Compare AJ Bell Plc with Similar Stocks
Dashboard
1
Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 40.68%
- Healthy long term growth as Net Sales has grown by an annual rate of 20.19%
2
With a growth in Net Sales of 7.42%, the company declared Outstanding results in Sep 25
3
With ROE of 87.52%, it has a fair valuation with a 8.24 Price to Book Value
Total Returns (Price + Dividend) 
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
8.14%
0%
8.14%
6 Months
-5.48%
0%
-5.48%
1 Year
21.24%
0%
21.24%
2 Years
43.44%
0%
43.44%
3 Years
66.2%
0%
66.2%
4 Years
4.4%
0%
4.4%
5 Years
14.31%
0%
14.31%
AJ Bell Plc for the last several years.
Risk Adjusted Returns v/s 
News
No Recent News for the Company
Announcements 
No announcement available
Corporate Actions 
No corporate action available
Quality key factors 
Factor
Value
Sales Growth (5y)
20.19%
EBIT Growth (5y)
23.36%
EBIT to Interest (avg)
82.76
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
25.86%
Dividend Payout Ratio
55.49%
Pledged Shares
0
Institutional Holding
0
ROCE (avg)
301.73%
ROE (avg)
40.68%
Valuation key factors
Factor
Value
P/E Ratio
9
Industry P/E
Price to Book Value
8.24
EV to EBIT
12.05
EV to EBITDA
11.69
EV to Capital Employed
54.82
EV to Sales
5.05
PEG Ratio
0.35
Dividend Yield
3.22%
ROCE (Latest)
454.88%
ROE (Latest)
87.52%
Technicals key factors
Indicator
Weekly
Monthly
MACD
Bearish
Mildly Bearish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bearish
Mildly Bearish
Moving Averages
Mildly Bearish (Daily)
KST
Mildly Bullish
Mildly Bearish
Dow Theory
Mildly Bullish
Mildly Bearish
OBV
Mildly Bullish
No Trend
Shareholding Snapshot
No data for shareholding present.
Shareholding Compare (%holding) 
No data for shareholding present.
Annual Results Snapshot (Consolidated) - Sep'25
Sep'25
Sep'24
Change(%)
Net Sales
317.80
269.40
17.97%
Operating Profit (PBDIT) excl Other Income
137.10
116.60
17.58%
Interest
0.90
0.90
Exceptional Items
-1.10
-6.20
82.26%
Consolidate Net Profit
105.10
84.30
24.67%
Operating Profit Margin (Excl OI)
418.60%
420.10%
-0.15%
USD in Million.
Net Sales
YoY Growth in year ended Sep 2025 is 17.97% vs 23.46% in Sep 2024
Consolidated Net Profit
YoY Growth in year ended Sep 2025 is 24.67% vs 23.61% in Sep 2024
About AJ Bell Plc 
AJ Bell Plc
Capital Markets
AJ Bell Plc, formerly AJ Bell Holdings Ltd, is a United Kingdom-based company that provides investment platforms. The Company’s flagship platform includes AJ Bell Investcentre and AJ Bell Youinvest. It offers self-invested personal pension (SIPP), individual savings account (ISA) and general investment/dealing accounts. It offers access to a broad range of investments, including shares and other instruments traded on the stock exchanges around the world, as well as all mainstream collective investments available in the United Kingdom and a range of in-house investment solutions. AJ Bell Investcentre provides regulated financial advisers and wealth managers with a suite of online tools to help manage their retail clients’ portfolios. AJ Bell Youinvest is a direct to consumer (D2C) retail investment platforms. The Company’s non-platforms services include AJ Bell Platinum, AJ Bell Securities stockbroking and White label SIPP administration.
Company Coordinates 
Company Details
4 Exchange Quay , SALFORD None : M5 3EE
Registrar Details






