Valuation: AJ Bell plc

Market Cap 232.83Cr 311.36Cr 278.88Cr 257.29Cr 435.37Cr 30TCr 442.41Cr 3.07TCr 1.22TCr 16TCr 1.17TCr 1.14TCr 49TCr P/E 2026 *
18.8x
P/E 2027 * 17.4x
Enterprise Value 211.47Cr 282.8Cr 253.3Cr 233.69Cr 395.44Cr 27TCr 401.83Cr 2.79TCr 1.11TCr 14TCr 1.06TCr 1.04TCr 45TCr EV / Sales 2026 *
5.62x
EV / Sales 2027 * 4.93x
Free-Float
80.93%
Yield 2026 *
2.67%
Yield 2027 * 2.99%
1 day-1.18%
1 week-0.01%
Current month+0.16%
1 month+0.16%
3 months-2.35%
6 months+12.49%
Current year+32.58%
1 week 581.6
Extreme 581.598
610.5
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.($)
-1.18%-0.01%+7.72%+131.57% 311.36Cr
+0.02%+2.19%+13.97%+57.59% 6.55TCr
+0.33%+1.99%+57.87%+118.62% 4.04TCr
+0.04%-0.78%+14.63%+108.75% 1.49TCr
-2.98%-2.00%-13.33%+82.46% 1.21TCr
+1.90%-0.03%+34.49%+49.53% 891.38Cr
+1.56%+5.15%+2.32%+35.75% 688.5Cr
+1.20%+5.39%+46.82%+147.80% 429.37Cr
-1.24%+2.15%-5.71% - 425.62Cr
-3.69%-5.65%-31.31%-9.90% 402.52Cr
Average -0.40%+0.72%+12.75%+80.24% 1.64TCr
Weighted average by Cap. -0.07%+0.95%+22.56%+80.41%

Financials

2026 *2027 *
Net sales 38Cr 50Cr 45Cr 42Cr 70Cr 4.79TCr 71Cr 496.01Cr 197.88Cr 2.51TCr 188.82Cr 184.8Cr 7.94TCr 42Cr 56Cr 51Cr 47Cr 79Cr 5.38TCr 80Cr 556.83Cr 222.14Cr 2.81TCr 211.97Cr 207.46Cr 8.92TCr
Net income 13Cr 17Cr 15Cr 14Cr 24Cr 1.6TCr 24Cr 165.89Cr 66Cr 838.62Cr 63Cr 62Cr 2.66TCr 13Cr 18Cr 16Cr 15Cr 25Cr 1.69TCr 25Cr 174.56Cr 70Cr 882.44Cr 66Cr 65Cr 2.79TCr
Net Debt -21Cr -29Cr -26Cr -24Cr -40Cr -2.72TCr -41Cr -281.55Cr -112.32Cr -1.42TCr -107.18Cr -104.9Cr -4.51TCr -25Cr -33Cr -30Cr -27Cr -46Cr -3.16TCr -47Cr -327.1Cr -130.49Cr -1.65TCr -124.52Cr -121.87Cr -5.24TCr
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
30/26/30 GBX 584.50 -1.10% 65,943
29/26/29 GBX 591.00 0.00% 3,12,601
28/26/28 GBX 591.00 -1.01% 7,40,888
27/26/27 GBX 597.00 +0.67% 4,12,073
26/26/26 GBX 593.00 +1.37% 3,61,034
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