AJ Bell plc, through its subsidiaries, operates investment platforms in the United Kingdom.
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 is less volatile than 75% of UK stocks over the past 3 months, typically moving +/- 3% a week.
Volatility Over Time: AJB's weekly volatility (3%) has been stable over the past year.
7 Day Return
GB Capital Markets
1 Year Return
GB Capital Markets
Return vs Industry: AJB underperformed the UK Capital Markets industry which returned 12.9% over the past year.
Return vs Market: AJB underperformed the UK Market which returned 22% over the past year.
Long-Term 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
6 days ago | Simply Wall St37% earnings growth over 1 year has not materialized into gains for AJ Bell (LON:AJB) shareholders over that period
2 months ago | Simply Wall StHave Insiders Been Selling AJ Bell plc (LON:AJB) Shares This Year?
3 months ago | Simply Wall StAJ Bell plc (LON:AJB) Looks Like A Good Stock, And It's Going Ex-Dividend Soon
AJ Bell Fundamentals Summary
|AJB fundamental statistics|
Is AJB overvalued?See Fair Value and valuation analysis
Earnings & Revenue
|AJB income statement (TTM)|
|Cost of Revenue||UK£3.90m|
Last Reported Earnings
Mar 31, 2021
Next Earnings Date
Dec 02, 2021
|Earnings per share (EPS)||0.11|
|Net Profit Margin||33.60%|
How did AJB perform over the long term?See historical performance and comparison
1.6%Current Dividend Yield
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 (£3.92) is trading above our estimate of fair value (£2.46)
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 (34.3x) compared to the UK Capital Markets industry average (13.5x).
PE vs Market: AJB is poor value based on its PE Ratio (34.3x) compared to the UK market (23.3x).
Price to Earnings Growth Ratio
PEG Ratio: AJB is poor value based on its PEG Ratio (3.8x)
Price to Book Ratio
PB vs Industry: AJB is overvalued based on its PB Ratio (13.6x) compared to the GB Capital Markets industry average (1.8x).
How is AJ Bell forecast to perform in the next 1 to 3 years based on estimates from 6 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: AJB's forecast earnings growth (8.9% per year) is above the savings rate (0.9%).
Earnings vs Market: AJB's earnings (8.9% per year) are forecast to grow slower than the UK market (13.4% per year).
High Growth Earnings: AJB's earnings are forecast to grow, but not significantly.
Revenue vs Market: AJB's revenue (8.5% per year) is forecast to grow faster than the UK market (5% per year).
High Growth Revenue: AJB's revenue (8.5% 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 (34.6%)
How has AJ Bell performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: AJB has high quality earnings.
Growing Profit Margin: AJB's current net profit margins (33.6%) are higher than last year (29.6%).
Past Earnings Growth Analysis
Earnings Trend: AJB's earnings have grown significantly by 25.8% per year over the past 5 years.
Accelerating Growth: AJB's earnings growth over the past year (36.8%) exceeds its 5-year average (25.8% per year).
Earnings vs Industry: AJB earnings growth over the past year (36.8%) underperformed the Capital Markets industry 39.7%.
Return on Equity
High ROE: AJB's Return on Equity (39.6%) is considered high.
How is AJ Bell's financial position?
Financial Position Analysis
Short Term Liabilities: AJB's short term assets (£120.3M) exceed its short term liabilities (£15.8M).
Long Term Liabilities: AJB's short term assets (£120.3M) exceed its long term liabilities (£15.8M).
Debt to Equity History and Analysis
Debt Level: AJB is debt free.
Reducing Debt: AJB has no debt compared to 5 years ago when its debt to equity ratio was 0.02%.
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 (1.57%) is higher than the bottom 25% of dividend payers in the UK market (1.35%).
High Dividend: AJB's dividend (1.57%) is low compared to the top 25% of dividend payers in the UK market (4%).
Stability and Growth of Payments
Stable Dividend: Whilst dividend payments have been stable, AJB has been paying a dividend for less than 10 years.
Growing Dividend: AJB's dividend payments have increased, but the company has only paid a dividend for 2 years.
Current Payout to Shareholders
Dividend Coverage: With its reasonable payout ratio (62.4%), 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 (73.9% 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 Chief Executive Officer, Member of Management Board and Director of AJ Bell Plc. He serves as the Chief Executive Officer of AJ Bell Holdings Limited an...
CEO Compensation Analysis
Compensation vs Market: Andy's total compensation ($USD1.77M) is above average for companies of similar size in the UK market ($USD1.34M).
Compensation vs Earnings: Andy's compensation has been consistent with company performance over the past year.
Experienced Board: AJB's board of directors are considered experienced (3.5 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: AJB insiders have bought more shares than they have sold 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: Investment Banking and Brokerage
- Sector: Diversified Financials
- Market Cap: UK£1.603b
- Shares outstanding: 409.25m
- Website: https://www.ajbell.co.uk
Number of Employees
- AJ Bell plc
- 4 Exchange Quay
- Salford Quays
- Greater Manchester
- M5 3EE
- United Kingdom
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||2021/09/21 22:37|
|End of Day Share Price||2021/09/21 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.