3FY Stock Overview
Through its subsidiaries, operates investment platforms in the United Kingdom. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 3/6 |
| Past Performance | 6/6 |
| Financial Health | 6/6 |
| Dividends | 3/6 |
My Notes
Capture your thoughts, links and company narrative
AJ Bell plc Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | UK£4.98 |
| 52 Week High | UK£4.98 |
| 52 Week Low | UK£3.45 |
| Beta | 1 |
| 1 Month Change | 0% |
| 3 Month Change | n/a |
| 1 Year Change | n/a |
| 3 Year Change | 1.47% |
| 5 Year Change | n/a |
| Change since IPO | 91.41% |
Recent News & Updates
Recent updates
Shareholder Returns
| 3FY | DE Capital Markets | DE Market | |
|---|---|---|---|
| 7D | 0% | -1.3% | -0.3% |
| 1Y | n/a | 20.5% | 7.0% |
Return vs Industry: Insufficient data to determine how 3FY performed against the German Capital Markets industry.
Return vs Market: Insufficient data to determine how 3FY performed against the German Market.
Price Volatility
| 3FY volatility | |
|---|---|
| 3FY Average Weekly Movement | n/a |
| Capital Markets Industry Average Movement | 4.5% |
| Market Average Movement | 4.9% |
| 10% most volatile stocks in DE Market | 11.6% |
| 10% least volatile stocks in DE Market | 2.4% |
Stable Share Price: 3FY has not had significant price volatility in the past 3 months.
Volatility Over Time: Insufficient data to determine 3FY's volatility change over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1995 | 1,373 | Michael Summersgill | www.ajbell.co.uk |
AJ Bell plc, through its subsidiaries, operates investment platforms in the United Kingdom. The company offers AJ Bell Investcentre, which offers advisers and clients service, easy-to-use functionality, and a comprehensive investment range at competitive prices; and AJ Bell, an investment platform. It also provides Touch by AJ Bell, an investment platform which help advisers to streamline their businesses with investment solutions delivered and managed digitally on their clients’ smartphones; and Dodl by AJ Bell, an investment app.
AJ Bell plc Fundamentals Summary
| 3FY fundamental statistics | |
|---|---|
| Market cap | €2.15b |
| Earnings (TTM) | €95.27m |
| Revenue (TTM) | €286.97m |
22.5x
P/E Ratio7.5x
P/S RatioIs 3FY overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| 3FY income statement (TTM) | |
|---|---|
| Revenue | UK£244.98m |
| Cost of Revenue | UK£4.74m |
| Gross Profit | UK£240.23m |
| Other Expenses | UK£158.90m |
| Earnings | UK£81.33m |
Last Reported Earnings
Mar 31, 2024
Next Earnings Date
Dec 05, 2024
| Earnings per share (EPS) | 0.20 |
| Gross Margin | 98.06% |
| Net Profit Margin | 33.20% |
| Debt/Equity Ratio | 0% |
How did 3FY perform over the long term?
See historical performance and comparisonDividends
2.4%
Current Dividend Yield58%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/08/20 06:34 |
| End of Day Share Price | 2024/05/23 00:00 |
| Earnings | 2024/03/31 |
| Annual Earnings | 2023/09/30 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
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* example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .
Analyst Sources
AJ Bell plc is covered by 18 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Michael Sanderson | Barclays |
| Michael Sanderson | Barclays |
| Alexander Medhurst | Barclays |