Perpetual Limited (PVQ) - Total Assets
Based on the latest financial reports, Perpetual Limited (PVQ) holds total assets worth €3.42 Billion EUR (≈ $4.00 Billion USD) as of June 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. Check how aggressively does Perpetual Limited reinvest cash to assess the company's total reinvestment commitment from operating cash flow.
Perpetual Limited - Total Assets Trend (2014–2025)
This chart illustrates how Perpetual Limited's total assets have evolved over time, based on quarterly financial data. Explore Perpetual Limited long-term investment intensity to see how much of total assets are deployed in long-term investments.
Perpetual Limited - Asset Composition Analysis
Current Asset Composition (June 2025)
Perpetual Limited's total assets of €3.42 Billion consist of 25.9% current assets and 74.1% non-current assets.
| Asset Category | Amount (EUR) | % of Total Assets |
|---|---|---|
| Cash & Equivalents | €0.00 | 10.0% |
| Accounts Receivable | €236.50 Million | 6.9% |
| Inventory | €0.00 | 0.0% |
| Property, Plant & Equipment | €0.00 | 0.0% |
| Intangible Assets | €993.70 Million | 29.1% |
| Goodwill | €889.90 Million | 26.0% |
Asset Composition Trend (2014–2025)
This chart illustrates how Perpetual Limited'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. For live market cap, price, and company overview, see Perpetual Limited (PVQ) market capitalisation.
Key Asset Composition Facts
- Current vs. Non-Current Assets: Perpetual Limited's current assets represent 25.9% of total assets in 2025, a decrease from 61.3% in 2014.
- Cash Position: Cash and equivalents constituted 10.0% of total assets in 2025, down from 25.2% in 2014.
- Tangible vs. Intangible: Intangible assets (including goodwill) make up 55.0% of total assets, an increase from 28.0% in 2014.
- Asset Diversification: The largest asset category is intangible assets at 29.1% of total assets.
Perpetual Limited Competitors by Total Assets
Key competitors of Perpetual Limited based on total assets are shown below.
| Company | Country | Total Assets |
|---|---|---|
|
Metrics Master Income Trust
AU:MXT
|
Australia | AU$2.46 Billion |
|
Jpmorgan Global Core Real Assets Ltd
LSE:JARA
|
UK | GBX70.85 Million |
|
Northern Trust Corporation
NASDAQ:NTRS
|
USA | $174.57 Billion |
|
Principal Financial Group Inc
NASDAQ:PFG
|
USA | $332.70 Billion |
|
Industrivarden AB ser. C
ST:INDU-C
|
Sweden | Skr211.38 Billion |
|
Sprott Physical Gold and Silver Trust
TO:CEF
|
Canada | CA$9.34 Billion |
|
Anxin Trust Co Ltd
SHG:600816
|
China | CN¥26.40 Billion |
|
Norte Grande
SN:NORTEGRAN
|
Chile | CL$2.96 Billion |
Perpetual Limited - 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 | 1.42 | 0.52 | 1.29 |
| Quick Ratio | 1.42 | 0.52 | 1.29 |
| Cash Ratio | 0.00 | 0.00 | 0.00 |
| Working Capital | €261.20 Million | €-587.90 Million | €114.83 Million |
Perpetual Limited - Advanced Valuation Insights
This section examines the relationship between Perpetual Limited'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 | 1.14 |
| Latest Market Cap to Assets Ratio | 0.35 |
| Asset Growth Rate (YoY) | 0.5% |
| Total Assets | €3.42 Billion |
| Market Capitalization | $1.20 Billion USD |
Valuation Analysis
Below Book Valuation: The market values Perpetual Limited's assets below their book value (0.35x), which may indicate investor concerns about asset quality or future growth.
Positive Asset Growth: Perpetual Limited's assets grew by 0.5% over the past year, showing continued investment in the company's operational capacity.
Annual Total Assets for Perpetual Limited (2014–2025)
The table below shows the annual total assets of Perpetual Limited from 2014 to 2025.
| Year | Total Assets | Change |
|---|---|---|
| 2025-06-30 | €3.42 Billion ≈ $4.00 Billion |
+0.55% |
| 2024-06-30 | €3.40 Billion ≈ $3.97 Billion |
-13.77% |
| 2023-06-30 | €3.94 Billion ≈ $4.61 Billion |
+125.71% |
| 2022-06-30 | €1.75 Billion ≈ $2.04 Billion |
+7.51% |
| 2021-06-30 | €1.62 Billion ≈ $1.90 Billion |
+38.95% |
| 2020-06-30 | €1.17 Billion ≈ $1.37 Billion |
+1.47% |
| 2019-06-30 | €1.15 Billion ≈ $1.35 Billion |
-7.48% |
| 2018-06-30 | €1.25 Billion ≈ $1.46 Billion |
+6.31% |
| 2017-06-30 | €1.17 Billion ≈ $1.37 Billion |
+1.58% |
| 2016-06-30 | €1.15 Billion ≈ $1.35 Billion |
+2.67% |
| 2015-06-30 | €1.12 Billion ≈ $1.31 Billion |
+0.20% |
| 2014-06-30 | €1.12 Billion ≈ $1.31 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