Company Valuation: AJ Bell plc

Data adjusted to current consolidation scope
Fiscal Period: September 2021 2022 2023 2024 2025 2026 2027 2028
Market Cap 1 1,633 1,105 1,130 1,854 2,185 2,305 - -
Change - -32.32% 2.23% 64.07% 17.87% 5.49% - -
Enterprise Value (EV) 1 1,536 1,021 983.4 1,657 1,997 2,091 2,057 2,005
Change - -33.52% -3.69% 68.49% 20.5% 4.74% -1.65% -2.49%
P/E 37.4x 23.7x 16.6x 22.1x 21.2x 18.6x 17.1x 15.3x
PBR 12.5x 8.28x 6.8x 9.13x 10.2x 9.38x 7.93x 6.63x
PEG - 3.72x 0.4x 1x 0.8x 0.8x 1.91x 1.3x
Capitalization / Revenue 11.2x 6.74x 5.18x 6.88x 6.87x 6.13x 5.46x 4.94x
EV / Revenue 10.5x 6.23x 4.51x 6.15x 6.28x 5.56x 4.87x 4.3x
EV / EBITDA 25.8x 16.3x 10.8x 15x 14.7x 13.3x 11.4x 10.1x
EV / EBIT 27.5x 17.3x 11.4x 15.4x 15.1x 13.4x 11.8x 10.4x
EV / FCF 33x 24.1x 10x 17.8x 23.8x 16.8x 15.9x 13.7x
FCF Yield 3.03% 4.15% 9.96% 5.63% 4.21% 5.96% 6.31% 7.3%
Dividend per Share 2 0.0696 0.0459 0.1075 0.125 0.1425 0.1579 0.1768 0.1976
Rate of return 1.74% 1.71% 3.92% 2.78% 2.63% 2.7% 3.02% 3.38%
EPS 2 0.1067 0.1135 0.1653 0.2034 0.2556 0.3138 0.3419 0.3831
Distribution rate 65.2% 40.4% 65% 61.5% 55.8% 50.3% 51.7% 51.6%
Net sales 1 145.8 163.8 218.2 269.4 317.8 375.9 422.1 466.5
EBITDA 1 59.47 62.62 91.01 110.7 136 157.7 179.9 199.2
EBIT 1 55.85 58.98 86.22 107.3 132 155.5 174.1 193.4
Net income 1 43.82 46.74 68.22 84.3 105.1 126.9 133.1 146.8
Net Debt 1 -97.06 -84.03 -146.3 -196.7 -188.2 -213.6 -248.1 -299.4
Reference price 2 3.990 2.692 2.744 4.495 5.415 5.850 5.850 5.850
Nbr of stocks (in thousands) 409,253 410,507 411,700 412,355 403,455 393,953 - -
Announcement Date 12/2/21 12/1/22 12/7/23 12/5/24 12/4/25 - - -
1GBP in Million2GBP
Estimates

P/E, Detailed evolution



P/E (Y) EV / Sales (Y) EV / EBITDA (Y) Dividend Yield (Y) Capi.($)
18.64x5.56x13.26x2.7% 3.08B
18.45x3.49x9.54x3% 64.07B
7.67x - - 3.42% 40.04B
15.59x - - 2.19% 14.4B
6.58x0.88x - 4.18% 12.06B
12x0.81x - 1.99% 8.68B
7.55x - - 7.04% 6.63B
19x23.98x74.95x2.49% 4.12B
-77.36x2.64x14.02x1.48% 4.13B
Average 3.12x 6.22x 27.94x 3.17% 17.47B
Weighted average by Cap. 11.22x 3.83x 13.51x 3.18%

Y-o-Y evolution of P/E

Valuation ratios - P/E - AJ Bell plc

Historical PBR trend

Valuation ratios - PBR - AJ Bell plc

Evolution Enterprise Value / Sales

Valuation ratios - VE_REV - AJ Bell plc

Change in Enterprise Value/EBITDA

Valuation ratios - VE_EBITDA - AJ Bell plc


Year-on-year evolution of the Yield

Valuation ratios - Yield - AJ Bell plc
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