AJ Bell plc (AJB.L)
AJ Bell plc, through its subsidiaries, operates investment platforms in the United Kingdom. The company offers AJ Bell Investcentre, which provides a suite of products, services, investment solutions, and online tools for regulated financial advisers and wealth managers to help them manage retail customers' portfolio; and AJ Bell, an investment platform proposition that include investment solutions through in-house funds, ready-made portfolios, and guidance through the AJ Bell funds list to execution-only retail customers, as well as cash savings solutions. It also provides Touch by AJ Bell, an app-based investment platform proposition that offers a digital service model to advisers; and Dodl by AJ Bell, an investment app that streamlined a range of investments available with a simplified charging structure. In addition, it provides adviser-led and D2C pension administration services to customers with bespoke SIPP and SSAS accounts; wealth management solutions; and investment administration, dealing, and custody services, as well as publishes shares magazine and other proprietary investment content to support platform propositions. The company was founded in 1995 and is headquartered in Manchester, the United Kingdom.
Company Info
| ISIN | GB00BFZNLB60 |
|---|---|
| Sector | Financial Services |
| Industry | Asset Management |
Highlights
| Market Cap | £1.28B |
|---|---|
| EPS | £0.17 |
| PE Ratio | 18.32 |
| PEG Ratio | 2.09 |
| Revenue (TTM) | £217.28M |
| Gross Profit (TTM) | £163.08M |
| EBITDA (TTM) | £2.57B |
| Year Range | £235.80 - £341.00 |
| Target Price | £366.20 |
| Short % | 69.00% |
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in AJ Bell plc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
AJ Bell plc had a return of 10.32% year-to-date (YTD) and 8.58% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 10.32% | 6.17% |
| 1 month | 11.96% | -2.72% |
| 6 months | 26.11% | 17.29% |
| 1 year | 8.58% | 23.80% |
| 5 years (annualized) | -3.34% | 11.47% |
| 10 years (annualized) | N/A | 10.41% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.57% | -3.98% | -0.46% | 6.98% | ||||||||
| 2023 | -7.73% | 0.95% | 22.46% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of AJB.L is 57, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
AJ Bell plc(AJB.L)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for AJ Bell plc (AJB.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
AJ Bell plc granted a 0.03% dividend yield in the last twelve months. The annual payout for that period amounted to £0.11 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|
| Dividend | £0.11 | £0.08 | £0.12 | £0.07 | £0.05 | £0.02 |
Dividend yield | 0.03% | 0.03% | 0.03% | 0.02% | 0.01% | 0.00% |
Monthly Dividends
The table displays the monthly dividend distributions for AJ Bell plc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | £0.07 | £0.00 | £0.00 | £0.00 | ||||||||
| 2023 | £0.05 | £0.00 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2022 | £0.10 | £0.00 | £0.00 | £0.00 | £0.00 | £0.03 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2021 | £0.05 | £0.00 | £0.00 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2020 | £0.03 | £0.00 | £0.00 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2019 | £0.02 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the AJ Bell plc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the AJ Bell plc was 47.82%, occurring on Mar 23, 2020. Recovery took 194 trading sessions.
The current AJ Bell plc drawdown is 21.66%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -47.82% | May 10, 2019 | 222 | Mar 23, 2020 | 194 | Dec 29, 2020 | 416 |
| -45.98% | Apr 21, 2021 | 261 | May 3, 2022 | — | — | — |
| -14.14% | Dec 30, 2020 | 48 | Mar 8, 2021 | 29 | Apr 20, 2021 | 77 |
| -11.38% | Jan 21, 2019 | 10 | Feb 1, 2019 | 16 | Feb 25, 2019 | 26 |
| -6.12% | Dec 13, 2018 | 4 | Dec 18, 2018 | 10 | Jan 4, 2019 | 14 |
Volatility
Volatility Chart
The current AJ Bell plc volatility is 6.94%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Income Statement
| TTM | |
|---|---|
| Revenue | |
Total Revenue | 0.00 |
Cost Of Revenue | 0.00 |
Gross Profit | 0.00 |
| Operating Expenses | |
Selling, General & Admin Expenses | 0.00 |
R&D Expenses | 0.00 |
Total Operating Expenses | 0.00 |
| Income | |
Income Before Tax | 0.00 |
Operating Income | 0.00 |
EBIT | 0.00 |
Earnings From Continuing Operations | 0.00 |
Net Income | 0.00 |
Income Tax Expense | 0.00 |
Interest Expense | 0.00 |
Other Non-Operating Income (Expenses) | 0.00 |
Extraordinary Items | 0.00 |
Discontinued Operations | 0.00 |
Effect Of Accounting Charges | 0.00 |
Non Recurring | 0.00 |
Minority Interest | 0.00 |
Other Items | 0.00 |