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Equity
AJB
+0.0 · +0.00%
GBX · LSE

AJ Bell plc(AJB) Stock Analysis | Financial Services

GBX --+0.00%
Reward74High
Risk27Low
75%Data
Strong 36% profit margin · 2.4% dividend yield · Revenue growing 20% YoY
Quality Compounder
Market Cap:2.41Bn
ⓘ
Reward Rating
74
High
Reward Assessment
75% data coverage
Top 10% of stocksView factors
ⓘ
Risk Rating
27
Low
Risk Assessment

Educational tool only – Scores are based on historical data and financial metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Educational tool only · More
Limited data coverage
We don't have enough public data on AJB to score it reliably yet — Reward, Risk, Forecasts and Dividends tabs aren't available for this stock. The price chart and basic profile are still shown.
OTC / ADR stock — scores and fundamentals use data tagged in USD by our provider. The issuer may report in a different home currency (e.g. JPY), so treat figures as directional rather than precise.
New listing — limited trading history
Fundamental and analyst data are available for AJB, but momentum and volatility metrics will develop as more trading history accumulates (0 trading sessions so far).
Not available yet for this stock
The overview tab requires data we don't have for this stock yet. The price chart is the most reliable view we have — try the Chart tab.
Earnings Ex-dividend

Market Performance

Stock returned +10.0% over the past year, broadly in line with market conditions.

Analyst Target

Analyst consensus price target: 645p.

What is AJ Bell plc?

AJ Bell plc, through its subsidiaries, operates investment platforms in the United Kingdom.

AJB · Verdict

Strong reward · low risk

AJB stands out on balance sheet and cash flow, but watch the valuation signal.

Based on 88% data coverage

AJB · Verdict

What’s working & what to watch

Strengths 4

  • Balance sheet99/100

    Interest covered 149.0×

  • Cash flow95/100

    26% free-cash-flow margin

  • Profitability94/100

    33% net margin · 60% ROE

  • Growth89/100

    Rev +24.7% CAGR · earnings +31.0%

Watchouts 1

  • Valuation45/100

    P/E 18.0× · PEG 1.53

Model-based scoring. For information only — not financial advice.

What is AJ Bell plc?

AJ Bell plc, through its subsidiaries, operates investment platforms in the United Kingdom. The company offers AJ Bell Investcentre, which offers adviser needs and client service, easy-to-use functionality, and a comprehensive investment range at competitive prices; and AJ Bell, an investment platform. The company is listed on the LSE in UK, operating in the Financial Services sector, with a market capitalisation of 2.41B, and a P/E ratio of 20.5x.

Financial Highlights

Investment Breakdown

Growth
Revenue and earnings growing steadily, indicating improving operating performance.
Profitability
Strong margins and consistent earnings support financial stability.
Risk
Below-average volatility supports a steadier risk profile.
Valuation
Valuation appears fair relative to current fundamentals.

OpenBook Logo Analysis

Reward: High (74)

The scoring profile indicates a strong reward potential, driven primarily by profitability and growth. Risk indicators are low, suggesting a relatively contained downside profile.

For informational purposes only. Not financial advice.

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Company Information
SectorFinancial Services
IndustryAsset Management
Market Cap2.41B
P/E Ratio20.4667
Dividend Yield2.42%
Beta0.859
Insider Activity
12M windowAwaiting coverage
LSE director-dealings coverage launching later this year. The data feed is in development.
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