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 20.29%
2
The company has declared Positive results for the last 5 consecutive quarters
- OPERATING CASH FLOW(Y) Highest at GBP 207.19 MM
- NET SALES(Q) Highest at GBP 153.24 MM
- INTEREST COVERAGE RATIO(Q) Highest at 14,120.13
3
With ROE of 85.86%, it has a very expensive valuation with a 10.68 Price to Book Value
- Over the past year, while the stock has generated a return of 0.92%, its profits have risen by 10.1% ; the PEG ratio of the company is 1.1
4
Underperformed the market in the last 1 year
- The stock has generated a return of 0.92% in the last 1 year, much lower than market (FTSE 100) returns of 15.94%
Real-Time Research ReportHow much should you hold?
- 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
-0.83%
1.04
29.15%
FTSE 100
16.5%
1.23
12.99%
Quality
Management Risk
Growth
Capital StructureQuality 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%
ValuationValuation 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%
TechnicalsTechnical 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
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend11What is working for the Company
OPERATING CASH FLOW(Y)
Highest at GBP 207.19 MM
NET SALES(Q)
Highest at GBP 153.24 MM
INTEREST COVERAGE RATIO(Q)
Highest at 14,120.13
RAW MATERIAL COST(Y)
Fallen by 0% (YoY
PRE-TAX PROFIT(Q)
Highest at GBP 68.83 MM
NET PROFIT(Q)
Highest at GBP 51.16 MM
EPS(Q)
Highest at GBP 0.12
-1What is not working for the Company
DIVIDEND PAYOUT RATIO(Y)
Lowest at 36.26%
Here's what is working for AJ Bell Plc
Operating Cash Flow
Highest at GBP 207.19 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 153.24 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 14,120.13
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 68.83 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 51.16 MM
in the last five periodsMOJO Watch
Near term Net Profit trend is positive
Net Profit (GBP MM)
EPS
Highest at GBP 0.12
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
Here's what is not working for AJ Bell Plc
Dividend Payout Ratio
Lowest at 36.26%
in the last five yearsMOJO Watch
Company is distributing lower proportion of profits generated as dividend
DPR (%)
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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