AJ Bell (LSE:AJB) 3-Year EBITDA Growth Rate: 31.40% (As of Mar. 2026) — 25% Above Median

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LSE:AJB AJ Bell PLC LSE:AJB
96 GF Score
Price £5.84
GF Value £6.06
Valuation Fairly Valued
! 3 Warning Signs
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What is AJ Bell 3-Year EBITDA Growth Rate?

AJ Bell LSE:AJB +0.09% 96 3-Year EBITDA Growth Rate is 31.40% as of Mar. 2026, which is 25% above its 10-year median of 25.10. GuruFocus rates LSE:AJB with a GF Score™ of 96/100 and a GF Value™ of £6.06 (Fairly Valued). The stock has 3 warning signs investors should review. Among 501 Asset Management companies, AJ Bell ranks better than 74.45% on this metric.

AJ Bell's EBITDA per Share for the six months ended in Mar. 2026 was £0.24.

During the past 12 months, AJ Bell's average EBITDA Per Share Growth Rate was 36.80% per year. During the past 3 years, the average EBITDA Per Share Growth Rate was 31.40% per year. During the past 5 years, the average EBITDA Per Share Growth Rate was 23.40% per year. Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the average EBITDA per share growth rate.

During the past 10 years, the highest 3-Year average EBITDA Per Share Growth Rate of AJ Bell was 31.40% per year. The lowest was 16.00% per year. And the median was 25.10% per year.


AJ Bell  (LSE:AJB) 3-Year EBITDA Growth Rate Explanation

EBITDA per Share is the amount of Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) per outstanding share of the company's stock.

Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) is what the company earns before it expenses interest, taxes, depreciation and amortization.


AJ Bell 3-Year EBITDA Growth Rate Related Terms


LSE:AJB vs BLK, BX, KKR: 3-Year EBITDA Growth Rate Comparison

For the Asset Management subindustry, AJ Bell's 3-Year EBITDA Growth Rate, along with its competitors' market caps and 3-Year EBITDA Growth Rate data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


AJ Bell 3-Year EBITDA Growth Rate vs Asset Management Industry

For the Asset Management industry and Financial Services sector, AJ Bell's 3-Year EBITDA Growth Rate distribution charts can be found below:

* The bar in red indicates where AJ Bell's 3-Year EBITDA Growth Rate falls into.


LSE:AJB
96GF Score
AJ Bell PLC LSE:AJB
3-Year EBITDA Growth Rate is just one metric. See GF Score™, valuation, warning signs, and more.
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AJ Bell 3-Year EBITDA Growth Rate Calculation

This is the 3-year average growth rate of EBITDA per Share. The growth rate is calculated using exponential compounding based on the latest four year annual data.

Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the average EBITDA per share growth rate.

What does a 3-Year EBITDA Growth Rate of 31.40% mean?
AJ Bell (LSE:AJB) has a 3-Year EBITDA Growth Rate of 31.40% as of Mar. 2026. 3-Year EBITDA Growth Rate is the 3-year average growth rate of EBITDA per share. View historical data for AJ Bell and its competitors. This is 25% above median its historical median of 25.10. Over the past decade, AJ Bell's 3-Year EBITDA Growth Rate has ranged from 16.00 to 31.40. According to the industry distribution chart, AJ Bell ranks #128 out of 501 companies in the Asset Management industry, placing it in the top 25.5%.
Is AJ Bell's 3-Year EBITDA Growth Rate too high?
AJ Bell's current 3-Year EBITDA Growth Rate of 31.40% is 25% above median its 10-year median of 25.10. Over the past 10 years, this metric has ranged from a low of 16.00 to a high of 31.40. The Asset Management industry median 3-Year EBITDA Growth Rate is 10.30. AJ Bell's value of 31.40% is 204.9% above this industry median. Based on the distribution chart, AJ Bell ranks #128 out of 501 companies in the Asset Management industry, which is above the industry midpoint. Overall, AJ Bell has a GF Score™ of 96/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does AJ Bell's 3-Year EBITDA Growth Rate compare to BLK and BX?
According to the Asset Management industry distribution chart, AJ Bell ranks #128 out of 501 companies for 3-Year EBITDA Growth Rate. This puts AJ Bell in the upper half of its industry. The industry median 3-Year EBITDA Growth Rate is 10.30. AJ Bell's value of 31.40% is 204.9% above this benchmark. Historically, AJ Bell's own 3-Year EBITDA Growth Rate has ranged from 16.00 to 31.40 over the past decade. While the company's 10-year median is 25.10 vs. the industry median of 10.30, AJ Bell has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year EBITDA Growth Rate for an Asset Management company?
The median 3-Year EBITDA Growth Rate among Asset Management companies is 10.30, based on 501 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year EBITDA Growth Rate significantly above this median, while those in the bottom quartile fall well below. However, 3-Year EBITDA Growth Rate should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. AJ Bell's current 3-Year EBITDA Growth Rate of 31.40% is 204.9% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year EBITDA Growth Rate mean?
A high 3-Year EBITDA Growth Rate can signal that a stock is expensive relative to its fundamentals. 3-Year EBITDA Growth Rate is the 3-year average growth rate of EBITDA per share. View historical data for AJ Bell and its competitors. For the Asset Management industry, the median 3-Year EBITDA Growth Rate is 10.30 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. AJ Bell's current 3-Year EBITDA Growth Rate is 31.40%, which is 25% above median its own 10-year median of 25.10. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is AJ Bell stock overvalued right now?
Based on GuruFocus' analysis, AJ Bell (LSE:AJB) is currently considered Fairly Valued. The stock's GF Value™ is £6.06, compared to a current price of £5.84 — trading 3.6% below its estimated fair value. The current 3-Year EBITDA Growth Rate is 31.40%, which is 25% above median its 10-year median of 25.10 and 204.9% above the Asset Management industry median of 10.30. AJ Bell's overall GF Score™ is 96/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year EBITDA Growth Rate calculated?
3-Year EBITDA Growth Rate is calculated from a company's financial statements. For AJ Bell (LSE:AJB), the current 3-Year EBITDA Growth Rate is 31.40% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is AJ Bell (LSE:AJB) Overvalued in 2026?

Based on GuruFocus' analysis, AJ Bell stock appears to be undervalued. The current stock price of £5.84 is trading 3.6% below its estimated GF Value™ of £6.06. GuruFocus considers AJ Bell to be Fairly Valued.

Key valuation signals for LSE:AJB:

  • 3-Year EBITDA Growth Rate: 31.40% (25% above median its 10-year median of 25.10)
  • GF Value™: £6.06 vs. price of £5.84 (3.6% below fair value)
  • GF Score™: 96/100 with 3 warning signs
  • Industry Position: 204.9% above the Asset Management median (#128 of 501)

No single metric tells the full story. See the LSE:AJB stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


AJ Bell Business Description

Other Exchanges AJBl:UK3FY:Germany
Address 4 Exchange Quay, Salford Quays, Manchester, GBR, M5 3EE
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.
96GF Score

Get the complete analysis for LSE:AJB

3-Year EBITDA Growth Rate is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

£5.84
Price
£6.06
GF Value