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Perpetual Ltd
Buy, Hold or Sell?

Let's analyse Perpetual together

PenkeI guess you are interested in Perpetual Ltd. Buy, hold or sell? I don't know! However, I do recommend doing research before doing anything. I will help you with that.

I'm going to help you getting a better view of Perpetual Ltd. At the end you don't have to ask anyone for trading advice. You can make your own decision, with more confidence, the odds in your favor, backed by data.

You can find me behind Let's Analyse Together in the top-right of each section.

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Quick analysis of Perpetual (30 sec.)










What can you expect buying and holding a share of Perpetual? (30 sec.)

How much money do you get?

How much money do you get?
A$1.10
When do you have the money?
1 year
How often do you get paid?
100.0%

What is your share worth?

Current worth
A$19.53
Expected worth in 1 year
A$35.20
How sure are you?
94.9%

+ What do you gain per year?

Total Gains per Share
A$17.35
Return On Investment
69.2%

For what price can you sell your share?

Current Price per Share
A$25.09
Expected price per share
A$23.03 - A$31.73
How sure are you?
50%

1. Valuation of Perpetual (5 min.)




Live pricePrice per Share (EOD)

A$25.09

Intrinsic Value Per Share

A$13.10 - A$50.78

Total Value Per Share

A$32.63 - A$70.31

2. Growth of Perpetual (5 min.)




Is Perpetual growing?

Current yearPrevious yearGrowGrow %
How rich?$1.4b$589.7m$932.1m61.3%

How much money is Perpetual making?

Current yearPrevious yearGrowGrow %
Making money$18m$16.8m$1.1m6.7%
Net Profit Margin5.1%6.1%--

How much money comes from the company's main activities?

3. Financial Health of Perpetual (5 min.)




4. Comparing to competitors in the Asset Management industry (5 min.)




  Industry Rankings (Asset Management)  


Richest
#118 / 763

Most Revenue
#68 / 763

Most Profit
#223 / 763

Most Efficient
#582 / 763

What can you expect buying and holding a share of Perpetual? (5 min.)

Welcome investor! Perpetual's management wants to use your money to grow the business. In return you get a share of Perpetual.

What can you expect buying and holding a share of Perpetual?

First you should know what it really means to hold a share of Perpetual. And how you can make/lose money.

Speculation

The Price per Share of Perpetual is A$25.09. The market price reflects what other people think it is worth; not what it's really worth. Your job is to find out if the market price is fair, overpriced, or underpriced. I will help you with that.

If you buy blind, there is a 50% chance of making or losing money by selling the stock in the future. However, we can look at a few things to determine the odds in our favor:

  • The fundamentals: the financial health trends of Perpetual.
  • The technials: based on market psychology, we can make a calculated estimate of what the price will do in the future. We can do this through technical analysis. We can calculate the probabilities and the expected value (millionaire math). That's called speculation.
  • The book value: what is the market price compared to it's book value.

Investing

If you really want to invest in Perpetual, you will have to let go of the thought of selling in the future. If you have to sell the share for less than you bought it, it can still be a good investment. Focus on what it means to hold the stock forever:

  • You own a part of the company. The equity of this part can grow or shrink. The current Book Value per Share is A$19.53. Based on the TTM, the Book Value Change Per Share is A$3.92 per quarter. Based on the YOY, the Book Value Change Per Share is A$-0.08 per quarter.
  • You may receive quarterly/yearly dividend in the form of additional shares.
  • You may receive quarterly/yearly dividend in the form of cash. Based on the TTM the Dividend per Share is A$0.42 per quarter.
Based on historical numbers we can estimate the returns while holding a share of Perpetual.

How much money are you going to get?

 MRQTTMYOY5Y10Y
 A$% of Price per ShareA$% of Price per ShareA$% of Price per ShareA$% of Price per ShareA$% of Price per Share
Usd Eps0.190.8%0.150.6%0.120.5%0.140.6%0.170.7%
Usd Book Value Change Per Share0.753.0%2.5510.2%-0.05-0.2%0.471.9%0.251.0%
Usd Dividend Per Share0.401.6%0.271.1%0.210.8%0.180.7%0.170.7%
Usd Total Gains Per Share1.154.6%2.8311.3%0.150.6%0.652.6%0.421.7%
Usd Price Per Share16.62-15.94-18.24-20.92-25.73-
Price to Earnings Ratio21.32-28.65-40.52-41.12-41.17-
Price-to-Total Gains Ratio14.44-1.49-27.87-93.74-130.06-
Price to Book Ratio1.30-1.25-3.50-4.32-6.53-
Price-to-Total Gains Ratio14.44-1.49-27.87-93.74-130.06-

When do you get the money?

Usd Investment
$.00
Usd Price Per Share16.366207
Number of shares61
Gains per QuarterTrailing 12 Months5 Year
Usd Dividend Per Share0.270.18
Usd Book Value Change Per Share2.550.47
Usd Total Gains Per Share2.830.65
Gains per Quarter (61 shares)172.6239.66
Gains per Year (61 shares)690.49158.65
YearsReturn on Investment (TTM)Return on Investment (5Y)
 DividendBook Value gainTotal gainsDividendBook Value gainTotal gains
Broker costs---10---10
16762368044115149
21341247137088230308
320118702060132344467
426824942750175459626
533531173440219574785
640337404130263689944
7470436448203078041103
8537498755103519181262
96045611620039510331421
106716234689043911481580

How sure are you?

Based on the past periods, how sure are you to get value out of your investment.

Linear %
 Trailing 12 Months3Y5 Year10 YearALLTIME
  % % % % %
Earnings Per Share3.00.00.0100.0%11.00.00.0100.0%19.00.00.0100.0%39.00.00.0100.0%92.08.06.086.8%
Book Value Change Per Share2.01.00.066.7%5.02.04.045.5%8.03.08.042.1%17.04.018.043.6%38.013.055.035.8%
Dividend per Share3.00.00.0100.0%11.00.00.0100.0%19.00.00.0100.0%39.00.00.0100.0%106.00.00.0100.0%
Total Gains per Share2.01.00.066.7%9.02.00.081.8%17.02.00.089.5%37.02.00.094.9%100.06.00.094.3%

Fundamentals of Perpetual

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 across a range of asset classes, including Australian and global equities, mortgages, cash and fixed interest, and Australian listed property. The company also provides specialist direct-to-client financial services for high net worth individuals that include fiduciary services, such as trust advice and services, custodial solutions, estate planning, estate administration, and executorial services; independent financial advice services with specialist and "do-it-yourself' superannuation offerings; and philanthropic services. In addition, it offers corporate trustee and transaction support services, including trustee services for mortgage backed and other securitisation programs for major banks and non-bank financial institutions; mortgage services, including mortgage preparations, variations and discharges; post settlement servicing; regulatory compliance services for fund managers; custody, unit registry, and accounting services for property and mortgage funds; and trusteeships for corporate debt issues and infrastructure projects. The company is based in Sydney, Australia.

Fundamental data was last updated by Penke on 2024-03-12 10:48:03.

Financial Health

Profitability Details
 Compared to previous yearCompared to industry
The company is making a profit.
Using its assets, the company is inefficient in making profit.
Using its investors money, the company is inefficient in making profit.
Operating Efficiency Details
 Compared to previous yearCompared to industry
The company is operating less efficient.
The company is efficient in keeping operating costs low.
Liquidity Details
 Compared to previous yearCompared to industry
The company is just able to pay all its short-term debts.
The company is very able to pay all its short-term debts with the most liquid assets.
Solvency Details
 Compared to previous yearCompared to industry
The company is very able to pay all its debts by selling its assets.
The company is very able to pay all its debts with equity.

Valuation

Valuation Details
 Compared to previous yearCompared to industry
Based on the equity, the company is underpriced.
Based on the earnings, the company is overpriced.
Based on how much money comes from the company's main activities, the company is cheap.

1.1. Profitability of Perpetual Ltd.

1.1. Profitability
1.1.1. Net Profit Margin

Measures how much net profit Perpetual earns for each $1 of revenue.

  • Above 10% is considered healthy but always compare Perpetual to the Asset Management industry mean.
  • A Net Profit Margin of 5.2% means that $0.05 for each $1 in revenue is generated as profit.

Let's take a look of the Net Profit Margin trends of Perpetual Ltd:

  • The MRQ is 5.2%. The company is making a profit. +1
  • The TTM is 5.1%. The company is making a profit. +1
Trends
Current periodCompared to+/- 
MRQ5.2%TTM5.1%+0.0%
TTM5.1%YOY6.1%-1.0%
TTM5.1%5Y11.1%-6.0%
5Y11.1%10Y18.1%-7.0%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ5.2%62.0%-56.8%
TTM5.1%63.5%-58.4%
YOY6.1%71.0%-64.9%
5Y11.1%62.9%-51.8%
10Y18.1%58.3%-40.2%
1.1.2. Return on Assets

Shows how efficient Perpetual is using its assets to generate profit.

  • Above 5% is considered healthy but always compare Perpetual to the Asset Management industry mean.
  • 0.9% Return on Assets means that Perpetual generated $0.01 profit for each $1 in assets.

Let's take a look of the Return on Assets trends of Perpetual Ltd:

  • The MRQ is 0.9%. Using its assets, the company is inefficient in making profit. -1
  • The TTM is 0.7%. Using its assets, the company is inefficient in making profit. -1
Trends
Current periodCompared to+/- 
MRQ0.9%TTM0.7%+0.2%
TTM0.7%YOY1.5%-0.8%
TTM0.7%5Y1.8%-1.0%
5Y1.8%10Y2.2%-0.5%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ0.9%0.8%+0.1%
TTM0.7%0.9%-0.2%
YOY1.5%1.0%+0.5%
5Y1.8%1.5%+0.3%
10Y2.2%2.1%+0.1%
1.1.3. Return on Equity

Shows how efficient Perpetual is using its investors money to generate profit.

  • Above 15%-20% is considered healthy but always compare Perpetual to the Asset Management industry mean.
  • 1.5% Return on Equity means Perpetual generated $0.02 for each $1 the owners (shareholders) invested.

Let's take a look of the Return on Equity trends of Perpetual Ltd:

  • The MRQ is 1.5%. Using its investors money, the company is inefficient in making profit. -1
  • The TTM is 1.2%. Using its investors money, the company is inefficient in making profit. -1
Trends
Current periodCompared to+/- 
MRQ1.5%TTM1.2%+0.3%
TTM1.2%YOY2.8%-1.6%
TTM1.2%5Y3.2%-2.0%
5Y3.2%10Y4.1%-0.9%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ1.5%1.7%-0.2%
TTM1.2%2.0%-0.8%
YOY2.8%1.9%+0.9%
5Y3.2%2.6%+0.6%
10Y4.1%3.2%+0.9%

1.2. Operating Efficiency of Perpetual Ltd.

1.2. Operating Efficiency
1.2.1. Operating Margin

Measures how efficient Perpetual is operating .

  • Measures how much profit Perpetual makes for each $1 of sales after paying variable costs (production costs, wages, etc) but before taxes.
  • Above 15% is considered healthy but always compare Perpetual to the Asset Management industry mean.
  • An Operating Margin of 13.1% means the company generated $0.13  for each $1 in revenue (before taxes).

Let's take a look of the Operating Margin trends of Perpetual Ltd:

  • The MRQ is 13.1%. The company is operating less efficient.
  • The TTM is 13.3%. The company is operating less efficient.
Trends
Current periodCompared to+/- 
MRQ13.1%TTM13.3%-0.1%
TTM13.3%YOY12.7%+0.6%
TTM13.3%5Y16.6%-3.3%
5Y16.6%10Y26.1%-9.6%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ13.1%80.7%-67.6%
TTM13.3%62.9%-49.6%
YOY12.7%70.4%-57.7%
5Y16.6%55.7%-39.1%
10Y26.1%50.4%-24.3%
1.2.2. Operating Ratio

Measures how efficient Perpetual is keeping operating costs low.

  • Below 1 is considered healthy (always compare to Asset Management industry mean).
  • An Operation Ratio of 0.87 means that the operating costs are $0.87 for each $1 in net sales.

Let's take a look of the Operating Ratio trends of Perpetual Ltd:

  • The MRQ is 0.869. The company is less efficient in keeping operating costs low.
  • The TTM is 0.663. The company is efficient in keeping operating costs low. +1
Trends
Current periodCompared to+/- 
MRQ0.869TTM0.663+0.206
TTM0.663YOY0.449+0.214
TTM0.6635Y0.395+0.269
5Y0.39510Y0.529-0.135
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ0.8690.419+0.450
TTM0.6630.437+0.226
YOY0.4490.335+0.114
5Y0.3950.430-0.035
10Y0.5290.483+0.046

1.3. Liquidity of Perpetual Ltd.

1.3. Liquidity
1.3.1. Current Ratio

Measures if Perpetual is able to pay off Short-term Debt.

  • Above 1.5 is considered healthy (always compare to Asset Management industry mean).
  • A Current Ratio of 0.00 means the company has $0.00 in assets for each $1 in short-term debts.

Let's take a look of the Current Ratio trends of Perpetual Ltd:

  • The MRQ is 0.000. The data is not here.
Trends
Current periodCompared to+/- 
MRQ-TTM1.013-1.013
TTM1.013YOY1.326-0.313
TTM1.0135Y1.403-0.391
5Y1.40310Y1.272+0.131
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ-3.205-3.205
TTM1.0133.185-2.172
YOY1.3263.840-2.514
5Y1.4035.526-4.123
10Y1.2726.549-5.277
1.3.2. Quick Ratio

Measures if Perpetual is able to pay off Short-term Debt but only using the most liquid assets.

  • Above 1 is considered healthy but always compare Perpetual to the Asset Management industry mean.
  • A Quick Ratio of 40.37 means the company can pay off $40.37 for each $1 in debt (using most liquid assets).

Let's take a look of the Quick Ratio trends of Perpetual Ltd:

  • The MRQ is 40.374. The company is very able to pay all its short-term debts with the most liquid assets. +2
  • The TTM is 14.424. The company is very able to pay all its short-term debts with the most liquid assets. +2
Trends
Current periodCompared to+/- 
MRQ40.374TTM14.424+25.950
TTM14.424YOY1.537+12.888
TTM14.4245Y3.403+11.021
5Y3.40310Y2.213+1.190
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ40.3743.162+37.212
TTM14.4243.528+10.896
YOY1.5374.139-2.602
5Y3.4036.715-3.312
10Y2.2136.060-3.847

1.4. Solvency of Perpetual Ltd.

1.3. Liquidity
1.4.1. Debt to Asset Ratio

Measures how much % of Perpetual assets are financed with debt.

  • Below 1 (100%) is considered healthy but always compare Perpetual to Asset Management industry mean.
  • A Debt to Asset Ratio of 0.41 means that Perpetual assets are financed with 41.0% credit (debt) and the remaining percentage (100% - 41.0%) is financed by its owners/shareholders. 

Let's take a look of the Debt to Asset Ratio trends of Perpetual Ltd:

  • The MRQ is 0.410. The company is very able to pay all its debts by selling its assets. +2
  • The TTM is 0.402. The company is very able to pay all its debts by selling its assets. +2
Trends
Current periodCompared to+/- 
MRQ0.410TTM0.402+0.008
TTM0.402YOY0.476-0.074
TTM0.4025Y0.444-0.042
5Y0.44410Y0.455-0.011
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ0.4100.183+0.227
TTM0.4020.180+0.222
YOY0.4760.185+0.291
5Y0.4440.190+0.254
10Y0.4550.188+0.267
1.4.2. Debt to Equity Ratio

Measures if Perpetual is able to pay off its debts by using shareholders equity.

  • Below 2 is considered healthy but always compare Perpetual to the Asset Management industry mean.
  • A Debt to Equity ratio of 69.6% means that company has $0.70 debt for each $1 in shareholders equity.

Let's take a look of the Debt to Equity Ratio trends of Perpetual Ltd:

  • The MRQ is 0.696. The company is very able to pay all its debts with equity. +2
  • The TTM is 0.686. The company is very able to pay all its debts with equity. +2
Trends
Current periodCompared to+/- 
MRQ0.696TTM0.686+0.009
TTM0.686YOY0.905-0.219
TTM0.6865Y0.804-0.117
5Y0.80410Y0.842-0.038
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ0.6960.211+0.485
TTM0.6860.220+0.466
YOY0.9050.227+0.678
5Y0.8040.250+0.554
10Y0.8420.260+0.582

2. Market Valuation of Perpetual Ltd

2.1. Earnings Per Share
2.1. Price to Earnings Ratio

Measures how much money you pay for each share for every $1 in earnings Perpetual generates.

  • Above 15 is considered overpriced but always compare Perpetual to the Asset Management industry mean.
  • A PE ratio of 21.32 means the investor is paying $21.32 for every $1 in earnings.

Let's take a look of the Price to Earnings Ratio trends of Perpetual Ltd:

  • The EOD is 20.997. Based on the earnings, the company is fair priced.
  • The MRQ is 21.324. Based on the earnings, the company is fair priced.
  • The TTM is 28.648. Based on the earnings, the company is overpriced. -1
Trends
Current periodCompared to+/- 
EOD20.997MRQ21.324-0.326
MRQ21.324TTM28.648-7.324
TTM28.648YOY40.522-11.874
TTM28.6485Y41.115-12.468
5Y41.11510Y41.173-0.058
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
EOD20.9975.593+15.404
MRQ21.3245.563+15.761
TTM28.6485.667+22.981
YOY40.5223.801+36.721
5Y41.1155.354+35.761
10Y41.1737.598+33.575
2.2. Price To Free Cash Flow Ratio

Let's take a look of the Price To Free Cash Flow Ratio trends of Perpetual Ltd:

  • The EOD is 10.606. Based on how much money comes from the company's main activities, the company is cheap. +2
  • The MRQ is 10.771. Based on how much money comes from the company's main activities, the company is cheap. +2
  • The TTM is 11.577. Based on how much money comes from the company's main activities, the company is cheap. +2
Trends
Current periodCompared to+/- 
EOD10.606MRQ10.771-0.165
MRQ10.771TTM11.577-0.806
TTM11.577YOY-50.078+61.656
TTM11.5775Y-39.587+51.165
5Y-39.58710Y7.071-46.659
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
EOD10.6064.542+6.064
MRQ10.7714.227+6.544
TTM11.5773.309+8.268
YOY-50.0782.153-52.231
5Y-39.5872.207-41.794
10Y7.0712.449+4.622
2. Book Value per Share
2.3. Price to Book Ratio

Measures if the stock price of Perpetual is to cheap or to expensive compared to its book value.

  • At or below 1 is considered healthy (always compare to Asset Management industry mean).
  • A PB ratio of 1.30 means the investor is paying $1.30 for each $1 in book value.

Let's take a look of the Price to Book Ratio trends of Perpetual Ltd:

  • The EOD is 1.285. Based on the equity, the company is underpriced. +1
  • The MRQ is 1.305. Based on the equity, the company is underpriced. +1
  • The TTM is 1.254. Based on the equity, the company is underpriced. +1
Trends
Current periodCompared to+/- 
EOD1.285MRQ1.305-0.020
MRQ1.305TTM1.254+0.050
TTM1.254YOY3.498-2.244
TTM1.2545Y4.315-3.061
5Y4.31510Y6.532-2.216
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
EOD1.2850.925+0.360
MRQ1.3050.911+0.394
TTM1.2540.910+0.344
YOY3.4980.983+2.515
5Y4.3151.008+3.307
10Y6.5321.157+5.375
2. Total Gains per Share

3. Holders & Insider Transactions

Let's take a look at which institutions, funds and insiders are holding shares of Perpetual Ltd.

3.1. Funds holding Perpetual Ltd

DateNameTotal SharesTotal AssetsCurrent SharesChange%
2020-10-31Vanguard International Stock Index-Total Intl Stock Indx1.27-720531--
2021-02-28iShares International Select Dividend ETF0.88-499096--
2021-01-31DFA Asia Pacific Small Company Series0.72000003-405248--
2020-12-31Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund0.63-358503--
2021-02-28iShares Core MSCI EAFE ETF0.46-258533--
2021-02-28iShares MSCI EAFE Small Cap ETF0.44-246296--
2021-01-31DFA International Core Equity Portfolio0.37-211483--
2021-02-28WisdomTree Tr-WisdomTree International Small Cap Dividend Fd0.29-161409--
2021-02-28SPDR Portfolio Developed World ex-US ETF0.23999999-133373--
2020-10-31Vanguard Intl Equity Index Fds-FTSE All World ex U.S. Index Fund0.14-78515--
Total 5.440000020307298700.0%

4. Summary

4.1. Key Performance Indicators

The key performance indicators of Perpetual Ltd compared to the Most Recent Quarter (MRQ).

 End of day+/-Most Recent QuarterTrailing 12 Months+/-Year-Over-Year+/-5 Year+/-10 Year+/-
Book Value Change Per Share--1.1543.917-71%-0.082+107%0.721+60%0.380+204%
Book Value Per Share--19.52819.6050%7.970+145%9.033+116%7.172+172%
Current Ratio---1.013-100%1.326-100%1.403-100%1.272-100%
Debt To Asset Ratio--0.4100.402+2%0.476-14%0.444-8%0.455-10%
Debt To Equity Ratio--0.6960.686+1%0.905-23%0.804-13%0.842-17%
Dividend Per Share--0.6100.422+45%0.317+93%0.276+122%0.258+136%
Eps--0.2990.230+30%0.181+65%0.213+40%0.267+12%
Free Cash Flow Per Share--0.5910.533+11%0.394+50%0.261+127%0.253+134%
Free Cash Flow To Equity Per Share---0.1910.999-119%0.075-356%0.403-147%0.431-144%
Gross Profit Margin--1.0000.867+15%0.901+11%0.948+5%0.957+4%
Intrinsic Value_10Y_max--50.781--------
Intrinsic Value_10Y_min--13.102--------
Intrinsic Value_1Y_max--2.058--------
Intrinsic Value_1Y_min--1.071--------
Intrinsic Value_3Y_max--8.494--------
Intrinsic Value_3Y_min--3.446--------
Intrinsic Value_5Y_max--17.713--------
Intrinsic Value_5Y_min--6.053--------
Market Cap2846084150.000-3%2942653579.3202924852855.933+1%3171075425.000-7%3662894869.358-20%4486741631.226-34%
Net Profit Margin--0.0520.051+1%0.061-16%0.111-54%0.181-71%
Operating Margin--0.1310.133-1%0.127+3%0.166-21%0.261-50%
Operating Ratio--0.8690.663+31%0.449+94%0.395+120%0.529+64%
Pb Ratio1.285-2%1.3051.254+4%3.498-63%4.315-70%6.532-80%
Pe Ratio20.997-2%21.32428.648-26%40.522-47%41.115-48%41.173-48%
Price Per Share25.090-2%25.48024.440+4%27.955-9%32.078-21%39.450-35%
Price To Free Cash Flow Ratio10.606-2%10.77111.577-7%-50.078+565%-39.587+468%7.071+52%
Price To Total Gains Ratio14.222-2%14.4441.489+870%27.867-48%93.736-85%130.061-89%
Quick Ratio--40.37414.424+180%1.537+2528%3.403+1086%2.213+1725%
Return On Assets--0.0090.007+27%0.015-39%0.018-49%0.022-60%
Return On Equity--0.0150.012+27%0.028-46%0.032-52%0.041-63%
Total Gains Per Share--1.7644.338-59%0.235+651%0.997+77%0.638+176%
Usd Book Value--1471132190.0001521881130.000-3%589711815.000+149%679660826.495+116%536167317.908+174%
Usd Book Value Change Per Share--0.7532.555-71%-0.053+107%0.470+60%0.248+204%
Usd Book Value Per Share--12.73812.7880%5.199+145%5.892+116%4.678+172%
Usd Dividend Per Share--0.3980.275+45%0.207+93%0.180+122%0.168+136%
Usd Eps--0.1950.150+30%0.118+65%0.139+40%0.174+12%
Usd Free Cash Flow--44552090.00041312333.333+8%29157810.000+53%19572398.826+128%18878469.366+136%
Usd Free Cash Flow Per Share--0.3860.348+11%0.257+50%0.170+127%0.165+134%
Usd Free Cash Flow To Equity Per Share---0.1250.652-119%0.049-356%0.263-147%0.281-144%
Usd Market Cap1856500691.045-3%1919492929.7901907881517.925+1%2068492499.728-7%2389306323.282-20%2926701566.048-34%
Usd Price Per Share16.366-2%16.62115.942+4%18.235-9%20.925-21%25.733-35%
Usd Profit--22504350.00018003480.000+25%16804878.750+34%18479367.182+22%19321937.194+16%
Usd Revenue--434953640.000349687158.333+24%158737205.000+174%153917600.621+183%116508850.122+273%
Usd Total Gains Per Share--1.1512.830-59%0.153+651%0.650+77%0.416+176%
 EOD+4 -4MRQTTM+20 -16YOY+24 -125Y+23 -1310Y+23 -13

4.2. Fundamental Score

Let's check the fundamental score of Perpetual Ltd based on Penke's default stock scanner.

Penke's Stock Scanner

  
  
IndicatorConditionValue
Price to Earnings Ratio (EOD)Between0-1520.997
Price to Book Ratio (EOD)Between0-11.285
Net Profit Margin (MRQ)Greater than00.052
Operating Margin (MRQ)Greater than00.131
Quick Ratio (MRQ)Greater than140.374
Current Ratio (MRQ)Greater than10.000
Debt to Asset Ratio (MRQ)Less than10.410
Debt to Equity Ratio (MRQ)Less than10.696
Return on Equity (MRQ)Greater than0.150.015
Return on Assets (MRQ)Greater than0.050.009
Total5/10 (50.0%)

4.3. Technical Score

Let's check the technical score of Perpetual Ltd based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5059.885
Ma 20Greater thanMa 5024.306
Ma 50Greater thanMa 10024.556
Ma 100Greater thanMa 20023.890
OpenGreater thanClose24.790
Total3/5 (60.0%)



Reversals in quarterly reports

I have detected a reversal (positive to negative, negative to positive) in the following values of the quarterly reports.

 2022-09-302022-12-312023-03-312023-06-302023-12-31
Other Current Liabilities  297,20058,100355,300-77,300278,000184,400462,400-481,100-18,700
Long-term Assets Other  -1,170,000508,200-661,800-2,452,300-3,114,1001,418,200-1,695,9001,740,40044,500



Latest Balance Sheet

Balance Sheet of 2023-12-31. Currency in AUD. All numbers in thousands.

Summary
Total Assets3,824,600
Total Liabilities1,569,300
Total Stockholder Equity2,255,300
 As reported
Total Liabilities 1,569,300
Total Stockholder Equity+ 2,255,300
Total Assets = 3,824,600

Assets

Total Assets3,824,600
Total Current Assets0
Long-term Assets647,500
Total Current Assets
Cash And Cash Equivalents 189,500
Short-term Investments 161,600
Net Receivables 242,300
Other Current Assets -593,400
Total Current Assets  (as reported)0
Total Current Assets  (calculated)0
+/-0
Long-term Assets
Property Plant Equipment 169,400
Long-term Assets Other 44,500
Long-term Assets  (as reported)647,500
Long-term Assets  (calculated)213,900
+/- 433,600

Liabilities & Shareholders' Equity

Total Current Liabilities18,700
Long-term Liabilities1,407,100
Total Stockholder Equity2,255,300
Total Current Liabilities
Short-term Debt 18,700
Other Current Liabilities -18,700
Total Current Liabilities  (as reported)18,700
Total Current Liabilities  (calculated)0
+/- 18,700
Long-term Liabilities
Long-term Liabilities  (as reported)1,407,100
Long-term Liabilities  (calculated)0
+/- 1,407,100
Total Stockholder Equity
Common Stock2,260,200
Retained Earnings -37,700
Accumulated Other Comprehensive Income 146,600
Other Stockholders Equity -113,800
Total Stockholder Equity (as reported)2,255,300
Total Stockholder Equity (calculated)2,255,300
+/-0
Other
Cash and Short Term Investments 351,100
Common Stock Shares Outstanding 115,489
Liabilities and Stockholders Equity 3,824,600
Net Debt 686,400
Short Long Term Debt Total 875,900



Balance Sheet

Currency in AUD. All numbers in thousands.

 Trend2023-12-312023-06-302023-03-312022-12-312022-09-302022-06-302022-03-312021-12-312021-09-302021-06-302021-03-312020-12-312020-09-302020-06-302020-03-312019-12-312019-09-302019-06-302019-03-312018-12-312018-09-302018-06-302018-03-312017-12-312017-09-302017-06-302017-03-312016-12-312016-09-302016-06-302016-03-312015-12-312015-09-302015-06-302015-03-312014-12-312014-09-302014-06-302014-03-312013-12-312013-09-302013-06-302013-03-312012-12-312012-09-302012-06-302012-03-312011-12-312011-09-302011-06-302011-03-312010-12-312010-09-302010-06-302010-03-312009-12-312009-09-302009-06-302009-03-312008-12-312008-09-302008-06-302008-03-312007-12-312007-09-302007-06-302007-03-312006-12-312006-09-302006-06-302006-03-312005-12-312005-09-302005-06-302005-03-312004-12-312004-09-302004-06-302004-03-312003-12-312003-09-302003-06-302003-03-312002-12-312002-09-302002-06-302002-03-312001-12-312001-09-302001-06-302001-03-312000-12-312000-09-302000-06-302000-03-311999-12-311999-09-301999-06-301999-03-311998-12-311998-09-301998-06-301998-03-311997-12-311997-09-301997-06-301997-03-311996-12-311996-09-301996-06-301996-03-311995-12-311995-09-301995-06-301995-03-311994-12-311994-09-301994-06-301994-03-311993-12-311993-09-301993-06-301993-03-311992-12-311992-09-301992-06-301992-03-311991-12-311991-09-301991-06-301991-03-311990-12-311990-09-301990-06-301990-03-311989-12-311989-09-301989-06-301989-03-311988-12-31
> Total Assets 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
147,018
0
0
0
158,478
0
0
0
287,127
0
0
0
354,571
0
396,114
0
369,260
0
0
0
431,539
0
424,288
0
431,171
0
432,188
0
455,421
0
413,438
0
536,338
0
642,220
0
1,277,727
1,730,116
1,730,116
2,153,231
2,153,231
2,494,266
2,494,266
2,370,142
2,370,142
2,858,442
2,858,442
2,270,396
2,270,396
1,988,184
1,988,184
1,940,816
1,940,816
1,716,049
1,716,049
1,614,021
1,614,021
1,362,164
1,362,164
1,252,562
1,252,562
1,239,429
1,239,429
1,004,368
1,004,368
1,168,608
1,168,608
1,121,038
1,106,838
1,116,007
1,116,007
1,123,330
1,123,330
1,111,668
1,111,668
1,153,309
1,153,309
1,110,615
1,110,615
1,171,545
1,171,545
1,142,800
1,142,800
1,245,479
1,245,479
1,189,960
1,189,960
1,152,268
1,152,268
1,205,158
1,205,158
0
1,169,150
0
1,665,260
0
1,624,550
0
1,705,500
1,746,500
1,746,500
1,704,600
1,704,600
3,942,000
3,942,000
3,824,600
3,824,6003,942,0003,942,0001,704,6001,704,6001,746,5001,746,5001,705,50001,624,55001,665,26001,169,15001,205,1581,205,1581,152,2681,152,2681,189,9601,189,9601,245,4791,245,4791,142,8001,142,8001,171,5451,171,5451,110,6151,110,6151,153,3091,153,3091,111,6681,111,6681,123,3301,123,3301,116,0071,116,0071,106,8381,121,0381,168,6081,168,6081,004,3681,004,3681,239,4291,239,4291,252,5621,252,5621,362,1641,362,1641,614,0211,614,0211,716,0491,716,0491,940,8161,940,8161,988,1841,988,1842,270,3962,270,3962,858,4422,858,4422,370,1422,370,1422,494,2662,494,2662,153,2312,153,2311,730,1161,730,1161,277,7270642,2200536,3380413,4380455,4210432,1880431,1710424,2880431,539000369,2600396,1140354,571000287,127000158,478000147,0180000000000000000000000000000000000
   > Total Current Assets 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
39,644
0
0
0
33,202
0
0
0
63,485
0
0
0
126,806
0
0
0
119,375
0
0
0
170,991
0
0
0
175,385
0
0
0
224,094
0
0
0
273,624
0
0
0
1,025,269
0
0
0
1,744,422
0
0
0
1,802,329
0
0
0
1,841,076
0
0
0
1,499,163
0
0
0
1,220,373
0
0
0
954,355
0
0
0
748,797
0
0
0
686,311
0
0
0
686,409
0
0
0
678,209
644,942
644,942
716,668
716,668
679,135
679,135
780,054
780,054
721,583
721,583
668,267
668,267
614,757
614,757
505,683
505,683
523,723
523,723
457,360
457,360
489,300
489,300
498,400
498,400
483,000
483,000
702,500
702,500
0
0702,500702,500483,000483,000498,400498,400489,300489,300457,360457,360523,723523,723505,683505,683614,757614,757668,267668,267721,583721,583780,054780,054679,135679,135716,668716,668644,942644,942678,209000686,409000686,311000748,797000954,3550001,220,3730001,499,1630001,841,0760001,802,3290001,744,4220001,025,269000273,624000224,094000175,385000170,991000119,375000126,80600063,48500033,20200039,6440000000000000000000000000000000000
       Cash And Cash Equivalents 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
3,955
0
0
0
1,127
0
0
0
5,721
0
0
0
66,267
0
7,239
0
56,227
0
0
0
109,951
0
106,194
0
113,199
0
128,214
0
163,368
0
130,412
0
167,891
0
162,265
0
202,979
177,489
177,489
214,580
214,580
196,735
196,735
183,111
183,111
107,708
107,708
146,138
146,138
178,982
178,982
187,539
187,539
175,304
175,304
220,320
220,320
122,635
122,635
153,057
153,057
180,255
180,255
217,119
217,119
203,240
203,240
282,585
282,585
265,787
265,787
289,356
289,356
240,211
240,211
278,230
278,230
256,514
256,514
323,487
323,487
270,148
270,148
320,237
320,237
279,760
279,760
299,587
299,587
261,723
261,723
0
164,143
0
54,327
0
147,066
0
15,500
175,400
175,400
133,600
133,600
263,200
263,200
189,500
189,500263,200263,200133,600133,600175,400175,40015,5000147,066054,3270164,1430261,723261,723299,587299,587279,760279,760320,237320,237270,148270,148323,487323,487256,514256,514278,230278,230240,211240,211289,356289,356265,787265,787282,585282,585203,240203,240217,119217,119180,255180,255153,057153,057122,635122,635220,320220,320175,304175,304187,539187,539178,982178,982146,138146,138107,708107,708183,111183,111196,735196,735214,580214,580177,489177,489202,9790162,2650167,8910130,4120163,3680128,2140113,1990106,1940109,95100056,22707,239066,2670005,7210001,1270003,9550000000000000000000000000000000000
       Short-term Investments 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
100
0
0
0
100
0
0
0
100
0
0
0
100
0
59,604
0
100
0
0
0
100
0
306
0
100
0
0
0
100
0
0
0
100
0
154,396
0
757,104
1,247,237
1,247,237
1,430,664
1,430,664
1,749,133
1,749,133
1,507,431
1,507,431
2,092,002
2,092,002
1,495,890
1,604,825
1,285,374
1,285,374
1,191,166
1,217,323
1,020,145
1,020,145
899,246
920,052
798,302
798,302
694,721
694,721
694,373
694,373
427,046
461,928
307,763
307,763
271,825
309,689
278,065
278,065
294,882
294,882
303,863
303,863
299,694
299,694
271,022
271,022
277,670
277,670
286,011
286,011
282,993
282,993
0
0
0
252,522
239,890
239,890
0
236,390
0
216,195
0
163,866
0
189,200
186,300
186,300
0
174,400
0
163,900
161,600
161,600163,9000174,4000186,300186,300189,2000163,8660216,1950236,3900239,890239,890252,522000282,993282,993286,011286,011277,670277,670271,022271,022299,694299,694303,863303,863294,882294,882278,065278,065309,689271,825307,763307,763461,928427,046694,373694,373694,721694,721798,302798,302920,052899,2461,020,1451,020,1451,217,3231,191,1661,285,3741,285,3741,604,8251,495,8902,092,0022,092,0021,507,4311,507,4311,749,1331,749,1331,430,6641,430,6641,247,2371,247,237757,1040154,396010000010000010003060100000100059,60401000001000001000001000000000000000000000000000000000000
       Net Receivables 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
31,469
0
0
0
26,167
0
0
0
52,561
0
0
0
52,917
0
0
0
55,349
0
0
0
53,541
0
0
0
48,860
0
0
0
48,259
0
0
0
82,395
0
0
0
59,459
0
0
0
83,042
0
0
0
88,503
0
0
0
78,148
0
0
0
86,843
0
0
0
72,722
0
0
0
82,459
0
0
0
62,020
0
0
0
85,037
0
0
0
91,435
0
0
0
88,156
97,374
97,374
96,308
96,308
105,304
105,304
160,308
160,308
163,296
159,955
101,620
99,774
98,703
98,703
92,016
92,016
122,417
122,417
132,716
132,716
154,600
154,600
122,900
126,500
156,000
156,000
243,100
243,100
242,300
242,300243,100243,100156,000156,000126,500122,900154,600154,600132,716132,716122,417122,41792,01692,01698,70398,70399,774101,620159,955163,296160,308160,308105,304105,30496,30896,30897,37497,37488,15600091,43500085,03700062,02000082,45900072,72200086,84300078,14800088,50300083,04200059,45900082,39500048,25900048,86000053,54100055,34900052,91700052,56100026,16700031,4690000000000000000000000000000000000
       Other Current Assets 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
4,120
0
0
0
5,808
0
0
0
5,103
0
0
0
7,522
0
0
0
7,699
0
0
0
7,399
0
0
0
13,226
0
0
0
12,367
0
0
0
23,238
0
0
0
5,727
0
0
0
16,136
0
0
0
23,284
0
0
0
11,965
0
0
0
7,458
0
0
0
7,279
0
0
0
24,118
0
0
0
7,730
0
0
0
9,000
0
0
0
10,736
0
0
0
12,129
271,022
271,022
277,670
19,203
286,011
286,011
282,993
16,516
278,527
278,527
267,060
14,538
254,331
254,331
249,524
13,134
229,205
229,205
177,578
13,712
203,800
203,800
10,200
-488,200
193,400
-464,000
196,200
-670,200
-593,400
-593,400-670,200196,200-464,000193,400-488,20010,200203,800203,80013,712177,578229,205229,20513,134249,524254,331254,33114,538267,060278,527278,52716,516282,993286,011286,01119,203277,670271,022271,02212,12900010,7360009,0000007,73000024,1180007,2790007,45800011,96500023,28400016,1360005,72700023,23800012,36700013,2260007,3990007,6990007,5220005,1030005,8080004,1200000000000000000000000000000000000
   > Long-term Assets 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
107,374
0
0
0
125,276
0
0
0
223,642
0
0
0
227,765
0
0
0
249,885
0
0
0
260,548
0
0
0
255,786
0
0
0
231,327
0
0
0
262,714
0
0
0
252,458
0
0
0
408,809
0
0
0
567,813
0
0
0
429,320
0
0
0
441,653
0
0
0
393,648
0
0
0
298,207
0
0
0
255,571
0
0
0
420,527
0
0
0
436,921
0
0
0
475,100
0
0
0
454,877
0
0
0
465,425
0
0
0
484,001
0
0
0
663,467
0
0
0
1,167,190
0
0
1,248,100
1,181,500
1,170,000
1,170,000
3,114,100
3,114,100
647,500
647,5003,114,1003,114,1001,170,0001,170,0001,181,5001,248,100001,167,190000663,467000484,001000465,425000454,877000475,100000436,921000420,527000255,571000298,207000393,648000441,653000429,320000567,813000408,809000252,458000262,714000231,327000255,786000260,548000249,885000227,765000223,642000125,276000107,3740000000000000000000000000000000000
       Property Plant Equipment 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
32,995
0
0
0
40,786
0
0
0
55,941
0
0
0
52,843
0
57,373
0
51,180
0
0
0
45,911
0
46,446
0
42,691
0
39,942
0
34,455
0
32,017
0
12,255
0
27,475
0
24,817
25,574
25,574
27,345
27,345
29,205
29,205
30,654
30,654
29,978
29,978
27,730
27,730
25,321
25,321
27,796
27,796
27,898
27,898
26,310
26,310
24,749
24,749
19,668
19,668
18,924
18,924
18,289
18,289
23,187
23,187
15,670
15,670
16,415
16,415
15,348
15,348
15,714
15,714
24,832
24,832
25,446
25,446
23,650
23,650
23,267
23,267
25,764
25,764
28,541
28,541
26,564
26,564
99,544
99,544
89,493
89,493
98,566
98,566
91,055
91,055
84,800
84,800
77,800
77,800
71,300
71,300
104,900
104,900
169,400
169,400104,900104,90071,30071,30077,80077,80084,80084,80091,05591,05598,56698,56689,49389,49399,54499,54426,56426,56428,54128,54125,76425,76423,26723,26723,65023,65025,44625,44624,83224,83215,71415,71415,34815,34816,41516,41515,67015,67023,18723,18718,28918,28918,92418,92419,66819,66824,74924,74926,31026,31027,89827,89827,79627,79625,32125,32127,73027,73029,97829,97830,65430,65429,20529,20527,34527,34525,57425,57424,817027,475012,255032,017034,455039,942042,691046,446045,91100051,180057,373052,84300055,94100040,78600032,9950000000000000000000000000000000000
       Goodwill 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
1,140
0
0
0
3,317
0
0
0
87,379
0
0
0
83,206
0
0
0
62,734
0
0
0
58,972
0
0
0
55,303
0
0
0
51,870
0
0
0
48,437
0
0
0
55,365
0
0
58,174
58,174
0
0
62,124
62,124
0
0
76,639
76,639
0
0
113,539
113,539
102,956
102,956
102,956
102,956
102,956
102,956
97,308
97,308
97,308
97,308
97,308
97,308
294,545
294,545
267,031
257,483
267,031
267,031
267,031
267,031
0
0
276,959
276,959
0
0
276,959
276,959
0
0
276,959
276,959
0
0
289,790
289,790
0
0
0
361,328
0
532,845
0
554,461
0
599,800
616,700
616,700
621,200
621,200
1,579,900
1,579,900
0
01,579,9001,579,900621,200621,200616,700616,700599,8000554,4610532,8450361,328000289,790289,79000276,959276,95900276,959276,95900276,959276,95900267,031267,031267,031267,031257,483267,031294,545294,54597,30897,30897,30897,30897,30897,308102,956102,956102,956102,956102,956102,956113,539113,5390076,63976,6390062,12462,1240058,17458,1740055,36500048,43700051,87000055,30300058,97200062,73400083,20600087,3790003,3170001,1400000000000000000000000000000000000
       Long Term Investments 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
76,120
76,120
63,081
63,081
83,650
83,650
74,969
74,969
63,385
63,385
69,663
69,663
79,096
79,096
0
80,685
0
0
0
150,355
0
0
0
152,000
0
0
0
291,400
0
0291,400000152,000000150,35500080,685079,09679,09669,66369,66363,38563,38574,96974,96983,65083,65063,08163,08176,12076,120000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000
       Intangible Assets 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
103,068
0
62,734
0
0
0
58,972
0
57,248
0
55,303
0
53,586
0
0
0
50,153
0
48,437
0
60,172
0
7,882
65,643
65,643
76,637
18,463
84,303
84,303
87,956
25,832
104,474
104,474
112,660
36,021
131,865
131,865
163,508
49,969
152,514
152,514
148,326
45,370
146,708
146,708
122,691
25,383
125,334
125,334
129,267
31,959
381,346
381,346
331,526
64,495
329,751
329,751
332,756
65,725
343,051
343,051
339,324
62,365
334,469
334,469
331,237
54,278
327,770
327,770
50,713
50,713
346,895
346,895
55,989
55,989
373,370
373,370
0
83,126
0
337,410
0
316,282
0
329,400
335,000
951,700
327,600
948,800
1,137,900
2,717,800
0
02,717,8001,137,900948,800327,600951,700335,000329,4000316,2820337,410083,1260373,370373,37055,98955,989346,895346,89550,71350,713327,770327,77054,278331,237334,469334,46962,365339,324343,051343,05165,725332,756329,751329,75164,495331,526381,346381,34631,959129,267125,334125,33425,383122,691146,708146,70845,370148,326152,514152,51449,969163,508131,865131,86536,021112,660104,474104,47425,83287,95684,30384,30318,46376,63765,64365,6437,882060,172048,437050,15300053,586055,303057,248058,97200062,7340103,068000000000000000000000000000000000000000000000000
       Other Assets 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
16,535
0
18,885
0
0
0
20,796
0
32,943
0
46,035
0
38,321
0
0
0
37,352
0
129,534
0
19,252
0
28,500
22,323
22,323
28,530
26,302
26,306
26,306
36,319
36,319
35,042
35,042
42,201
42,201
34,222
34,222
41,524
41,524
37,245
37,245
42,306
42,306
38,756
38,756
54,025
54,025
38,617
38,617
38,471
38,471
53,085
53,085
50,815
46,624
48,054
48,054
47,511
47,511
40,443
40,443
47,580
47,580
49,670
49,670
56,112
56,112
46,650
28,978
37,020
37,020
29,556
29,556
41,995
41,995
38,391
38,391
48,835
48,835
38,978
38,978
55,037
55,037
47,400
47,400
66,600
66,600
51,600
51,600
125,400
125,400
3,824,600
3,824,600125,400125,40051,60051,60066,60066,60047,40047,40055,03755,03738,97838,97848,83548,83538,39138,39141,99541,99529,55629,55637,02037,02028,97846,65056,11256,11249,67049,67047,58047,58040,44340,44347,51147,51148,05448,05446,62450,81553,08553,08538,47138,47138,61738,61754,02554,02538,75638,75642,30642,30637,24537,24541,52441,52434,22234,22242,20142,20135,04235,04236,31936,31926,30626,30626,30228,53022,32322,32328,500019,2520129,534037,35200038,321046,035032,943020,79600018,885016,535000000000000000000000000000000000000000000000000
> Total Liabilities 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
32,240
0
0
0
39,685
0
0
0
132,690
0
0
0
124,493
0
145,067
0
135,021
0
0
0
174,939
0
133,816
0
143,744
0
123,881
0
140,064
0
135,571
0
166,338
0
326,318
0
946,731
1,420,154
1,420,154
1,812,267
1,812,267
2,148,031
2,148,031
2,055,732
2,055,732
2,597,448
2,597,448
1,980,355
1,980,355
1,640,663
1,640,663
1,579,792
1,579,792
1,344,279
1,344,279
1,237,920
1,237,920
1,072,201
1,072,201
972,101
972,101
932,239
932,239
680,630
680,630
634,428
634,428
564,636
550,436
548,721
548,721
539,636
539,636
516,296
516,296
547,790
547,790
492,316
492,316
537,164
537,164
495,741
495,741
584,345
584,345
529,281
529,281
490,029
490,029
541,222
541,222
0
514,814
0
759,128
0
712,082
0
786,200
820,700
820,700
822,300
822,300
1,570,000
1,570,000
1,569,300
1,569,3001,570,0001,570,000822,300822,300820,700820,700786,2000712,0820759,1280514,8140541,222541,222490,029490,029529,281529,281584,345584,345495,741495,741537,164537,164492,316492,316547,790547,790516,296516,296539,636539,636548,721548,721550,436564,636634,428634,428680,630680,630932,239932,239972,101972,1011,072,2011,072,2011,237,9201,237,9201,344,2791,344,2791,579,7921,579,7921,640,6631,640,6631,980,3551,980,3552,597,4482,597,4482,055,7322,055,7322,148,0312,148,0311,812,2671,812,2671,420,1541,420,154946,7310326,3180166,3380135,5710140,0640123,8810143,7440133,8160174,939000135,0210145,0670124,493000132,69000039,68500032,2400000000000000000000000000000000000
   > Total Current Liabilities 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
28,906
0
0
0
36,447
0
0
0
61,830
0
0
0
54,479
0
0
0
76,160
0
0
0
113,214
0
0
0
86,494
0
0
0
88,504
0
0
0
115,724
0
0
0
868,860
0
0
0
1,569,581
0
0
0
1,758,444
0
0
0
1,692,005
0
0
0
1,330,687
0
0
0
1,024,495
0
0
0
805,864
0
0
0
561,502
0
0
0
419,352
0
0
0
410,739
0
0
0
411,798
355,534
355,534
402,397
402,397
364,068
364,068
451,598
451,598
397,521
397,521
350,111
350,111
339,716
339,716
390,854
390,854
364,509
364,509
361,129
361,129
338,500
338,500
369,200
369,200
370,900
370,900
462,400
462,400
18,700
18,700462,400462,400370,900370,900369,200369,200338,500338,500361,129361,129364,509364,509390,854390,854339,716339,716350,111350,111397,521397,521451,598451,598364,068364,068402,397402,397355,534355,534411,798000410,739000419,352000561,502000805,8640001,024,4950001,330,6870001,692,0050001,758,4440001,569,581000868,860000115,72400088,50400086,494000113,21400076,16000054,47900061,83000036,44700028,9060000000000000000000000000000000000
       Short-term Debt 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
100
0
0
0
100
0
0
0
100
0
0
0
100
0
0
0
100
0
0
0
100
0
0
0
3,000
0
0
0
100
0
0
0
100
0
0
0
757,104
0
0
0
1,430,664
0
0
0
1,507,431
0
0
0
107,683
0
0
0
24,818
0
0
0
17,386
0
0
0
23,046
0
0
0
36,231
0
0
0
305,462
0
0
0
294,882
0
0
0
299,694
87,000
87,000
87,000
277,670
87,000
87,000
87,000
282,993
0
0
0
252,522
0
0
0
13,783
0
0
0
176,396
0
0
204,100
16,400
0
15,600
0
19,600
18,700
18,70019,600015,600016,400204,10000176,39600013,783000252,522000282,99387,00087,00087,000277,67087,00087,00087,000299,694000294,882000305,46200036,23100023,04600017,38600024,818000107,6830001,507,4310001,430,664000757,1040001000001000003,0000001000001000001000001000001000001000000000000000000000000000000000000
       Short Long Term Debt 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
87,000
87,000
87,000
87,000
87,000
87,000
87,000
87,000
0
0
0
0
0
0
0
0
0
0
0
163,313
0
0
0
187,700
0
0
0
164,200
0
0164,200000187,700000163,3130000000000087,00087,00087,00087,00087,00087,00087,00087,000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000
       Accounts payable 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
31,152
0
29,327
0
0
0
42,991
0
43,799
0
35,165
0
39,269
0
0
0
47,720
0
52,051
0
49,952
0
38,410
44,673
44,673
39,630
39,630
45,922
45,922
37,357
37,357
52,113
52,113
31,202
31,202
32,869
32,869
29,024
29,024
0
0
30,825
30,825
34,505
34,505
26,312
26,312
31,992
31,992
33,850
33,850
52,975
52,975
0
39,076
42,026
42,026
0
0
0
0
0
0
0
0
0
0
0
0
0
39,285
0
0
0
52,574
0
0
0
71,980
0
0
0
73,058
0
0
54,000
54,000
0
0
0
93,000
0
093,00000054,00054,0000073,05800071,98000052,57400039,285000000000000042,02642,02639,076052,97552,97533,85033,85031,99231,99226,31226,31234,50534,50530,82530,8250029,02429,02432,86932,86931,20231,20252,11352,11337,35737,35745,92245,92239,63039,63044,67344,67338,410049,952052,051047,72000039,269035,165043,799042,99100029,327031,152000000000000000000000000000000000000000000000000
       Other Current Liabilities 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
20,017
0
0
0
22,728
0
0
0
43,170
0
0
0
36,022
0
0
0
46,733
0
0
0
70,123
0
0
0
48,329
0
0
0
44,526
0
0
0
63,673
0
0
0
830,450
0
0
0
1,517,687
0
0
0
1,699,823
0
0
0
1,552,160
0
0
0
1,276,845
0
0
0
976,284
0
0
0
749,368
0
0
0
485,953
0
0
0
72,136
0
0
0
373,572
0
0
0
373,275
324,491
324,491
352,097
350,547
330,250
330,250
329,382
412,313
306,277
306,277
307,855
297,537
291,180
291,180
323,671
236,196
289,361
289,361
256,545
11,298
260,400
260,400
111,100
369,200
297,200
355,300
278,000
462,400
-18,700
-18,700462,400278,000355,300297,200369,200111,100260,400260,40011,298256,545289,361289,361236,196323,671291,180291,180297,537307,855306,277306,277412,313329,382330,250330,250350,547352,097324,491324,491373,275000373,57200072,136000485,953000749,368000976,2840001,276,8450001,552,1600001,699,8230001,517,687000830,45000063,67300044,52600048,32900070,12300046,73300036,02200043,17000022,72800020,0170000000000000000000000000000000000
   > Long-term Liabilities 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
3,334
0
0
0
3,238
0
0
0
70,860
0
0
0
70,014
0
0
0
58,861
0
0
0
61,725
0
0
0
57,250
0
0
0
51,560
0
0
0
50,614
0
0
0
77,871
0
0
0
242,686
0
0
0
297,288
0
0
0
288,350
0
0
0
249,105
0
0
0
213,425
0
0
0
166,237
0
0
0
119,128
0
0
0
131,084
0
0
0
128,897
0
0
0
135,992
0
0
0
134,767
0
0
0
132,747
0
0
0
139,918
0
0
0
123,960
0
0
0
350,953
0
0
451,500
258,400
277,000
277,000
734,400
734,400
1,407,100
1,407,100734,400734,400277,000277,000258,400451,50000350,953000123,960000139,918000132,747000134,767000135,992000128,897000131,084000119,128000166,237000213,425000249,105000288,350000297,288000242,68600077,87100050,61400051,56000057,25000061,72500058,86100070,01400070,8600003,2380003,3340000000000000000000000000000000000
       Long term Debt Total 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
87,000
0
87,000
0
87,000
0
87,000
0
163,669
0
68,880
0
296,001
0
236,106
0
311,900
0
314,300
0
327,200
0
805,700
0
0805,7000327,2000314,3000311,9000236,1060296,001068,8800163,669087,000087,000087,000087,00000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000
       Other Liabilities 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
53,854
0
50,967
0
0
0
80,838
0
42,017
0
60,579
0
39,612
0
0
0
42,851
0
69,287
0
231,366
0
863,321
1,330,481
1,330,481
1,566,966
1,566,966
1,840,541
1,840,541
1,757,775
1,757,775
2,169,615
2,169,615
1,585,405
1,585,405
1,360,088
1,360,088
1,316,143
1,316,143
1,136,474
1,136,474
1,010,600
1,010,600
873,171
873,171
789,373
789,373
769,335
769,335
523,131
523,131
415,760
415,760
440,519
387,243
384,049
384,049
452,636
452,636
429,296
429,296
460,790
460,790
405,316
405,316
450,164
450,164
408,741
408,741
45,747
45,747
44,760
44,760
52,918
52,918
37,837
37,837
55,080
55,080
98,618
98,618
114,847
114,847
135,800
135,800
137,200
137,200
124,200
124,200
301,900
301,900
0
0301,900301,900124,200124,200137,200137,200135,800135,800114,847114,84798,61898,61855,08055,08037,83737,83752,91852,91844,76044,76045,74745,747408,741408,741450,164450,164405,316405,316460,790460,790429,296429,296452,636452,636384,049384,049387,243440,519415,760415,760523,131523,131769,335769,335789,373789,373873,171873,1711,010,6001,010,6001,136,4741,136,4741,316,1431,316,1431,360,0881,360,0881,585,4051,585,4052,169,6152,169,6151,757,7751,757,7751,840,5411,840,5411,566,9661,566,9661,330,4811,330,481863,3210231,366069,287042,85100039,612060,579042,017080,83800050,967053,854000000000000000000000000000000000000000000000000
> Total Stockholder Equity
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
114,778
0
0
0
118,793
0
0
0
153,609
0
0
0
198,502
0
251,047
0
234,239
0
0
0
256,600
0
290,472
0
287,427
0
308,307
0
315,357
0
277,867
0
370,000
0
315,902
0
330,996
309,962
309,962
340,964
340,964
346,235
346,235
313,665
313,665
257,950
257,950
289,933
289,933
346,401
346,401
359,372
359,372
366,467
366,467
366,016
366,016
278,059
278,059
268,198
268,198
294,867
294,867
314,340
314,340
523,401
523,401
544,771
544,771
567,286
567,286
583,694
583,694
595,372
595,372
605,519
605,519
618,299
618,299
634,381
634,381
647,059
647,059
661,134
661,134
660,679
660,679
662,239
662,239
663,936
663,936
0
654,336
0
906,132
0
912,468
0
919,300
925,800
925,800
897,200
882,300
2,238,400
2,372,000
2,255,300
2,255,3002,372,0002,238,400882,300897,200925,800925,800919,3000912,4680906,1320654,3360663,936663,936662,239662,239660,679660,679661,134661,134647,059647,059634,381634,381618,299618,299605,519605,519595,372595,372583,694583,694567,286567,286544,771544,771523,401523,401314,340314,340294,867294,867268,198268,198278,059278,059366,016366,016366,467366,467359,372359,372346,401346,401289,933289,933257,950257,950313,665313,665346,235346,235340,964340,964309,962309,962330,9960315,9020370,0000277,8670315,3570308,3070287,4270290,4720256,600000234,2390251,0470198,502000153,609000118,793000114,7780000000000000000000000000000000000
   Common Stock
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
34,667
0
0
0
34,516
0
0
0
101,263
0
0
0
111,230
0
118,354
0
120,690
0
0
0
128,207
0
118,758
0
122,316
0
127,312
0
132,853
0
135,799
0
226,020
0
131,410
0
139,645
270,755
270,755
277,799
152,641
298,470
298,470
324,703
163,811
336,699
336,699
347,350
174,222
360,936
360,936
379,392
206,017
395,783
395,783
411,947
245,066
385,271
385,271
379,567
236,530
373,356
373,356
356,317
239,801
557,262
557,262
555,296
460,807
557,738
557,738
551,926
481,888
552,842
552,842
552,755
493,465
550,561
550,561
550,405
501,766
549,934
549,934
550,249
508,673
549,877
549,877
550,635
519,201
565,023
565,023
582,105
539,807
852,613
852,613
854,604
815,299
856,100
856,100
817,700
858,100
871,200
871,200
2,241,200
2,241,200
2,260,200
2,260,2002,241,2002,241,200871,200871,200858,100817,700856,100856,100815,299854,604852,613852,613539,807582,105565,023565,023519,201550,635549,877549,877508,673550,249549,934549,934501,766550,405550,561550,561493,465552,755552,842552,842481,888551,926557,738557,738460,807555,296557,262557,262239,801356,317373,356373,356236,530379,567385,271385,271245,066411,947395,783395,783206,017379,392360,936360,936174,222347,350336,699336,699163,811324,703298,470298,470152,641277,799270,755270,755139,6450131,4100226,0200135,7990132,8530127,3120122,3160118,7580128,207000120,6900118,3540111,230000101,26300034,51600034,6670000000000000000000000000000000000
   Retained Earnings Total Equity00000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000
   Accumulated Other Comprehensive Income 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
-22,575
0
0
0
-25,655
0
0
0
-34,126
0
0
0
-37,252
0
0
0
-45,854
0
0
0
-47,985
0
0
0
86,201
0
0
0
87,633
0
0
0
56,600
0
0
0
101,871
0
0
0
64,506
0
0
0
44,280
0
0
0
43,298
0
0
0
56,861
0
0
0
44,245
0
0
0
24,228
0
0
0
37,124
0
0
0
32,263
0
0
0
23,482
0
0
0
17,165
0
0
0
20,207
0
0
0
24,196
0
0
0
20,008
0
0
0
19,377
0
0
0
2,492
0
0
34,300
34,300
0
28,200
0
184,400
146,600
146,600184,400028,200034,30034,300002,49200019,37700020,00800024,19600020,20700017,16500023,48200032,26300037,12400024,22800044,24500056,86100043,29800044,28000064,506000101,87100056,60000087,63300086,201000-47,985000-45,854000-37,252000-34,126000-25,655000-22,5750000000000000000000000000000000000
   Capital Surplus 00000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000
   Treasury Stock0000000-40,5000-39,3050-31,8140-42,2980-28,2400-31,4340-28,7550-41,576-41,576-41,291-41,291-48,639-48,639-49,394-49,394-59,290-59,290-59,622-59,622-70,038-70,038-75,620-75,620-94,489-94,489-99,918-99,918-116,516-116,516-124,848-124,848-143,037-143,037-162,604-162,604-166,881-166,881-171,504-171,504-173,375-173,375-161,905-161,905-173,128-173,128-167,870-167,870-160,892-160,892-137,700-137,700-125,158-125,158-124,668-124,66800000000000000000000000000000000000000000000000000000000000000000000000
   Other Stockholders Equity 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
73,474
0
0
0
74,538
0
0
0
47,334
0
0
0
78,599
0
0
0
104,510
0
0
0
124,185
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
15,897
15,897
20,104
20,104
19,923
19,923
24,093
169
14,417
14,417
19,905
305
14,065
14,065
19,274
19,274
-10,908
-10,908
2,389
2,389
8,800
8,800
34,200
-40,400
-897,200
-43,100
-2,238,400
-50,700
-113,800
-113,800-50,700-2,238,400-43,100-897,200-40,40034,2008,8008,8002,3892,389-10,908-10,90819,27419,27414,06514,06530519,90514,41714,41716924,09319,92319,92320,10420,10415,89715,89700000000000000000000000000000000000000000000000000000000124,185000104,51000078,59900047,33400074,53800073,4740000000000000000000000000000000000



Balance Sheet

Currency in AUD. All numbers in thousands.




Cash Flow

Currency in AUD. All numbers in thousands.




Income Statement

Currency in AUD. All numbers in thousands.


Latest Income Statement (annual, 2023-06-30)

Gross Profit (+$)
totalRevenue1,011,800
Cost of Revenue-133,000
Gross Profit878,800878,800
 
Operating Income (+$)
Gross Profit878,800
Operating Expense-709,700
Operating Income169,100169,100
 
Operating Expense (+$)
Research Development0
Selling General Administrative237,400
Selling And Marketing Expenses5,000
Operating Expense709,700242,400
 
Net Interest Income (+$)
Interest Income44,800
Interest Expense-44,800
Other Finance Cost-39,400
Net Interest Income-39,400
 
Pretax Income (+$)
Operating Income169,100
Net Interest Income-39,400
Other Non-Operating Income Expenses0
Income Before Tax (EBT)89,100249,100
EBIT - interestExpense = 124,300
89,100
103,800
Interest Expense44,800
Earnings Before Interest and Taxes (EBIT)169,100133,900
Earnings Before Interest and Taxes (EBITDA)252,300
 
After tax Income (+$)
Income Before Tax89,100
Tax Provision-30,100
Net Income From Continuing Ops59,00059,000
Net Income59,000
Net Income Applicable To Common Shares59,000
 
Non-recurring Events
Discontinued Operations0
Extraordinary Items0
Effect of Accounting Charges0
Other Items0
Non Recurring0
Other Operating Expenses842,700
Total Other Income/Expenses Net-80,00039,400
 

Technical Analysis of Perpetual
The psychology behind the price

Technical indicators reflecting market sentiment and the collective psychology of you and other traders. Your emotions and other traders' emotions, such as fear and greed, play a significant role in driving price movements.

General trend

First of all, I'm going to put something in the back of your mind. One of the most stable factors that gives you more confidence as a trader: the general trend of Perpetual. The general trend of Perpetual is BULLISH with 85.7% confidence. It is very important for your mental being to use each indicator with this in mind. But beware, also the general trend flips once in a while! You can use moving averages to determine Perpetual's overall trend. For convenience I use the most commonly used moving averages: 20, 50, 100 & 200. Of course you can use other moving averages or other indicators to determine the trend.

Indicator phases

Some of the indicators I use have 3 zones: overbought, oversold and neutral. Transitions between these zones (market phases) provide valuable trading signals and insights. Expecially with the general trend mind, I use the highlighted phases:

Indicator zone transitionsBullish trend (85.7%) Bearish trend (-85.7%)
Overbought to neutralBullish pullback=Bearish reversal
Upper to lower neutralBullish correction=Bearish continuation
Nuetral to oversoldOversold=Oversold
Oversold to neutralBullish reversal=Bearish correction
Lower to upper neutralBullish continuation=Bearish pullback
Nuetral to overboughtOverbought=Overbought

1. Price Targets

1.1 Support & Resistance

Support and resistance are levels on a price chart that act as barriers or zones where the price of an asset tends to stop, reverse, or experience a significant amount of buying or selling pressure.

Support is a price level at which demand for an asset is strong enough to prevent the price from falling further.
Resistance is a price level at which selling pressure becomes significant enough to prevent the price of an asset from rising further.


Score

Let's take a look at the Support & Resistance of Perpetual Ltd.

The long score for the Support & Resistance is 1/1.
The longshort score for the Support & Resistance is 1/(-1 +1).

  • Around support: The price is currently trading around a support level. This can be considered as a potential entry level. +1

The bullish price targets are: 25.58 < 25.80 < 31.73.

The bearish price targets are: 24.53 > 23.69 > 23.03.

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Perpetual Ltd Daily Support & Resistance Chart

2. Trend Indicators

2.1 Moving Averages

Shows the moving average of the selected period.

  • Moving averages are lagging trend indicators.
  • There are many types of moving averages.
  • Moving averages are also used within other indicators.

Score

Let's take a look at the Moving Averages of Perpetual Ltd. The current mas is .

The long score for the Moving Averages is 13/14.
The longshort score for the Moving Averages is 12/(-14 +14).

  • MA 20 trending up: The MA 20 is trending up. +1
  • Close > MA 20: The price is above the MA 20. +1
  • MA 20 < MA 50: The MA 20 is lower than the MA 50. -1
  • MA 20 > MA 100: The MA 20 is higher than the MA 100. +1
  • MA 20 > MA 200: The MA 20 is higher than the MA 200. +1
  • MA 50 trending up: The MA 50 is trending up. +1
  • Close > MA 50: The price is above the MA 50. +1
  • MA 50 > MA 100: The MA 50 is higher than the MA 100. +1
  • MA 50 > MA 200: The MA 50 is higher than the MA 200. +1
  • MA 100 trending up: The MA 100 is trending up. +1
  • Close > MA 100: The price is above the MA 100. +1
  • MA 100 > MA 200: The MA 100 is higher than the MA 200. +1
  • MA 200 trending up: The MA 200 is trending up. +1
  • Close > MA 200: The price is above the MA 200. +1

Directionalities and relatives.

Moving AverageAmount of candlesTrendPrice +/-vs. MA 50vs. MA 100vs. MA 200
MA 2020
MA 5050-
MA 100100--
MA 200200---

Explanation: https://www.youtube.com/watch?v=xwW8h0lrQ-I

Perpetual Ltd Daily Moving Averages Chart
2.2 Moving Average Convergence/Divergence (MACD)

Shows the momentum of the selected period based on two moving averages.

  • MACD is a lagging momentum indicator.
  • Uses two moving averages.
  • Can show buy or sell signals based on momentum.
  • Can show overbought. and oversold. levels.

Score

Let's take a look at the Moving Average Convergence/Divergence (MACD) of Perpetual Ltd. The current macd is 0.13574137.

The long score for the Moving Average Convergence/Divergence (MACD) is 4/4.
The longshort score for the Moving Average Convergence/Divergence (MACD) is 4/(-4 +4).

  • MACD line > signal line: The MACD line is above the signal line, which indicates a bullish signal in the market. This means that the positive momentum is currently stronger than the average momentum, suggesting that buyers are more active than sellers, and there's a higher probability of the Perpetual price going up in the near term. +2
  • MACD > 0: The MACD is above the zero line (centerline), it indicates a bullish signal for Perpetual. This means that the short-term moving average is higher than the long-term moving average, signaling positive momentum and suggesting a higher likelihood of the Perpetual price continuing to rise in the near future. It indicates that buyers are gaining control, and there is optimism in the market, leading to potential price increases. +1
  • Trending up: The MACD line is trending up. This indicates that the short-term moving average is rising faster than the long-term moving average, suggesting positive momentum in the market. This signals that buyers are becoming more active and confident, leading to potential price increases as traders anticipate further gains and are willing to buy at higher prices. +1
Perpetual Ltd Daily Moving Average Convergence/Divergence (MACD) ChartPerpetual Ltd Daily Moving Average Convergence/Divergence (MACD) Chart
2.3 Directional Movement Index (DMI)

The DMI is a collection of 3 indicators: +DI (Plus Direction Indicator), -DI (Minus Direction Indicator) and ADX (Average Directional Index). The ADX helps you determine the strength of a trend.


Score

Let's take a look at the Directional Movement Index (DMI) of Perpetual Ltd. The current adx is 16.18.

The long score for the Directional Movement Index (DMI) is 2/7.
The longshort score for the Directional Movement Index (DMI) is 2/(-7 +7).

  • PLUS_ID > MINUS_DI: The +DI line is above the -DI line. This indicates a bullish signal in the market, as the positive directional movement is currently stronger than the negative directional movement, showing that buyers have the upper hand. Market psychology suggests that traders are optimistic, expecting further price increases, and are more willing to buy Perpetual shares, leading to potential upward momentum in its price. +1
  • PLUS_ID > MINUS_DI && ADX < 25 && ADX trending up: The ADX is below 25 and indicates a weak or no trend. However, the ADX is rising and a new bullish trend could be forming. +1
Perpetual Ltd Daily Directional Movement Index (DMI) Chart
2.4 Parabolic SAR

Shows the current trend and potential entry and exit signals.

  • Parabolic SAR (stop and reverse) is a lagging trend indicator.
  • Shows the current trend.
  • Shows potential entry signals.
  • Shows  potential exit signals.
  • Can be used to place trailing stoplosses..

Score

Let's take a look at the Parabolic SAR of Perpetual Ltd. The current sar is 23.74.

The long score for the Parabolic SAR is 1/1.
The longshort score for the Parabolic SAR is 1/(-1 +1).

  • Close > SAR: The price is above the SAR. It's generally considered a bullish signal. +1
Perpetual Ltd Daily Parabolic SAR Chart

3. Momentum Indicators

3.1 Relative Strength Index (RSI)

Measures the speed and change of price movements.

  • Leading momentum indicator, meaning the signals are instant.
  • Ranges between 0 and 100.
  • Above 70 is considered overbought.
  • Below 30 is considered oversold.
  • Above or below 50 can also be used to determine price trend or support and resistance.
  • RSI divergence looks at a deviation between RSI and price movement. Penketrading automatically calculates RSI divergences.
  • Can be used in many different ways

Score

Let's take a look at the Relative Strength Index (RSI) of Perpetual Ltd. The current rsi is 59.89. The current phase is Continuation in bull market.

The long score for the Relative Strength Index (RSI) is 4/13.
The longshort score for the Relative Strength Index (RSI) is 4/(-13 +13).

  • Continuation in bull market: Uptrend continues after a consolidation or pullback. Hold or add to existing positions.
  • Trending up: The RSI is trending up. +1
Perpetual Ltd Daily Relative Strength Index (RSI) ChartPerpetual Ltd Daily Relative Strength Index (RSI) Chart
3.2 Stochastic Oscillator

Compares a certain price to multiple prices ranging over time.

  • Leading momentum indicator, meaning the signals are instant.
  • Used to determine overbought and oversold areas much like the RSI.
  • Ranges between 0 and 100.
  • Above 80 is considered overbought.
  • Below 20 is considered oversold.
  • Consists of two lines named K and D.
  • K compares the highest high and lowest low on the selected price range.
  • The D line is a moving average of the K line.
  • Can be used to spot divergences

Score

Let's take a look at the Stochastic Oscillator of Perpetual Ltd. The current phase is Continuation in bull market.

The long score for the Stochastic Oscillator is 4/6.
The longshort score for the Stochastic Oscillator is 4/(-6 +6).

  • STOCH > 50: The STOCH %K is above 50. There are more buyers than sellers. +1
  • STOCH %K line > STOCH %D line: The STOCH %K line is above the STOCH %D line, which indicates a bullish signal in the market. This means that the positive momentum is currently stronger than the average momentum, suggesting that buyers are more active than sellers, and there's a higher probability of the Perpetual price going up in the near term. +2
  • Trending up: The STOCH %K is trending up. +1
Perpetual Ltd Daily Stochastic Oscillator ChartPerpetual Ltd Daily Stochastic Oscillator Chart
3.3 Commodity Channel Index (CCI)

Measures the difference between the current price and the historical average price.

  • Lagging or leading Momentum indicator
  • When the CCI is above zero, the price is above the historical average
  • When the CCI is below zero, the price is below the historical average
  • Used for spotting trends
    • If the CCI moves from negative or near zero to positive 100 that might indicate an uptrend
    • If the CCI moves from positive or near zero to negative -100 that might indicate a downtrend

Score

Let's take a look at the Commodity Channel Index (CCI) of Perpetual Ltd. The current cci is 132.27.

The long score for the Commodity Channel Index (CCI) is 1/1.
The longshort score for the Commodity Channel Index (CCI) is 1/(-1 +1).

  • CCI > 100: The CCI is above 100, it indicates that the price is significantly above its average, suggesting a potential overbought condition. +1
Perpetual Ltd Daily Commodity Channel Index (CCI) ChartPerpetual Ltd Daily Commodity Channel Index (CCI) Chart
3.4 Chande Momentum Oscillator (CMO)

Measures the difference between the sum of recent gains and the sum of recent losses. Then divides the result by the sum of all price movements in that period.

  • Lagging momentum indicator
  • Ranges between +100 and -100
  • Considered overbought above +50
  • Considered oversold below -50
  • It's possible to add a moving average that acts as a signal line

Score

Let's take a look at the Chande Momentum Oscillator (CMO) of Perpetual Ltd. The current cmo is 27.47.

The long score for the Chande Momentum Oscillator (CMO) is 1/1.
The longshort score for the Chande Momentum Oscillator (CMO) is 1/(-1 +1).

  • CMO > 0: The CMO is above 0, the momentum of the price is positive, indicating a potential uptrend in the price. +1
Perpetual Ltd Daily Chande Momentum Oscillator (CMO) ChartPerpetual Ltd Daily Chande Momentum Oscillator (CMO) Chart
3.5 Williams %R

 Shows the current price relative to the highest high over the last 14 days.
 

  • Lagging momentum indicator
  • Ranging between 0 and -100
  • Above -20 is considered overbought
  • Below -80 is considered oversold
  • Is prone to give false signals

Score

Let's take a look at the Williams %R of Perpetual Ltd. The current willr is -23.49726776.

The long score for the Williams %R is 0/1.
The longshort score for the Williams %R is 0/(-1 +1).

  • WILLR between -80 and -20: The Williams %R is between -80 and -20. This indicates that Perpetual is trading in a neutral price range, neither oversold nor overbought, suggesting a balanced market condition without any extreme price signals.
Perpetual Ltd Daily Williams %R ChartPerpetual Ltd Daily Williams %R Chart

4. Volatility Indicators

4.1 Bollinger Bands

Shows if the price is to high or to low relative to an average.

  • Lagging volatility indicator
  • Uses 3 bands: one upper, one lower and one in the middle
  • Works best when the middle band reflects an intermediate trend (MA20).
  • When the price is moving closer to the upper band, the market might be overbought
  • When the price is moving closer to the lower band, the market might be oversold 

Score

Let's take a look at the Bollinger Bands of Perpetual Ltd.

Perpetual Ltd Daily Bollinger Bands Chart
4.2 Average True Range (ATR)
Measures market volatility
  • Leading volatility indicator
  • Can be used to determine stop-loss positions
  • Calculated by:
    • Current high minus the current low
    • Current high minus the previous close
    • Current low minus the previous close
  • The larger the range of the candles, the greater the ATR value

Score

Let's take a look at the Average True Range (ATR) of Perpetual Ltd. The current atr is 0.50912305.

Perpetual Ltd Daily Average True Range (ATR) ChartPerpetual Ltd Daily Average True Range (ATR) Chart

5. Volume Indicators

5.1 On-Balance Volume (OBV)

 Measures market volatility

  • Leading momentum indicator
  • Calculation:
    • If the closing price is above the previous closing price: OBV = previous OBV + current volume
    • If the closing price is below the previous closing price: OBV = previous OBV - current volume
    • If the closing price is the same as the previous closing price than the OBV is the same.
  • Can be used to confirm price trends
  • Can be used with divergences

Score

Let's take a look at the On-Balance Volume (OBV) of Perpetual Ltd. The current obv is -16,005,619.

Perpetual Ltd Daily On-Balance Volume (OBV) ChartPerpetual Ltd Daily On-Balance Volume (OBV) Chart
5.2 Money Flow Index (MFI)

Measures the flow of money in and out of a security

  • Lagging momentum indicator
  • Looks like RSI but uses volume as an extra metric (RSI only considers price)
  • Above 80 is considered overbought
  • Below 20 is considered oversold
  • Can be used with divergences

Score

Let's take a look at the Money Flow Index (MFI) of Perpetual Ltd. The current mfi is 37.93.

The long score for the Money Flow Index (MFI) is 0/2.
The longshort score for the Money Flow Index (MFI) is -1/(-2 +2).

  • MFI < 50: -1
Perpetual Ltd Daily Money Flow Index (MFI) ChartPerpetual Ltd Daily Money Flow Index (MFI) Chart

6. Summary

6.1. Notifications

TypeNotificationDate
PenkeCurrently no notifications for Perpetual Ltd.

6.2. Trading Signals

Below you will find trading signals as the indicator is commonly used. This doesn't mean you should use it that way. Learn from these, but don't use them blindly. I recommend using at least 4 indicators, 1 from each category: trend, momentum, volatility and volume.

DateIndicatorSignal
2023-11-09CCI LONG ENTRY SHORT CLOSE100 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2023-11-10MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2023-11-13STOCH LONG EXITThe %K line crosses below the %D line.
MFI SHORT ENTRY LONG CLOSE80 crossover to downside
2023-11-14STOCH SHORT EXITThe %K line crosses above the %D line.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2023-11-16STOCH LONG EXITThe %K line crosses below the %D line.
2023-11-20STOCH SHORT EXITThe %K line crosses above the %D line.
2023-11-22STOCH LONG EXITThe %K line crosses below the %D line.
2023-11-23STOCH SHORT EXITThe %K line crosses above the %D line.
2023-11-27STOCH LONG EXITThe %K line crosses below the %D line.
MFI SHORT ENTRY LONG CLOSE80 crossover to downside
2023-11-28STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2023-11-29STOCH LONG EXITThe %K line crosses below the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2023-11-30STOCH SHORT EXITThe %K line crosses above the %D line.
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2023-12-04CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2023-12-05RSI SHORT ENTRY LONG CLOSE70 crossover to downside
STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-06STOCH SHORT EXITThe %K line crosses above the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2023-12-07STOCH LONG EXITThe %K line crosses below the %D line.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2023-12-08WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
MFI SHORT ENTRY LONG CLOSE80 crossover to downside
2023-12-11STOCH SHORT EXITThe %K line crosses above the %D line.
2023-12-12STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-13STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2023-12-15STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-18SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
2023-12-21MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
RSI SHORT ENTRY LONG CLOSE70 crossover to downside
2023-12-29RSI SHORT ENTRY LONG CLOSE70 crossover to downside
STOCH SHORT EXITThe %K line crosses above the %D line.
MFI SHORT ENTRY LONG CLOSE20 crossover to downside
2024-01-02SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
MFI LONG ENTRY SHORT CLOSE20 crossover to upside
2024-01-03SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
RSI SHORT ENTRY LONG CLOSE70 crossover to downside
STOCH LONG EXITThe %K line crosses below the %D line.
MFI SHORT ENTRY LONG CLOSE20 crossover to downside
2024-01-04MFI LONG ENTRY SHORT CLOSE20 crossover to upside
2024-01-05SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
STOCH SHORT EXITThe %K line crosses above the %D line.
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2024-01-08SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
STOCH LONG EXITThe %K line crosses below the %D line.
2024-01-09SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
STOCH SHORT EXITThe %K line crosses above the %D line.
2024-01-11CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-01-15STOCH LONG EXITThe %K line crosses below the %D line.
2024-01-19STOCH SHORT EXITThe %K line crosses above the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-01-23STOCH LONG EXITThe %K line crosses below the %D line.
2024-01-24STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-01-29STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-01-30DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
2024-01-31SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-02-01SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-02-02SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
2024-02-05CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
2024-02-07CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
2024-02-09STOCH SHORT EXITThe %K line crosses above the %D line.
2024-02-13STOCH LONG EXITThe %K line crosses below the %D line.
2024-02-14SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
2024-02-15DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-02-19STOCH LONG EXITThe %K line crosses below the %D line.
2024-02-20STOCH SHORT EXITThe %K line crosses above the %D line.
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2024-02-21DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-02-22BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2024-02-27SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2024-02-28STOCH SHORT EXITThe %K line crosses above the %D line.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-02-29STOCH LONG EXITThe %K line crosses below the %D line.
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
MFI SHORT ENTRY LONG CLOSE20 crossover to downside
2024-03-01RSI LONG ENTRY SHORT CLOSE30 crossover to upside
STOCH SHORT EXITThe %K line crosses above the %D line.
MFI LONG ENTRY SHORT CLOSE20 crossover to upside
2024-03-04STOCH LONG EXITThe %K line crosses below the %D line.
2024-03-05STOCH SHORT EXITThe %K line crosses above the %D line.
2024-03-07SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-03-08MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
2024-03-11STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-03-13STOCH SHORT EXITThe %K line crosses above the %D line.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-03-14DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-03-15DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
2024-03-18DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-03-19STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-03-21STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-03-22CCI LONG ENTRY SHORT CLOSE100 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-03-25STOCH LONG EXITThe %K line crosses below the %D line.
2024-03-28STOCH SHORT EXITThe %K line crosses above the %D line.

6.3. Candlestick Patterns

Perpetual Ltd Daily Candlestick Chart
DateCandlestick Pattern

6.4. Technical Score

Let's check the technical score of Perpetual Ltd based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5059.885
Ma 20Greater thanMa 5024.306
Ma 50Greater thanMa 10024.556
Ma 100Greater thanMa 20023.890
OpenGreater thanClose24.790
Total3/5 (60.0%)
Penke

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