Valuation: AJ Bell plc

Capitalization 204.09Cr 271.87Cr 233.81Cr 213.86Cr 373.87Cr 26TCr 380.32Cr 2.57TCr 992.42Cr 12TCr 1.02TCr 998.5Cr 43TCr P/E ratio 2026 *
18.4x
P/E ratio 2027 * 17.3x
Enterprise value 184.55Cr 245.85Cr 211.43Cr 193.38Cr 338.08Cr 24TCr 343.91Cr 2.32TCr 897.41Cr 11TCr 921.94Cr 902.92Cr 39TCr EV / Sales 2026 *
5.27x
EV / Sales 2027 * 4.73x
Free-Float
81.04%
Yield 2026 *
2.98%
Yield 2027 * 3.28%
1 day-0.58%
1 week-1.99%
Current month-0.67%
1 month-5.06%
3 months+20.85%
6 months+1.27%
Current year+17.07%
1 week 503
Extreme 503
531
1 month 503
Extreme 503
558.5
Current year 414.4
Extreme 414.4
558.5
1 year 414.4
Extreme 414.4
578.5
3 years 241.6
Extreme 241.6
578.5
5 years 241.6
Extreme 241.6
578.5
10 years 162
Extreme 162
578.5
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 65 01/09/2021
Change 5d. change 1-year change 3-years change Capi.($)
-0.58%-1.99%+10.27%+64.70% 271.88Cr
-0.64%+1.56%+13.28%+38.96% 6.36TCr
+1.01%+2.24%+59.09%+128.37% 1.26TCr
+0.14%-0.05%-19.43%+77.79% 1.2TCr
-0.42%-0.18%+17.99%+16.54% 738.39Cr
-0.47%-1.14%+9.19%+27.09% 665.62Cr
-2.19%-2.19%-43.17% - 471.39Cr
-2.74%-4.60%+8.27%+22.09% 460.66Cr
-2.11%-3.47%-8.66%+2.20% 456.48Cr
-3.83%-3.41%+8.53%+5.02% 367.42Cr
Average -1.18%-1.57%+5.54%+42.53% 1.23TCr
Weighted average by Cap. -0.66%+0.34%+11.47%+47.87%

Financials

2026 *2027 *
Net sales 35Cr 47Cr 40Cr 37Cr 64Cr 4.48TCr 65Cr 441.13Cr 170.41Cr 2.13TCr 175.07Cr 171.45Cr 7.41TCr 38Cr 51Cr 44Cr 40Cr 70Cr 4.91TCr 72Cr 483.08Cr 186.62Cr 2.33TCr 191.72Cr 187.76Cr 8.12TCr
Net income 11Cr 15Cr 13Cr 12Cr 21Cr 1.46TCr 21Cr 143.58Cr 55Cr 691.65Cr 57Cr 56Cr 2.41TCr 12Cr 16Cr 13Cr 12Cr 22Cr 1.5TCr 22Cr 148.09Cr 57Cr 713.36Cr 59Cr 58Cr 2.49TCr
Net Debt -20Cr -26Cr -22Cr -20Cr -36Cr -2.5TCr -36Cr -245.92Cr -95Cr -1.18TCr -98Cr -96Cr -4.13TCr -22Cr -30Cr -26Cr -24Cr -41Cr -2.88TCr -42Cr -283.22Cr -109.41Cr -1.36TCr -112.4Cr -110.08Cr -4.76TCr
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
15/26/15 516.50 p -0.58% 13,72,867
14/26/14 519.50 p +1.86% 5,45,352
13/26/13 510.00 p -0.10% 15,94,108
12/26/12 510.50 p -2.11% 6,86,599
11/26/11 521.50 p -1.04% 9,41,548
Trader
Investor
Global
Quality
ESG MSCI
AA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
16
Last Close Price
5.165GBP
Average target price
5.566GBP
Spread / Average Target
+7.76%

Quarterly revenue - Rate of surprise