AJB Stock Overview
Through its subsidiaries, operates investment platforms in the United Kingdom. More details
| Snowflake Score | |
|---|---|
| Valuation | 1/6 |
| Future Growth | 3/6 |
| Past Performance | 5/6 |
| Financial Health | 6/6 |
| Dividends | 3/6 |
Rewards
Risk Analysis
AJB passed our risk checks.
AJ Bell plc Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | UK£3.99 |
| 52 Week High | UK£5.29 |
| 52 Week Low | UK£2.82 |
| Beta | 0.96 |
| 1 Month Change | -4.43% |
| 3 Month Change | -2.21% |
| 1 Year Change | 35.71% |
| 3 Year Change | 34.80% |
| 5 Year Change | 30.18% |
| Change since IPO | 81.36% |
Recent News & Updates
Launch Of Ready-Made Pension And Improved Advisor Onboarding Will Attract More Users
Feb 24 Strategic improvements in technology and user experience are likely to enhance customer growth and elevate AJ Bell's revenue and assets under administration.AJ Bell plc's (LON:AJB) Price Is Out Of Tune With Earnings
Feb 18
AJ Bell (LON:AJB) Has Announced That It Will Be Increasing Its Dividend To £0.0825
Jan 06Recent updates
Launch Of Ready-Made Pension And Improved Advisor Onboarding Will Attract More Users
Feb 24 Strategic improvements in technology and user experience are likely to enhance customer growth and elevate AJ Bell's revenue and assets under administration.AJ Bell plc's (LON:AJB) Price Is Out Of Tune With Earnings
Feb 18AJ Bell (LON:AJB) Has Announced That It Will Be Increasing Its Dividend To £0.0825
Jan 06AJ Bell's (LON:AJB) Dividend Will Be Increased To £0.0825
Dec 08With EPS Growth And More, AJ Bell (LON:AJB) Makes An Interesting Case
Nov 11What AJ Bell plc's (LON:AJB) P/E Is Not Telling You
Sep 14Do AJ Bell's (LON:AJB) Earnings Warrant Your Attention?
Jun 30AJ Bell plc (LON:AJB) Stock Rockets 31% As Investors Are Less Pessimistic Than Expected
May 24AJ Bell plc's (LON:AJB) Business Is Trailing The Market But Its Shares Aren't
Feb 27With EPS Growth And More, AJ Bell (LON:AJB) Makes An Interesting Case
Sep 29AJ Bell (LON:AJB) Will Pay A Larger Dividend Than Last Year At £0.035
May 28Here's Why We Think AJ Bell (LON:AJB) Is Well Worth Watching
Apr 20Does AJ Bell (LON:AJB) Deserve A Spot On Your Watchlist?
Jan 14AJ Bell (LON:AJB) Is Paying Out A Larger Dividend Than Last Year
May 29Here's Why I Think AJ Bell (LON:AJB) Is An Interesting Stock
Feb 23AJ Bell's (LON:AJB) Dividend Will Be Increased To UK£0.095
Dec 19AJ Bell (LON:AJB) Has Announced That It Will Be Increasing Its Dividend To UK£0.095
Dec 05Here's Why I Think AJ Bell (LON:AJB) Is An Interesting Stock
May 24Key Things To Watch Out For If You Are After AJ Bell plc's (LON:AJB) 1.5% Dividend
Mar 30Shareholder Returns
| AJB | GB Capital Markets | GB Market | |
|---|---|---|---|
| 7D | 4.2% | 1.9% | -1.0% |
| 1Y | 35.7% | 12.7% | -3.0% |
Return vs Industry: AJB exceeded the UK Capital Markets industry which returned 12.6% over the past year.
Return vs Market: AJB exceeded the UK Market which returned -3% over the past year.
Price Volatility
| AJB volatility | |
|---|---|
| AJB Average Weekly Movement | 4.5% |
| Capital Markets Industry Average Movement | 4.8% |
| Market Average Movement | 5.5% |
| 10% most volatile stocks in GB Market | 10.3% |
| 10% least volatile stocks in GB Market | 3.1% |
Stable Share Price: AJB has not had significant price volatility in the past 3 months compared to the UK market.
Volatility Over Time: AJB's weekly volatility (4%) has been stable over the past year.
Community vs My Fair Value
Select a narrative for quick price alerts from the community, or create your own.
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
| AJB fundamental statistics | |
|---|---|
| Market cap | UK£1.62b |
| Earnings (TTM) | UK£84.30m |
| Revenue (TTM) | UK£268.53m |
19.2x
P/E Ratio6.0x
P/S RatioIs AJB overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| AJB 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 23, 2025
| Earnings per share (EPS) | 0.21 |
| Gross Margin | 100.00% |
| Net Profit Margin | 31.39% |
| Debt/Equity Ratio | 0% |
How did AJB perform over the long term?
See historical performance and comparisonDividends
3.1%
Current Dividend Yield61%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/04/13 23:42 |
| End of Day Share Price | 2025/04/11 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 |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* 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.
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 Github.
Analyst Sources
AJ Bell plc is covered by 17 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 |