AJ Bell plc, through its subsidiaries, operates investment platforms in the United Kingdom. More Details
Flawless balance sheet with solid track record.
Share Price & News
How has AJ Bell's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: AJB has not had significant price volatility in the past 3 months.
7 Day Return
GB Capital Markets
1 Year Return
GB Capital Markets
Return vs Industry: AJB exceeded the UK Capital Markets industry which returned 1.5% over the past year.
Return vs Market: AJB exceeded the UK Market which returned -14.2% over the past year.
Price Volatility Vs. Market
How volatile is AJ Bell's share price compared to the market and industry in the last 5 years?
Simply Wall St News
2 weeks ago | Simply Wall StCan You Imagine How AJ Bell's (LON:AJB) Shareholders Feel About The 13% Share Price Increase?
1 month ago | Simply Wall StIs AJ Bell plc (LON:AJB) A Smart Pick For Income Investors?
2 months ago | Simply Wall StDon't Ignore The Fact That This Insider Just Sold Some Shares In AJ Bell plc (LON:AJB)
Is AJ Bell undervalued compared to its fair value and its price relative to the market?
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Below Fair Value: AJB (£4.22) is trading above our estimate of fair value (£1.74)
Significantly Below Fair Value: AJB is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: AJB is poor value based on its PE Ratio (50.5x) compared to the GB Capital Markets industry average (17x).
PE vs Market: AJB is poor value based on its PE Ratio (50.5x) compared to the UK market (18.1x).
Price to Earnings Growth Ratio
PEG Ratio: AJB is poor value based on its PEG Ratio (3.6x)
Price to Book Ratio
PB vs Industry: AJB is overvalued based on its PB Ratio (18.5x) compared to the GB Capital Markets industry average (1.2x).
How is AJ Bell forecast to perform in the next 1 to 3 years based on estimates from 7 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: AJB's forecast earnings growth (14.2% per year) is above the savings rate (1.2%).
Earnings vs Market: AJB's earnings (14.2% per year) are forecast to grow slower than the UK market (24.2% per year).
High Growth Earnings: AJB's earnings are forecast to grow, but not significantly.
Revenue vs Market: AJB's revenue (8.9% per year) is forecast to grow faster than the UK market (6% per year).
High Growth Revenue: AJB's revenue (8.9% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: AJB's Return on Equity is forecast to be high in 3 years time (34.1%)
How has AJ Bell performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: AJB has a high level of non-cash earnings.
Growing Profit Margin: AJB's current net profit margins (29.6%) are higher than last year (26.3%).
Past Earnings Growth Analysis
Earnings Trend: AJB's earnings have grown significantly by 22.4% per year over the past 5 years.
Accelerating Growth: AJB's earnings growth over the past year (34%) exceeds its 5-year average (22.4% per year).
Earnings vs Industry: AJB earnings growth over the past year (34%) exceeded the Capital Markets industry 0.9%.
Return on Equity
High ROE: AJB's Return on Equity (36.6%) is considered high.
How is AJ Bell's financial position?
Financial Position Analysis
Short Term Liabilities: AJB's short term assets (£98.0M) exceed its short term liabilities (£12.7M).
Long Term Liabilities: AJB's short term assets (£98.0M) exceed its long term liabilities (£17.2M).
Debt to Equity History and Analysis
Debt Level: AJB is debt free.
Reducing Debt: AJB had no debt 5 years ago.
Debt Coverage: AJB has no debt, therefore it does not need to be covered by operating cash flow.
Interest Coverage: AJB has no debt, therefore coverage of interest payments is not a concern.
What is AJ Bell current dividend yield, its reliability and sustainability?
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: AJB's dividend (1.58%) isn’t notable compared to the bottom 25% of dividend payers in the UK market (1.83%).
High Dividend: AJB's dividend (1.58%) is low compared to the top 25% of dividend payers in the UK market (5.36%).
Stability and Growth of Payments
Stable Dividend: Too early to tell whether AJB's dividend payments have been stable as they only just started paying a dividend.
Growing Dividend: Too early to tell if AJB's dividend payments are increasing as they only just started paying a dividend.
Current Payout to Shareholders
Dividend Coverage: With its reasonable payout ratio (57.8%), AJB's dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: AJB's dividends in 3 years are forecast to be covered by earnings (65% payout ratio).
How experienced are the management team and are they aligned to shareholders interests?
Average board tenure
Mr. Andrew James Bell, also known as Andy, serves as the Chief Executive Officer of AJ Bell Holdings Limited and Bell Potter Securities Ltd. (formerly Bell Securities Limited). He serves as Member of the M ...
CEO Compensation Analysis
Compensation vs Market: Andy's total compensation ($USD2.48M) is above average for companies of similar size in the UK market ($USD1.72M).
Compensation vs Earnings: Andy's compensation has increased by more than 20% in the past year.
|CEO, Member of the Management Board & Director||no data||UK£1.91m||23.66% |
|CFO, Member of the Management Board & Director||9.33yrs||UK£767.00k||0.36% |
|CTO & Director||0.92yr||no data||0.0039% |
|Independent Non-Executive Director||2.58yrs||UK£45.00k||0.037% |
|Non-Executive Director||no data||UK£45.00k||0.066% |
|Independent Chairman of the Board||6.75yrs||UK£100.00k||0.10% |
|Senior Independent Director||no data||UK£45.00k||0.013% |
Experienced Board: AJB's board of directors are considered experienced (4.7 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: AJB insiders have only sold shares in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
AJ Bell plc's company bio, employee growth, exchange listings and data sources
- Name: AJ Bell plc
- Ticker: AJB
- Exchange: LSE
- Founded: 1995
- Industry: Asset Management and Custody Banks
- Sector: Diversified Financials
- Market Cap: UK£1.686b
- Shares outstanding: 408.76m
- Website: https://www.ajbell.co.uk
Number of Employees
- AJ Bell plc
- 4 Exchange Quay
- Salford Quays
- Greater Manchester
- M5 3EE
- United Kingdom
|Ticker||Exchange||Primary Security||Security Type||Country||Currency||Listed on|
|AJB||LSE (London Stock Exchange)||Yes||Ordinary Shares||GB||GBP||Dec 2018|
|3FY||DB (Deutsche Boerse AG)||Yes||Ordinary Shares||DE||EUR||Dec 2018|
|3FY||BST (Boerse-Stuttgart)||Yes||Ordinary Shares||DE||EUR||Dec 2018|
|AJBL||BATS-CHIXE (BATS 'Chi-X Europe')||Yes||Ordinary Shares||GB||GBP||Dec 2018|
AJ Bell plc, through its subsidiaries, operates investment platforms in the United Kingdom. The company offers AJ Bell Investcentre, which provides a suite of products, services, investment solutions, and ...
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2020/10/20 21:09|
|End of Day Share Price||2020/10/20 00:00|
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.