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AJ Bell Valuation Multiples
Discover revenue and EBITDA valuation multiples for AJ Bell and similar public comparables like CorVel, Diebold Nixdorf, TP ICAP, eToro and more.
AJ Bell Overview
About AJ Bell
AJ Bell PLC is an investment platform in the United Kingdom. The Group has a single operating segment, being investment services in the advised and D2C space, administering investments in SIPPs, ISAs, and General Investment / 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. The company earns its revenue from its domicile country United Kingdom.
Founded
2002
HQ
Employees
1.6K
Website
Financials (LTM)
EV
$3B
AJ Bell Financials
AJ Bell reported last 12-month revenue of $452M and EBITDA of $188M.
In the same LTM period, AJ Bell generated $188M in EBITDA and $145M in net income.
Revenue (LTM)
AJ Bell P&L
In the most recent fiscal year, AJ Bell reported revenue of $431M and EBITDA of $194M.
AJ Bell expects next 12-month revenue of XXX and NTM EBITDA of XXX
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Revenue | $452M | XXX | $431M | XXX | XXX | XXX |
| EBITDA | $188M | XXX | $194M | XXX | XXX | XXX |
| EBITDA Margin | 42% | XXX | 45% | XXX | XXX | XXX |
| EBIT Margin | 40% | XXX | 42% | XXX | XXX | XXX |
| Net Profit | $145M | XXX | $143M | XXX | XXX | XXX |
| Net Margin | 32% | XXX | 33% | XXX | XXX | XXX |
Financial data powered by Morningstar, Inc.
AJ Bell Stock Performance
AJ Bell has current market cap of $3B, and enterprise value of $3B.
Market Cap Evolution
AJ Bell's stock price is $7.38.
| EV | Market Cap | Price 1D | Price 1M | Price 3M | Price 12M | EPS |
|---|---|---|---|---|---|---|
| $3B | $3B | 0.2% | XXX | XXX | XXX | $0.36 |
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Start Free TrialAJ Bell Valuation Multiples
AJ Bell trades at 5.9x EV/Revenue multiple, and 14.3x EV/EBITDA.
EV / Revenue (LTM)
AJ Bell Financial Valuation Multiples
As of April 17, 2026, AJ Bell has market cap of $3B and EV of $3B.
Equity research analysts estimate AJ Bell's 2025E EV/Revenue multiple at XXX and 2025E EV/EBITDA multiple at XXX
AJ Bell has a P/E ratio of 20.1x.
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Market cap (current) | $3B | XXX | $3B | XXX | XXX | XXX |
| EV (current) | $3B | XXX | $3B | XXX | XXX | XXX |
| EV/Revenue | 5.9x | XXX | 6.2x | XXX | XXX | XXX |
| EV/EBITDA | 14.3x | XXX | 13.8x | XXX | XXX | XXX |
| EV/EBIT | 14.7x | XXX | 14.8x | XXX | XXX | XXX |
| P/E | 20.1x | XXX | 20.5x | XXX | XXX | XXX |
| EV/FCF | 20.1x | XXX | 22.6x | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc. and Morningstar, Inc.
Verified AJ Bell Valuation Multiples
Access all public comps and forward-looking valuation multiples like EV/Revenue in 2027, based on consensus analyst estimates. Powered by FactSet and Morningstar.
AJ Bell Margins & Growth Rates
AJ Bell's revenue in the last 12 month grew by 10%.
AJ Bell's revenue per employee in the last FY averaged $0.3M, while opex per employee averaged $0.2M for the same period.
AJ Bell's rule of 40 is 51% (metric relevant for SaaS companies only, counted as combined revenue growth rate and EBITDA margin).
AJ Bell's rule of X is 65% (created by Bessemer, rule of X is another metric to measure SaaS companies, ~1.5x stronger vs. the traditional Rule of 40, counted as revenue growth rate multiplied by 2.5 plus EBITDA margin).
AJ Bell Operational Valuation Multiples
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 10% | XXX | 10% | XXX | XXX | XXX |
| EBITDA Margin | 42% | XXX | 45% | XXX | XXX | XXX |
| EBITDA Growth | 9% | XXX | (1%) | XXX | XXX | XXX |
| Rule of 40 | — | XXX | 51% | XXX | XXX | XXX |
| Bessemer Rule of X | — | XXX | 65% | XXX | XXX | XXX |
| Revenue per Employee | — | XXX | $0.3M | XXX | XXX | XXX |
| Opex per Employee | — | XXX | $0.2M | XXX | XXX | XXX |
| S&M Expenses to Revenue | 13% | XXX | 12% | XXX | XXX | XXX |
| G&A Expenses to Revenue | 60% | XXX | 57% | XXX | XXX | XXX |
| R&D Expenses to Revenue | 18% | XXX | 17% | XXX | XXX | XXX |
| Opex to Revenue | 60% | XXX | 58% | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc. and Morningstar, Inc.
AJ Bell Public Comps
See public comps and valuation multiples for other Financial Services Software and Online Brokers comps.
| EV/Revenue | EV/EBITDA | |||||
|---|---|---|---|---|---|---|
| LTM | 2026E | 2027E | LTM | 2026E | 2027E | |
| AJ Bell | XXX | XXX | XXX | XXX | XXX | XXX |
| CorVel | XXX | XXX | XXX | XXX | XXX | XXX |
| Diebold Nixdorf | XXX | XXX | XXX | XXX | XXX | XXX |
| TP ICAP | XXX | XXX | XXX | XXX | XXX | XXX |
| eToro | XXX | XXX | XXX | XXX | XXX | XXX |
| Tradition | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc.
AJ Bell M&A Activity
AJ Bell acquired XXX companies to date.
Last acquisition by AJ Bell was on XXXXXXXX, XXXXX. AJ Bell acquired XXXXXXXX for XXX (EV/Revenue multiple of XXX).
Latest Acquisitions by AJ Bell
| Acquired Company | Valuation | EV/Revenue | EV/EBITDA |
|---|---|---|---|
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
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Start Free TrialAJ Bell Investment Activity
AJ Bell invested in XXX companies to date.
AJ Bell made its latest investment on XXXXXXXX, XXXXX. AJ Bell invested in XXXXXXXX for XXX (EV/Revenue multiple of XXX).
Latest Investments by AJ Bell
| Company | Valuation | EV/Revenue | EV/EBITDA |
|---|---|---|---|
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
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Start Free TrialAbout AJ Bell
| When was AJ Bell founded? | AJ Bell was founded in 2002. |
| Where is AJ Bell headquartered? | AJ Bell is headquartered in United Kingdom. |
| How many employees does AJ Bell have? | As of today, AJ Bell has over 1K employees. |
| Who is the CEO of AJ Bell? | AJ Bell's CEO is Michael Thomas Summersgill. |
| Is AJ Bell publicly listed? | Yes, AJ Bell is a public company listed on London Stock Exchange. |
| What is the stock symbol of AJ Bell? | AJ Bell trades under AJB ticker. |
| When did AJ Bell go public? | AJ Bell went public in 2018. |
| Who are competitors of AJ Bell? | AJ Bell main competitors are CorVel, Diebold Nixdorf, TP ICAP, eToro. |
| What is the current market cap of AJ Bell? | AJ Bell's current market cap is $3B. |
| What is the current revenue of AJ Bell? | AJ Bell's last 12 months revenue is $452M. |
| What is the current revenue growth of AJ Bell? | AJ Bell revenue growth (NTM/LTM) is 10%. |
| What is the current EV/Revenue multiple of AJ Bell? | Current revenue multiple of AJ Bell is 5.9x. |
| Is AJ Bell profitable? | Yes, AJ Bell is EBITDA-positive (as of the last 12 months). |
| What is the current EBITDA of AJ Bell? | AJ Bell's last 12 months EBITDA is $188M. |
| What is AJ Bell's EBITDA margin? | AJ Bell's last 12 months EBITDA margin is 42%. |
| What is the current EV/EBITDA multiple of AJ Bell? | Current EBITDA multiple of AJ Bell is 14.3x. |
| What is the current FCF of AJ Bell? | AJ Bell's last 12 months FCF is $133M. |
| What is AJ Bell's FCF margin? | AJ Bell's last 12 months FCF margin is 29%. |
| What is the current EV/FCF multiple of AJ Bell? | Current FCF multiple of AJ Bell is 20.1x. |
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