Valuation: AJ Bell plc

Market Cap 2.23B 2.95B 2.67B 2.47B 4.21B 278B 4.35B 29.71B 11.78B 149B 11.07B 10.84B 472B P/E 2026 *
18.1x
P/E 2027 * 16.8x
Enterprise Value 2.02B 2.67B 2.42B 2.24B 3.8B 252B 3.94B 26.87B 10.65B 134B 10.01B 9.8B 427B EV / Sales 2026 *
5.37x
EV / Sales 2027 * 4.69x
Free-Float
80.91%
Yield 2026 *
2.77%
Yield 2027 * 3.1%
1 day-0.44%
1 week-1.13%
Current month-1.89%
1 month-3.39%
3 months-6.86%
6 months+11.76%
Current year+29.19%
1 week 549.5
Extreme 549.5
588.5
1 month 549.5
Extreme 549.5
612.5
Current year 414.4
Extreme 414.4
662.5
1 year 414.4
Extreme 414.4
662.5
3 years 244.4
Extreme 244.4
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 48 01/07/2022
Date Insider Type Main position Quantity % Market Cap. Importance
10/22/26 A Sell -16,664 0.0042%
10/12/26 A Buy

Executive/Senior Manager

25 0.0000%
10/12/26 A Buy

General Counsel

25 0.0000%
Change 5-day change 1-year change 3-year change Capi.($)
-0.44%-1.13%+7.95%+113.48% 2.95B
-1.07%-1.88%+19.05%+54.02% 61.2B
+0.77%+2.06%+35.93%+106.44% 37.22B
+0.84%+6.53%+24.25%+112.74% 14.96B
+0.43%+7.69%-17.52%+82.00% 11.91B
-0.22%+3.02%+42.98%+48.67% 9.11B
-0.56%+3.92%+3.68%+23.21% 7B
-1.50%+5.45%-5.46% - 4.3B
-1.31%-2.90%-28.55%-10.53% 4.03B
0.00%+2.70%+36.94%+129.15% 3.76B
Average -0.31%+2.44%+11.92%+73.24% 16B
Weighted average by Cap. -0.24%+1.37%+19.80%+74.37%

Financials

2026 *2027 *
Net sales 376M 497M 451M 417M 709M 46.89B 734M 5.01B 1.99B 25.05B 1.87B 1.83B 79.5B 423M 559M 506M 468M 796M 52.68B 824M 5.63B 2.23B 28.14B 2.1B 2.05B 89.33B
Net income 126M 166M 151M 139M 237M 15.69B 245M 1.68B 664M 8.38B 624M 611M 26.6B 132M 175M 159M 147M 250M 16.51B 258M 1.76B 699M 8.82B 657M 643M 27.99B
Net Debt -214M -282M -256M -237M -402M -26.63B -417M -2.84B -1.13B -14.22B -1.06B -1.04B -45.15B -248M -328M -297M -275M -468M -30.93B -484M -3.3B -1.31B -16.52B -1.23B -1.21B -52.45B
Projected Income Statement - Annual - AJ Bell plc
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
13/11/26 GBX 570.00 -0.44% 397,804
12/11/26 GBX 572.50 -0.61% 553,925
11/11/26 GBX 576.00 +0.96% 412,171
10/11/26 GBX 570.50 +0.88% 355,472
09/11/26 GBX 565.50 -1.91% 644,293
Trader
Investor
Global
Quality
ESG MSCI
AA
MarketScreener Ratings - AJ Bell plc
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
16
Last Close Price
5.700GBP
Average target price
6.644GBP
Spread / Average Target
+16.56%

Quarterly revenue - Rate of surprise

Rate of surprise - Net sales - Quarterly - AJ Bell plc