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
Perpetual Limited (PPTTF) - Total Assets
Latest total assets as of June 2025: $3.42 Billion USD
Based on the latest financial reports, Perpetual Limited (PPTTF) holds total assets worth $3.42 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.
Perpetual Limited - Total Assets Trend (1989–2025)
This chart illustrates how Perpetual Limited’s total assets have evolved over time, based on quarterly financial data. Explore and compare other companies by total assets.
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 (USD) | % of Total Assets |
|---|---|---|
| Cash & Equivalents | $0.00 | 10.0% |
| Accounts Receivable | $252.80 Million | 7.4% |
| 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 (1989–2025)
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.
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 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 Limited Competitors by Total Assets
Key competitors of Perpetual Limited based on total assets are shown below.
| Company | Country | Total Assets |
|---|---|---|
|
Bexil Cp
PINK:BXLC
|
USA | $29.44 Million |
|
Norte Grande
SN:NORTEGRAN
|
Chile | CL$2.91 Billion |
|
BlackRock Capital Allocation Trust
NYSE:BCAT
|
USA | $1.87 Billion |
|
Big Tech 50 R&D-Limited Partnership
TA:BIGT
|
Israel | ILA14.08 Million |
|
Zhuhai Huajin Capital Co Ltd
SHE:000532
|
China | CN¥2.38 Billion |
|
Shaanxi International Trust Co Ltd
SHE:000563
|
China | CN¥29.45 Billion |
|
Sichuan Shuangma Cement Co Ltd
SHE:000935
|
China | CN¥9.30 Billion |
|
Sk Securities
KO:001510
|
Korea | ₩7.28 Trillion |
Perpetual Limited - Asset Efficiency Metrics
Asset efficiency metrics measure how effectively a company uses its assets to generate revenue and profits. These indicators help investors evaluate management's ability to deploy capital efficiently.
Asset Turnover Ratio
Measures how efficiently a company uses its assets to generate sales
Lower asset utilization - Perpetual Limited generates 0.01x its asset value in annual revenue.
Return on Assets (ROA)
Measures how efficiently a company uses its assets to generate profits
Negative ROA - Perpetual Limited is currently not profitable relative to its asset base.
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 | 1.23 |
| Latest Market Cap to Assets Ratio | 0.36 |
| Asset Growth Rate (YoY) | 0.5% |
| Total Assets | $3.42 Billion |
| Market Capitalization | $1.24 Billion USD |
Valuation Analysis
Below Book Valuation: The market values Perpetual Limited's assets below their book value (0.36 x), 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 (1989–2025)
The table below shows the annual total assets of Perpetual Limited from 1989 to 2025.
| Year | Total Assets | Change |
|---|---|---|
| 2025-06-30 | $3.42 Billion | +0.55% |
| 2024-06-30 | $3.40 Billion | -13.77% |
| 2023-06-30 | $3.94 Billion | +125.71% |
| 2022-06-30 | $1.75 Billion | +8.02% |
| 2021-06-30 | $1.62 Billion | +38.30% |
| 2020-06-30 | $1.17 Billion | +1.47% |
| 2019-06-30 | $1.15 Billion | -7.48% |
| 2018-06-30 | $1.25 Billion | +6.31% |
| 2017-06-30 | $1.17 Billion | +1.58% |
| 2016-06-30 | $1.15 Billion | +2.67% |
| 2015-06-30 | $1.12 Billion | +0.20% |
| 2014-06-30 | $1.12 Billion | +11.62% |
| 2013-06-30 | $1.00 Billion | -19.81% |
| 2012-06-30 | $1.25 Billion | -22.39% |
| 2011-06-30 | $1.61 Billion | -16.84% |
| 2010-06-30 | $1.94 Billion | -14.52% |
| 2009-06-30 | $2.27 Billion | -4.21% |
| 2008-06-30 | $2.37 Billion | +10.07% |
| 2007-06-30 | $2.15 Billion | +68.52% |
| 2006-06-30 | $1.28 Billion | +138.23% |
| 2005-06-30 | $536.34 Million | +17.77% |
| 2004-06-30 | $455.42 Million | +5.62% |
| 2003-06-30 | $431.17 Million | -0.09% |
| 2002-06-30 | $431.54 Million | +16.87% |
| 2001-06-30 | $369.26 Million | +4.14% |
| 2000-06-30 | $354.57 Million | +23.49% |
| 1999-06-30 | $287.13 Million | +81.18% |
| 1998-06-30 | $158.48 Million | +7.79% |
| 1997-06-30 | $147.02 Million | +9.06% |
| 1996-06-30 | $134.80 Million | +2.21% |
| 1995-06-30 | $131.89 Million | -8.45% |
| 1994-06-30 | $144.06 Million | +8.36% |
| 1993-06-30 | $132.95 Million | -0.68% |
| 1992-06-30 | $133.85 Million | -6.23% |
| 1991-06-30 | $142.75 Million | -4.04% |
| 1990-06-30 | $148.76 Million | +5.58% |
| 1989-06-30 | $140.89 Million | -- |