AJ Bell PLC AJB

Morningstar Rating
GBX 454.00 +3.50 (0.78%)
View Full Chart

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 318% premium.
Price
£454.46
Fair Value
£692.44
Uncertainty
High
1-Star Price
£574.20
5-Star Price
£368.88
Economic Moat
Rryyrwc
Capital Allocation

Trading Information

Previous Close Price
GBX 450.50
Day Range
GBX 449.00463.50
52-Week Range
GBX 241.60483.50
Bid/Ask
GBX 0.00 / GBX 0.00
Market Cap
GBX 187.20 Bil
Volume/Avg
698,113 / 691,600

Key Statistics

Price/Earnings (Normalized)
23.02
Price/Sales
7.63
Dividend Yield (Trailing)
2.53%
Dividend Yield (Forward)
2.53%
Total Yield
2.53%

Company Profile

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.
Sector
Financial Services
Industry
Asset Management
Stock Style Box
Small Growth
Total Number of Employees
1,275

Comparables

Valuation

Metric
AJB
N91
GROW
Price/Earnings (Normalized)
23.0210.34
Price/Book Value
10.374.360.61
Price/Sales
7.632.26
Price/Cash Flow
21.8310.22
Price/Earnings
AJB
N91
GROW

Financial Strength

Metric
AJB
N91
GROW
Quick Ratio
3.751.03
Current Ratio
3.751.03
Interest Coverage
117.2751.95
Quick Ratio
AJB
N91
GROW

Profitability

Metric
AJB
N91
GROW
Return on Assets (Normalized)
36.13%1.34%−2.81%
Return on Equity (Normalized)
50.14%41.07%−3.08%
Return on Invested Capital (Normalized)
45.99%29.65%
Return on Assets
AJB
N91
GROW

Asset Management Industry Comparables

1-Day Chart
Name
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
BlackRock Inc
BLK
JgvltwzfkGrp$140.0 Bil
Blackstone Inc
BX
GmgxwtxnWdwgqm$118.6 Bil
KKR & Co Inc Ordinary Shares
KKR
RczkhptWkdbjd$117.3 Bil
Ameriprise Financial Inc
AMP
PrmjdptbBpmppy$46.0 Bil
State Street Corp
STT
YpxlyvnlFwgf$26.3 Bil
Raymond James Financial Inc
RJF
TkvfmvbcDxrwptx$25.2 Bil
T. Rowe Price Group Inc
TROW
NhkpsybmfvLqycz$24.4 Bil
Northern Trust Corp
NTRS
SzkhkjtxPxrh$18.2 Bil
The Carlyle Group Inc
CG
KnwbcyfNdwbbr$15.5 Bil
Franklin Resources Inc
BEN
ZsfcghcmcKjbd$10.9 Bil

Sponsor Center