Valuation: AJ Bell plc

Market Cap 2.35B 3.21B 2.75B 2.56B 4.42B 307B 4.51B 30.41B 11.85B 154B 12.05B 11.79B 509B P/E 2026 *
19.4x
P/E 2027 * 17.7x
Enterprise Value 2.16B 2.95B 2.53B 2.36B 4.06B 282B 4.14B 27.96B 10.9B 141B 11.08B 10.84B 468B EV / Sales 2026 *
5.77x
EV / Sales 2027 * 5.13x
Free-Float
81%
Yield 2026 *
2.61%
Yield 2027 * 2.91%
1 day+1.47%
1 week-1.47%
Current month+2.64%
1 month+0.42%
3 months+12.92%
6 months+41.35%
Current year+36.67%
1 week 582.44
Extreme 582.44
625
1 month 568.5
Extreme 568.5
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 65 01/09/2021
Date Insider Type Main position Quantity % Market Cap.
13/02/26 Buy

Head of Human Resources

36 0.0000%
13/02/26 Buy

Executive/Senior Manager

36 0.0000%
13/02/26 Buy

Executive/Senior Manager

36 0.0000%
Change 5-day change 1-year change 3-year change Capi.($)
+1.01%-1.47%+17.77%+117.85% 3.2B
-0.75%-3.58%+15.33%+49.47% 66.74B
-0.05%-5.20%+56.88%+134.42% 41.63B
-1.84%-6.69%-5.40%+78.90% 13.64B
+5.67%+2.19%-6.44%+121.57% 12.09B
-0.70%-3.40%+30.20%+39.13% 8.89B
-2.88%-3.08%+8.89%+32.48% 7.47B
-0.29%-2.29%+1.48% - 4.61B
+0.62%-3.28%-28.76%-8.59% 4.28B
+0.42%+1.27%+35.03%+90.44% 4.12B
Average +0.18%-2.75%+12.50%+72.85% 16.67B
Weighted average by Cap. -0.17%-3.40%+21.95%+78.66%

Financials

2026 *2027 *
Net sales 375M 511M 438M 409M 704M 48.93B 718M 4.85B 1.89B 24.52B 1.92B 1.88B 81.19B 414M 565M 483M 451M 778M 54.02B 793M 5.35B 2.09B 27.07B 2.12B 2.07B 89.63B
Net income 124M 170M 145M 136M 234M 16.25B 238M 1.61B 627M 8.14B 638M 624M 26.96B 132M 181M 155M 144M 249M 17.28B 254M 1.71B 667M 8.66B 678M 663M 28.67B
Net Debt -189M -258M -221M -206M -355M -24.69B -362M -2.44B -953M -12.37B -969M -948M -40.96B -230M -313M -268M -250M -432M -29.99B -440M -2.97B -1.16B -15.03B -1.18B -1.15B -49.76B
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
20/08/26 GBX 603.00 +1.01% 398,319
19/08/26 GBX 597.00 -1.16% 770,403
18/08/26 GBX 604.00 -1.47% 266,990
17/08/26 GBX 613.00 -0.81% 224,734
14/08/26 GBX 618.00 +0.98% 287,728
Trader
Investor
Global
Quality
ESG MSCI
AA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
15
Last Close Price
5.970GBP
Average target price
6.452GBP
Spread / Average Target
+8.08%

Quarterly revenue - Rate of surprise