Perpetual Limited Asset Resilience Ratio

Latest as of June 2023: 4.16%

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. See operational self-sufficiency of Perpetual Limited to measure how many days the company can operate on defensive assets alone.

Liquid Assets

€163.90 Million

≈ $191.62 Million USD Cash + Short-term Investments

Total Assets

€3.94 Billion

≈ $4.61 Billion USD All company assets

Resilience Assessment

Low

Financial Resilience Level

Asset Resilience Ratio of Perpetual Limited (2016–2023)

Asset resilience ratio of Perpetual Limited from 2016 to 2023. This chart shows how Perpetual Limited's Asset Resilience Ratio has changed over time. Read total liabilities of Perpetual Limited for a breakdown of total debt and financial obligations.

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 the complete balance sheet picture, see Perpetual Limited balance sheet assets.

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
Sherborne Investors Guernsey C Ltd LSE:SIGC	Asset Management	4.26%
Julius Baer Gruppe AG SW:BAER	Asset Management	15.49%
Caitong Securities Co Ltd SHG:601108	Asset Management	13.57%
Argo Investments Ltd AU:ARG	Asset Management	0.46%
Anxin Trust Co Ltd SHG:600816	Asset Management	36.21%
Investco Holding AS IS:INVES	Asset Management	11.35%
Shaanxi International Trust Co Ltd SHE:000563	Asset Management	12.83%
A.F.P. Habitat SN:HABITAT	Asset Management	7.59%

Perpetual Limited Asset Resilience Ratio by Year (2016–2023)

Perpetual Limited asset resilience ratio by year from 2016 to 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	--

pp = percentage points

About Perpetual Limited

F:PVQ Germany Asset Management

Market Cap

$1.43 Billion

€1.23 Billion EUR

Market Cap Rank

#7492 Global

#1044 in Germany

Share Price

€10.60

Change (1 day)

+0.00%

52-Week Range

€8.80 - €12.70

All Time High

€19.05