Perpetual Equity Investment logo

PIC - Perpetual Equity Investment Share Price

A$1.28 -0.0  -2.3%

Last Trade - 7:10am

Small Cap
Market Cap £255.4m
Enterprise Value £244.0m
Revenue £37.5m
Position in Universe 440th / 1911
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Relative Strength (%)
1m +5.90%
Volume Change (%)
10d / 3m
Price vs... (%)
52w High 0.000
50d MA
200d MA
Growth & Value
12m Forecast Rolling Industry Market
Valuation (ttm) Industry Market
Margin of Safety
Qualifying GuruScreens
Financial Summary
Year End 30th Jun 2015 2016 2017 2018 2019 2020 2021E 2022E CAGR / Avg
7.46 12.5 47.8 36.6 22.1 2.92 -17.1%
+105.8 +315.2 -22.3 -51.4
Balance Sheet
FINANCIAL BRIEF: : For the six months ended 31 December 2020, PerpetualEquity Investment Company Ltd revenues increased fromA$16.6M to A$80.5M. Net income increased from A$10.5M toA$55M. Revenues reflect Realized Gain/Loss onDerivative-Hedging increase from A$11.3M to A$76.4M,Foreign Exchange Gain/Loss–Non-Business increase from-A$652K to A$635K. Net income benefited from Other expensesdecrease of 34% to A$830K (expense).
Health Trend(F-Score)
0 1 2 3 4 5 6 7 8 9
Bankruptcy Score(Z-Score)
Earnings Manipulation Risk(M-Score)
Other Ratios
Recent History
Latest interim period vs. prior period Industry Market
3yr Compound Annual Growth Rate Industry Market
Graphical History


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Net Income

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Normalised EPS

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PE Ratio Range

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Dividend Yield Range

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Analyst Forecasts
Price Target:
( below Price)
31st Dec 2021
31st Dec 2022
Est. Long Term Growth Rate: Net Profit
Net Profit
Consensus Estimate
1m Change
3m Change
Analyst Consensus
Strong Sell Sell Hold Buy Strong Buy
EPS 2020 /  2021
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Profile Summary

Perpetual Equity Investment Company Limited is an investment company, which is established to invest predominantly in the Australian listed securities with typically a mid-cap bias and cash, deposits products and senior debts, together with allocations to global listed securities. The investment objective of the Company is to provide investors with growing income stream and long term capital growth in excess of its benchmark (the S&P/ASX 300 Accumulation Index) over minimum five years investment periods. The Company's investment portfolio includes the Australian listed securities and global listed securities. The Company provides investors with the opportunity to invest in an actively managed portfolio and offers them access to a portfolio of Australian and global listed securities. The investment activities of the Company are managed by Perpetual Investment Management Limited (the Manager).

Last Annual June 30th, 2020
Last Interim December 31st, 2020
Incorporated August 25, 2014
Public Since December 18, 2014
No. of Shareholders: 8,354
No. of Employees: n/a
Sector Financials
Industry Investment Banking & Investment Services
Exchange Australian Stock Exchange - SEATS
Shares in Issue 348,685,708
Free Float (0.0%)
Eligible for
PIC Share Price Performance
Share Price
Bid - Ask
Low - High
Day's Change
Avg Volume
Open - Close
Range (12m)
Latest News for PIC
Upcoming Events for PIC
Friday 15th October, 2021 Estimate
Perpetual Equity Investment Company Ltd Annual Shareholders Meeting
Frequently Asked Questions for Perpetual Equity Investment
What is the Perpetual Equity Investment share price?

As of 7:10am, shares in Perpetual Equity Investment are trading at A$1.28, giving the company a market capitalisation of £255.4m. This share price information is delayed by 15 minutes.

How has the Perpetual Equity Investment share price performed this year?

Shares in Perpetual Equity Investment are currently trading at A$1.28 and the price has moved by 54.44% over the past 365 days. In terms of relative price strength - which takes into account the overall market trend - the Perpetual Equity Investment price has moved by 15.71% over the past year.

What are the analyst and broker recommendations for Perpetual Equity Investment?

There are no analysts currently covering Perpetual Equity Investment.

When will Perpetual Equity Investment next release its financial results?

Perpetual Equity Investment is scheduled to issue upcoming financial results on the following dates:

Interim results are scheduled for: 2021-12-31
What is the Perpetual Equity Investment dividend yield?

The Perpetual Equity Investment dividend yield is 4.6% based on the trailing twelve month period.

Does Perpetual Equity Investment pay a dividend?

Last year, Perpetual Equity Investment paid a total dividend of 0.06, and it currently has a trailing dividend yield of 4.6%. Looking ahead, Perpetual Equity Investment has not announced an ex-dividend date yet.

When does Perpetual Equity Investment next pay dividends?

Perpetual Equity Investment has yet to annouce their ex-dividend date. The historic dividend yield on Perpetual Equity Investment shares is currently 4.6%.

How do I buy Perpetual Equity Investment shares?

To buy shares in Perpetual Equity Investment you'll need a share-dealing account with an online or offline stock broker. Once you have opened your account and transferred funds into it, you'll be able to search and select shares to buy and sell. You can use Stockopedia’s share research software to help you find the the kinds of shares that suit your investment strategy and objectives.

What is the market cap of Perpetual Equity Investment?

Shares in Perpetual Equity Investment are currently trading at A$1.28, giving the company a market capitalisation of £255.4m.

Where are Perpetual Equity Investment shares listed? Where are Perpetual Equity Investment shares listed?

Here are the trading details for Perpetual Equity Investment:

Country of listing: Australia
Exchange: ASX
Ticker Symbol: PIC
What kind of share is Perpetual Equity Investment?

Based on an overall assessment of its quality, value and momentum, Perpetual Equity Investment is currently classified as a Super Stock. The classification is based on a composite score that examines a wide range of fundamental and technical measures. Stock are classified on the the following spectrum: Super Stocks, High Flyers, Contrarians, Turnarounds, Neutral, Value Traps, Momentum Traps, Falling Stars, and Sucker Stocks. For more information, learn about our StockRank Styles.

Is there a Perpetual Equity Investment share price forecast 2021?

We were not able to load any forecast data for Perpetual Equity Investment.

How can I tell whether the Perpetual Equity Investment share price will go up?

An important predictor of whether a stock price will go up is its track record of momentum. Price trends tend to persist, so it's worth looking at them when it comes to a share like Perpetual Equity Investment. Over the past six months, the relative strength of its shares against the market has been 10.88%. At the current price of A$1.28, shares in Perpetual Equity Investment are trading at 18.12% against their 200 day moving average. You can read more about the power of momentum in assessing share price movements on Stockopedia.

What is the Perpetual Equity Investment PE Ratio?

The Perpetual Equity Investment PE ratio based on its reported earnings over the past 12 months is 10.33. The shares are currently trading at A$1.28.

The PE ratio (or price-to-earnings ratio) is the one of the most popular valuation measures used by stock market investors. It is calculated by dividing a company's price per share by its earnings per share.

The PE ratio can be seen as being expressed in years, in the sense that it shows the number of years of earnings which would be required to pay back the purchase price, ignoring inflation. So in general terms, the higher the PE, the more expensive the stock is.

Who are the key directors of Perpetual Equity Investment?

Perpetual Equity Investment's management team is headed by:

Virginia Malley - NED
John Edstein - NED
Sylvie Dimarco - SEC
Nancy Fox - NEC
David Lane - EDR
Who are the major shareholders of Perpetual Equity Investment?

Here are the top five shareholders of Perpetual Equity Investment based on the size of their shareholding:

Netwealth Investments Ltd. Investment Advisor
Percentage owned: 3.3% (11.5m shares)
Navigator Australia Ltd. Corporation
Percentage owned: 3.11% (10.9m shares)
Plummer (John Charles) Individual Investor
Percentage owned: 0.89% (3.13m shares)
Thornton (Brian Edmond) Individual Investor
Percentage owned: 0.6% (2.11m shares)
DEC Investments Pty. Ltd. Corporation
Percentage owned: 0.57% (1.98m shares)
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