Perpetual Equity Investment Company Ltd - Asset Resilience Ratio
Perpetual Equity Investment Company Ltd (PIC) has an Asset Resilience Ratio of 93.34% as of December 2024. The Asset Resilience Ratio measures the percentage of a company's total assets that are held in liquid form (cash and short-term investments). This metric indicates how well-positioned the company is to handle unexpected financial challenges, economic downturns, or strategic opportunities without requiring external financing. Check PIC strategic asset allocation to assess the company's strategic physical and investment asset allocation.
Liquid Assets
Total Assets
Resilience Assessment
Asset Resilience Ratio Trend (2015–2024)
This chart shows how Perpetual Equity Investment Company Ltd's Asset Resilience Ratio has changed over time. See Perpetual Equity Investment Company Ltd balance sheet quality to measure how much of total assets are equity-financed.
Liquid Assets Composition Over Time
This chart breaks down Perpetual Equity Investment Company Ltd's liquid assets into cash & equivalents and short-term investments, showing how the composition has evolved over time. For market capitalisation and broader financial context, see market cap of Perpetual Equity Investment Company Ltd.
Current Liquid Assets Breakdown
| Component | Amount | % of Total Assets |
|---|---|---|
| Cash & Equivalents | AU$0.00 | 0% |
| Short-term Investments | AU$460.64 Million | 93.34% |
| Total Liquid Assets | AU$460.64 Million | 93.34% |
Asset Resilience Insights
- Very High Liquidity: Perpetual Equity Investment Company Ltd maintains exceptional liquid asset reserves at 93.34% of total assets.
- This level provides strong protection against economic uncertainties but may indicate potential for more aggressive growth investments.
- The company has significant short-term investments, indicating active treasury management.
Perpetual Equity Investment Company Ltd Industry Peers by Asset Resilience Ratio
Compare Perpetual Equity Investment Company Ltd's asset resilience ratio with other companies in the same industry.
| Company | Industry | Asset Resilience Ratio |
|---|---|---|
|
IGM Financial Inc.
TO:IGM |
Asset Management | 11.25% |
|
Julius Baer Gruppe AG
SW:BAER |
Asset Management | 15.49% |
|
Groep Brussel Lambert NV
BR:GBLB |
Asset Management | 3.60% |
|
Caitong Securities Co Ltd
SHG:601108 |
Asset Management | 13.57% |
|
CI Financial Corp
TO:CIX |
Asset Management | 1.81% |
|
A.F.P. Provida
SN:PROVIDA |
Asset Management | 5.53% |
|
Australian United Investment Company Ltd
AU:AUI |
Asset Management | 0.01% |
|
Trinity Capital Inc
NASDAQ:TRIN |
Asset Management | 3.31% |
Annual Asset Resilience Ratio for Perpetual Equity Investment Company Ltd (2015–2024)
The table below shows the annual Asset Resilience Ratio data for Perpetual Equity Investment Company Ltd.
| Year | Asset Resilience Ratio (%) | Liquid Assets | Total Assets | Change |
|---|---|---|---|---|
| 2024-06-30 | 93.71% | AU$471.44 Million ≈ $333.57 Million |
AU$503.06 Million ≈ $355.95 Million |
+2.17pp |
| 2023-06-30 | 91.54% | AU$451.09 Million ≈ $319.17 Million |
AU$492.75 Million ≈ $348.65 Million |
-1.10pp |
| 2022-06-30 | 92.65% | AU$424.23 Million ≈ $300.17 Million |
AU$457.90 Million ≈ $323.99 Million |
+0.25pp |
| 2021-06-30 | 92.40% | AU$490.19 Million ≈ $346.84 Million |
AU$530.53 Million ≈ $375.38 Million |
+0.50pp |
| 2020-06-30 | 91.89% | AU$337.78 Million ≈ $239.00 Million |
AU$367.59 Million ≈ $260.09 Million |
+10.50pp |
| 2019-06-30 | 81.39% | AU$321.60 Million ≈ $227.55 Million |
AU$395.13 Million ≈ $279.58 Million |
+5.35pp |
| 2018-06-30 | 76.04% | AU$224.38 Million ≈ $158.76 Million |
AU$295.06 Million ≈ $208.78 Million |
-1.76pp |
| 2017-06-30 | 77.81% | AU$227.15 Million ≈ $160.72 Million |
AU$291.94 Million ≈ $206.57 Million |
+0.92pp |
| 2016-06-30 | 76.89% | AU$199.80 Million ≈ $141.37 Million |
AU$259.86 Million ≈ $183.87 Million |
-14.35pp |
| 2015-06-30 | 91.23% | AU$231.17 Million ≈ $163.57 Million |
AU$253.39 Million ≈ $179.29 Million |
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About 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.