Platinum Investment Management Limited (PTM.AX)
Company Info
Highlights
A$439.54M
A$0.08
9.44
A$85.58M
A$29.83M
A$27.82M
A$0.61 - A$0.97
A$0.71
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of A$10,000 in Platinum Investment Management Limited, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Platinum Investment Management Limited had a return of 10.14% year-to-date (YTD) and 4.44% in the last 12 months. Over the past 10 years, Platinum Investment Management Limited had an annualized return of -13.46%, while the S&P 500 had an annualized return of 11.29%, indicating that Platinum Investment Management Limited did not perform as well as the benchmark.
PTM.AX
10.14%
10.95%
0.66%
4.44%
-20.80%
-13.46%
^GSPC (Benchmark)
4.22%
2.22%
9.51%
22.46%
12.74%
11.29%
Monthly Returns
The table below presents the monthly returns of PTM.AX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -1.45% | 10.14% | |||||||||||
| 2024 | -11.66% | -12.34% | 10.37% | -0.92% | -4.67% | 1.95% | 2.89% | -7.01% | 22.68% | 4.71% | -13.88% | -14.48% | -25.50% |
| 2023 | 20.12% | -12.56% | -5.05% | 2.03% | -3.71% | 2.97% | -8.91% | -5.42% | -9.09% | -13.47% | 9.33% | 8.14% | -19.17% |
| 2022 | -8.52% | -3.64% | -3.14% | -14.93% | -2.66% | -4.91% | 4.60% | -1.93% | -0.87% | 5.29% | 0.84% | -0.83% | -28.03% |
| 2021 | 1.72% | 11.56% | 10.77% | -5.60% | -2.12% | 6.28% | -16.70% | -2.69% | -8.29% | -14.12% | -10.85% | -0.37% | -30.01% |
| 2020 | 4.87% | -14.13% | -15.48% | 4.80% | 14.33% | -6.51% | 0.00% | -0.54% | -14.72% | -0.65% | 36.39% | -1.92% | -3.91% |
| 2019 | -7.20% | 25.31% | -16.85% | 8.50% | -8.23% | 6.13% | -0.62% | -17.66% | 10.70% | -2.36% | 3.38% | 5.61% | -1.34% |
| 2018 | 7.78% | -22.86% | -6.24% | -3.41% | 7.24% | -5.11% | -4.52% | 1.19% | -0.92% | -8.58% | 10.41% | -10.17% | -33.49% |
| 2017 | -5.49% | 4.21% | 1.58% | -9.16% | -8.80% | 8.94% | 18.14% | 11.70% | 1.68% | 20.46% | 2.33% | 3.21% | 54.15% |
| 2016 | -20.05% | -8.05% | 9.86% | -4.57% | 8.58% | -12.46% | 5.21% | -8.64% | -6.51% | -0.79% | 9.82% | -3.65% | -30.90% |
| 2015 | 20.17% | -3.10% | -6.12% | -3.33% | 3.97% | -4.84% | 1.34% | -8.09% | 0.00% | 9.31% | 9.05% | 0.12% | 16.23% |
| 2014 | -1.45% | 8.86% | 2.90% | -11.79% | -3.19% | -1.10% | 1.90% | -3.63% | 1.17% | 8.42% | 3.35% | 6.63% | 10.66% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of PTM.AX is 46, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Platinum Investment Management Limited (PTM.AX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Platinum Investment Management Limited provided a 39.47% dividend yield over the last twelve months, with an annual payout of A$0.30 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | A$0.30 | A$0.30 | A$0.14 | A$0.17 | A$0.24 | A$0.24 | A$0.27 | A$0.32 | A$0.30 | A$0.32 | A$0.37 | A$0.34 |
Dividend yield | 39.47% | 43.48% | 10.53% | 9.50% | 8.89% | 5.88% | 5.97% | 6.58% | 3.89% | 6.06% | 4.58% | 4.70% |
Monthly Dividends
The table displays the monthly dividend distributions for Platinum Investment Management Limited. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | A$0.00 | A$0.00 | A$0.00 | ||||||||||
| 2024 | A$0.00 | A$0.00 | A$0.06 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.04 | A$0.00 | A$0.00 | A$0.20 | A$0.30 |
| 2023 | A$0.00 | A$0.00 | A$0.07 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.07 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.14 |
| 2022 | A$0.00 | A$0.00 | A$0.10 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.07 | A$0.00 | A$0.00 | A$0.00 | A$0.17 |
| 2021 | A$0.00 | A$0.00 | A$0.12 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.12 | A$0.00 | A$0.00 | A$0.00 | A$0.24 |
| 2020 | A$0.00 | A$0.00 | A$0.13 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.11 | A$0.00 | A$0.00 | A$0.00 | A$0.24 |
| 2019 | A$0.00 | A$0.13 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.14 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.27 |
| 2018 | A$0.00 | A$0.00 | A$0.16 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.16 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.32 |
| 2017 | A$0.00 | A$0.00 | A$0.15 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.15 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.30 |
| 2016 | A$0.00 | A$0.00 | A$0.16 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.16 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.32 |
| 2015 | A$0.00 | A$0.00 | A$0.17 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.20 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.37 |
| 2014 | A$0.14 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.20 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.34 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Platinum Investment Management Limited. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Platinum Investment Management Limited was 84.80%, occurring on Dec 17, 2024. The portfolio has not yet recovered.
The current Platinum Investment Management Limited drawdown is 81.37%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -84.8% | Feb 5, 2018 | 1741 | Dec 17, 2024 | — | — | — |
| -67.9% | May 24, 2007 | 290 | Jul 15, 2008 | 1378 | Dec 19, 2013 | 1668 |
| -48.17% | Feb 19, 2015 | 578 | May 31, 2017 | 156 | Jan 10, 2018 | 734 |
| -22.6% | Apr 4, 2014 | 133 | Oct 13, 2014 | 61 | Jan 9, 2015 | 194 |
| -7.26% | Jan 23, 2014 | 9 | Feb 5, 2014 | 7 | Feb 14, 2014 | 16 |
Volatility
Volatility Chart
The current Platinum Investment Management Limited volatility is 10.28%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Platinum Investment Management Limited compared to its peers in the Asset Management industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for PTM.AX in comparison to other companies of the Asset Management industry. Currently, PTM.AX has a PE value of 9.4. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for PTM.AX in comparison to other companies of the Asset Management industry. Currently, PTM.AX has a PEG value of 0.0. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Platinum Investment Management Limited.
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Income Statement
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