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AJ Bell PLC AJB

Morningstar Rating
GBX 323.50 −0.50 (0.15%)
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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 3% discount.
Price
GBP 324.72
Fair Value
GBP 924.33
Uncertainty
High
1-Star Price
GBP 232.91
5-Star Price
GBP 165.89
Economic Moat
Xnnfmr
Capital Allocation
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Trading Information

Previous Close Price
GBX 324.00
Day Range
GBX 320.00334.50
52-Week Range
GBX 241.60345.36
Bid/Ask
GBX 0.00 / GBX 345.00
Market Cap
GBX 133.26 Bil
Volume/Avg
474,584 / 546,776

Key Statistics

Price/Earnings (Normalized)
19.39
Price/Sales
6.13
Dividend Yield (Trailing)
3.32%
Dividend Yield (Forward)
3.32%
Total Yield
3.32%

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
CLIG
MTW
Price/Earnings (Normalized)
19.3910.8918.47
Price/Book Value
8.021.471.85
Price/Sales
6.133.033.54
Price/Cash Flow
18.559.9214.21
Price/Earnings
AJB
CLIG
MTW

Financial Strength

Metric
AJB
CLIG
MTW
Quick Ratio
3.553.891.84
Current Ratio
3.713.891.84
Interest Coverage
90.5776.6611.23
Quick Ratio
AJB
CLIG
MTW

Profitability

Metric
AJB
CLIG
MTW
Return on Assets (Normalized)
34.67%11.92%8.49%
Return on Equity (Normalized)
46.41%13.90%11.35%
Return on Invested Capital (Normalized)
41.94%12.94%10.98%
Return on Assets
AJB
CLIG
MTW
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Capital Allocation
Economic Moat
Market Cap
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TROW
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STT
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NTRS
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CG
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BEN
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