Valuation: AJ Bell plc

Market Cap 2.32B 3.09B 2.75B 2.55B 4.37B 294B 4.45B 30.63B 12.01B 153B 11.61B 11.36B 488B P/E 2026 *
19.6x
P/E 2027 * 17.2x
Enterprise Value 2.11B 2.81B 2.5B 2.32B 3.98B 267B 4.04B 27.85B 10.92B 139B 10.56B 10.33B 444B EV / Sales 2026 *
5.62x
EV / Sales 2027 * 4.95x
Free-Float
80.95%
Yield 2026 *
2.67%
Yield 2027 * 3%
1 day-0.08%
1 week-0.68%
Current month+0.77%
1 month-0.08%
3 months-2.49%
6 months+6.90%
Current year+33.39%
1 week 556.5
Extreme 556.5
625
1 month 550.5
Extreme 550.5
625
Current year 414.4
Extreme 414.4
662.5
1 year 414.4
Extreme 414.4
662.5
3 years 241.6
Extreme 241.6
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
22/05/26 Sell

Executive/Senior Manager

1,000 0.0003%
21/05/26 Sell -8,229 0.0021%
21/05/26 Sell -8,229 0.0021%
Change 5-day change 1-year change 3-year change Capi.($)
-0.08%-0.68%+12.10%+127.22% 3.09B
+1.08%+0.39%+9.96%+47.89% 63.98B
+2.36%+1.49%+58.14%+115.29% 40.62B
-0.52%+0.55%+12.23%+86.57% 14.53B
+2.69%+0.92%-6.12%+93.45% 12.57B
-1.17%-0.70%+28.39%+35.73% 8.52B
-0.44%+2.25%+1.29%+20.54% 6.72B
-1.06%-1.36%-22.08%-1.80% 4.36B
+1.63%+0.32%-6.04% - 4.1B
-0.83%-2.46%+32.96%+109.69% 4.03B
Average +0.37%+0.07%+12.08%+70.51% 16.25B
Weighted average by Cap. +1.09%+0.60%+20.92%+72.28%

Financials

2026 *2027 *
Net sales 375M 500M 445M 412M 708M 47.49B 719M 4.96B 1.94B 24.78B 1.88B 1.84B 79B 419M 559M 497M 461M 791M 53.06B 803M 5.54B 2.17B 27.69B 2.1B 2.05B 88.27B
Net income 120M 160M 142M 132M 226M 15.17B 230M 1.58B 620M 7.91B 600M 587M 25.23B 134M 178M 158M 147M 252M 16.91B 256M 1.76B 692M 8.83B 669M 655M 28.14B
Net Debt -210M -280M -249M -231M -397M -26.62B -403M -2.78B -1.09B -13.89B -1.05B -1.03B -44.28B -246M -328M -291M -270M -463M -31.09B -471M -3.24B -1.27B -16.22B -1.23B -1.2B -51.72B
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
16/10/26 GBX 588.50 -0.08% 1,706,527
15/10/26 GBX 589.00 +1.03% 491,489
14/10/26 GBX 583.00 -1.19% 546,810
13/10/26 GBX 590.00 -1.83% 294,989
12/10/26 GBX 601.00 +1.43% 529,272
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
5.885GBP
Average target price
6.634GBP
Spread / Average Target
+12.73%

Quarterly revenue - Rate of surprise

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