Perfect
PERF on NYSE. Prepackaged software. Market value $195m.
This company reports once a year (it is based outside the US), so every figure comes from its annual report for the year to December 2025.
We can't read total debt from the filing, so debt is left out.
Cash flow or capital spending isn't reported, so free cash flow is unknown.
Should I look at this?
Not a fit for our list right now
Why it could be worth it
Nothing stands out yet.
What to watch out for
See Technology stocks that passed both tests
This is not advice. Check the numbers below.
We could not compute this from the filings.
The filings do not give us enough to work this out.
The filings do not give us enough to work this out.
Quality score: not known. Price score: not known. Our list needs 70 on quality and 60 on price.
$1.91 a share, 54% above its 1-year low
Over the past year the price has ranged from $1.24 to $2.15.
Prices from Tuesday’s close (6 October).
Five years of cash, in billions
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Health checks
- Free cash flow positiveNot enough data
- Accounting looks honest (Beneish)Not enough data
- Financial strength (Piotroski)Not enough data
- Profit backed by cash (accruals)Not enough data
- DebtUnknown
- Revenue growth, five yearsUnknown
Dates
- Next results (estimated)
- n/a
- Last annual report (10-K)
- 13 March 2026
- Next quarterly (estimated, 10-Q)
- n/a
Who owns it
1 long-term investor we follow owns it, unchanged from 1 last quarter. 22 funds in all.
- Oasis ManagementSeth Fischer
- Value
- $4m
- Share of fund
- 0.4%
| Fund | Value | Share of that fund | Change |
|---|---|---|---|
| Oasis ManagementSeth Fischer | $4m | 0.4% |
Largest holders overall
- Goldman Sachs Group$6m
- Oasis Management$4m
- Nantahala Capital Management$2mAdded
- Groupe la Francaise$498,000
- Credit Industriel ET Commercial$332,000
- Acadian Asset Management$199,000Cut
- Crewe Advisors$109,129Added
- BNP Paribas Financial Markets$96,312
- Dimensional Fund Advisors LP$66,440
- CSS$51,460
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
2 investors own more than 5%.
- CyberLink Corp.Strategic holderat least 36.3%0.0 pts(filed with 1 related holder)Since 10 July 2026
What they said
As previously disclosed, on March 18, 2026, Ms. Alice H. Chang ("Ms. Chang") and her controlled affiliates GOLDEN EDGE CO., LTD. ("Golden Edge"), DVDonet.com. Inc. ("DVDonet") and World Speed Company Limited ("World Speed" and, together with Ms. Chang, Golden Edge and DVDonet,…
Read the filing - Alice H. ChangStrategic holderat least 17.3%0.0 pts(filed with 3 related holders)Since 10 July 2026
What they said
As previously disclosed, on March 18, 2026, Ms. Alice H. Chang ("Ms. Chang") and her controlled affiliates GOLDEN EDGE CO., LTD. ("Golden Edge"), DVDonet.com. Inc. ("DVDonet") and World Speed Company Limited ("World Speed" and, together with Ms. Chang, Golden Edge and DVDonet,…
Read the filing - Perfect AA Corp.Insider or founderSold down below 5%Since 31 December 2024
What they said
Other than as described above, the Reporting Person reports that neither it nor, to its knowledge, any of the other persons named in Item 2 of this Schedule 13D, has any current plan or proposal which relates to, or may result in, any of the matters listed in Items 4(a)-(j) of…
Read the filing
| Holder | Stake | Since | |
|---|---|---|---|
CyberLink Corp. Strategic holder | at least 36.3%0.0 pts (filed with 1 related holder) | 10 July 2026 | What they saidAs previously disclosed, on March 18, 2026, Ms. Alice H. Chang ("Ms. Chang") and her controlled affiliates GOLDEN EDGE CO., LTD. ("Golden Edge"), DVDonet.com. Inc. ("DVDonet") and World Speed Company Limited ("World Speed" and, together with Ms. Chang, Golden Edge and DVDonet,… Read the filing |
Alice H. Chang Strategic holder | at least 17.3%0.0 pts (filed with 3 related holders) | 10 July 2026 | What they saidAs previously disclosed, on March 18, 2026, Ms. Alice H. Chang ("Ms. Chang") and her controlled affiliates GOLDEN EDGE CO., LTD. ("Golden Edge"), DVDonet.com. Inc. ("DVDonet") and World Speed Company Limited ("World Speed" and, together with Ms. Chang, Golden Edge and DVDonet,… Read the filing |
Perfect AA Corp. Insider or founder | Sold down below 5% | 31 December 2024 | What they saidOther than as described above, the Reporting Person reports that neither it nor, to its knowledge, any of the other persons named in Item 2 of this Schedule 13D, has any current plan or proposal which relates to, or may result in, any of the matters listed in Items 4(a)-(j) of… Read the filing |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
We have no insider filings for this company yet.
From Form 4 filings: insiders must report trades in their own company's shares within two days.
Warning signs in its filings
Problems the company itself reported to the SEC, in its own words.
Perfect doesn’t file a US annual report (10-K), so we haven’t checked it.
A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.
What could go wrong
Cheap for a reason is the question the numbers cannot answer.
Whether the price already reflects the risks is what the deep dive is for.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.