Valuation: AJ Bell plc

Market Cap 230.41Cr 309.15Cr 276.19Cr 253.7Cr 432.69Cr 29TCr 443.56Cr 3.03TCr 1.22TCr 15TCr 1.16TCr 1.14TCr 49TCr P/E 2026 *
18.8x
P/E 2027 * 17.4x
Enterprise Value 209.05Cr 280.49Cr 250.59Cr 230.18Cr 392.59Cr 27TCr 402.45Cr 2.75TCr 1.11TCr 14TCr 1.05TCr 1.03TCr 44TCr EV / Sales 2026 *
5.56x
EV / Sales 2027 * 4.87x
Free-Float
80.93%
Yield 2026 *
2.67%
Yield 2027 * 2.99%
1 day-0.80%
1 week-0.76%
Current month+1.29%
1 month+1.20%
3 months+0.17%
6 months+13.39%
Current year+33.39%
1 week 571
Extreme 571
610
1 month 556.5
Extreme 556.5
625
Current year 414.4
Extreme 414.4
662.5
1 year 414.4
Extreme 414.4
662.5
3 years 244.4
Extreme 244.4
662.5
5 years 241.6
Extreme 241.6
662.5
10 years 162
Extreme 162
662.5
Manager TitleAgeSince
Chief Executive Officer 43 01/10/2022
Director of Finance/CFO 48 01/07/2022
Chief Tech/Sci/R&D Officer - 01/11/2019
Director TitleAgeSince
Director/Board Member 43 01/07/2007
Director/Board Member 63 22/03/2018
Director/Board Member 48 01/07/2022
Date Insider Type Main position Quantity % Market Cap. Importance
22/05/26 Sell

Executive/Senior Manager

1,000 0.0003%
21/05/26 Sell -8,229 0.0021%
21/05/26 Sell -8,229 0.0021%
Change 5-day change 1-year change 3-year change Capi.($)
-0.42%-0.76%+9.49%+114.94% 310.48Cr
+1.17%+3.12%+16.33%+58.53% 6.5TCr
-1.69%+0.23%+52.85%+118.56% 3.99TCr
+1.81%+1.19%+13.22%+99.86% 1.48TCr
-1.67%-1.11%-18.47%+71.81% 1.15TCr
+3.71%+6.47%+40.98%+47.05% 900.71Cr
-0.46%+0.26%+2.24%+25.39% 679.13Cr
-9.36%-13.06%+19.33%+104.81% 400.82Cr
0.00%+1.27%-7.51% - 424.41Cr
0.00%-2.81%-27.59%-5.04% 417.44Cr
Average -0.68%+0.23%+10.09%+70.66% 1.63TCr
Weighted average by Cap. +0.05%+0.97%+21.50%+77.01%

Financials

2026 *2027 *
Net sales 38Cr 50Cr 45Cr 41Cr 71Cr 4.78TCr 72Cr 494.48Cr 198.92Cr 2.52TCr 189.47Cr 185.42Cr 8TCr 42Cr 57Cr 51Cr 47Cr 79Cr 5.37TCr 81Cr 555.12Cr 223.31Cr 2.83TCr 212.71Cr 208.16Cr 8.98TCr
Net income 13Cr 17Cr 15Cr 14Cr 24Cr 1.6TCr 24Cr 165.38Cr 67Cr 844.1Cr 63Cr 62Cr 2.68TCr 13Cr 18Cr 16Cr 15Cr 25Cr 1.68TCr 25Cr 174.02Cr 70Cr 888.21Cr 67Cr 65Cr 2.82TCr
Net Debt -21Cr -29Cr -26Cr -24Cr -40Cr -2.71TCr -41Cr -280.69Cr -112.91Cr -1.43TCr -107.55Cr -105.25Cr -4.54TCr -25Cr -33Cr -30Cr -27Cr -47Cr -3.15TCr -48Cr -326.09Cr -131.18Cr -1.66TCr -124.95Cr -122.28Cr -5.28TCr
Projected Income Statement - Annual - AJ Bell plc
Logo AJ Bell plc
AJ Bell plc is the parent company of the AJ Bell group of companies (the Group). The Group provides investment administration, dealing and custody services. The Company provides investment platforms. Its products for DIY investors include AJ Bell and AJ Bell Dodl. Its products for advisers and clients include AJ Bell Investcentre and Touch by AJ Bell. AJ Bell Investcentre is a platform offering advisers and their clients service, easy-to-use functionality and a comprehensive investment range at competitive prices. Touch by AJ Bell helps advisers to streamline their businesses with investment solutions delivered and managed digitally on their clients’ smartphones. It provides full-service and simplified platform products operating in both the advised and direct to consumer markets. Its core products are self-invested personal pensions, individual savings accounts and dealing accounts. Its services include regular investment services, and investment options, among others.
Employees
1,550
Date Price Change Volume
03/26/03 GBX 588.50 -0.42% 5,61,248
02/26/02 GBX 591.00 +1.72% 2,74,322
30/26/30 GBX 581.00 -1.69% 50,29,451
29/26/29 GBX 591.00 0.00% 3,12,601
28/26/28 GBX 591.00 -1.01% 7,40,888
Trader
Investor
Global
Quality
ESG MSCI
AA
MarketScreener Ratings - AJ Bell plc
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
16
Last Close Price
5.910GBP
Average target price
6.637GBP
Spread / Average Target
+12.31%

Quarterly revenue - Rate of surprise

Rate of surprise - Net sales - Quarterly - AJ Bell plc