AJ Bell PLC AJB

Morningstar Rating

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 within a range we consider fairly valued.
Price
£454.46
Fair Value
£691.29
Uncertainty
High
1-Star Price
£483.89
5-Star Price
£526.74
Economic Moat
Vgcgd
Capital Allocation

Trading Information

Previous Close Price
Day Range
52-Week Range
Bid/Ask
/
Market Cap
Volume/Avg
/

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
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Morningstar Rating for Stocks
Capital Allocation
Economic Moat
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TROW
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Northern Trust Corp
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The Carlyle Group Inc
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