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AJ Bell Plc

AJ Bell Plc

LLSE:AJB
597.50
GBX
+11.00
(+1.88%)
186.11BMarket Cap
Dec 03Next Earn
AJ Bell Plc
LSE:AJB
(London Stock Exchange)

Recent

price

597.50

P/E

ratio

- -

div

yld

- -

ROIC.AI

2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
TTM
GBP
0.16
0.19
0.22
0.26
0.31
0.36
0.4
0.53
0.65
0.78
- -
Revenue per Share
0.03
0.04
0.06
0.08
0.1
0.11
0.11
0.17
0.2
0.26
- -
Basic EPS, GAAP
0.04
0.03
0.07
0.08
0.09
0.1
0.1
0.24
0.23
0.21
- -
Free Cash Flow per Basic Share
0.03
0.03
0.05
0.04
0.05
0.07
0.12
0.08
0.12
0.13
- -
Dividend per Share
0.13
0.15
0.16
0.21
0.27
0.32
0.32
0.4
0.49
0.54
0.53
Book Value per Share
0.11
0.13
0.14
0.2
0.25
0.29
0.29
0.37
0.46
0.5
0.52
Tangible Book Value per Share
407
407
407
404
408
409
410
411
412
409
404
Basic Weighted Avg Shares
64
76
90
105
127
146
164
218
269
318
- -
Sales/Revenue/Turnover
25.98
28.81
31.5
35.66
38.85
38.3
36
39.51
42.13
41.87
- -
Operating Margin (%)
2
2
2
2
4
4
4
5
3
4
- -
Depreciation Expense
13
18
23
30
39
44
47
68
84
105
- -
Net Income, GAAP
20.66
19.46
20.15
19.48
20.02
20.45
19.98
22.18
25.59
23.73
- -
Effective Tax Rate (%)
20.85
23.25
25.25
28.93
30.63
30.05
28.53
31.26
31.29
33.07
- -
Profit Margin (%)
46
51
54
78
102
116
116
150
186
195
198
Working Capital
1
- -
- -
- -
15
14
12
11
12
10
10
LT Debt
54
61
64
86
109
131
133
166
204
217
212
Total Equity
- -
28.63
33.76
37.78
36.21
32.33
31.8
40.65
39.79
44.52
- -
Return on Invested Capital (%)
- -
30.54
35.92
40.29
37.29
32.67
32.25
42.33
42.96
47.39
- -
Return on Capital (%)
- -
30.41
36.12
40.44
39.72
36.49
35.39
45.57
45.56
49.89
- -
Return on Common Equity (%)

Capital Structure

GBP

•

in mil. unless spec.
Mar'25
Sep'25
Mar'26
ST Debt
2
2
2
LT Borrowings
- -
- -
- -
LT Finance Leases
11
10
10
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
408
403
396
Market Capitalization
1,639
2,185
1,861

Working Capital

GBP

•

in mil. unless spec.
Mar'25
Sep'25
Mar'26
Total Current Assets
247
268
267
Cash, Cash Equivalents & STI
175
188
168
Accounts Receivable, Net
69
1
87
Inventories
- -
- -
- -
Total Current Liabilities
66
73
69
Payables & Accruals
- -
- -
- -
ST Debt
2
2
2
Deferred Revenue
- -
- -
- -

Growth Rates

GBP

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
- -
15.08%
6.6%
Free Cash Flow
- -
25.16%
-9.95%
Net Income, GAAP
- -
22.75%
24.71%
Sales/Revenue/Turnover
- -
20.41%
17.97%
Total Cash Common Dividend
- -
27.87%
10.28%

Semi-annual Revenue

GBP

•

in mil. unless spec.

Year

H1
H2
FY
2024
- -
- -
269
2025
- -
- -
318
2026
- -
- -
- -

Semi-annual Earnings Per Share

GBP

•

in mil. unless spec.

Year

H1
H2
FY
2024
- -
- -
0.2
2025
- -
- -
0.26
2026
- -
- -
- -

Semi-annual Dividends Per Share

GBP

•

in mil. unless spec.

Year

H1
H2
FY
2024
- -
- -
0.12
2025
- -
- -
0.13
2026
- -
- -
- -
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Business
AJ Bell plc is a British investment platform and financial services company specializing in online investment platforms and stockbroking services. The company offers a diverse range of core products and services across several brands including direct-to-customer investment platforms providing low-cost self-invested personal pensions (SIPPs), individual savings accounts (ISAs), and dealing accounts; AJ Bell Investcentre, which serves customers via authorized financial advisers offering SIPPs, ISAs, and general investment accounts; AJ Bell Platinum, a provider of bespoke SIPP and small self-administered schemes (SSAS) with personalized services; and AJ Bell Securities, focusing on stockbroking activities. AJ Bell operates primarily in the United Kingdom market, providing investment administration, dealing, and custody services from its headquarters in Manchester. Founded in 1995 by Andrew (Andy) James Bell and Nicholas Littlefair, AJ Bell is publicly listed on the London Stock Exchange and is a constituent of the FTSE 250 Index. The company focuses on the asset management and financial services sector, targeting retail investors, financial advisers, and corporate pension schemes. In recent major corporate developments within the last two years, AJ Bell finalized the sale of its Platinum SIPP and SSAS business to InvestAcc Group in November 2025, transferring approximately £3.2 billion in assets under administration and 3,600 customers. This strategic divestment aligns with AJ Bell’s focus on its core platform business and enhances operational efficiency. In addition, the company has engaged in strategic partnerships to support growth initiatives, including a financing partnership with European asset manager Kartesia for inorganic growth opportunities. AJ Bell continues to invest strategically in product and technology development to accelerate user-friendly platform enhancements and brand visibility while maintaining its low-cost provider status. These initiatives support the company's growth trajectory despite market challenges and rising operating costs. AJ Bell's operations emphasize delivering a comprehensive range of low-cost investment products and wealth management solutions to individual investors and financial advisers, maintaining leadership in the UK’s growing online investment platform sector. The company’s ongoing strategic focus on technology, customer experience, and cost leadership positions it as a key player in the UK financial services landscape.

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