Business Description
AJ Bell PLC
ISIN : GB00BFZNLB60
Total Employee Number:
1,550Description
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. The company earns its revenue from its domicile country United Kingdom.
Financial Strength
10/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Cash-To-Debt | 13.8 | |||||
Equity-to-Asset | 0.72 | |||||
Debt-to-Equity | 0.06 | |||||
Debt-to-EBITDA | 0.07 | |||||
Interest Coverage | 155.91 | |||||
Piotroski F-Score | 6/9 | |||||
Altman Z-Score | 21.9 | |||||
Beneish M-Score | -1.99 | |||||
WACC vs ROIC | ||||||
Growth Rank
10/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Revenue Growth Rate | 24.8 | |||||
3-Year EBITDA Growth Rate | 31.4 | |||||
3-Year EPS without NRI Growth Rate | 31.3 | |||||
3-Year FCF Growth Rate | 25.6 | |||||
3-Year Book Growth Rate | 18.5 | |||||
Future 3-5Y EPS without NRI Growth Rate Estimate Industry Rank | 11.31 | |||||
Future 3-5Y Total Revenue Growth Rate Estimate | 11.2 |
Momentum Rank
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
5-Day RSI | 80.25 | |||||
9-Day RSI | 69.65 | |||||
14-Day RSI | 65.24 | |||||
3-1 Month Momentum % | 26.75 | |||||
6-1 Month Momentum % | 39.14 | |||||
12-1 Month Momentum % | 19.42 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Current Ratio | 3.86 | |||||
Quick Ratio | 3.86 | |||||
Cash Ratio | 2.42 | |||||
Days Sales Outstanding | 55.31 |
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Dividend Yield % | 2.32 | |||||
Dividend Payout Ratio | 0.51 | |||||
3-Year Dividend Growth Rate | 20.6 | |||||
Forward Dividend Yield % | 2.32 | |||||
5-Year Yield-on-Cost % | 5.85 | |||||
3-Year Average Share Buyback Ratio | 0.6 | |||||
Shareholder Yield % | 4.67 |
Profitability Rank
9/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Operating Margin % | 41.54 | |||||
Net Margin % | 35.43 | |||||
EBITDA Margin % | 48.23 | |||||
FCF Margin % | 25.88 | |||||
OCF Margin % | 27.11 | |||||
ROE % | 58.79 | |||||
ROA % | 42.25 | |||||
ROIC % | 150.01 | |||||
3-Year ROIIC % | 182.94 | |||||
ROC (Joel Greenblatt) % | 569.99 | |||||
ROCE % | 73.25 | |||||
Years of Profitability over Past 10-Year | 10 |
GF Value Rank
7/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
PE Ratio | 20.99 | |||||
Forward PE Ratio | 20.1 | |||||
PE Ratio without NRI | 22.71 | |||||
Shiller PE Ratio | 49.02 | |||||
Price-to-Owner-Earnings | 19.94 | |||||
PEG Ratio | 0.97 | |||||
PS Ratio | 7.43 | |||||
PB Ratio | 11.89 | |||||
Price-to-Tangible-Book | 12.23 | |||||
Price-to-Free-Cash-Flow | 28.65 | |||||
Price-to-Operating-Cash-Flow | 27.41 | |||||
EV-to-EBIT | 14.48 | |||||
EV-to-EBITDA | 14.05 | |||||
EV-to-Revenue | 6.78 | |||||
EV-to-Forward-Revenue | 6.1 | |||||
EV-to-FCF | 26.2 | |||||
Price-to-GF-Value | 1.1 | |||||
Price-to-Projected-FCF | 2.41 | |||||
Price-to-Peter-Lynch-Fair-Value | 1.05 | |||||
Price-to-Graham-Number | 3.53 | |||||
| Price-to-Net-Current-Asset-Value | 13.53 | |||||
| Price-to-Net-Cash | 28.91 | |||||
Earnings Yield (Greenblatt) % | 6.91 | |||||
FCF Yield % | 3.58 | |||||
Forward Rate of Return (Yacktman) % | 22.52 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
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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 £) | 347.566 | ||
| EPS (TTM) (£) | 0.303 | ||
| Beta | 0.5998 | ||
| 3-Year Sharpe Ratio | 0.7 | ||
| 3-Year Sortino Ratio | 1.33 | ||
| Volatility % | 31.78 | ||
| 14-Day RSI | 65.24 | ||
| 14-Day ATR (£) | 0.223096 | ||
| 20-Day SMA (£) | 6.06225 | ||
| 12-1 Month Momentum % | 19.42 | ||
| 52-Week Range (£) | 4.144 - 6.625 | ||
| Shares Outstanding (Mil) | 394.88 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 6 | ||
| 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 (£) | ||
|---|---|---|---|---|
| Fourth quarter earnings conference call for 2026 | 2026-12-04 09:30 | In 152 days | ||
| Annual report for 2026 | 2026-12-04 | In 151 days | ||
| Fourth quarter earnings results for 2026 | 2026-12-04 | In 151 days | ||
| GBP 0.050000 Cash Dividend | 2026-06-04 | 6.15 (-0.57%) | ||
| Second quarter earnings results for 2026 | 2026-05-21 | 5.34 (+2.79%) | ||
| General meeting for 2026 | 2026-02-04 | 4.62 (-0.73%) | ||
| GBP 0.097500 Cash Dividend | 2026-01-15 | 4.51 (-0.40%) | ||
| Fourth quarter earnings conference call for 2025 | 2025-12-04 09:30 | 5.25 (+0.87%) | ||
| Annual report for 2025 | 2025-12-04 | 5.25 (+0.87%) | ||
| Fourth quarter earnings results for 2025 | 2025-12-04 | 5.25 (+0.87%) |
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Entries
AJ Bell PLC Frequently Asked Questions
What is AJ Bell PLC(LSE:AJB)'s stock price today?
The current price of LSE:AJB is £6.36. The 52 week high of LSE:AJB is £6.63 and 52 week low is £4.14.
When is next earnings date of AJ Bell PLC(LSE:AJB)?
The next earnings date of AJ Bell PLC(LSE:AJB) is 2026-12-04 Est..
Does AJ Bell PLC(LSE:AJB) pay dividends? If so, how much?
The Dividend Yield %  of AJ Bell PLC(LSE:AJB) is 2.32% (As of Today), Highest Dividend Payout Ratio of AJ Bell PLC(LSE:AJB) was 0.66. The lowest was 0.2. And the median was 0.51. The  Forward Dividend Yield % of AJ Bell PLC(LSE:AJB) is 2.32%. For more information regarding to dividend, please check our Dividend Page.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
Articles on AJ Bell PLC
No articles.
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