AJ Bell PLC AJB

Morningstar Rating
GBX597.80 +0.80 (0.13%)
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About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

AJB is trading at a LOCK|&B%p$^ premium.
Price
£5.97
Fair Value
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Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation
—

News

Trading Information

Previous Close Price
GBX597.00
Day Range
GBX585.00–599.50
52-Week Range
GBX414.40–662.50
Bid/Ask
GBX597.50 / GBX598.50
Shares Outstanding
391.81M
Market Cap
GBX234.20B
Volume/Avg
143,071 / 793,861

Key Statistics

Price/Earnings (Normalized)
19.32
Price/Sales
6.98
Dividend Yield (Trailing)
2.47%
Dividend Yield (Forward)
2.47%
Dividend Payment Schedule
Feb, Jun
Total Yield
4.96%

Company Profile

AJ Bell PLC is an investment platform in the United Kingdom. The Group has a single operating segment, being investment services in the advised and D2C space, administering investments in SIPPs, ISAs, and General Investment / 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. The company earns its revenue from its domicile country United Kingdom.
Sector
Financial Services
Industry
Asset Management
Stock Style Box
Small Growth
Total Number of Employees
1,505

Valuation

Metric
AJB
Price/Earnings (Normalized)
19.32
Price/Book Value
11.16
Price/Sales
6.98
Price/Cash Flow
23.63
Price/Earnings
AJB

Financial Strength

Metric
AJB
Quick Ratio
3.86
Current Ratio
3.86
Interest Coverage
168.34
Quick Ratio
AJB

Profitability

Metric
AJB
Return on Assets (Normalized)
40.68%
Return on Equity (Normalized)
56.60%
Return on Invested Capital (Normalized)
51.46%
Return on Assets
AJB

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