Pendal Group (PDL.AX) Stock Price
Pendal Group Price
Over the last 16 years Pendal Group grew revenue by 10.5% annually, reaching 608.20 M AUD. Earnings per share have grown at 3.3% per year over the last 16 years. For Pendal Group, the net margin of 18.5% is down versus 34.4% a few years ago. At today's price the dividend yield works out to roughly 4.19%. The payout ratio is around 71% of earnings. The dividend has grown at 4.0% per year over the past 14 years.
Pendal Group stock price
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Stock Price
ⓘHow to Read This Chart
This chart tracks the historical stock price of Pendal Group over time. You can switch between daily, weekly, and monthly views and select custom time ranges — from a single day to the full available history. Use the toggle to view price changes in absolute currency terms or as a percentage change relative to the starting date.
Total Return vs. Price Return
The "Total Return" toggle includes reinvested dividends on top of the pure price movement. This is critical because dividends can account for a significant portion of long-term returns. Historically, roughly 40 % of the S&P 500's total return has come from dividends. Always compare total return when evaluating a stock's real performance against a benchmark.
Intraday Price Data
When viewing a one-day time frame, the chart displays real-time intraday price movements. This is useful for observing how Pendal Group stock reacts to market openings, earnings releases, or breaking news throughout the trading session.
What to Look For
Look for long-term trends (sustained upward or downward movements over months and years), support and resistance levels (price zones where the stock repeatedly bounces or reverses), and volatility (how much the price fluctuates day to day). Comparing Pendal Group's price chart to a market index like the S&P 500 can reveal whether the stock is outperforming or underperforming the broader market.
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Pendal Group Revenue, EBIT, Net Income
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Pendal Group Income Statement, Balance Sheet, Cash Flow Statement
| REVENUEM AUD |
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| REVENUE GROWTH% |
| GROSS MARGIN% |
| GROSS INCOMEM AUD |
| NET INCOMEM AUD |
| NET INCOME GROWTH% |
| SHARESM |
| 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023e | 2024e | 2025e | 2026e |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 128.00 | 194.00 | 262.00 | 427.00 | 443.00 | 497.00 | 496.00 | 587.00 | 514.00 | 467.00 | 625.00 | 608.00 | 508.00 | 541.00 | 577.00 | 685.00 |
| -2.29 | 51.56 | 35.05 | 62.98 | 3.75 | 12.19 | -0.20 | 18.35 | -12.44 | -9.14 | 33.83 | -2.72 | -16.45 | 6.50 | 6.65 | 18.72 |
| 96.09 | 95.88 | 96.95 | 97.89 | 97.74 | 97.99 | 99.19 | 98.81 | 99.61 | 99.14 | 99.52 | 99.51 | 99.51 | 99.51 | 99.51 | 99.51 |
| 123.00 | 186.00 | 254.00 | 418.00 | 433.00 | 487.00 | 492.00 | 580.00 | 512.00 | 463.00 | 622.00 | 605.00 | 505.49 | 538.33 | 574.15 | 681.62 |
| 16.00 | 21.00 | 51.00 | 121.00 | 126.00 | 142.00 | 147.00 | 201.00 | 154.00 | 116.00 | 164.00 | 112.00 | 103.00 | 113.00 | 125.00 | 175.00 |
| -23.81 | 31.25 | 142.86 | 137.25 | 4.13 | 12.70 | 3.52 | 36.73 | -23.38 | -24.68 | 41.38 | -31.71 | -8.04 | 9.71 | 10.62 | 40.00 |
| 147.60 | 250.80 | 257.50 | 261.90 | 262.81 | 264.04 | 269.09 | 297.62 | 301.47 | 301.26 | 325.28 | 363.72 | 363.72 | 363.72 | 363.72 | 363.72 |
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Income Statement Key Figures
ⓘRevenue and Revenue Growth
Revenue is the starting point of every income statement — it measures the total sales Pendal Group generates from its core business. Revenue growth (expressed as year-over-year percentage change) is one of the most important indicators of business momentum. Sustained growth above 10 % annually is generally considered strong, while declining revenue is a serious warning sign that demands investigation.
Gross Margin
Gross margin = (Revenue − Cost of Goods Sold) ÷ Revenue. It reveals what percentage of each dollar of revenue Pendal Group retains after direct production costs. High gross margins (above 50 %) are typical of asset-light businesses like software and brands, while capital-intensive industries like manufacturing often operate below 30 %. Compare Pendal Group's gross margin to industry peers and track it over time to spot improving or deteriorating pricing power.
EBIT and EBIT Margin
EBIT measures operating profit — what remains after subtracting all operating expenses (including R&D, sales, and administrative costs) from gross profit. The EBIT margin shows this as a percentage of revenue. Because it excludes interest and taxes, EBIT allows fair comparisons between companies with different debt levels and tax jurisdictions. A rising EBIT margin indicates improving operational efficiency.
Net Income and Earnings Per Share (EPS)
Net income is the company's final profit after all expenses, interest, and taxes. Dividing net income by the number of shares outstanding gives you EPS — the single most influential metric in stock valuation. Consistent EPS growth is the primary driver of long-term stock price appreciation. Always check whether EPS growth comes from genuine profit improvement or from share buybacks reducing the share count.
Shares Outstanding
The total number of shares Pendal Group has issued. A declining share count (through buybacks) boosts EPS and signals management confidence. A rising share count (through stock issuance) dilutes existing shareholders. Always monitor this number alongside EPS to get the full picture of per-share value creation.
Analyst Estimates
The projected figures represent consensus estimates from professional analysts. Compare these forecasts against Pendal Group's historical growth rates to assess whether expectations are realistic. A company that consistently beats consensus estimates tends to see its stock price rewarded over time, while repeated misses erode investor confidence.
Pendal Group stock margins
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Pendal Group Stock Revenue, EBIT, Earnings per Share
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Pendal Group business model & stock analysis
Pendal Group SWOT Analysis
Strengths
Pendal Group Ltd has several strengths that contribute to its success. These strengths include:
- Strong brand reputation in the financial services industry.
- Diverse and experienced management team.
- Large and loyal customer base.
- Robust financial performance and solid profitability.
- Strong distribution network and global presence.
Weaknesses
Despite its strengths, Pendal Group Ltd also faces certain weaknesses which could hinder its growth and performance. These weaknesses include:
- Vulnerability to economic downturns and market fluctuations.
- Reliance on a few key clients for significant revenues.
- Limited product range compared to some competitors.
- Higher cost structure compared to some competitors.
- Dependence on regulatory frameworks and compliance.
Opportunities
Pendal Group Ltd can take advantage of various opportunities available in the market to further grow and expand. These opportunities include:
- Increasing demand for sustainable and socially responsible investment products.
- Expanding into new geographical markets with higher growth potential.
- Developing innovative financial solutions to meet evolving customer needs.
- Strategic partnerships and acquisitions to enhance product offerings and market reach.
- Leveraging technology advancements to improve operational efficiency.
Threats
Pendal Group Ltd should be aware of the potential threats that may impact its business operations and market position. These threats include:
- Intense competition from existing financial service providers.
- Changes in regulatory environment affecting investment management industry.
- Global economic uncertainties and volatility.
- Disruption from emerging fintech companies.
- Changing customer preferences and expectations.
Pendal Group Eulerpool Fair Value
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Fair Value Estimate
ⓘWhat Is Fair Value?
Fair value is an estimate of what a stock is truly "worth" based on its financial fundamentals, independent of the current market price. If the calculated fair value is above the current share price, the stock may be undervalued — and vice versa. This chart shows three different fair value approaches so you can cross-check them against each other.
Earnings-Based Fair Value
Calculated by multiplying the current earnings per share (EPS) by the average historical P/E ratio over a selected multi-year period. The smoothing over several years filters out temporary spikes or dips. If this fair value exceeds the market price, it suggests the stock is cheap relative to its earning power.
Example: Fair Value (Earnings) 2022 = EPS 2022 × Average P/E 2019–2021
Revenue-Based Fair Value
Derived by multiplying revenue per share by the average historical price-to-sales ratio. This method is particularly useful for companies with volatile or temporarily depressed earnings, as revenue tends to be more stable than profits. It answers: "At what price has the market historically valued each dollar of this company's sales?"
Example: Fair Value (Revenue) 2022 = Revenue per Share 2022 × Average P/S 2019–2021
Dividend-Based Fair Value
Calculated by dividing the dividend per share by the average historical dividend yield. This approach is most relevant for mature, consistently dividend-paying companies. If the resulting fair value is higher than the current price, it implies the stock offers a better yield than its historical average.
Example: Fair Value (Dividend) 2022 = Dividend per Share 2022 ÷ Average Yield 2019–2021
How to Use This Chart
When all three fair value lines converge above the current price, it strengthens the case that the stock is undervalued. When they diverge, investigate why — it may indicate a structural shift in margins, payout policy, or growth rate. The forward estimates on the right extend the analysis using projected fundamentals, helping you assess whether the current price already reflects future growth expectations.
Pendal Group historical P/E ratio, EBIT multiple, and P/S ratio
Pendal Group annual returns
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Annual Return
ⓘWhat This Chart Shows
This chart breaks down 's total annual return into two components: price return (gains or losses from stock price movement) and dividend return (income received from dividend payments). Together, they represent the total return an investor would have earned in each calendar year.
Price Return
Price return measures the percentage change in 's stock price from January 1st to December 31st of each year. Positive bars indicate the stock appreciated; negative bars show a decline. This is the component most investors focus on, but it tells only part of the story — especially for dividend-paying stocks.
Dividend Return
Dividend return represents the income generated from dividends paid during the year, expressed as a percentage of the starting stock price. While it may seem small in any single year (typically 1–4 % for established companies), dividends compound significantly over decades and have historically contributed roughly 40 % of total stock market returns.
What to Look For
Examine how many years showed positive vs. negative returns to gauge consistency. A stock with mostly positive years and small drawdowns suggests lower risk. Also compare 's annual returns to a benchmark index — consistently outperforming the market is a hallmark of a strong investment. Pay attention to the worst years: understanding downside risk is just as important as chasing upside potential.
Pendal Group shares outstanding
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Pendal Group Dividend History
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Pendal Group dividend payout ratio
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Pendal Group Earnings Estimates
| Date | EPS estimate | Revenue Estimate | Quarterly report |
|---|---|---|---|
| 5/8/2023 | 0.18AUD | 265.63 MAUD | 2023 Q2 |
| 11/4/2022 | 0.12AUD | 271.57 MAUD | 2022 Q4 |
| 5/10/2022 | 0.28AUD | 359.94 MAUD | 2022 Q2 |
| 11/5/2021 | 0.25AUD | 304.81 MAUD | 2021 Q4 |
| 5/10/2021 | 0.27AUD | 282.92 MAUD | 2021 Q2 |
| 11/4/2020 | 0.23AUD | 238.34 MAUD | 2020 Q4 |
| 5/11/2020 | 0.24AUD | 240.46 MAUD | 2020 Q2 |
| 11/6/2019 | 0.24AUD | 249.54 MAUD | 2019 Q4 |
| 5/2/2019 | 0.29AUD | 253.53 MAUD | 2019 Q2 |
| 11/8/2018 | 0.26AUD | 261.53 MAUD | 2018 Q4 |
Pendal Group shareholder structure
| % | Name |
|---|---|
7.94054% | |
4.48369% | |
4.07727% | |
2.20470% | |
1.93600% | |
1.78384% |
Pendal Group Executives and Management Board
Mr. Nicholas Good
Group Chief Executive Officer, Managing Director
Ms. Alexandra Altinger
Chief Executive Officer - JOHCM UK, Europe & Asia
Mr. Richard Brandweiner
Chief Executive Officer - Pendal Australia
Mr. Bindesh Savjani
Group Chief Risk Officer
Mr. Cameron Williamson
Group Chief Financial Officer
Pendal Group Supply Chain
Pendal Group Supply Chain
Correlation: how closely stock prices move together
| # | Name | 1M | 3M | 6M | 1Y | 2Y | Trend |
|---|---|---|---|---|---|---|---|
| 1 | 0.48 | -0.45 | -0.11 | 0.88 | 0.77 | ||
| 2 | -0.20 | -0.51 | 0.40 | 0.76 | 0.69 | ||
| 3 | 0.30 | -0.12 | 0.45 | 0.88 | 0.61 | ||
| 4 | -0.01 | 0.05 | 0.54 | 0.83 | 0.61 | ||
| 5 | 0.42 | -0.39 | 0.50 | 0.75 | 0.51 |
| # | Name | 1M | 3M | 6M | 1Y | 2Y | Trend |
|---|---|---|---|---|---|---|---|
| 1 | 0.53 | -0.47 | 0.63 | 0.86 | — | ||
| 2 | 0.10 | -0.39 | 0.51 | 0.48 | — | ||
| 3 | McCarthy & Stone PLC | -0.17 | — | — | — | — | |
| 4 | -0.08 | 0.78 | 0.08 | -0.36 | — | ||
| 5 | -0.47 | 0.71 | -0.65 | -0.81 | — |
Frequently asked questions about Pendal Group
Pendal Group Ltd's business model focuses on asset management and investment services. As a leading global investment manager, Pendal Group offers a wide range of investment solutions to institutional and individual investors. The company delivers active investment strategies across various asset classes, including equities, fixed income, and multi-asset portfolios. With a strong emphasis on research-driven decision-making and a collaborative approach, Pendal Group aims to provide superior investment outcomes for its clients. Through its expertise and global presence, Pendal Group strives to generate long-term value and sustainable growth for both its clients and shareholders.
Pendal Group stock
Pendal Group Peer Group
Pendal Group Ticker
Pendal Group FIGI
All fundamentals and in-depth analysis of Pendal Group
Our stock analysis for Pendal Group stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of Pendal Group. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.