Perpetual Limited - Asset Resilience Ratio
Perpetual Limited (PVQ) has an Asset Resilience Ratio of 4.16% as of June 2023. 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
Total Assets
Resilience Assessment
Asset Resilience Ratio Trend (2016–2023)
This chart shows how Perpetual Limited's Asset Resilience Ratio has changed over time. Check PVQ strategic assets to equity ratio to assess the company's strategic physical and investment asset allocation.
Liquid Assets Composition Over Time
This chart breaks down Perpetual Limited'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 Limited.
Current Liquid Assets Breakdown
| Component | Amount | % of Total Assets |
|---|---|---|
| Cash & Equivalents | €0.00 | 0% |
| Short-term Investments | €163.90 Million | 4.16% |
| Total Liquid Assets | €163.90 Million | 4.16% |
Asset Resilience Insights
- Limited Liquidity: Perpetual Limited maintains only 4.16% of assets in liquid form.
- This low level may indicate efficient asset utilization but could pose risks during economic downturns.
- The company has significant short-term investments, indicating active treasury management.
Perpetual Limited Industry Peers by Asset Resilience Ratio
Compare Perpetual Limited's asset resilience ratio with other companies in the same industry.
| Company | Industry | Asset Resilience Ratio |
|---|---|---|
|
Pearl Diver Credit Company Inc.
NYSE:PDCC |
Asset Management | 1.77% |
|
A.F.P. Provida
SN:PROVIDA |
Asset Management | 5.53% |
|
A.F.P. Habitat
SN:HABITAT |
Asset Management | 7.59% |
|
Hainan Haide Industry Co Ltd
SHE:000567 |
Asset Management | 32.29% |
|
Australian United Investment Company Ltd
AU:AUI |
Asset Management | 0.01% |
|
Trinity Capital Inc
NASDAQ:TRIN |
Asset Management | 3.31% |
|
PM Capital Global Opportunities Fund Ltd
AU:PGF |
Asset Management | 97.40% |
|
Magellan Financial Group Ltd
AU:MFG |
Asset Management | 15.56% |
Annual Asset Resilience Ratio for Perpetual Limited (2016–2023)
The table below shows the annual Asset Resilience Ratio data for Perpetual Limited.
| Year | Asset Resilience Ratio (%) | Liquid Assets | Total Assets | Change |
|---|---|---|---|---|
| 2023-06-30 | 4.16% | €163.90 Million ≈ $191.62 Million |
€3.94 Billion ≈ $4.61 Billion |
-6.51pp |
| 2022-06-30 | 10.67% | €186.30 Million ≈ $217.80 Million |
€1.75 Billion ≈ $2.04 Billion |
+0.58pp |
| 2021-06-30 | 10.09% | €163.87 Million ≈ $191.58 Million |
€1.62 Billion ≈ $1.90 Billion |
-10.13pp |
| 2020-06-30 | 20.22% | €236.39 Million ≈ $276.36 Million |
€1.17 Billion ≈ $1.37 Billion |
-1.70pp |
| 2019-06-30 | 21.92% | €252.52 Million ≈ $295.22 Million |
€1.15 Billion ≈ $1.35 Billion |
-0.81pp |
| 2018-06-30 | 22.72% | €282.99 Million ≈ $330.85 Million |
€1.25 Billion ≈ $1.46 Billion |
-0.98pp |
| 2017-06-30 | 23.70% | €277.67 Million ≈ $324.63 Million |
€1.17 Billion ≈ $1.37 Billion |
-2.28pp |
| 2016-06-30 | 25.99% | €299.69 Million ≈ $350.37 Million |
€1.15 Billion ≈ $1.35 Billion |
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About Perpetual Limited
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