AJB:LSE-AJ Bell plc (GBX)

COMMON STOCK | Capital Markets | LSE

Last Closing Price

GBX 310.00

Change

+7.50 (+2.48)%

Market Cap

GBX 1.28B

Volume

0.48M

Average Target Price

GBX 315.00 (+1.61%)
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

About

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 Youinvest that includes the provision of proprietary investment content and investment solutions through in-house funds, ready-made portfolios, and selected funds for execution-only retail customers. It also provides adviser-led and D2C pension administration services to customers with bespoke SIPP and SSAS accounts; and dealing, settlement, and custody services to institutional investment businesses, as well as publishes shares magazine and other proprietary investment content. AJ Bell plc was founded in 1995 and is headquartered in Manchester, the United Kingdom.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-03-30 )

Largest Industry Peers for Capital Markets

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
INVR:LSE Investec plc

N/A

GBX3.81B 8.31 N/A
IGG:LSE IG Group Holdings plc

-8.60 (-1.26%)

GBX2.53B 16.94 N/A
TCAP:LSE TP ICAP plc

-26.30 (-7.65%)

GBX1.94B 28.90 N/A
CBG:LSE Close Brothers Group plc

+6.00 (+0.55%)

GBX1.67B 8.64 N/A
INVP:LSE Investec Group

-15.80 (-9.89%)

GBX1.18B 3.55 N/A
PLUS:LSE Plus500 Ltd

+21.00 (+2.06%)

GBX1.12B 7.72 N/A
CMCX:LSE CMC Markets Plc

+10.80 (+6.52%)

GBX0.48B 19.03 N/A
AFX:LSE Alpha FX Group plc

-370.00 (-39.36%)

GBX0.36B 33.94 21.63
NUM:LSE Numis Corporation Plc

+15.00 (+7.26%)

GBX0.24B 27.35 N/A
K3C:LSE K3 Capital Group PLC

-2.50 (-1.72%)

GBX0.06B 14.54 10.23

ETFs Containing AJB

Symbol Name Weight Mer Price(Change) Market Cap

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Capital Markets)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -27.74% 48% F 39% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -27.74% 48% F 39% F
Trailing 12 Months  
Capital Gain -3.73% 67% D+ 74% C
Dividend Return 0.47% 13% F 26% F
Total Return -3.26% 67% D+ 73% C
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 10.14% 76% C 59% F
Dividend Return 0.13% 17% F 26% F
Total Return 10.28% 71% C- 55% F
Risk Return Profile  
Volatility (Standard Deviation) 23.41% 76% C 38% F
Risk Adjusted Return 43.90% 71% C- 43% F
Market Capitalization 1.28B 81% B- 88% B+
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Capital Markets)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 41.53 19% F 11% F
Price/Book Ratio 1,476.30 5% F 1% F
Price / Cash Flow Ratio 39.89 5% F 6% F
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity 40.44% 85% B 96% A
Return on Invested Capital 40.01% 86% B 97% A+
Return on Assets 32.88% 90% A- 99% A+
Debt to Equity Ratio N/A N/A N/A N/A N/A
Technical Ratios  
Short Ratio N/A N/A N/A N/A N/A
Short Percent N/A N/A N/A N/A N/A
Beta N/A N/A N/A N/A N/A
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (GBX)

Quarterly Financials (GBX)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters then its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector