Valuation: AJ Bell plc

Market Cap 2.35B 3.13B 2.81B 2.6B 4.39B 298B 4.45B 31.05B 12.37B 156B 11.75B 11.5B 495B P/E 2026 *
18.7x
P/E 2027 * 17.6x
Enterprise Value 2.14B 2.85B 2.55B 2.36B 3.99B 271B 4.04B 28.23B 11.24B 142B 10.68B 10.46B 450B EV / Sales 2026 *
5.68x
EV / Sales 2027 * 4.98x
Free-Float
80.94%
Yield 2026 *
2.64%
Yield 2027 * 2.96%
1 day-1.42%
1 week+0.77%
Current month+1.20%
1 month+2.96%
3 months-0.42%
6 months+12.79%
Current year+33.95%
1 week 578
Extreme 578
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.($)
-1.01%+0.77%+7.36%+133.97% 3.13B
+0.30%+0.45%+10.78%+55.19% 64.46B
-0.57%+0.66%+51.96%+111.89% 40.28B
-0.32%+0.19%+12.95%+107.29% 14.9B
+1.26%-2.98%-14.70%+83.20% 11.66B
-0.21%+0.31%+31.39%+46.27% 8.77B
-0.20%+2.50%-0.76%+33.21% 6.79B
-0.64%-4.29%-27.61%-6.45% 4.2B
+0.41%+2.07%+37.43%+141.18% 4.19B
0.00%+3.25%-6.47% - 4.18B
Average -0.21%+0.93%+10.23%+78.42% 16.26B
Weighted average by Cap. -0.03%+0.50%+19.17%+77.33%

Financials

2026 *2027 *
Net sales 376M 501M 449M 415M 703M 47.7B 711M 4.97B 1.98B 24.96B 1.88B 1.84B 79.23B 422M 562M 504M 466M 789M 53.55B 799M 5.58B 2.22B 28.02B 2.11B 2.07B 88.95B
Net income 127M 170M 152M 141M 238M 16.15B 241M 1.68B 670M 8.45B 636M 623M 26.83B 132M 176M 158M 146M 247M 16.79B 250M 1.75B 696M 8.78B 661M 647M 27.88B
Net Debt -214M -284M -255M -236M -399M -27.07B -404M -2.82B -1.12B -14.17B -1.07B -1.04B -44.98B -248M -330M -296M -274M -464M -31.45B -469M -3.28B -1.3B -16.46B -1.24B -1.21B -52.25B
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
29/10/26 GBX 591.00 -1.01% 316,590
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
22/10/26 GBX 597.50 +1.88% 631,333
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
5.970GBP
Average target price
6.637GBP
Spread / Average Target
+11.18%

Quarterly revenue - Rate of surprise

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