Valuation: AJ Bell plc

Capitalization 2.04B 2.72B 2.34B 2.14B 3.74B 261B 3.8B 25.69B 9.92B 124B 10.2B 9.98B 432B P/E ratio 2026 *
18.4x
P/E ratio 2027 * 17.3x
Enterprise value 1.85B 2.46B 2.11B 1.93B 3.38B 236B 3.44B 23.23B 8.97B 112B 9.22B 9.03B 390B EV / Sales 2026 *
5.27x
EV / Sales 2027 * 4.73x
Free-Float
81.04%
Yield 2026 *
2.98%
Yield 2027 * 3.28%
1 day-0.58%
1 week-1.99%
Current month-0.67%
1 month-5.06%
3 months+20.85%
6 months+1.27%
Current year+17.07%
1 week 503
Extreme 503
531
1 month 503
Extreme 503
558.5
Current year 414.4
Extreme 414.4
558.5
1 year 414.4
Extreme 414.4
578.5
3 years 241.6
Extreme 241.6
578.5
5 years 241.6
Extreme 241.6
578.5
10 years 162
Extreme 162
578.5
Manager TitleAgeSince
Chief Executive Officer 43 30/09/2022
Director of Finance/CFO 48 30/06/2022
Chief Tech/Sci/R&D Officer - 31/10/2019
Director TitleAgeSince
Director/Board Member 43 30/06/2007
Director/Board Member 63 21/03/2018
Director/Board Member 65 31/08/2021
Change 5d. change 1-year change 3-years change Capi.($)
-0.58%-1.99%+10.27%+64.70% 2.72B
-0.64%+1.56%+13.28%+38.96% 63.61B
+1.01%+2.24%+59.09%+128.37% 12.62B
+0.14%-0.05%-20.54%+81.58% 11.99B
-0.42%-0.18%+17.11%+17.94% 7.38B
-0.47%-1.14%+8.31%+26.34% 6.66B
-2.19%-2.19%-43.17% - 4.71B
-2.74%-4.60%+8.27%+22.09% 4.61B
-2.11%-3.47%-8.66%+2.20% 4.56B
-3.83%-3.41%+8.53%+5.02% 3.67B
Average -1.18%-1.57%+5.25%+43.02% 12.25B
Weighted average by Cap. -0.66%+0.34%+11.26%+48.30%

Financials

2026 *2027 *
Net sales 350M 467M 401M 367M 642M 44.81B 653M 4.41B 1.7B 21.25B 1.75B 1.71B 74.13B 384M 511M 440M 402M 703M 49.08B 715M 4.83B 1.87B 23.27B 1.92B 1.88B 81.18B
Net income 114M 152M 131M 120M 209M 14.59B 213M 1.44B 555M 6.92B 570M 558M 24.13B 118M 157M 135M 123M 216M 15.04B 219M 1.48B 572M 7.13B 588M 576M 24.89B
Net Debt -195M -260M -224M -205M -358M -24.98B -364M -2.46B -950M -11.85B -976M -956M -41.33B -225M -300M -258M -236M -412M -28.77B -419M -2.83B -1.09B -13.64B -1.12B -1.1B -47.59B
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
15/05/26 516.50 p -0.58% 1,372,867
14/05/26 519.50 p +1.86% 545,352
13/05/26 510.00 p -0.10% 1,594,108
12/05/26 510.50 p -2.11% 686,599
11/05/26 521.50 p -1.04% 941,548
Trader
Investor
Global
Quality
ESG MSCI
AA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
16
Last Close Price
5.165GBP
Average target price
5.566GBP
Spread / Average Target
+7.76%

Quarterly revenue - Rate of surprise