AJ Bell (LSE:AJB) ROE % Adjusted to Book Value: 7.34% (As of Mar. 2026)


LSE:AJB AJ Bell PLC LSE:AJB
96 GF Score
Price £6.31
GF Value £5.79
Valuation Fairly Valued
! 4 Warning Signs
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What is AJ Bell ROE % Adjusted to Book Value?

AJ Bell LSE:AJB +0.48% 96 ROE % Adjusted to Book Value is 7.34% as of Mar. 2026. GuruFocus rates LSE:AJB with a GF Score™ of 96/100 and a GF Value™ of £5.79 (Fairly Valued). The stock has 4 warning signs investors should review.

AJ Bell's ROE % for the quarter that ended in Mar. 2026 was 64.44%. AJ Bell's PB Ratio for the quarter that ended in Mar. 2026 was 8.78. AJ Bell's ROE % Adjusted to Book Value for the quarter that ended in Mar. 2026 was 7.34%.

AJ Bell ROE % Adjusted to Book Value Related Terms

AJ Bell ROE % Adjusted to Book Value Historical Data

* Premium members only.

The historical data trend for AJ Bell's ROE % Adjusted to Book Value can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

AJ Bell ROE % Adjusted to Book Value Chart

AJ Bell Annual Data
Trend Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24 Sep25
ROE % Adjusted to Book Value
Get a 7-Day Free Trial Premium Member Only Premium Member Only 2.91 4.26 6.71 5.02 4.96

AJ Bell Semi-Annual Data
Sep16 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23 Mar24 Sep24 Mar25 Sep25 Mar26
ROE % Adjusted to Book Value Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 7.69 4.39 6.16 5.16 7.34

LSE:AJB vs BLK, BX, KKR: ROE % Adjusted to Book Value Comparison

For the Asset Management subindustry, AJ Bell's ROE % Adjusted to Book Value, along with its competitors' market caps and ROE % Adjusted to Book Value 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 ROE % Adjusted to Book Value vs Asset Management Industry

For the Asset Management industry and Financial Services sector, AJ Bell's ROE % Adjusted to Book Value distribution charts can be found below:

* The bar in red indicates where AJ Bell's ROE % Adjusted to Book Value falls into.


LSE:AJB
96GF Score
AJ Bell PLC LSE:AJB
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
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AJ Bell ROE % Adjusted to Book Value Calculation

AJ Bell's ROE % Adjusted to Book Value for the fiscal year that ended in Sep. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=49.89% / 10.05
=4.96%

AJ Bell's ROE % Adjusted to Book Value for the quarter that ended in Mar. 2026 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=64.44% / 8.78
=7.34%

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

What does a ROE % Adjusted to Book Value of 7.34% mean?
AJ Bell (LSE:AJB) has a ROE % Adjusted to Book Value of 7.34% as of Mar. 2026. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on AJ Bell and its competitors.
Is AJ Bell's ROE % Adjusted to Book Value too high?
AJ Bell's current ROE % Adjusted to Book Value is 7.34%. 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 ROE % Adjusted to Book Value compare to BLK and BX?
AJ Bell's ROE % Adjusted to Book Value of 7.34% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % Adjusted to Book Value for an Asset Management company?
A good ROE % Adjusted to Book Value depends on the Asset Management industry context. However, ROE % Adjusted to Book Value should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROE % Adjusted to Book Value mean?
A high ROE % Adjusted to Book Value can signal that a stock is expensive relative to its fundamentals. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on AJ Bell and its competitors. AJ Bell's current ROE % Adjusted to Book Value is 7.34%. 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 £5.79, compared to a current price of £6.31 — trading 9% above its estimated fair value. The current ROE % Adjusted to Book Value is 7.34%. AJ Bell's overall GF Score™ is 96/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % Adjusted to Book Value calculated?
ROE % Adjusted to Book Value is calculated from a company's financial statements. For AJ Bell (LSE:AJB), the current ROE % Adjusted to Book Value is 7.34% 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 overvalued. The current stock price of £6.31 is trading 9% above its estimated GF Value™ of £5.79. GuruFocus considers AJ Bell to be Fairly Valued.

Key valuation signals for LSE:AJB:

  • ROE % Adjusted to Book Value: 7.34%
  • GF Value™: £5.79 vs. price of £6.31 (9% above fair value)
  • GF Score™: 96/100 with 4 warning signs

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

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ROE % Adjusted to Book Value is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

£6.31
Price
£5.79
GF Value