PPT:ASXPerpetual Limited Analysis
Data as of 2026-07-01 - not real-time
A$18.10
Latest Price
6/10Risk
Risk Level: Medium
Executive Summary
Technical outlook: The stock is trading near its recent resistance level with an overbought RSI and a bullish MACD histogram, while volume has been on the rise, suggesting short‑term momentum. Fundamentally, the discounted cash‑flow model points to a fair value appreciably above today’s price, offering upside potential, yet the current dividend yield is exceptionally high and the payout ratio exceeds earnings, raising sustainability concerns.
Catalyst and valuation: A newly announced multi‑billion‑dollar deal has reignited market interest, pushing the share price higher and aligning with analyst consensus that the stock should trade near the mid‑teens target range. The combination of a modest earnings recovery forecast, strong cash flow generation and a low‑beta profile supports a value‑oriented case, but elevated volatility and dividend sustainability remain key risks.
Catalyst and valuation: A newly announced multi‑billion‑dollar deal has reignited market interest, pushing the share price higher and aligning with analyst consensus that the stock should trade near the mid‑teens target range. The combination of a modest earnings recovery forecast, strong cash flow generation and a low‑beta profile supports a value‑oriented case, but elevated volatility and dividend sustainability remain key risks.
Market Outlook
Short Term
< 1 yearPositive
Model confidence: 7/10
Key Factors
- Bullish MACD and increasing volume
- Recent high‑profile deal boosting sentiment
- Attractive dividend yield despite sustainability concerns
Medium Term
1–3 yearsPositive
Model confidence: 8/10
Key Factors
- DCF‑derived upside relative to current price
- Forward earnings improvement and analyst target above market
- Low beta indicating stable market exposure
Long Term
> 3 yearsNeutral
Model confidence: 6/10
Key Factors
- Dividend payout exceeds earnings, posing sustainability risk
- Persistent volatility and modest revenue growth
- Regulatory environment for asset managers may tighten
Key Metrics & Analysis
Financial Health
Revenue Growth1.60%
Profit Margin-1.16%
P/E Ratio11.2
ROE-0.96%
ROA3.48%
Debt/Equity56.41
P/B Ratio1.3
Op. Cash FlowA$253.2M
Free Cash FlowA$252.1M
Industry P/E16.9
Technical Analysis
TrendBearish
RSI74.0
SupportA$15.10
ResistanceA$18.13
MA 20A$15.90
MA 50A$16.12
MA 200A$17.74
MACDBullish
VolumeIncreasing
Fear & Greed Index91.41
Valuation
Fair ValueA$26.19
Target PriceA$19.51
Upside/Downside7.77%
GradeUndervalued
TypeValue
Dividend Yield6.24%
Risk Assessment
Beta0.78
Volatility49.97%
Sector RiskLow
Reg. RiskMedium
Geo RiskLow
Currency RiskLow
Liquidity RiskMedium
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This analysis may contain inaccuracies and is provided for informational and research purposes only. It is not personal investment advice, a recommendation, or an instruction to buy, sell, or hold any asset.