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Business Description
AJ Bell PLC
ISIN : GB00BFZNLB60
Description
AJ Bell PLC is an investment platform in the United Kingdom. The Group has a single operating segment being investment services in the advised and D2C space administering investments in SIPPs, ISAs and General Investment / Dealing Accounts. SIPPs and ISAs, Lifetime ISA, and junior products. The company generates revenue from Recurring ad valorem which includes custody fees, interest income and investment management fees; and transactional. Company earns its revenue from its domicile country United Kingdom.
Financial Strength
10/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Cash-To-Debt | 14.92 | |||||
| Equity-to-Asset | 0.71 | |||||
| Debt-to-Equity | 0.07 | |||||
| Debt-to-EBITDA | 0.11 | |||||
| Interest Coverage | 118.67 | |||||
| Piotroski F-Score | 4/9 | |||||
| Altman Z-Score | 15.79 | |||||
| Beneish M-Score | -2.62 | |||||
| WACC vs ROIC | ||||||
Growth Rank
9/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Revenue Growth Rate | 22.3 | |||||
| 3-Year EBITDA Growth Rate | 25.1 | |||||
| 3-Year EPS without NRI Growth Rate | 23.8 | |||||
| 3-Year FCF Growth Rate | 31 | |||||
| 3-Year Book Growth Rate | 15.9 | |||||
| Future 3-5Y EPS without NRI Growth Rate Estimate | 7.05 | |||||
| Future 3-5Y Total Revenue Growth Rate Estimate | 8.14 |
Momentum Rank
10/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 5-Day RSI | 65.46 | |||||
| 9-Day RSI | 57.64 | |||||
| 14-Day RSI | 53.6 | |||||
| 3-1 Month Momentum % | -11.55 | |||||
| 6-1 Month Momentum % | -11.65 | |||||
| 12-1 Month Momentum % | 36.15 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Current Ratio | 3.63 | |||||
| Quick Ratio | 3.63 | |||||
| Cash Ratio | 2.78 | |||||
| Days Sales Outstanding | 31.33 |
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Dividend Yield % | 3.03 | |||||
| Dividend Payout Ratio | 0.57 | |||||
| 3-Year Dividend Growth Rate | 17.4 | |||||
| Forward Dividend Yield % | 3.03 | |||||
| 5-Year Yield-on-Cost % | 16.3 | |||||
| 3-Year Average Share Buyback Ratio | -0.2 | |||||
| Shareholder Yield % | 3.06 |
Profitability Rank
9/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Operating Margin % | 39.82 | |||||
| Net Margin % | 31.29 | |||||
| FCF Margin % | 34.64 | |||||
| ROE % | 45.93 | |||||
| ROA % | 32.58 | |||||
| ROIC % | 112.12 | |||||
| 3-Year ROIIC % | 108.86 | |||||
| ROC (Joel Greenblatt) % | 710.02 | |||||
| ROCE % | 58.05 | |||||
| Years of Profitability over Past 10-Year | 9 |
GF Value Rank
10/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| PE Ratio | 20.39 | |||||
| Forward PE Ratio | 18.66 | |||||
| PE Ratio without NRI | 20.39 | |||||
| Price-to-Owner-Earnings | 13.2 | |||||
| PEG Ratio | 0.91 | |||||
| PS Ratio | 6.37 | |||||
| PB Ratio | 8.36 | |||||
| Price-to-Tangible-Book | 9.01 | |||||
| Price-to-Free-Cash-Flow | 18.39 | |||||
| Price-to-Operating-Cash-Flow | 17.76 | |||||
| EV-to-EBIT | 13.1 | |||||
| EV-to-EBITDA | 12.72 | |||||
| EV-to-Revenue | 5.56 | |||||
| EV-to-Forward-Revenue | 5.3 | |||||
| EV-to-FCF | 15.96 | |||||
| Price-to-GF-Value | 0.76 | |||||
| Price-to-Projected-FCF | 1.8 | |||||
| Price-to-Peter-Lynch-Fair-Value | 0.91 | |||||
| Price-to-Graham-Number | 2.86 | |||||
| Price-to-Net-Current-Asset-Value | 9.87 | |||||
| Price-to-Net-Cash | 15.35 | |||||
| Earnings Yield (Greenblatt) % | 7.63 | |||||
| FCF Yield % | 5.56 | |||||
| Forward Rate of Return (Yacktman) % | 23.38 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
Guru Trades
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Performance
Dividend
Log
Bar
Annualized Return % Â
Total Annual Return % Â
AJ Bell PLC Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil £) | 269.435 | ||
| EPS (TTM) (£) | 0.203 | ||
| Beta | 1.33 | ||
| 3-Year Sharpe Ratio | 0.32 | ||
| 3-Year Sortino Ratio | 0.6 | ||
| Volatility % | 31.61 | ||
| 14-Day RSI | 53.6 | ||
| 14-Day ATR (£) | 0.112123 | ||
| 20-Day SMA (£) | 4.029625 | ||
| 12-1 Month Momentum % | 36.15 | ||
| 52-Week Range (£) | 3.04 - 5.18 | ||
| Shares Outstanding (Mil) | 406.25 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 4 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
AJ Bell PLC Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
AJ Bell PLC Stock Events
| Event | Date | Price (£) | ||
|---|---|---|---|---|
| No Event Data | ||||
AJ Bell PLC Frequently Asked Questions
What is AJ Bell PLC(CHIX:AJBl)'s stock price today?
The current price of CHIX:AJBl is £4.14. The 52 week high of CHIX:AJBl is £5.18 and 52 week low is £3.04.
When is next earnings date of AJ Bell PLC(CHIX:AJBl)?
The next earnings date of AJ Bell PLC(CHIX:AJBl) is 2025-05-23 Est..
Does AJ Bell PLC(CHIX:AJBl) pay dividends? If so, how much?
The Dividend Yield %  of AJ Bell PLC(CHIX:AJBl) is 3.03% (As of Today), Highest Dividend Payout Ratio of AJ Bell PLC(CHIX:AJBl) was 0.66. The lowest was 0.2. And the median was 0.54. The  Forward Dividend Yield % of AJ Bell PLC(CHIX:AJBl) is 3.03%. For more information regarding to dividend, please check our Dividend Page.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
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