PPT.AX
Perpetual Ltd
Price:  
20.62 
AUD
Volume:  
341,997
Australia | Capital Markets

PPT.AX Fair Value

-204.7 %
Upside

What is the fair value of PPT.AX?

As of 2025-07-05, the Fair Value of Perpetual Ltd (PPT.AX) is -21.58 AUD. This value is based on the Peter Lynch's Fair Value formula. With the current market price of 20.62 AUD, the upside of Perpetual Ltd is -204.7%.

Is PPT.AX a good investment?

With the market price of 20.62 AUD and our fair value calculation, Perpetual Ltd (PPT.AX) is not a good investment. Investing in PPT.AX stocks now will result in a potential loss of 204.7%.

Note: valuation result may not be accurate due to the company's negative EPS.

20.62 AUD
Stock Price
-21.58 AUD
Fair Price
FAIR VALUE CALCULATION

PPT.AX Fair Value

Peter Lynch's formula is:

PPT.AX Fair Value
= Earnings Growth Rate x TTM EPS
PPT.AX Fair Value
= 5 x -4.32
PPT.AX Fair Value
= -21.58

The earnings growth rate we use in the formula is the average growth rate of net income/earnings over the last 5 years. If the average growth rate is smaller than 5%, we set it to 5%. If it is larger than 25%, we set it to 25%. If the TTM EPS is negative, Peter Lynch Fair Value's result can be unreliable.

Historical Earnings
06-202006-202106-202206-202306-20245Y Avg
Net income8274.87101.259-472.2-31
YoY growth-29.3%-8.7%35.2%-41.7%-900.3%-189%

PPT.AX Fair Value - Peers Benchmarking

Market Cap (mil)EPS Fair Value Upside
a
Pinnacle Investment Management Group Ltd4,8130.614.97-29.4%
IOOF Holdings Ltd2,623-0.2-1.13-129%
Pendal Group Ltd1,8560.31.57-69.6%
EQT Holdings Ltd8720.83.8-88.3%
Navigator Global Investments Ltd8670.311.41544.6%
Moelis Australia Ltd800-0.1-0.43-107.6%
Australian Ethical Investment Ltd6830.12.37-60.7%
Pacific Current Group Ltd3296.6164.831412.2%
Platinum Asset Management Ltd28500.22-55.7%
Vgi Partners Ltd234-0.3-1.26-141.4%

PPT.AX Fair Value - Key Data

Market Cap (mil)2,363
P/E-
Forward P/E-
EPS-4.32
Avg earnings growth rate-189%
TTM earnings-495

PPT.AX Fair Value - Formula's Origin

Peter Lynch is one of the most legendary investors/fund managers of all time. His philosophy for stock investing is very simple and straightforward: he invests in stocks that are undervalued, meaning its P/E is less than or equal to its earnings growth rate. He believes that if a stock is trading at its fair value, the PEG ratio, which was also invented by him, should be 1.

Therefore, his formula to determine a company's fair value is:

Peter Lynch Fair Value = Earnings Growth Rate * EPS * PEG

PEG is set to 1 so we can ignore it in the calculation. Based on the formula, if the earnings growth rate of a company is 15%, Peter Lynch is willing to buy its share up to P/E = 15.