AJ Bell PLC AJB
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.
Trading Information
- Previous Close Price
- GBX 391.00
- Day Range
- GBX 390.50–401.00
- 52-Week Range
- GBX 241.60–414.50
- Bid/Ask
- GBX 350.00 / GBX 0.00
- Market Cap
- GBX 164.31 Bil
- Volume/Avg
- 905,012 / 808,829
Key Statistics
- Price/Earnings (Normalized)
- 19.82
- Price/Sales
- 6.57
- Dividend Yield (Trailing)
- 2.94%
- Dividend Yield (Forward)
- 2.94%
- Total Yield
- 2.94%
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
- Website
- https://www.ajbell.co.uk
Comparables
Valuation
|
Metric
|
AJB
|
CLIG
|
TAM
|
|---|---|---|---|
Price/Earnings (Normalized) | 19.82 | 12.08 | 29.53 |
Price/Book Value | 8.93 | 1.63 | 8.99 |
Price/Sales | 6.57 | 3.36 | 10.91 |
Price/Cash Flow | 18.80 | 10.99 | 27.41 |
Price/Earnings
AJB
CLIG
TAM
Financial Strength
|
Metric
|
AJB
|
CLIG
|
TAM
|
|---|---|---|---|
Quick Ratio | 3.75 | 3.89 | 3.61 |
Current Ratio | 3.75 | 3.89 | 3.71 |
Interest Coverage | 117.27 | 76.66 | 46.64 |
Quick Ratio
AJB
CLIG
TAM
Profitability
|
Metric
|
AJB
|
CLIG
|
TAM
|
|---|---|---|---|
Return on Assets (Normalized) | 36.13% | 11.92% | 27.87% |
Return on Equity (Normalized) | 50.14% | 13.90% | 34.47% |
Return on Invested Capital (Normalized) | 45.99% | 12.94% | 33.68% |
Return on Assets
AJB
CLIG
TAM
Asset Management Industry Comparables
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| BlackRock Inc
BLK
| Ktghnxztd | Kmgkr | $117.5 Bil | |||
| KKR & Co Inc Ordinary Shares
KKR
| Dqjghfqpm | Fyzdmj | $94.1 Bil | |||
| Blackstone Inc
BX
| Vgqwhndkx | Cvjycqm | $92.2 Bil | |||
| Bank of New York Mellon Corp
BK
| Xmzdwqps | Gbzs | $44.8 Bil | |||
| Ameriprise Financial Inc
AMP
| Xnpgsrzp | Mhmmv | $42.9 Bil | |||
| T. Rowe Price Group Inc
TROW
| Dmpbmvwbvd | Gmdm | $25.6 Bil | |||
| State Street Corporation
STT
| Lprvlhhrm | Sptxx | $22.2 Bil | |||
| Northern Trust Corp
NTRS
| Lqfvvwnswd | Jtvz | $17.0 Bil | |||
| The Carlyle Group Inc
CG
| Pbzfnbkz | Bpbbbgg | $14.5 Bil | |||
| Franklin Resources Inc
BEN
| Jjfkkfnw | Hbmccnp | $11.6 Bil |