Full history for every metric is available with a Kvantra account
Key financial summary
Financials in GBP| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | 2026E | ||
|---|---|---|---|---|---|---|---|---|---|
| Total revenue | £m | 127 | 146 | 164 | 218 | 269 | 318 | 348 | 377 |
| Operating profit | £m | 132 | 143 | ||||||
| Net profit | £m | 39 | 44 | 47 | 68 | 84 | 105 | 123 | 113 |
| EPS reported | £ | 0.26 | 0.30 | ||||||
| Operating cashflow per share | £ | 0.21 | 0.25 | ||||||
| Capex per share | £ | 0.01 | 0.01 | ||||||
| FCF per share | £ | 0.21 | 0.24 | ||||||
| Free cash flow | £m | 84 | 97 | ||||||
| Net debt | £m | -188 | -168 | ||||||
| Book value equity | £m | 217 | 212 | ||||||
| Book value per share | £ | 0.53 | 0.52 | ||||||
| Number of shares | m | 411.27 | 403.73 | ||||||
| DPS (TTM paid) | £ | 0.15 | 0.15 |
Financial summary
Financials in GBP| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | 2026E | ||
|---|---|---|---|---|---|---|---|---|---|
| Value | |||||||||
| P/E TTM | x | 20.83 | - | ||||||
| P/B LTM | x | 10.19 | 10.82 | ||||||
| P/S LTM | x | 6.97 | 6.60 | ||||||
| P/FCF LTM | x | 26.37 | 23.61 | ||||||
| EV/EBITDA LTM | x | 14.28 | 12.82 | ||||||
| EV/Sales LTM | x | 6.42 | 6.11 | ||||||
| Earnings Yield LTM | % | 4.80% | 5.27% | ||||||
| FCF Yield | % | 3.79% | 4.24% | ||||||
| Quality | |||||||||
| ROE | % | 48.34% | 57.35% | ||||||
| ROIC | % | 43.35% | 37.15% | ||||||
| Operating margin | % | 41.52% | 41.21% | ||||||
| Gross margin | % | 100.00% | 98.57% | ||||||
| FCF/Sales | % | 26.44% | 27.94% | ||||||
| Growth and momentum | |||||||||
| EPS Growth YoY | % | +30.00% | +38.89% | ||||||
| Sales Growth YoY | % | +17.97% | +19.27% | ||||||
| Net Income Growth YoY | % | +24.71% | +37.56% | ||||||
| FCF Growth | % | -9.95% | +36.04% | ||||||
| Operating Profit Growth | % | +23.00% | +25.82% | ||||||
| Dividend and capital structure | |||||||||
| Dividend Yield | % | 2.36% | 2.54% | ||||||
| Dividend Growth | % | +15.69% | +15.69% | ||||||
| Payout Ratio | % | 48.90% | 49.74% | ||||||
| FCF/Debt | x | 6.97 | 8.00 | ||||||
| Net Debt/EBITDA | x | -1.23 | -0.94 | ||||||
| EBIT/Net interest | x | 141.74 | 154.70 | ||||||
| Net debt/market cap | % | -8.49% | -7.31% | ||||||
| Net debt/Equity | x | -0.87 | -0.79 | ||||||
| Gross debt/equity | x | 0.06 | 0.06 | ||||||
Ratings
Based on consensus from external analysts. Not Kvantra's opinion.
Company overview
AJ Bell plc manages a significant network of investment platforms across the United Kingdom. The company provides two primary offerings: 'AJ Bell Investcentre,' a robust platform designed for regulated financial advisers and wealth managers, equipping them with products, services, investment solutions, and online tools to efficiently oversee their retail customers' portfolios; and 'AJ Bell Youinvest,' which caters directly to individual investors, supplying investment options such as proprietary funds, pre-built portfolios, and expert guidance through its fund list, along with cash savings solutions. In addition to its platform services, AJ Bell offers specialized pension administration for both adviser-led and direct-to-consumer clients, including bespoke Self-Invested Personal Pensions (SIPPs) and Small Self-Administered Schemes (SSASs), alongside white-label SIPP administration. The company also furnishes institutional investment businesses with essential dealing, settlement, and custody services. Further supporting its platform propositions, AJ Bell publishes Shares magazine and other exclusive investment content. Founded in 1995, AJ Bell plc is headquartered in Manchester, United Kingdom.
Similar companies
For informational purposes only. Kvantra provides data and quantitative analysis, not investment advice. KvantraRank is a mechanical model output. Analyst price targets and ratings are sourced from third parties and are not Kvantra recommendations. Past performance does not guarantee future results; all investments carry risk.
Based on consensus from external analysts. Not Kvantra's opinion.
AJ Bell plc manages a significant network of investment platforms across the United Kingdom. The company provides two primary offerings: 'AJ Bell Investcentre,' a robust platform designed for regulated financial advisers and wealth managers, equipping them with products, services, investment solutions, and online tools to efficiently oversee their retail customers' portfolios; and 'AJ Bell Youinvest,' which caters directly to individual investors, supplying investment options such as proprietary funds, pre-built portfolios, and expert guidance through its fund list, along with cash savings solutions. In addition to its platform services, AJ Bell offers specialized pension administration for both adviser-led and direct-to-consumer clients, including bespoke Self-Invested Personal Pensions (SIPPs) and Small Self-Administered Schemes (SSASs), alongside white-label SIPP administration. The company also furnishes institutional investment businesses with essential dealing, settlement, and custody services. Further supporting its platform propositions, AJ Bell publishes Shares magazine and other exclusive investment content. Founded in 1995, AJ Bell plc is headquartered in Manchester, United Kingdom.
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