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 19.98%
2
The company has declared Positive results for the last 8 consecutive quarters
- OPERATING CASH FLOW(Y) Highest at GBP 193.75 MM
- ROCE(HY) Highest at 59.94%
- NET SALES(Q) Highest at GBP 182.96 MM
3
With ROE of 103.46%, it has a expensive valuation with a 11.02 Price to Book Value
- Over the past year, while the stock has generated a return of 15.07%, its profits have risen by 44.9% ; the PEG ratio of the company is 0.2
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, High Return
Absolute
Risk Adjusted
Volatility
AJ Bell Plc
15.07%
1.95
31.48%
FTSE 100
19.78%
1.58
11.75%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
19.98%
EBIT Growth (5y)
23.91%
EBIT to Interest (avg)
100.00
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
23.89%
Dividend Payout Ratio
55.49%
Pledged Shares
0
Institutional Holding
0
ROCE (avg)
347.70%
ROE (avg)
40.68%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
11
Industry P/E
Price to Book Value
11.02
EV to EBIT
15.01
EV to EBITDA
14.51
EV to Capital Employed
48.92
EV to Sales
6.24
PEG Ratio
0.22
Dividend Yield
2.52%
ROCE (Latest)
325.91%
ROE (Latest)
103.46%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Bullish
Bullish
Moving Averages
Mildly Bullish (Daily)
KST
Mildly Bearish
Mildly Bearish
Dow Theory
Mildly Bullish
No Trend
OBV
No Trend
No Trend
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend16What is working for the Company
OPERATING CASH FLOW(Y)
Highest at GBP 193.75 MM
ROCE(HY)
Highest at 59.94%
NET SALES(Q)
Highest at GBP 182.96 MM
INTEREST COVERAGE RATIO(Q)
Highest at 16,847.25
RAW MATERIAL COST(Y)
Fallen by 0% (YoY
DIVIDEND PER SHARE(HY)
Highest at GBP 4.09
PRE-TAX PROFIT(Q)
Highest at GBP 100.41 MM
NET PROFIT(Q)
Highest at GBP 74.86 MM
EPS(Q)
Highest at GBP 0.17
-3What is not working for the Company
DIVIDEND PAYOUT RATIO(Y)
Lowest at 29.02%
DEBT-EQUITY RATIO
(HY)
Highest at -73.36 %
Here's what is working for AJ Bell Plc
Operating Cash Flow
Highest at GBP 193.75 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 182.96 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 16,847.25
in the last five periodsMOJO Watch
The company's ability to manage interest payments is improving
Operating Profit to Interest
Pre-Tax Profit
Highest at GBP 100.41 MM
in the last five periodsMOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (GBP MM)
Pre-Tax Profit
At GBP 100.41 MM has Grown at 45.87%
Year on Year (YoY)MOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (GBP MM)
Net Profit
Highest at GBP 74.86 MM
in the last five periodsMOJO Watch
Near term Net Profit trend is positive
Net Profit (GBP MM)
Net Profit
At GBP 74.86 MM has Grown at 46.32%
Year on Year (YoY)MOJO Watch
Near term Net Profit trend is positive
Net Profit (GBP MM)
EPS
Highest at GBP 0.17
in the last five periodsMOJO Watch
Increasing profitability; company has created higher earnings for shareholders
EPS (GBP)
Dividend per share
Highest at GBP 4.09
in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (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
Depreciation
Highest at GBP 2.72 MM
in the last five periodsMOJO Watch
The expenditure on assets done by the company may have gone into operation
Depreciation (GBP MM)
Here's what is not working for AJ Bell Plc
Dividend Payout Ratio
Lowest at 29.02% and Fallen
In each year in the last five yearsMOJO Watch
Company is distributing lower proportion of profits generated as dividend
DPR (%)
Debt-Equity Ratio
Highest at -73.36 %
in the last five Semi-Annual periodsMOJO Watch
The company is borrowing more to fund its operations; it's liquidity situation may be stressed
Debt-Equity Ratio
Non Operating Income
Highest at GBP 0.26 MM
in the last five periodsMOJO Watch
Increased income from non business activities may not be sustainable
Non Operating income
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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