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 20.29%
2
The company has declared Positive results for the last 5 consecutive quarters
3
With ROE of 85.86%, it has a very expensive valuation with a 10.68 Price to Book Value
4
Underperformed the market in the last 1 year
Total Returns (Price + Dividend) 
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
18.22%
0%
18.22%
6 Months
3.34%
0%
3.34%
1 Year
32.54%
0%
32.54%
2 Years
56.82%
0%
56.82%
3 Years
81.7%
0%
81.7%
4 Years
14.14%
0%
14.14%
5 Years
24.97%
0%
24.97%
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)
20.29%
EBIT Growth (5y)
23.31%
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
61.09%
Pledged Shares
0
Institutional Holding
0
ROCE (avg)
301.73%
ROE (avg)
40.68%
Valuation key factors
Factor
Value
P/E Ratio
12
Industry P/E
Price to Book Value
10.68
EV to EBIT
17.13
EV to EBITDA
16.61
EV to Capital Employed
79.73
EV to Sales
6.69
PEG Ratio
1.14
Dividend Yield
2.47%
ROCE (Latest)
465.49%
ROE (Latest)
85.86%
Technicals key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Bearish
Mildly Bullish
Moving Averages
Mildly Bullish (Daily)
KST
Mildly Bearish
Mildly Bearish
Dow Theory
No Trend
Mildly Bearish
OBV
Mildly Bearish
Mildly Bearish
Shareholding Snapshot
No data for shareholding present.
Shareholding Compare (%holding) 
No data for shareholding present.
Annual Results Snapshot (Consolidated) - Sep'23
Sep'23
Sep'22
Change(%)
Net Sales
218.20
163.80
33.21%
Operating Profit (PBDIT) excl Other Income
91.00
62.60
45.37%
Interest
1.00
0.80
25.00%
Exceptional Items
0.00
0.00
Consolidate Net Profit
68.20
46.70
46.04%
Operating Profit Margin (Excl OI)
395.00%
359.80%
3.52%
USD in Million.
Net Sales
YoY Growth in year ended Sep 2023 is 33.21% vs 12.35% in Sep 2022
Consolidated Net Profit
YoY Growth in year ended Sep 2023 is 46.04% vs 6.62% in Sep 2022
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






