Comparison

1-Year

Split-adjusted

Year-to-Date (YTD)

Key Metric Comparison

P/E

Lower is better

ROE

Higher is better

Net Margin

Higher is better

Revenue Growth

Higher is better

All Metrics

Valuation
Metric	PPT	PAX	SII	VRTS	TRHOL	WT	Ind. Median
P/E	—	24.40	36.22	8.83●	507.94	41.05	18.84
P/B	1.37	2.92	8.01	1.12●	226.94	5.24	2.08
EV/EBITDA	9.95	12.37	—	9.73●	—	41.38	10.36
P/S	—	—	—	—	—	—	29.06

Financial Health
Metric	PPT	PAX	SII	VRTS	TRHOL	WT	Ind. Median
Current Ratio	40.46●	1.70	2.98	1.08	0.51	9.07	3.81
Debt/Equity	65.5%	42.3%	—	310.3%	3.3%●	253.2%	18.1%
NetDebt/EBITDA	1.74	1.08●	—	7.04	4.40	7.79	0.18

Profitability
Metric	PPT	PAX	SII	VRTS	TRHOL	WT	Ind. Median
Net Margin	-1.2%	18.0%	22.4%●	14.6%	-39.1%	-0.3%	16.7%
ROE	-1.0%	12.6%	23.9%	12.9%	70.2%●	-0.4%	9.4%
ROA	-0.5%	4.7%	19.0%	2.8%	20.3%●	-0.1%	2.8%
EBITDA Margin	—	—	—	—	—	—	127.9%

Growth + Dividend
Metric	PPT	PAX	SII	VRTS	TRHOL	WT	Ind. Median
Rev. Growth	—	—	—	—	—	—	22.3%
NI Growth	—	-2.0%	70.2%	-3.0%	907.0%●	—	14.6%
Div. Yield	6.0%	5.5%	0.9%	6.5%●	0.0%	0.7%	1.4%
Payout	-786.5%	132.3%	42.6%	55.9%	0.0%	-1,013.5%	11.6%

Valuation
Metric	PPT	MXT	WLE	MFG	WAM	L1G	Ind. Median
P/E	—	13.16	15.19	13.00●	18.84	66.41	18.84
P/B	1.37	0.96●	1.05	1.91	0.97	3.88	2.08
EV/EBITDA	9.95	—	—	9.78	—	6.06●	10.36
P/S	—	—	—	—	—	—	29.06

Financial Health
Metric	PPT	MXT	WLE	MFG	WAM	L1G	Ind. Median
Current Ratio	40.46	—	41.68	54.63	7.12	235.38●	3.81
Debt/Equity	65.5%	—	—	0.4%●	—	4.6%	18.1%
NetDebt/EBITDA	1.74	—	—	-0.66●	—	-0.52	0.18

Profitability
Metric	PPT	MXT	WLE	MFG	WAM	L1G	Ind. Median
Net Margin	-1.2%	95.8%●	63.0%	49.3%	65.7%	53.0%	16.7%
ROE	-1.0%	7.8%	6.9%	14.1%	5.1%	59.8%●	9.4%
ROA	-0.5%	7.8%	6.8%	13.2%	4.9%	39.4%●	2.8%
EBITDA Margin	—	—	—	—	—	—	127.9%

Growth + Dividend
Metric	PPT	MXT	WLE	MFG	WAM	L1G	Ind. Median
Rev. Growth	—	—	—	—	—	—	22.3%
NI Growth	—	3.3%	181.1%	-38.8%	-65.6%	992.0%●	14.6%
Div. Yield	6.0%	10.6%●	0.0%	6.0%	10.1%	0.8%	1.4%
Payout	-786.5%	139.8%	0.1%	91.0%	0.2%	22.1%	11.6%

The green dot marks the best value in the group given the metric direction (higher/lower is better). All metrics use trailing-twelve-month (TTM) data.

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Data on this page refreshes once per day. Price data as of Jul 3, 26. This content is for informational purposes only and is not investment advice.