Pendal Group Ltd
ASX:PDL

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Pendal Group Ltd
ASX:PDL
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Price: 5.18 AUD Market Closed
Market Cap: AU$1.9B

EV/IC

1.3
Current
No historical data
Comparison unavailable

Enterprise Value to Invested Capital (EV/IC) ratio compares a company`s total enterprise value to the capital invested in its business. It shows how efficiently the company`s market value reflects the funds used to generate returns.

EV/IC
1.3
=
Enterprise Value
AU$1.6B
/
Invested Capital
AU$1.3B

Enterprise Value to Invested Capital (EV/IC) ratio compares a company`s total enterprise value to the capital invested in its business. It shows how efficiently the company`s market value reflects the funds used to generate returns.

EV/IC
1.3
=
Enterprise Value
AU$1.6B
/
Invested Capital
AU$1.3B

Valuation Scenarios

Pendal Group Ltd is trading above its 3-year average

If EV/IC returns to its 3-Year Average (1.3), the stock would be worth AU$5.18 (0% downside from current price).

Statistics
Positive Scenarios
1/4
Maximum Downside
-36%
Maximum Upside
+31%
Average Downside
1%
Scenario EV/IC Value Implied Price Upside/Downside
Current Multiple 1.3 AU$5.18
0%
3-Year Average 1.3 AU$5.18
0%
5-Year Average 1.3 AU$5.18
0%
Industry Average 0.8 AU$3.32
-36%
Country Average 1.7 AU$6.79
+31%

Forward EV/IC
Today’s price vs future invested capital

Not enough data available to calculate forward EV/IC

Peer Comparison

All Multiples
EV/IC
P/E
All Countries
Close
Market Cap EV/IC P/E
AU
Pendal Group Ltd
ASX:PDL
1.9B AUD 1.3 16.5
US
BlackRock Inc
NYSE:BLK
164.6B USD 1.1 26.3
US
Blackstone Inc
NYSE:BX
150.1B USD 3.8 49.1
CA
Brookfield Corp
NYSE:BN
101.5B USD 0.8 89.1
US
KKR & Co Inc
NYSE:KKR
92.4B USD 0.3 41.3
US
Bank of New York Mellon Corp
NYSE:BK
92.1B USD 0 17.4
ZA
Ninety One Ltd
JSE:NY1
82.3B ZAR -43 24.2
CA
BROOKFIELD ASSET MANAGEMENT LTD
TSX:BAM
106.9B CAD 6.3 31.2
CA
Brookfield Asset Management Inc
NYSE:BAM
78.6B USD 6.4 31.6
US
BROOKFIELD ASSET MANAGEMENT LTD
F:RW5
64.3B EUR 6.1 29.8
US
Ameriprise Financial Inc
NYSE:AMP
42.1B USD 0.4 10.8

Market Distribution

In line with most companies in Australia
Percentile
40th
Based on 2 047 companies
40th percentile
1.3
Low
0 — 1.1
Typical Range
1.1 — 3.5
High
3.5 —
Distribution Statistics
Australia
Min 0
30th Percentile 1.1
Median 1.7
70th Percentile 3.5
Max 3 073.7

Pendal Group Ltd
Glance View

Market Cap
1.9B AUD
Industry
Financial Services

Pendal Group Ltd, a seasoned player in the landscape of asset management, has carved a reputation for itself through a strategic blend of innovative investment solutions and a commitment to delivering value to its clients. Emerging from its roots in Sydney, Australia, Pendal has grown into a formidable global entity, managing a diverse portfolio that spans across various asset classes. Its foundational strength lies in its robust investment philosophy—balancing risk and opportunity through active management and rigorous research. By employing a team of adept investment professionals, Pendal crafts tailor-made financial solutions aimed at fulfilling the varied needs of its clientele, ranging from retail investors to institutional powerhouses. The company’s revenue streams are primarily drawn from investment management fees, which they earn by managing assets for individuals and institutions. With a business model predicated on scale, Pendal thrives on enlarging its assets under management (AUM), thereby solidifying its position in the competitive market. Its strategic acquisitions and expansions into international markets have not only amplified its global footprint but have also diversified its revenue base. This global reach allows Pendal to tap into different economic environments and investor bases, cushioning it against regional volatility. The company's success story is underpinned by its ability to marry traditional investment tenets with evolving market dynamics, ensuring consistent fee-based income and sustainable growth.

PDL Intrinsic Value
Not Available
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