AJ Bell Plc

  • Market Cap: Small Cap
  • Industry: Capital Markets
  • ISIN: GB00BFZNLB60
GBP
4.92
-0.32 (-6.12%)
  • 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

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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

stock-summaryMojo Parameters
Mojo Parameters
Stock DNA
stock-summary
Industry

Capital Markets

stock-summary
Market cap

GBP 2,112 Million (Small Cap)

stock-summary
P/E

12.00

stock-summary
Industry P/E

NA

stock-summary
Dividend Yield

2.49%

stock-summary
Debt Equity

-999,999.00

stock-summary
Return on Equity

85.86%

stock-summary
Price to Book

10.61

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
-2.4%
0%
-2.4%
6 Months
-1.52%
0%
-1.52%
1 Year
-0.83%
0%
-0.83%
2 Years
97.75%
0%
97.75%
3 Years
26.26%
0%
26.26%
4 Years
32.72%
0%
32.72%
5 Years
14.38%
0%
14.38%

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)
20.29%
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
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'23",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "YoY Growth in year ended Sep 2023 is 33.21% vs 12.35% in Sep 2022",
        "dir": 1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in year ended Sep 2023 is 46.04% vs 6.62% in Sep 2022",
        "dir": 1
      }
    ],
    "table": {
      "header": [
        "Sep'23",
        "Sep'22",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
          "val1": "218.20",
          "val2": "163.80",
          "chgp": "33.21%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "91.00",
          "val2": "62.60",
          "chgp": "45.37%",
          "chgp_class": "positive"
        },
        {
          "field": "Interest",
          "val1": "1.00",
          "val2": "0.80",
          "chgp": "25.00%",
          "chgp_class": "negative"
        },
        {
          "field": "Exceptional Items",
          "val1": "0.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "68.20",
          "val2": "46.70",
          "chgp": "46.04%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "395.00%",
          "val2": "359.80%",
          "chgp": "3.52%",
          "chgp_class": "positive"
        }
      ]
    }
  }
]
Annual Results Snapshot (Consolidated) - Sep'23stock-summary
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.
Direction Arrows
Net Sales

YoY Growth in year ended Sep 2023 is 33.21% vs 12.35% in Sep 2022

Direction Arrows
Consolidated Net Profit

YoY Growth in year ended Sep 2023 is 46.04% vs 6.62% in Sep 2022

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