AJ Bell plc (LON:AJB)

AJ Bell Ratios and Metrics

Market cap in millions GBP. Fiscal year is October - September.

Fiscal Year	Current	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Period Ending	Jan 22, 2026	Sep 30, 2025	Sep 30, 2024	Sep 30, 2023	Sep 30, 2022	Sep 30, 2021
Market Capitalization	1,862	2,185	1,854	1,130	1,105	1,633
Market Cap Growth	7.86%	17.87%	64.07%	2.23%	-32.32%	-11.42%
Last Close Price	4.65	5.30	4.27	2.52	2.41	3.45
PE Ratio	18.20	20.78	21.99	16.56	23.64	37.26
PS Ratio	5.88	6.89	6.90	5.20	6.78	11.26
PB Ratio	8.56	10.05	9.09	6.80	8.28	12.49
P/FCF Ratio	21.84	25.63	19.55	11.32	24.68	37.54
P/OCF Ratio	21.53	25.26	19.25	11.14	24.13	36.55
Debt / Equity Ratio	0.06	0.06	0.07	0.08	0.11	0.12
Debt / FCF Ratio	0.14	0.14	0.14	0.12	0.31	0.36
Asset Turnover	1.07	1.07	1.03	1.09	1.00	0.96
Quick Ratio	3.52	3.52	3.52	3.55	7.16	7.88
Current Ratio	3.67	3.67	3.63	3.71	7.55	8.22
Return on Equity (ROE)	49.89%	49.89%	45.56%	45.57%	35.39%	36.49%
Return on Assets (ROA)	35.52%	35.52%	32.22%	34.13%	28.53%	28.88%
Return on Invested Capital (ROIC)	43.93%	45.15%	42.49%	41.11%	31.74%	32.20%
Earnings Yield	5.65%	4.81%	4.55%	6.04%	4.23%	2.68%
FCF Yield	4.58%	3.90%	5.12%	8.84%	4.05%	2.66%
Dividend Yield	3.18%	2.69%	2.93%	4.27%	3.06%	2.02%
Payout Ratio	49.74%	49.74%	56.25%	48.80%	63.91%	66.49%
Buyback Yield / Dilution	0.74%	0.74%	-0.41%	-0.22%	-0.21%	-0.20%
Total Shareholder Return	3.92%	3.43%	2.51%	4.05%	2.85%	1.81%

Source: S&P Global Market Intelligence. Capital Markets template. Financial Sources.