Business Description
AJ Bell PLC
ISIN : GB00BFZNLB60
Description
AJ Bell PLC is an investment platform in the United Kingdom. The company's core products are SIPPs, ISAs, and Dealing Accounts. SIPPs and ISAs, Lifetime ISA, and junior products. The company generates revenue from Recurring ad valorem which includes custody fees, interest income and investment management fees; and transactional.
Financial Strength
10/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Cash-To-Debt | 11.79 | |||||
| Equity-to-Asset | 0.71 | |||||
| Debt-to-Equity | 0.08 | |||||
| Debt-to-EBITDA | 0.13 | |||||
| Interest Coverage | 90.57 | |||||
| Piotroski F-Score | 6/9 | |||||
| Altman Z-Score | 16.89 | |||||
| Beneish M-Score | -3.3 | |||||
| WACC vs ROIC | ||||||
Growth Rank
10/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Revenue Growth Rate | 19.6 | |||||
| 3-Year EBITDA Growth Rate | 20.6 | |||||
| 3-Year EPS without NRI Growth Rate | 20.2 | |||||
| 3-Year FCF Growth Rate | 36.1 | |||||
| 3-Year Book Growth Rate | 14.8 | |||||
| Future 3-5Y EPS without NRI Growth Rate | 5.97 | |||||
| Future 3-5Y Total Revenue Growth Rate | 9.96 |
Momentum Rank
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 5-Day RSI | 79.96 | |||||
| 9-Day RSI | 82.44 | |||||
| 14-Day RSI | 79.28 | |||||
| 6-1 Month Momentum % | 7.48 | |||||
| 12-1 Month Momentum % | -5.13 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Current Ratio | 3.71 | |||||
| Quick Ratio | 3.71 | |||||
| Cash Ratio | 2.65 | |||||
| Days Sales Outstanding | 38.96 |
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Dividend Yield % | 3 | |||||
| Dividend Payout Ratio | 0.49 | |||||
| 3-Year Dividend Growth Rate | 19.1 | |||||
| Forward Dividend Yield % | 3 | |||||
| 5-Year Yield-on-Cost % | 3 | |||||
| 3-Year Average Share Buyback Ratio | -0.1 | |||||
| Shareholder Yield % | 3.22 |
Profitability Rank
9/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Operating Margin % | 39.51 | |||||
| Net Margin % | 31.26 | |||||
| FCF Margin % | 44.86 | |||||
| ROE % | 45.82 | |||||
| ROA % | 34.24 | |||||
| ROIC % | 89.6 | |||||
| ROC (Joel Greenblatt) % | 349.37 | |||||
| ROCE % | 54.51 | |||||
| Years of Profitability over Past 10-Year | 8 |
GF Value Rank
8/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| PE Ratio | 21.63 | |||||
| Forward PE Ratio | 19.88 | |||||
| PE Ratio without NRI | 21.63 | |||||
| Price-to-Owner-Earnings | 12.42 | |||||
| PEG Ratio | 0.98 | |||||
| PS Ratio | 6.79 | |||||
| PB Ratio | 8.89 | |||||
| Price-to-Tangible-Book | 9.65 | |||||
| Price-to-Free-Cash-Flow | 15.08 | |||||
| Price-to-Operating-Cash-Flow | 14.59 | |||||
| EV-to-EBIT | 15.09 | |||||
| EV-to-EBITDA | 14.31 | |||||
| EV-to-Revenue | 6.12 | |||||
| EV-to-Forward-Revenue | 5.83 | |||||
| EV-to-FCF | 13.74 | |||||
| Price-to-Projected-FCF | 1.96 | |||||
| Price-to-Peter-Lynch-Fair-Value | 0.98 | |||||
| Price-to-Graham-Number | 3.05 | |||||
| Price-to-Net-Current-Asset-Value | 10.82 | |||||
| Price-to-Net-Cash | 18.79 | |||||
| Earnings Yield (Greenblatt) % | 6.63 | |||||
| FCF Yield % | 6.66 | |||||
| Forward Rate of Return (Yacktman) % | 23.16 |
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
Guru Trades
See DetailsInsider Trades
See DetailsPeter Lynch Chart
Performance
Dividend
Log
Bar
Annualized Return % Â
Total Annual Return % Â
AJ Bell PLC Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil £) | 218.234 | ||
| EPS (TTM) (£) | 0.166 | ||
| Beta | 1.32 | ||
| Volatility % | 30.1 | ||
| 14-Day RSI | 79.28 | ||
| 14-Day ATR (£) | 0.15838 | ||
| 20-Day SMA (£) | 3.28425 | ||
| 12-1 Month Momentum % | -5.13 | ||
| 52-Week Range (£) | 2.416 - 3.755 | ||
| Shares Outstanding (Mil) | 411.96 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 6 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
AJ Bell PLC Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
AJ Bell PLC Stock Events
| Event | Date | Price(£) | ||
|---|---|---|---|---|
| No Event Data | ||||
AJ Bell PLC Frequently Asked Questions
What is AJ Bell PLC(LSE:AJB)'s stock price today?
The current price of LSE:AJB is £3.57. The 52 week high of LSE:AJB is £3.76 and 52 week low is £2.42.
When is next earnings date of AJ Bell PLC(LSE:AJB)?
The next earnings date of AJ Bell PLC(LSE:AJB) is 2024-05-23.
Does AJ Bell PLC(LSE:AJB) pay dividends? If so, how much?
The Dividend Yield %  of AJ Bell PLC(LSE:AJB) is 3% (As of Today), Highest Dividend Payout Ratio of AJ Bell PLC(LSE:AJB) was 0.66. The lowest was 0.2. And the median was 0.51. The  Forward Dividend Yield % of AJ Bell PLC(LSE:AJB) is 3%. For more information regarding to dividend, please check our Dividend Page.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
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