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About the company
AJ Bell Plc is a United Kingdom-based company, which provides investment platforms. The Company provides investment administration, dealing and custody services. The Company’s products include AJ Bell Dodl, AJ Bell Investcentre, AJ Bell and Touch. AJ Bell Investcentre is a platform, offering advisers and their clients service, easy-to-use functionality and a comprehensive investment range at competitive prices. Touch by AJ Bell helps advisers to streamline their businesses with investment solutions delivered and managed digitally on their clients’ smartphones. AJ Bell has been providing products and services to make investing easy and affordable. It provides full-service and simplified platform products operating in both the advised and direct to consumer (D2C) markets. Its core products are self-invested personal pension (SIPPs), individual savings account (ISAs) and dealing accounts. Its services include Stocks & shares ISA, Lifetime ISA, Junior ISA, Cash savings hub and others.
- Revenue in GBP (TTM)245.88m
- Net income in GBP81.33m
- Incorporated2002
- Employees1.37k
- LocationAJ Bell PLC4 Exchange QuaySALFORD M5 3EEUnited KingdomGBR
- Websitehttps://www.ajbell.co.uk
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Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Allianz Technology Trust PLC | 521.55m | 511.54m | 1.49bn | 0.00 | 2.96 | 0.9011 | -- | 2.86 | 1.32 | 1.32 | 1.34 | 4.33 | 0.3655 | -- | -- | -- | 35.84 | 15.16 | 35.90 | 15.28 | 98.48 | 93.12 | 98.08 | 92.25 | -- | -- | 0.00 | 0.00 | 188.38 | 69.29 | 185.03 | 81.98 | -- | -- |
| Rathbones Group PLC | 888.53m | 63.32m | 1.53bn | 3.52k | 22.71 | 1.05 | 11.91 | 1.72 | 0.7309 | 0.7309 | 10.22 | 15.86 | 0.2241 | -- | 272.35 | 355,695.30 | 1.60 | 1.26 | 5.49 | 5.81 | 87.84 | 89.67 | 7.13 | 8.83 | -- | -- | 0.6377 | 110.62 | 32.56 | 14.76 | -23.44 | -4.07 | -10.21 | 5.68 |
| Murray International Trust plc | 204.49m | 184.74m | 1.54bn | 0.00 | 8.48 | 0.9126 | -- | 7.51 | 0.2979 | 0.2979 | 0.3298 | 2.77 | 0.1147 | -- | 18.83 | -- | 10.36 | 7.33 | 10.46 | 7.55 | 94.89 | 91.72 | 90.34 | 87.15 | -- | -- | 0.0608 | 47.87 | -2.42 | -- | -2.13 | -- | -- | 2.23 |
| Personal Assets Trust PLC | 66.67m | 44.26m | 1.59bn | 0.00 | 36.34 | 1.01 | -- | 23.89 | 0.1357 | 0.1357 | 0.1813 | 4.87 | 0.0374 | -- | 10.78 | -- | 2.48 | 4.29 | 2.49 | 4.32 | -- | 88.80 | 66.38 | 79.45 | -- | 13.40 | 0.00 | 32.05 | 1,217.80 | 0.7914 | 409.81 | -2.78 | -- | -4.36 |
| JTC PLC | 283.06m | 29.13m | 1.66bn | 1.60k | 55.23 | 3.19 | 29.41 | 5.85 | 0.1789 | 0.1789 | 1.74 | 3.09 | 0.3542 | -- | 4.51 | 176,580.80 | 3.64 | 4.41 | 4.07 | 4.78 | -- | -- | 10.29 | 13.53 | 1.76 | 3.90 | 0.3441 | 52.68 | 28.70 | 27.22 | -37.14 | -- | 22.87 | 30.07 |
| Worldwide Healthcare Trust PLC | 229.70m | 201.16m | 1.76bn | 0.00 | 9.53 | 0.8975 | -- | 7.65 | 0.3588 | 0.3588 | 0.3924 | 3.81 | 0.1034 | -- | 31.45 | -- | 9.05 | 5.79 | 9.51 | 6.13 | 89.38 | 85.03 | 87.58 | 82.62 | -- | -- | 0.00 | 12.25 | 1,332.85 | 5.36 | 2,389.31 | 3.89 | -- | 1.11 |
| Templeton Emerging Markets Inv Trust plc | 172.27m | 140.33m | 1.77bn | 0.00 | 13.41 | 0.9193 | -- | 10.30 | 0.1251 | 0.1251 | 0.1516 | 1.83 | 0.0804 | -- | 18.48 | -- | 6.55 | 3.65 | 6.73 | 3.71 | 88.62 | 79.49 | 81.46 | 74.16 | -- | -- | 0.0468 | 66.95 | 408.23 | 28.28 | 5,464.08 | 51.46 | -- | 9.34 |
| Mercantile Investment Trust PLC | 435.03m | 411.79m | 1.79bn | 0.00 | 4.43 | 0.8468 | -- | 4.12 | 0.5287 | 0.5287 | 0.5562 | 2.76 | 0.1875 | -- | 26.32 | -- | 17.75 | 3.53 | 17.84 | 3.55 | 95.13 | 80.46 | 94.66 | 78.52 | -- | -- | 0.1328 | 68.44 | 138.65 | -- | 127.31 | -- | -- | 3.96 |
| Caledonia Investments plc | 233.80m | 203.80m | 1.82bn | 71.00 | 9.17 | 0.6234 | -- | 7.77 | 3.69 | 3.69 | 4.23 | 54.30 | 0.0767 | -- | 32.93 | 3,292,958.00 | 6.69 | 9.99 | 7.06 | 10.32 | 86.61 | -- | 87.17 | 91.27 | -- | 184.09 | 0.00 | 21.82 | 32.17 | 0.8151 | 42.62 | 0.5588 | -24.21 | 3.49 |
| HarbourVest Global Private Equity Ltd | 105.48m | 74.98m | 1.84bn | 1.10k | 24.86 | 0.6071 | -- | 17.48 | 0.9826 | 0.9826 | 1.38 | 40.23 | 0.0317 | -- | -- | 95,892.04 | 2.26 | 12.81 | 2.26 | 12.83 | 75.05 | 97.14 | 71.08 | 96.10 | -- | -- | 0.108 | -- | 393.40 | -7.65 | 285.74 | -10.43 | -- | -- |
| AJ Bell PLC | 245.88m | 81.33m | 1.88bn | 1.37k | 23.17 | 10.41 | 21.95 | 7.66 | 0.1968 | 0.1968 | 0.5951 | 0.438 | 1.09 | -- | 3.83 | 179,080.10 | 36.07 | 31.22 | 45.98 | 36.10 | -- | -- | 33.08 | 30.01 | -- | -- | 0.0605 | 73.90 | 33.19 | 19.46 | 45.96 | 24.68 | 29.61 | -- |
| TP ICAP Group PLC | 2.20bn | 99.00m | 1.90bn | 5.18k | 19.87 | 0.9373 | 9.86 | 0.8637 | 0.1264 | 0.1264 | 2.80 | 2.68 | 0.3482 | -- | 6.28 | 425,536.00 | 1.23 | 0.7493 | 2.49 | 1.83 | -- | -- | 3.54 | 2.74 | -- | 11.83 | 0.3255 | 123.50 | 3.59 | 4.44 | -28.16 | 18.25 | -5.51 | -0.292 |
| Smithson Investment Trust PLC | -26.10m | -51.47m | 1.95bn | 0.00 | -- | 0.9239 | -- | -- | -0.3412 | -0.3412 | -0.1648 | 15.69 | -0.0106 | -- | -- | -- | -2.09 | 5.01 | -2.10 | 5.02 | -- | 85.91 | -- | 82.05 | -- | -- | 0.00 | 0.00 | 134.25 | 165.33 | 130.31 | -- | -- | -- |
| JPMorgan American Investment Trust PLC | 434.96m | 424.07m | 1.96bn | 0.00 | 4.74 | 1.08 | -- | 4.52 | 2.32 | 2.32 | 2.38 | 10.14 | 0.2488 | -- | 174.89 | -- | 24.26 | 13.70 | 24.51 | 13.82 | 98.36 | 97.43 | 97.50 | 95.36 | -- | -- | 0.0488 | 7.47 | 349.42 | 89.00 | 321.69 | 138.62 | -- | 3.58 |
| Quilter PLC | 6.43bn | 50.00m | 2.04bn | 2.98k | 40.27 | 1.37 | -- | 0.3169 | 0.036 | 0.036 | 4.64 | 1.06 | 0.1205 | -- | 10.71 | 2,155,548.00 | 0.0937 | 0.0812 | 0.095 | 0.0817 | 99.24 | 92.71 | 0.7776 | 4.87 | -- | 1.19 | 0.1575 | 158.19 | 13.03 | -2.16 | -76.00 | -8.64 | -38.10 | 6.20 |
| City of London Investment Trust plc | 310.57m | 297.42m | 2.08bn | 0.00 | 7.08 | 0.9899 | -- | 6.69 | 0.5936 | 0.5936 | 0.6197 | 4.24 | 0.1443 | -- | 26.17 | -- | 13.82 | 5.17 | 14.01 | 5.26 | 96.26 | 90.07 | 95.77 | 88.27 | -- | -- | 0.0523 | 86.82 | 314.87 | 40.51 | 384.32 | 47.56 | -- | 2.06 |
Data as of Nov 08 2024. Currency figures normalised to AJ Bell PLC's reporting currency: UK Pound GBX
32.31%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Liontrust Investment Partners LLPas of 09 Sep 2024 | 41.28m | 10.00% |
| Ninety One UK Ltd.as of 31 Oct 2024 | 15.16m | 3.67% |
| Brown Capital Management LLCas of 30 Jun 2024 | 13.38m | 3.24% |
| BlackRock Investment Management (UK) Ltd.as of 31 Oct 2024 | 12.56m | 3.04% |
| Kayne Anderson Rudnick Investment Management LLCas of 03 Jun 2024 | 12.12m | 2.94% |
| The Vanguard Group, Inc.as of 02 Oct 2024 | 11.46m | 2.77% |
| Baillie Gifford & Co.as of 30 Sep 2024 | 7.72m | 1.87% |
| abrdn Investment Management Ltd.as of 31 Jul 2024 | 7.60m | 1.84% |
| Invesco Asset Management Ltd.as of 28 Jun 2024 | 6.45m | 1.56% |
| Royal London Asset Management Ltd.as of 31 Jul 2024 | 5.71m | 1.38% |
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Data from 30 Jun 2024 - 30 Sep 2024Source: FactSet Research Systems Inc.
