Valuation: AJ Bell plc

Market Cap 2.36B 3.19B 2.76B 2.57B 4.44B 303B 4.51B 30.21B 11.86B 152B 11.97B 11.71B 503B P/E 2026 *
19.5x
P/E 2027 * 17.8x
Enterprise Value 2.17B 2.93B 2.54B 2.37B 4.09B 279B 4.15B 27.79B 10.91B 140B 11.01B 10.77B 462B EV / Sales 2026 *
5.77x
EV / Sales 2027 * 5.16x
Free-Float
81.03%
Yield 2026 *
2.6%
Yield 2027 * 2.9%
1 day+2.17%
1 week+3.91%
Current month+3.91%
1 month-1.53%
3 months+15.84%
6 months+34.41%
Current year+38.37%
1 week 572.45
Extreme 572.453
615
1 month 568.5
Extreme 568.5
624
Current year 414.4
Extreme 414.4
662.5
1 year 414.4
Extreme 414.4
662.5
3 years 241.6
Extreme 241.6
662.5
5 years 241.6
Extreme 241.6
662.5
10 years 162
Extreme 162
662.5
Manager TitleAgeSince
Chief Executive Officer 43 01/10/2022
Director of Finance/CFO 48 01/07/2022
Chief Tech/Sci/R&D Officer - 01/11/2019
Director TitleAgeSince
Director/Board Member 43 01/07/2007
Director/Board Member 63 22/03/2018
Director/Board Member 65 01/09/2021
Date Insider Type Main position Quantity % Market Cap.
2/13/26 A Buy

Executive/Senior Manager

35 0.0000%
2/13/26 A Buy

Head of Human Resources

36 0.0000%
2/13/26 A Buy

Executive/Senior Manager

36 0.0000%
Change 5-day change 1-year change 3-year change Capi.($)
+1.83%+3.91%+16.73%+92.10% 3.18B
-1.05%+5.78%+22.30%+50.74% 69.33B
-2.72%+0.33%+81.76%+139.32% 44.91B
-0.74%+8.58%+2.80%+77.92% 14.24B
-2.88%+6.26%+0.62%+100.33% 12.62B
+0.70%+2.68%+44.57%+38.55% 9.2B
-0.04%+3.14%+12.63%+30.28% 7.54B
-1.92%+6.25%+3.48% - 4.84B
+0.30%-0.44%-21.17%-10.96% 4.44B
-0.76%+0.46%-11.71%-2.67% 4.11B
Average -0.68%+3.37%+15.20%+57.29% 17.44B
Weighted average by Cap. -1.37%+5.06%+32.67%+76.46%

Financials

2026 *2027 *
Net sales 377M 508M 440M 411M 708M 48.38B 720M 4.82B 1.89B 24.25B 1.91B 1.87B 80.16B 413M 558M 482M 451M 777M 53.08B 790M 5.29B 2.07B 26.6B 2.09B 2.05B 87.95B
Net income 124M 168M 145M 135M 234M 15.95B 237M 1.59B 623M 7.99B 629M 616M 26.43B 132M 178M 154M 144M 248M 16.93B 252M 1.69B 662M 8.49B 668M 653M 28.06B
Net Debt -189M -255M -221M -206M -356M -24.29B -361M -2.42B -949M -12.17B -958M -937M -40.25B -230M -310M -268M -250M -432M -29.51B -439M -2.94B -1.15B -14.79B -1.16B -1.14B -48.9B
Logo AJ Bell plc
AJ Bell plc is the parent company of the AJ Bell group of companies (the Group). The Group provides investment administration, dealing and custody services. The Company provides investment platforms. Its products for DIY investors include AJ Bell and AJ Bell Dodl. Its products for advisers and clients include AJ Bell Investcentre and Touch by AJ Bell. AJ Bell Investcentre is a platform offering advisers and their clients service, easy-to-use functionality and a comprehensive investment range at competitive prices. Touch by AJ Bell helps advisers to streamline their businesses with investment solutions delivered and managed digitally on their clients’ smartphones. It provides full-service and simplified platform products operating in both the advised and direct to consumer markets. Its core products are self-invested personal pensions, individual savings accounts and dealing accounts. Its services include regular investment services, and investment options, among others.
Employees
1,550
Date Price Change Volume
07/08/26 GBX 610.50 +1.83% 723,004
06/08/26 GBX 599.50 -1.07% 659,735
05/08/26 GBX 606.00 +2.36% 525,886
04/08/26 GBX 592.00 +0.77% 254,784
03/08/26 GBX 587.50 0.00% 536,186
Trader
Investor
Global
Quality
ESG MSCI
AA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
15
Last Close Price
5.995GBP
Average target price
6.438GBP
Spread / Average Target
+7.39%

Quarterly revenue - Rate of surprise