Valuation: AJ Bell plc

Market Cap 232.83Cr 309.92Cr 278.06Cr 257.08Cr 434.98Cr 30TCr 440.24Cr 3.07TCr 1.22TCr 15TCr 1.16TCr 1.14TCr 49TCr P/E 2026 *
18.5x
P/E 2027 * 17.4x
Enterprise Value 211.47Cr 281.49Cr 252.55Cr 233.5Cr 395.08Cr 27TCr 399.86Cr 2.79TCr 1.11TCr 14TCr 1.06TCr 1.03TCr 45TCr EV / Sales 2026 *
5.62x
EV / Sales 2027 * 4.93x
Free-Float
80.94%
Yield 2026 *
2.67%
Yield 2027 * 2.99%
1 day-1.01%
1 week+0.77%
Current month+1.20%
1 month+2.96%
3 months-0.42%
6 months+12.79%
Current year+33.95%
1 week 582.5
Extreme 582.5
611
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.($)
-1.01%+0.77%+7.36%+129.07% 312.97Cr
+0.66%+0.79%+11.98%+56.69% 6.45TCr
+0.78%+0.92%+57.54%+117.58% 4.03TCr
0.00%+0.40%+13.19%+108.68% 1.49TCr
+1.01%-1.75%-11.15%+85.36% 1.17TCr
-0.29%+0.23%+31.28%+46.75% 877.34Cr
-0.20%+2.60%-2.38%+33.21% 678.9Cr
-0.64%-2.65%-27.36%-6.45% 420.32Cr
+1.63%+2.46%+41.64%+143.90% 418.84Cr
0.00%+3.25%-6.47% - 418.26Cr
Average +0.20%+0.93%+11.56%+79.42% 1.63TCr
Weighted average by Cap. +0.52%+0.50%+21.35%+79.68%

Financials

2026 *2027 *
Net sales 38Cr 50Cr 45Cr 42Cr 70Cr 4.77TCr 71Cr 496.68Cr 197.83Cr 2.5TCr 187.93Cr 183.96Cr 7.92TCr 42Cr 56Cr 50Cr 47Cr 79Cr 5.35TCr 80Cr 557.59Cr 222.09Cr 2.8TCr 210.98Cr 206.52Cr 8.9TCr
Net income 13Cr 17Cr 15Cr 14Cr 24Cr 1.61TCr 24Cr 168.17Cr 67Cr 845.09Cr 64Cr 62Cr 2.68TCr 13Cr 18Cr 16Cr 15Cr 25Cr 1.68TCr 25Cr 174.8Cr 70Cr 878.37Cr 66Cr 65Cr 2.79TCr
Net Debt -21Cr -28Cr -26Cr -24Cr -40Cr -2.71TCr -40Cr -281.93Cr -112.3Cr -1.42TCr -106.68Cr -104.42Cr -4.5TCr -25Cr -33Cr -30Cr -27Cr -46Cr -3.15TCr -47Cr -327.54Cr -130.46Cr -1.65TCr -123.93Cr -121.32Cr -5.23TCr
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
28/26/28 GBX 591.00 -1.01% 3,78,758
27/26/27 GBX 597.00 +0.67% 4,12,073
26/26/26 GBX 593.00 +1.37% 3,61,034
23/26/23 GBX 585.00 -2.09% 5,51,052
22/26/22 GBX 597.50 +1.88% 6,31,333
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