Valuation AJ Bell plc

Stocks

Market Closed - London S.E. Other stock markets 16:35:19 10/06/2026 BST			5-day change	1st Jan Change
603.00 ^GBX	+0.58%		-2.90%	+36.67%

06-09	Exane BNP ups Bunzl; Berenberg says 'buy' WPP	AN
05-29	Shore Capital Upgrades AJ Bell to Buy, Boosts PT	MT

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	2,381	-	-
Change	-	-32.32%	2.23%	64.07%	17.87%	8.99%	-	-
Enterprise Value (EV) ¹	1,536	1,021	983.4	1,657	1,997	2,192	2,156	2,107
Change	-	-33.52%	-3.69%	68.49%	20.5%	9.81%	-1.65%	-2.29%
P/E ratio	37.4x	23.7x	16.6x	22.1x	21.2x	20.1x	18.8x	16.7x
PBR	12.5x	8.28x	6.8x	9.13x	10.2x	10.5x	8.86x	7.4x
PEG	-	3.72x	0.4x	1x	0.8x	1.2x	2.67x	1.3x
Capitalization / Revenue	11.2x	6.74x	5.18x	6.88x	6.87x	6.42x	5.95x	5.41x
EV / Revenue	10.5x	6.23x	4.51x	6.15x	6.28x	5.91x	5.39x	4.79x
EV / EBITDA	25.8x	16.3x	10.8x	15x	14.7x	14.2x	12.8x	11.2x
EV / EBIT	27.5x	17.3x	11.4x	15.4x	15.1x	14.8x	13.4x	11.7x
EV / FCF	33x	24.1x	10x	17.8x	23.8x	19.9x	18.4x	16.4x
FCF Yield	3.03%	4.15%	9.96%	5.63%	4.21%	5.02%	5.44%	6.08%
Dividend per Share ²	0.0696	0.0459	0.1075	0.125	0.1425	0.1554	0.1715	0.1886
Rate of return	1.74%	1.71%	3.92%	2.78%	2.63%	2.58%	2.84%	3.13%
EPS ²	0.1067	0.1135	0.1653	0.2034	0.2556	0.2995	0.3206	0.3615
Distribution rate	65.2%	40.4%	65%	61.5%	55.8%	51.9%	53.5%	52.2%
Net sales ¹	145.8	163.8	218.2	269.4	317.8	370.9	399.9	439.9
EBITDA ¹	59.47	62.62	91.01	110.7	136	154.4	169	188.5
EBIT ¹	55.85	58.98	86.22	107.3	132	147.9	160.8	179.4
Net income ¹	43.82	46.74	68.22	84.3	105.1	120.9	125.6	137.9
Net Debt ¹	-97.06	-84.03	-146.3	-196.7	-188.2	-188.8	-225.1	-274.4
Reference price ²	3.990	2.692	2.744	4.495	5.415	6.030	6.030	6.030
Nbr of stocks (in thousands)	409,253	410,507	411,700	412,355	403,455	394,889	-	-
Announcement Date	02/12/21	01/12/22	07/12/23	05/12/24	04/12/25	-	-	-

¹GBP in Million²GBP

Estimates

Add to a list 0 selected To use this feature you must be a member Log in Sign up	P/E (Y)	EV / Sales (Y)	EV / EBITDA (Y)	Dividend Yield (Y)	Capi.($)
AJ BELL PLC	20.02x	5.87x	14.11x	2.59%	3.17B
MACQUARIE GROUP LIMITED	18.01x	3.31x	9.06x	3.18%	61.37B
ORIX CORPORATION	15.39x	3.92x	27.85x	2.51%	42.79B
EQUITABLE HOLDINGS, INC.	6.97x	-	-	2.69%	11.8B
SBI HOLDINGS, INC.	4.69x	1.28x	-	3.81%	11.72B
VOYA FINANCIAL, INC.	10.27x	0.72x	-	2.18%	8.02B
INVESTEC GROUP	8.66x	-	-	5.94%	6.92B
ROSEBANK INDUSTRIES PLC	-182.89x	3.11x	17.23x	0.92%	4.76B
WESTERN SECURITIES CO.,LTD.	15.27x	-	-	-	4.12B
FIRST CAPITAL SECURITIES CO., LTD.	26.04x	-	-	1.73%	3.95B
Average	-5.76x	3.04x	17.06x	2.84%	15.86B
Weighted average by Cap.	8.83x	3.22x	16.73x	2.96%