ScoreWhy is AJ Bell Plc ?
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
- The company has declared positive results for the last 5 consecutive quarters
- OPERATING CASH FLOW(Y) Highest at GBP 196.49 MM
- ROCE(HY) Highest at 49.89%
- DIVIDEND PER SHARE(HY) Highest at GBP 13.02
3
With ROE of 87.52%, it has a fair valuation with a 8.24 Price to Book Value
- Over the past year, while the stock has generated a return of 9.81%, its profits have risen by 25.8% ; the PEG ratio of the company is 0.4
Real-Time Research ReportHow much should you buy?
- Overall Portfolio exposure to AJ Bell Plc should be less than 10%
- Overall Portfolio exposure to Capital Markets should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is AJ Bell Plc for you?
Medium Risk, Medium Return
Absolute
Risk Adjusted
Volatility
AJ Bell Plc
-100.0%
0.80
28.85%
FTSE 100
13.98%
1.15
13.60%
Quality
Management Risk
Growth
Capital StructureQuality 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%
ValuationValuation 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%
TechnicalsTechnical 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
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend15What is working for the Company
OPERATING CASH FLOW(Y)
Highest at GBP 196.49 MM
ROCE(HY)
Highest at 49.89%
DIVIDEND PER SHARE(HY)
Highest at GBP 13.02
NET SALES(Q)
Highest at GBP 164.61 MM
INTEREST COVERAGE RATIO(Q)
Highest at 15,379.96
RAW MATERIAL COST(Y)
Fallen by 0% (YoY
PRE-TAX PROFIT(Q)
Highest at GBP 70.13 MM
NET PROFIT(Q)
Highest at GBP 54.85 MM
EPS(Q)
Highest at GBP 0.13
0What is not working for the Company
NO KEY NEGATIVE TRIGGERS
Here's what is working for AJ Bell Plc
Operating Cash Flow
Highest at GBP 196.49 MM and Grown
In each year in the last three yearsMOJO Watch
The company has generated higher cash revenues from business operations
Operating Cash Flows (GBP MM)
Net Sales
Highest at GBP 164.61 MM and Grown
In each period in the last five periodsMOJO Watch
Near term sales trend is very positive
Net Sales (GBP MM)
Interest Coverage Ratio
Highest at 15,379.96
in the last five periodsMOJO Watch
The company's ability to manage interest payments is improving
Operating Profit to Interest
Dividend per share
Highest at GBP 13.02 and Grown
In each year in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (GBP)
Pre-Tax Profit
Highest at GBP 70.13 MM
in the last five periodsMOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (GBP MM)
Net Profit
Highest at GBP 54.85 MM
in the last five periodsMOJO Watch
Near term Net Profit trend is positive
Net Profit (GBP MM)
EPS
Highest at GBP 0.13
in the last five periodsMOJO Watch
Increasing profitability; company has created higher earnings for shareholders
EPS (GBP)
Raw Material Cost
Fallen by 0% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin
Raw Material Cost as a percentage of Sales
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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