Valuation: AJ Bell plc

Market Cap 2.31B 3.05B 2.67B 2.47B 4.33B 288B 4.42B 29.63B 11.47B 142B 11.45B 11.2B 493B P/E 2026 *
19.6x
P/E 2027 * 18.2x
Enterprise Value 2.12B 2.8B 2.46B 2.26B 3.98B 264B 4.06B 27.22B 10.53B 131B 10.52B 10.29B 453B EV / Sales 2026 *
5.7x
EV / Sales 2027 * 5.19x
Free-Float
81.03%
Yield 2026 *
2.65%
Yield 2027 * 2.93%
1 day-2.48%
1 week-4.10%
Current month-3.71%
1 month-9.10%
3 months+26.08%
6 months+33.14%
Current year+32.48%
1 week 577
Extreme 577
620
1 month 577
Extreme 577
641
Current year 414.4
Extreme 414.4
651.34
1 year 414.4
Extreme 414.4
651.34
3 years 241.6
Extreme 241.6
651.34
5 years 241.6
Extreme 241.6
651.34
10 years 162
Extreme 162
651.34
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 65 2021-08-31
Date Insider Type Main position Quantity % Market Cap.
05-21Sell

Executive/Senior Manager

1,000 0.0003%
05-20Sell -8,229 0.0021%
05-20Sell

Executive/Senior Manager

-1,535 0.0004%
Change 5-day change 1-year change 3-year change Capi.($)
-1.60%-4.10%+17.42%+85.56% 3.1B
-0.25%-1.35%+14.98%+44.32% 63.35B
-0.47%-4.98%+98.32%+139.14% 41.93B
+0.36%-2.18%-21.46%+69.62% 12.34B
-1.50%-7.02%+7.86%+95.01% 10.95B
+1.83%-1.32%+29.74%+31.29% 8.11B
-0.04%-1.78%+7.52%+29.07% 6.86B
-4.43%+0.62%-17.16%+1.73% 4.45B
-5.26%+2.85%-10.11%+14.26% 4.24B
+3.86%-8.24%-5.00% - 4.06B
Average -0.93%-3.90%+12.21%+56.67% 15.94B
Weighted average by Cap. -0.44%-2.92%+32.00%+72.93%

Financials

2026 *2027 *
Net sales 372M 491M 431M 397M 697M 46.33B 711M 4.77B 1.85B 22.9B 1.84B 1.8B 79.4B 402M 531M 466M 429M 753M 50.08B 769M 5.16B 2B 24.75B 1.99B 1.95B 85.83B
Net income 120M 159M 140M 129M 226M 15.02B 231M 1.55B 598M 7.42B 598M 585M 25.74B 126M 166M 146M 134M 236M 15.66B 240M 1.61B 624M 7.74B 623M 610M 26.84B
Net Debt -188M -249M -218M -201M -353M -23.45B -360M -2.42B -935M -11.59B -934M -913M -40.19B -225M -298M -261M -240M -422M -28.06B -431M -2.89B -1.12B -13.87B -1.12B -1.09B -48.09B
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
26-06-26 GBX 584.50 -1.60% 425,185
26-06-25 GBX 594.00 +0.59% 593,778
26-06-24 GBX 590.50 -2.15% 628,213
26-06-23 GBX 603.50 +1.09% 1,113,935
26-06-22 GBX 597.00 -0.08% 673,896
Trader
Investor
Global
Quality
ESG MSCI
AA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
15
Last Close Price
5.845GBP
Average target price
6.108GBP
Spread / Average Target
+4.50%

Quarterly revenue - Rate of surprise