Perpetual Ltd

AU:PPT Australia Asset Management
Market Cap
$1.15 Billion
AU$1.86 Billion AUD
Market Cap Rank
#7216 Global
#73 in Australia
Share Price
AU$16.11
Change (1 day)
-2.54%
52-Week Range
AU$15.00 - AU$22.14
All Time High
AU$36.99
Categories
Companies in Australia Asset Management Banking & Financial
About

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… Read more

Perpetual Ltd - Asset Resilience Ratio

Latest as of June 2025: 11.68%

Perpetual Ltd (PPT) has an Asset Resilience Ratio of 11.68% as of June 2025. 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.

Liquid Assets
AU$399.20 Million
Cash + Short-term Investments
Total Assets
AU$3.42 Billion
All company assets
Resilience Assessment
Moderate
Financial Resilience Level

Asset Resilience Ratio Trend (1989–2025)

This chart shows how Perpetual Ltd's Asset Resilience Ratio has changed over time. Compare with other companies' asset resilience ratios.

Liquid Assets Composition Over Time

This chart breaks down Perpetual Ltd's liquid assets into cash & equivalents and short-term investments, showing how the composition has evolved over time.

Current Liquid Assets Breakdown

Component Amount % of Total Assets
Cash & Equivalents AU$159.60 Million 4.67%
Short-term Investments AU$239.60 Million 7.01%
Total Liquid Assets AU$399.20 Million 11.68%

Asset Resilience Insights

  • Moderate Liquidity: Perpetual Ltd has 11.68% of assets in liquid form.
  • While adequate for normal operations, this level may limit flexibility during economic stress.
  • The company has significant short-term investments, indicating active treasury management.

Perpetual Ltd Industry Peers by Asset Resilience Ratio

Compare Perpetual Ltd's asset resilience ratio with other companies in the same industry.

Company Industry Asset Resilience Ratio
Bexil Cp
PINK:BXLC 		Asset Management 79.25%
Norte Grande
SN:NORTEGRAN 		Asset Management 0.00%
BlackRock Capital Allocation Trust
NYSE:BCAT 		Asset Management 0.01%
Big Tech 50 R&D-Limited Partnership
TA:BIGT 		Asset Management 6.93%
Zhuhai Huajin Capital Co Ltd
SHE:000532 		Asset Management 5.10%
Shaanxi International Trust Co Ltd
SHE:000563 		Asset Management 10.77%
Sichuan Shuangma Cement Co Ltd
SHE:000935 		Asset Management 0.22%
Sk Securities
KO:001510 		Asset Management 0.48%

Annual Asset Resilience Ratio for Perpetual Ltd (1989–2025)

The table below shows the annual Asset Resilience Ratio data for Perpetual Ltd.

Year Asset Resilience Ratio (%) Liquid Assets Total Assets Change
2025-06-30 11.68% AU$399.20 Million AU$3.42 Billion +5.07pp
2024-06-30 6.61% AU$224.80 Million AU$3.40 Billion +1.67pp
2023-06-30 4.94% AU$194.70 Million AU$3.94 Billion -6.70pp
2022-06-30 11.64% AU$203.30 Million AU$1.75 Billion +1.04pp
2021-06-30 10.60% AU$171.40 Million AU$1.62 Billion -10.08pp
2020-06-30 20.68% AU$241.76 Million AU$1.17 Billion -15.43pp
2019-06-30 36.11% AU$416.06 Million AU$1.15 Billion +13.39pp
2018-06-30 22.72% AU$282.99 Million AU$1.25 Billion -0.98pp
2017-06-30 23.70% AU$277.67 Million AU$1.17 Billion -2.28pp
2016-06-30 25.99% AU$299.69 Million AU$1.15 Billion -0.27pp
2015-06-30 26.25% AU$294.88 Million AU$1.12 Billion -1.37pp
2014-06-30 27.63% AU$309.69 Million AU$1.12 Billion +27.62pp
2013-06-30 0.00% AU$40.00K AU$1.00 Billion -57.39pp
2012-06-30 57.40% AU$718.94 Million AU$1.25 Billion +0.39pp
2011-06-30 57.00% AU$920.05 Million AU$1.61 Billion -5.72pp
2010-06-30 62.72% AU$1.22 Billion AU$1.94 Billion -7.96pp
2009-06-30 70.68% AU$1.60 Billion AU$2.27 Billion +7.08pp
2008-06-30 63.60% AU$1.51 Billion AU$2.37 Billion -2.84pp
2007-06-30 66.44% AU$1.43 Billion AU$2.15 Billion +7.19pp
2006-06-30 59.25% AU$757.10 Million AU$1.28 Billion +59.24pp
2005-06-30 0.02% AU$100.00K AU$536.34 Million 0.00pp
2004-06-30 0.02% AU$100.00K AU$455.42 Million -0.08pp
2003-06-30 0.10% AU$448.00K AU$431.17 Million -0.01pp
2002-06-30 0.12% AU$497.00K AU$431.54 Million +0.03pp
2001-06-30 0.09% AU$331.00K AU$369.26 Million +0.06pp
2000-06-30 0.03% AU$121.00K AU$354.57 Million -0.02pp
1999-06-30 0.05% AU$155.00K AU$287.13 Million -0.71pp
1998-06-30 0.76% AU$1.21 Million AU$158.48 Million -3.09pp
1997-06-30 3.85% AU$5.66 Million AU$147.02 Million +3.78pp
1996-06-30 0.07% AU$100.00K AU$134.80 Million 0.00pp
1995-06-30 0.08% AU$100.00K AU$131.89 Million -0.13pp
1994-06-30 0.21% AU$300.00K AU$144.06 Million -0.07pp
1993-06-30 0.28% AU$368.00K AU$132.95 Million -0.01pp
1990-06-30 0.29% AU$427.00K AU$148.76 Million +0.09pp
1989-06-30 0.20% AU$281.00K AU$140.89 Million --
pp = percentage points