Perpetual Ltd Total Assets
Perpetual Ltd total assets. Based on the latest financial reports, Perpetual Ltd (PPT) holds total assets worth AU$3.35 Billion AUD (≈ $2.37 Billion USD) as of December 2025. Total assets represent everything the company owns and controls, combining both current assets—like cash and cash equivalents, accounts receivable, and inventories—and non-current assets such as property, plant, equipment (PP&E), intangible assets, and long-term investments. Also see Perpetual Ltd (PPT) total market value for the company's overall valuation and market capitalisation.
Total Assets of Perpetual Ltd (1989–2025)
Total assets of Perpetual Ltd from 1989 to 2025. This chart illustrates how Perpetual Ltd's total assets have evolved over time, based on quarterly financial data. See Perpetual Ltd share price for real-time trading data and today's change.
Perpetual Ltd - Asset Composition Analysis
Perpetual Ltd Total Assets Breakdown (June 2025)
Perpetual Ltd total assets breakdown as of June 2025. Perpetual Ltd's total assets of AU$3.35 Billion consist of 25.9% current assets and 74.1% non-current assets.
| Asset Category | Amount (AUD) | % of Total Assets |
|---|---|---|
| Cash & Equivalents | AU$159.60 Million | 10.0% |
| Accounts Receivable | AU$252.80 Million | 7.4% |
| Inventory | AU$0.00 | 0.0% |
| Property, Plant & Equipment | AU$149.30 Million | 4.4% |
| Intangible Assets | AU$993.70 Million | 29.1% |
| Goodwill | AU$889.90 Million | 26.0% |
Asset Composition Trend (1989–2025)
This chart illustrates how Perpetual Ltd's asset composition has evolved over time. Understanding changes in asset allocation can provide insights into the company's strategic shifts, capital allocation priorities, and business focus evolution. Explore Perpetual Ltd current assets vs equity to assess how much short-term liquidity the company maintains relative to its equity base.
Key Asset Composition Facts
- Current vs. Non-Current Assets: Perpetual Ltd's current assets represent 25.9% of total assets in 2025, a decrease from 32.4% in 1989.
- Cash Position: Cash and equivalents constituted 10.0% of total assets in 2025, down from 16.4% in 1989.
- Tangible vs. Intangible: Intangible assets (including goodwill) make up 55.0% of total assets, an increase from 1.0% in 1989.
- Asset Diversification: The largest asset category is intangible assets at 29.1% of total assets.
Perpetual Ltd Competitors by Total Assets
Key competitors of Perpetual Ltd based on total assets are shown below.
| Company | Country | Total Assets |
|---|---|---|
|
Nuveen Variable Rate Preferred & Income Fund
NYSE:NPFD
|
USA | $765.19 Million |
|
Nuveen Multi-Asset Income Fund
NYSE:NMAI
|
USA | $691.82 Million |
|
Angel Oak Financial Strategies Income Term Trust
NYSE:FINS
|
USA | $592.58 Million |
|
Sprott Physical Gold Trust
TO:PHYS
|
Canada | CA$14.74 Billion |
|
Industrivarden AB ser. C
ST:INDU-C
|
Sweden | Skr231.37 Billion |
|
Julius Baer Gruppe AG
SW:BAER
|
Switzerland | CHF104.72 Billion |
|
HDFC Asset Management Company Limited
NSE:HDFCAMC
|
India | Rs99.91 Billion |
|
Nippon Life India Asset Management Limited
NSE:NAM-INDIA
|
India | Rs51.92 Billion |
Perpetual Ltd - Liquidity and Working Capital Analysis
Liquidity ratios measure a company's ability to pay off its short-term debts as they come due, using the company's current or quick assets. Working capital represents the operational liquidity available.
Key Liquidity Metrics
| Metric | Current | 1 Year Ago | 5 Years Ago |
|---|---|---|---|
| Current Ratio | 40.46 | 0.76 | 1.44 |
| Quick Ratio | 40.46 | 0.76 | 1.44 |
| Cash Ratio | 6.45 | 0.07 | 0.15 |
| Working Capital | AU$820.80 Million | AU$-270.80 Million | AU$159.21 Million |
Perpetual Ltd - Advanced Valuation Insights
This section examines the relationship between Perpetual Ltd's asset base and its market valuation, helping to identify whether the company's assets are efficiently translated into market value.
Key Valuation Metrics
| Current Price-to-Book Ratio | 1.19 |
| Latest Market Cap to Assets Ratio | 0.41 |
| Asset Growth Rate (YoY) | 0.5% |
| Total Assets | AU$3.42 Billion |
| Market Capitalization | $1.42 Billion USD |
Valuation Analysis
Below Book Valuation: The market values Perpetual Ltd's assets below their book value (0.41x), which may indicate investor concerns about asset quality or future growth.
Positive Asset Growth: Perpetual Ltd's assets grew by 0.5% over the past year, showing continued investment in the company's operational capacity.
Annual Total Assets for Perpetual Ltd (1989–2025)
The table below shows the annual total assets of Perpetual Ltd from 1989 to 2025.
| Year | Total Assets | Change |
|---|---|---|
| 2025-06-30 | AU$3.42 Billion ≈ $2.42 Billion |
+0.55% |
| 2024-06-30 | AU$3.40 Billion ≈ $2.41 Billion |
-13.77% |
| 2023-06-30 | AU$3.94 Billion ≈ $2.79 Billion |
+125.71% |
| 2022-06-30 | AU$1.75 Billion ≈ $1.24 Billion |
+8.02% |
| 2021-06-30 | AU$1.62 Billion ≈ $1.14 Billion |
+38.30% |
| 2020-06-30 | AU$1.17 Billion ≈ $827.25 Million |
+1.47% |
| 2019-06-30 | AU$1.15 Billion ≈ $815.30 Million |
-7.48% |
| 2018-06-30 | AU$1.25 Billion ≈ $881.26 Million |
+6.31% |
| 2017-06-30 | AU$1.17 Billion ≈ $828.94 Million |
+1.58% |
| 2016-06-30 | AU$1.15 Billion ≈ $816.04 Million |
+2.67% |
| 2015-06-30 | AU$1.12 Billion ≈ $794.83 Million |
+0.20% |
| 2014-06-30 | AU$1.12 Billion ≈ $793.21 Million |
+11.62% |
| 2013-06-30 | AU$1.00 Billion ≈ $710.65 Million |
-19.81% |
| 2012-06-30 | AU$1.25 Billion ≈ $886.27 Million |
-22.39% |
| 2011-06-30 | AU$1.61 Billion ≈ $1.14 Billion |
-16.84% |
| 2010-06-30 | AU$1.94 Billion ≈ $1.37 Billion |
-14.52% |
| 2009-06-30 | AU$2.27 Billion ≈ $1.61 Billion |
-4.21% |
| 2008-06-30 | AU$2.37 Billion ≈ $1.68 Billion |
+10.07% |
| 2007-06-30 | AU$2.15 Billion ≈ $1.52 Billion |
+68.52% |
| 2006-06-30 | AU$1.28 Billion ≈ $904.07 Million |
+138.23% |
| 2005-06-30 | AU$536.34 Million ≈ $379.49 Million |
+17.77% |
| 2004-06-30 | AU$455.42 Million ≈ $322.24 Million |
+5.62% |
| 2003-06-30 | AU$431.17 Million ≈ $305.08 Million |
-0.09% |
| 2002-06-30 | AU$431.54 Million ≈ $305.34 Million |
+16.87% |
| 2001-06-30 | AU$369.26 Million ≈ $261.27 Million |
+4.14% |
| 2000-06-30 | AU$354.57 Million ≈ $250.88 Million |
+23.49% |
| 1999-06-30 | AU$287.13 Million ≈ $203.16 Million |
+81.18% |
| 1998-06-30 | AU$158.48 Million ≈ $112.13 Million |
+7.79% |
| 1997-06-30 | AU$147.02 Million ≈ $104.02 Million |
+9.06% |
| 1996-06-30 | AU$134.80 Million ≈ $95.38 Million |
+2.21% |
| 1995-06-30 | AU$131.89 Million ≈ $93.32 Million |
-8.45% |
| 1994-06-30 | AU$144.06 Million ≈ $101.93 Million |
+8.36% |
| 1993-06-30 | AU$132.95 Million ≈ $94.07 Million |
-0.68% |
| 1992-06-30 | AU$133.85 Million ≈ $94.71 Million |
-6.23% |
| 1991-06-30 | AU$142.75 Million ≈ $101.01 Million |
-4.04% |
| 1990-06-30 | AU$148.76 Million ≈ $105.26 Million |
+5.58% |
| 1989-06-30 | AU$140.89 Million ≈ $99.69 Million |
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About Perpetual Ltd
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