Valuation: AJ Bell plc

Market Cap 2.41B 3.26B 2.83B 2.65B 4.54B 311B 4.61B 31.14B 12.17B 156B 12.25B 11.98B 519B P/E 2026 *
19.9x
P/E 2027 * 18.2x
Enterprise Value 2.23B 3.01B 2.6B 2.44B 4.18B 287B 4.25B 28.7B 11.22B 144B 11.29B 11.04B 479B EV / Sales 2026 *
5.91x
EV / Sales 2027 * 5.29x
Free-Float
80.99%
Yield 2026 *
2.54%
Yield 2027 * 2.83%
1 day+0.49%
1 week+1.16%
Current month+4.34%
1 month+0.57%
3 months+20.08%
6 months+44.64%
Current year+38.94%
1 week 595.5
Extreme 595.5
625
1 month 568.5
Extreme 568.5
625
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.($)
+0.49%+1.16%+17.32%+106.26% 3.25B
-0.08%-2.13%+22.75%+49.09% 68.59B
-0.05%-2.53%+70.01%+145.86% 43.13B
+1.01%+1.11%-5.42%+82.58% 14.02B
-0.23%-1.07%-6.55%+108.41% 12.21B
+1.29%-0.62%+36.46%+36.68% 8.9B
-0.46%-1.68%+7.88%+27.06% 7.54B
+0.86%-0.84%+3.82% - 4.67B
+0.45%-1.18%-22.61%-7.58% 4.42B
+0.61%-1.65%-12.40%+2.02% 4.07B
Average +0.39%-0.04%+11.13%+61.15% 17.08B
Weighted average by Cap. +0.15%-0.13%+27.70%+78.19%

Financials

2026 *2027 *
Net sales 377M 509M 441M 413M 708M 48.52B 719M 4.86B 1.9B 24.3B 1.91B 1.87B 81.01B 413M 558M 484M 453M 777M 53.24B 789M 5.33B 2.08B 26.66B 2.1B 2.05B 88.89B
Net income 124M 168M 145M 136M 233M 16B 237M 1.6B 626M 8.01B 630M 616M 26.71B 132M 178M 154M 145M 248M 16.98B 252M 1.7B 665M 8.5B 669M 654M 28.35B
Net Debt -189M -255M -221M -207M -356M -24.36B -361M -2.44B -953M -12.2B -959M -938M -40.67B -230M -310M -269M -252M -432M -29.6B -439M -2.96B -1.16B -14.82B -1.17B -1.14B -49.42B
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
12/08/26 GBX 613.00 +0.49% 814,773
11/08/26 GBX 610.00 +0.33% 489,387
10/08/26 GBX 608.00 -0.41% 579,744
07/08/26 GBX 610.50 +1.83% 814,679
06/08/26 GBX 599.50 -1.07% 659,735
Trader
Investor
Global
Quality
ESG MSCI
AA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
15
Last Close Price
6.130GBP
Average target price
6.438GBP
Spread / Average Target
+5.02%

Quarterly revenue - Rate of surprise