AJ Bell Plc

  • Market Cap: Small Cap
  • Industry: Capital Markets
  • ISIN: GB00BFZNLB60
GBP
4.50
-0.09 (-1.96%)
  • Price Points
  • Score
  • Mojo Parameters
  • Total Return
  • News and Corporate Actions
  • Key factors
  • Shareholding
  • Financials
  • CompanyCV
stock-summaryPrice Point
High/Low

1Day

52 Week

Valuation
Technical
Day's Volume

CASH

N/A

Shareholding

FII

N/A

DII

N/A

Promoter

N/A

iScoreScore
Click here to find our call on this stock
Strong Sell
Sell
Hold
Buy
Strong Buy

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

stock-summaryMojo Parameters

Mojo Parameters

Stock DNA

stock-summary
Industry

Capital Markets

stock-summary
Market cap

GBP 1,815 Million (Small Cap)

stock-summary
P/E

9.00

stock-summary
Industry P/E

NA

stock-summary
Dividend Yield

3.17%

stock-summary
Debt Equity

-999,999.00

stock-summary
Return on Equity

87.52%

stock-summary
Price to Book

8.35

Revenue and Profits:
Net Sales:
(Quarterly Results - )
Net Profit:
stock-summaryTotal Returns
Total Returns (Price + Dividend) stock-summary
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
-0.18%
0%
-0.18%
6 Months
-12.03%
0%
-12.03%
1 Year
8.27%
0%
8.27%
2 Years
50.13%
0%
50.13%
3 Years
32.0%
0%
32.0%
4 Years
40.05%
0%
40.05%
5 Years
6.23%
0%
6.23%

AJ Bell Plc for the last several years.

Risk Adjusted Returns v/s stock-summary
stock-summaryNews & Corporate Actions

News

Icon
No Recent News for the Company

Announcements stock-summary

Icon
No announcement available

Corporate Actions stock-summary

Icon
No corporate action available
stock-summaryKey Factors

Quality key factors stock-summary

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
stock-summary Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish  Turned 
stock-summaryShareholding
Shareholding Snapshotstock-summary
Icon
No data for shareholding present.
Shareholding Compare (%holding) stock-summary
Icon
No data for shareholding present.
stock-summaryFinancial
[
  {
    "link": "quarterly",
    "btn_text": "All Quarterly Results",
    "alert": "No Quarterly Results declared by AJ Bell Plc"
  },
  {
    "link": "annual",
    "btn_text": "All Annual Results",
    "header": "Annual Results Snapshot (Consolidated) - Sep'25",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "YoY Growth in year ended Sep 2025 is 17.97% vs 23.46% in Sep 2024",
        "dir": -1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in year ended Sep 2025 is 24.67% vs 23.61% in Sep 2024",
        "dir": 1
      }
    ],
    "table": {
      "header": [
        "Sep'25",
        "Sep'24",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
          "val1": "317.80",
          "val2": "269.40",
          "chgp": "17.97%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "137.10",
          "val2": "116.60",
          "chgp": "17.58%",
          "chgp_class": "positive"
        },
        {
          "field": "Interest",
          "val1": "0.90",
          "val2": "0.90",
          "chgp": "",
          "chgp_class": "neutral"
        },
        {
          "field": "Exceptional Items",
          "val1": "-1.10",
          "val2": "-6.20",
          "chgp": "82.26%",
          "chgp_class": "positive"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "105.10",
          "val2": "84.30",
          "chgp": "24.67%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "418.60%",
          "val2": "420.10%",
          "chgp": "-0.15%",
          "chgp_class": "negative"
        }
      ]
    }
  }
]

Annual Results Snapshot (Consolidated) - Sep'25stock-summary

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.
Direction Arrows
Net Sales

YoY Growth in year ended Sep 2025 is 17.97% vs 23.46% in Sep 2024

Direction Arrows
Consolidated Net Profit

YoY Growth in year ended Sep 2025 is 24.67% vs 23.61% in Sep 2024

stock-summaryCompany CV
About AJ Bell Plc stock-summary
stock-summary
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 stock-summary
Company Details
4 Exchange Quay , SALFORD None : M5 3EE
Registrar Details