3FY Stock Overview
Through its subsidiaries, operates investment platforms in the United Kingdom. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 3/6 |
| Past Performance | 5/6 |
| 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£5.30 |
| 52 Week High | UK£6.15 |
| 52 Week Low | UK£3.04 |
| Beta | 0.98 |
| 1 Month Change | -3.64% |
| 3 Month Change | -0.93% |
| 1 Year Change | 47.22% |
| 3 Year Change | 18.99% |
| 5 Year Change | 3.52% |
| Change since IPO | 101.98% |
Recent News & Updates
Recent updates
Shareholder Returns
| 3FY | DE Capital Markets | DE Market | |
|---|---|---|---|
| 7D | -1.9% | -1.3% | -0.3% |
| 1Y | 47.2% | 20.5% | 7.0% |
Return vs Industry: 3FY exceeded the German Capital Markets industry which returned 20.5% over the past year.
Return vs Market: 3FY exceeded the German Market which returned 7% over the past year.
Price Volatility
| 3FY volatility | |
|---|---|
| 3FY Average Weekly Movement | 4.6% |
| 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 compared to the German market.
Volatility Over Time: 3FY's weekly volatility (5%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1995 | 1,460 | 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, a mobile focused platform service for financial advisers; Dodl by AJ Bell, an investment platform that offers commission-free service; AJ Bell Investments, which offers investment management solutions through advisers and direct to customers; AJ Bell Securities for wealth management solutions; and AJ Bell Platinum, a platform that provides technical consultancy.
AJ Bell plc Fundamentals Summary
| 3FY fundamental statistics | |
|---|---|
| Market cap | €2.26b |
| Earnings (TTM) | €101.65m |
| Revenue (TTM) | €323.81m |
22.2x
P/E Ratio7.0x
P/S RatioIs 3FY overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| 3FY income statement (TTM) | |
|---|---|
| Revenue | UK£268.53m |
| Cost of Revenue | UK£0 |
| Gross Profit | UK£268.53m |
| Other Expenses | UK£184.24m |
| Earnings | UK£84.30m |
Last Reported Earnings
Sep 30, 2024
Next Earnings Date
May 22, 2025
| Earnings per share (EPS) | 0.20 |
| Gross Margin | 100.00% |
| Net Profit Margin | 31.39% |
| Debt/Equity Ratio | 0% |
How did 3FY perform over the long term?
See historical performance and comparisonDividends
2.8%
Current Dividend Yield61%
Payout RatioDoes 3FY pay a reliable dividends?
See 3FY dividend history and benchmarks| AJ Bell dividend dates | |
|---|---|
| Ex Dividend Date | Jan 09 2025 |
| Dividend Pay Date | Feb 07 2025 |
| Days until Ex dividend | 14 days |
| Days until Dividend pay date | 43 days |
Does 3FY pay a reliable dividends?
See 3FY dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/26 06:45 |
| End of Day Share Price | 2024/12/23 00:00 |
| Earnings | 2024/09/30 |
| Annual Earnings | 2024/09/30 |
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 |
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| Ownership | 10 years |
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| Management | 10 years |
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| 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
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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. 13 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 |