Valuation: AJ Bell plc

Market Cap 2.32B 3.08B 2.75B 2.56B 4.37B 292B 4.41B 30.71B 12.02B 152B 11.56B 11.31B 488B P/E 2026 *
19.1x
P/E 2027 * 17.2x
Enterprise Value 2.11B 2.8B 2.5B 2.33B 3.98B 266B 4.01B 27.93B 10.93B 138B 10.52B 10.28B 444B EV / Sales 2026 *
5.63x
EV / Sales 2027 * 4.96x
Free-Float
80.96%
Yield 2026 *
2.66%
Yield 2027 * 3%
1 day-1.83%
1 week+2.16%
Current month+1.03%
1 month+1.03%
3 months-1.17%
6 months+12.49%
Current year+33.73%
1 week 562
Extreme 562
625
1 month 550.5
Extreme 550.5
625
Current year 414.4
Extreme 414.4
662.5
1 year 414.4
Extreme 414.4
662.5
3 years 241.6
Extreme 241.6
662.5
5 years 241.6
Extreme 241.6
662.5
10 years 162
Extreme 162
662.5
Manager TitleAgeSince
Chief Executive Officer 43 2022-09-30
Director of Finance/CFO 48 2022-06-30
Chief Tech/Sci/R&D Officer - 2019-10-31
Director TitleAgeSince
Director/Board Member 43 2007-06-30
Director/Board Member 63 2018-03-21
Director/Board Member 48 2022-06-30
Date Insider Type Main position Quantity % Market Cap. Importance
5/22/26 Sell

Executive/Senior Manager

1,000 0.0003%
5/21/26 Sell -8,229 0.0021%
5/21/26 Sell -8,229 0.0021%
Change 5-day change 1-year change 3-year change Capi.($)
-1.83%+2.16%+8.76%+129.39% 3.13B
-1.19%+0.18%+16.08%+48.63% 65.06B
-0.63%-1.33%+56.65%+115.38% 39.81B
-0.75%-2.53%+8.65%+93.16% 14.61B
-1.26%+0.79%-5.62%+94.91% 12.39B
+0.64%-2.35%+29.66%+44.75% 8.6B
+0.13%-3.26%-1.61%+18.03% 6.54B
+0.30%+0.46%-23.11%+0.91% 4.4B
-2.44%-5.31%+39.02%+110.04% 4.21B
+3.87%+1.58%-8.00% - 4.05B
Average -0.30%+0.01%+12.05%+72.80% 16.28B
Weighted average by Cap. -0.71%+0.75%+22.48%+73.51%

Financials

2026 *2027 *
Net sales 375M 497M 444M 414M 706M 47.17B 711M 4.96B 1.94B 24.53B 1.87B 1.83B 78.72B 419M 554M 495M 462M 788M 52.63B 794M 5.53B 2.17B 27.37B 2.08B 2.04B 87.84B
Net income 125M 165M 147M 137M 234M 15.66B 236M 1.65B 644M 8.15B 620M 606M 26.14B 134M 177M 159M 148M 252M 16.84B 254M 1.77B 693M 8.76B 666M 652M 28.11B
Net Debt -211M -279M -249M -233M -397M -26.51B -400M -2.79B -1.09B -13.79B -1.05B -1.03B -44.24B -248M -329M -294M -274M -467M -31.2B -471M -3.28B -1.28B -16.23B -1.23B -1.21B -52.07B
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
26-10-13 GBX 590.00 -1.83% 294,989
26-10-12 GBX 601.00 +1.43% 529,272
26-10-09 GBX 592.50 +2.24% 437,027
26-10-08 GBX 579.50 +1.49% 634,323
26-10-07 GBX 571.00 -1.13% 394,532
Trader
Investor
Global
Quality
ESG MSCI
AA
MarketScreener Ratings - AJ Bell plc
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
15
Last Close Price
5.900GBP
Average target price
6.626GBP
Spread / Average Target
+12.30%

Quarterly revenue - Rate of surprise

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