Valuation: AJ Bell plc

Market Cap 2.33B 3.11B 2.79B 2.57B 4.35B 296B 4.42B 30.7B 12.25B 155B 11.68B 11.44B 491B P/E 2026 *
18.5x
P/E 2027 * 17.4x
Enterprise Value 2.11B 2.83B 2.53B 2.34B 3.95B 269B 4.02B 27.88B 11.12B 141B 10.61B 10.39B 446B EV / Sales 2026 *
5.62x
EV / Sales 2027 * 4.93x
Free-Float
80.93%
Yield 2026 *
2.67%
Yield 2027 * 2.99%
1 week-1.09%
Current month+1.20%
1 month+2.34%
3 months-0.25%
6 months+13.87%
Current year+33.95%
1 week 582.5
Extreme 582.5
611
1 month 556.5
Extreme 556.5
625
Current year 414.4
Extreme 414.4
662.5
1 year 414.4
Extreme 414.4
662.5
3 years 244.4
Extreme 244.4
662.5
5 years 241.6
Extreme 241.6
662.5
10 years 162
Extreme 162
662.5
Manager TitleAgeSince
Chief Executive Officer 43 01/10/2022
Director of Finance/CFO 48 01/07/2022
Chief Tech/Sci/R&D Officer - 01/11/2019
Director TitleAgeSince
Director/Board Member 43 01/07/2007
Director/Board Member 63 22/03/2018
Director/Board Member 48 01/07/2022
Date Insider Type Main position Quantity % Market Cap. Importance
22/5/26 Sell

Executive/Senior Manager

1,000 0.0003%
21/5/26 Sell -8,229 0.0021%
21/5/26 Sell -8,229 0.0021%
Change 5-day change 1-year change 3-year change Capi.($)
0.00%-1.09%+8.84%+133.97% 3.1B
+1.25%+0.80%+11.45%+57.13% 64.71B
+0.94%-0.19%+55.55%+113.87% 39.96B
+0.04%-0.78%+14.63%+107.80% 14.9B
+2.46%-2.30%-11.52%+87.71% 11.78B
+1.90%-0.03%+34.49%+48.92% 8.75B
+0.34%+2.95%-2.04%+33.66% 6.82B
-3.69%-6.24%-30.03%-9.90% 4.18B
+2.03%+4.58%+42.21%+146.08% 4.21B
+1.26%+5.92%-4.17% - 4.18B
Average +0.75%-0.19%+11.94%+79.92% 16.26B
Weighted average by Cap. +1.04%-0.59%+20.87%+79.12%

Financials

2026 *2027 *
Net sales 376M 503M 451M 416M 704M 47.91B 715M 4.96B 1.98B 25.07B 1.89B 1.85B 79.42B 422M 565M 506M 467M 790M 53.79B 803M 5.57B 2.22B 28.15B 2.12B 2.07B 89.16B
Net income 127M 170M 153M 141M 238M 16.22B 242M 1.68B 670M 8.49B 639M 626M 26.89B 132M 177M 159M 146M 248M 16.86B 252M 1.75B 696M 8.82B 665M 650M 27.95B
Net Debt -214M -286M -256M -236M -399M -27.2B -406M -2.82B -1.12B -14.23B -1.07B -1.05B -45.08B -248M -332M -297M -274M -464M -31.6B -471M -3.27B -1.3B -16.54B -1.25B -1.22B -52.37B
Projected Income Statement - Annual - AJ Bell plc
Logo AJ Bell plc
AJ Bell plc is the parent company of the AJ Bell group of companies (the Group). The Group provides investment administration, dealing and custody services. The Company provides investment platforms. Its products for DIY investors include AJ Bell and AJ Bell Dodl. Its products for advisers and clients include AJ Bell Investcentre and Touch by AJ Bell. AJ Bell Investcentre is a platform offering advisers and their clients service, easy-to-use functionality and a comprehensive investment range at competitive prices. Touch by AJ Bell helps advisers to streamline their businesses with investment solutions delivered and managed digitally on their clients’ smartphones. It provides full-service and simplified platform products operating in both the advised and direct to consumer markets. Its core products are self-invested personal pensions, individual savings accounts and dealing accounts. Its services include regular investment services, and investment options, among others.
Employees
1,550
Date Price Change Volume
30/10/26 GBX 591.00 0.00% 273,551
28/10/26 GBX 591.00 -1.01% 740,888
27/10/26 GBX 597.00 +0.67% 412,073
26/10/26 GBX 593.00 +1.37% 361,034
23/10/26 GBX 585.00 -2.09% 551,052
Trader
Investor
Global
Quality
ESG MSCI
AA
MarketScreener Ratings - AJ Bell plc
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
16
Last Close Price
5.910GBP
Average target price
6.637GBP
Spread / Average Target
+12.31%

Quarterly revenue - Rate of surprise

Rate of surprise - Net sales - Quarterly - AJ Bell plc