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AJ Bell (AJB) Competitors

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GBX 597 -12.50 (-2.05%)
As of 07/13/2026 12:03 PM Eastern

AJB vs. SDR, MNG, PCT, STJ, and PSH

Should you buy AJ Bell stock or one of its competitors? MarketBeat compares AJ Bell with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with AJ Bell include Schroders (SDR), M&G (MNG), Polar Capital Technology Trust (PCT), St. James's Place (STJ), and Pershing Square (PSH). These companies are all part of the "asset management" industry.

How does AJ Bell compare to Schroders?

AJ Bell (LON:AJB) and Schroders (LON:SDR) are both mid-cap financial services companies, but which is the superior business? We will compare the two companies based on the strength of their risk, valuation, media sentiment, analyst recommendations, dividends, earnings, institutional ownership and profitability.

51.4% of AJ Bell shares are owned by institutional investors. Comparatively, 17.2% of Schroders shares are owned by institutional investors. 24.3% of AJ Bell shares are owned by insiders. Comparatively, 1.7% of Schroders shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

In the previous week, AJ Bell had 1 more articles in the media than Schroders. MarketBeat recorded 1 mentions for AJ Bell and 0 mentions for Schroders. AJ Bell's average media sentiment score of 0.53 beat Schroders' score of 0.00 indicating that AJ Bell is being referred to more favorably in the media.

Company Overall Sentiment
AJ Bell Positive
Schroders Neutral

AJ Bell has a beta of 0.866, meaning that its share price is 13% less volatile than the broader market. Comparatively, Schroders has a beta of 1.081, meaning that its share price is 8% more volatile than the broader market.

AJ Bell presently has a consensus price target of GBX 1,261.25, indicating a potential upside of 111.26%. Schroders has a consensus price target of GBX 453.33, indicating a potential downside of 22.71%. Given AJ Bell's higher probable upside, analysts clearly believe AJ Bell is more favorable than Schroders.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
AJ Bell
0 Sell rating(s)
5 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.38
Schroders
0 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.50

AJ Bell has a net margin of 35.42% compared to Schroders' net margin of 16.44%. AJ Bell's return on equity of 57.35% beat Schroders' return on equity.

Company Net Margins Return on Equity Return on Assets
AJ Bell35.42% 57.35% 36.07%
Schroders 16.44%12.35%1.86%

AJ Bell pays an annual dividend of GBX 14.25 per share and has a dividend yield of 2.4%. Schroders pays an annual dividend of GBX 21.50 per share and has a dividend yield of 3.7%. AJ Bell pays out 47.0% of its earnings in the form of a dividend. Schroders pays out 64.0% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

Schroders has higher revenue and earnings than AJ Bell. Schroders is trading at a lower price-to-earnings ratio than AJ Bell, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
AJ Bell£347.57M6.78£81.11M£30.3319.68
Schroders£3.25B2.81£355.50M£33.6017.46

Summary

AJ Bell beats Schroders on 11 of the 17 factors compared between the two stocks.

How does AJ Bell compare to M&G?

AJ Bell (LON:AJB) and M&G (LON:MNG) are both mid-cap financial services companies, but which is the better investment? We will compare the two businesses based on the strength of their media sentiment, dividends, earnings, valuation, institutional ownership, risk, profitability and analyst recommendations.

M&G has higher revenue and earnings than AJ Bell. AJ Bell is trading at a lower price-to-earnings ratio than M&G, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
AJ Bell£347.57M6.78£81.11M£30.3319.68
M&G£21.71B0.38£166.98M£12.3028.13

In the previous week, M&G had 1 more articles in the media than AJ Bell. MarketBeat recorded 2 mentions for M&G and 1 mentions for AJ Bell. AJ Bell's average media sentiment score of 0.53 beat M&G's score of 0.48 indicating that AJ Bell is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
AJ Bell
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
M&G
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

AJ Bell pays an annual dividend of GBX 14.25 per share and has a dividend yield of 2.4%. M&G pays an annual dividend of GBX 20.20 per share and has a dividend yield of 5.8%. AJ Bell pays out 47.0% of its earnings in the form of a dividend. M&G pays out 164.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

AJ Bell has a net margin of 35.42% compared to M&G's net margin of 1.73%. AJ Bell's return on equity of 57.35% beat M&G's return on equity.

Company Net Margins Return on Equity Return on Assets
AJ Bell35.42% 57.35% 36.07%
M&G 1.73%9.49%0.40%

AJ Bell currently has a consensus target price of GBX 1,261.25, indicating a potential upside of 111.26%. M&G has a consensus target price of GBX 677.86, indicating a potential upside of 95.88%. Given AJ Bell's higher possible upside, analysts plainly believe AJ Bell is more favorable than M&G.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
AJ Bell
0 Sell rating(s)
5 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.38
M&G
0 Sell rating(s)
4 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.43

51.4% of AJ Bell shares are owned by institutional investors. Comparatively, 42.9% of M&G shares are owned by institutional investors. 24.3% of AJ Bell shares are owned by insiders. Comparatively, 0.1% of M&G shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

AJ Bell has a beta of 0.866, suggesting that its stock price is 13% less volatile than the broader market. Comparatively, M&G has a beta of 0.941, suggesting that its stock price is 6% less volatile than the broader market.

Summary

AJ Bell beats M&G on 10 of the 17 factors compared between the two stocks.

How does AJ Bell compare to Polar Capital Technology Trust?

Polar Capital Technology Trust (LON:PCT) and AJ Bell (LON:AJB) are both mid-cap financial services companies, but which is the superior investment? We will contrast the two businesses based on the strength of their risk, analyst recommendations, institutional ownership, valuation, dividends, earnings, media sentiment and profitability.

In the previous week, Polar Capital Technology Trust and Polar Capital Technology Trust both had 1 articles in the media. Polar Capital Technology Trust's average media sentiment score of 1.49 beat AJ Bell's score of 0.53 indicating that Polar Capital Technology Trust is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Polar Capital Technology Trust
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
AJ Bell
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Polar Capital Technology Trust has a net margin of 249.53% compared to AJ Bell's net margin of 35.42%. AJ Bell's return on equity of 57.35% beat Polar Capital Technology Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Polar Capital Technology Trust249.53% 55.87% 20.70%
AJ Bell 35.42%57.35%36.07%

7.1% of Polar Capital Technology Trust shares are held by institutional investors. Comparatively, 51.4% of AJ Bell shares are held by institutional investors. 0.3% of Polar Capital Technology Trust shares are held by insiders. Comparatively, 24.3% of AJ Bell shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Polar Capital Technology Trust has higher revenue and earnings than AJ Bell. Polar Capital Technology Trust is trading at a lower price-to-earnings ratio than AJ Bell, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Polar Capital Technology Trust£2.14B3.44£1.20B£188.583.53
AJ Bell£347.57M6.78£81.11M£30.3319.68

Polar Capital Technology Trust has a beta of 0.9269671, suggesting that its stock price is 7% less volatile than the broader market. Comparatively, AJ Bell has a beta of 0.866, suggesting that its stock price is 13% less volatile than the broader market.

AJ Bell has a consensus target price of GBX 1,261.25, suggesting a potential upside of 111.26%. Given AJ Bell's stronger consensus rating and higher possible upside, analysts plainly believe AJ Bell is more favorable than Polar Capital Technology Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Polar Capital Technology Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
AJ Bell
0 Sell rating(s)
5 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.38

Summary

AJ Bell beats Polar Capital Technology Trust on 9 of the 15 factors compared between the two stocks.

How does AJ Bell compare to St. James's Place?

St. James's Place (LON:STJ) and AJ Bell (LON:AJB) are both mid-cap financial services companies, but which is the better business? We will compare the two businesses based on the strength of their dividends, media sentiment, earnings, profitability, valuation, analyst recommendations, institutional ownership and risk.

AJ Bell has lower revenue, but higher earnings than St. James's Place. St. James's Place is trading at a lower price-to-earnings ratio than AJ Bell, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
St. James's Place£30.14B0.19-£6.46M£98.8011.66
AJ Bell£347.57M6.78£81.11M£30.3319.68

St. James's Place has a beta of 1.016, indicating that its stock price is 2% more volatile than the broader market. Comparatively, AJ Bell has a beta of 0.866, indicating that its stock price is 13% less volatile than the broader market.

St. James's Place presently has a consensus target price of GBX 1,689.71, indicating a potential upside of 46.68%. AJ Bell has a consensus target price of GBX 1,261.25, indicating a potential upside of 111.26%. Given AJ Bell's higher probable upside, analysts plainly believe AJ Bell is more favorable than St. James's Place.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
St. James's Place
0 Sell rating(s)
2 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.71
AJ Bell
0 Sell rating(s)
5 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.38

In the previous week, St. James's Place had 1 more articles in the media than AJ Bell. MarketBeat recorded 2 mentions for St. James's Place and 1 mentions for AJ Bell. St. James' Place's average media sentiment score of 0.67 beat AJ Bell's score of 0.53 indicating that St. James's Place is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
St. James's Place
0 Very Positive mention(s)
2 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
AJ Bell
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

77.8% of St. James's Place shares are held by institutional investors. Comparatively, 51.4% of AJ Bell shares are held by institutional investors. 1.2% of St. James's Place shares are held by company insiders. Comparatively, 24.3% of AJ Bell shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

AJ Bell has a net margin of 35.42% compared to St. James' Place's net margin of 1.76%. AJ Bell's return on equity of 57.35% beat St. James' Place's return on equity.

Company Net Margins Return on Equity Return on Assets
St. James's Place1.76% 37.33% 0.22%
AJ Bell 35.42%57.35%36.07%

St. James's Place pays an annual dividend of GBX 18 per share and has a dividend yield of 1.6%. AJ Bell pays an annual dividend of GBX 14.25 per share and has a dividend yield of 2.4%. St. James's Place pays out 18.2% of its earnings in the form of a dividend. AJ Bell pays out 47.0% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

Summary

St. James's Place and AJ Bell tied by winning 9 of the 18 factors compared between the two stocks.

How does AJ Bell compare to Pershing Square?

Pershing Square (LON:PSH) and AJ Bell (LON:AJB) are both mid-cap financial services companies, but which is the superior business? We will contrast the two companies based on the strength of their dividends, valuation, analyst recommendations, media sentiment, risk, profitability, institutional ownership and earnings.

Pershing Square pays an annual dividend of GBX 65.84 per share and has a dividend yield of 1.7%. AJ Bell pays an annual dividend of GBX 14.25 per share and has a dividend yield of 2.4%. Pershing Square pays out 4.7% of its earnings in the form of a dividend. AJ Bell pays out 47.0% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

In the previous week, AJ Bell had 1 more articles in the media than Pershing Square. MarketBeat recorded 1 mentions for AJ Bell and 0 mentions for Pershing Square. AJ Bell's average media sentiment score of 0.53 beat Pershing Square's score of 0.00 indicating that AJ Bell is being referred to more favorably in the news media.

Company Overall Sentiment
Pershing Square Neutral
AJ Bell Positive

5.8% of Pershing Square shares are held by institutional investors. Comparatively, 51.4% of AJ Bell shares are held by institutional investors. 1.3% of Pershing Square shares are held by company insiders. Comparatively, 24.3% of AJ Bell shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

AJ Bell has a consensus price target of GBX 1,261.25, indicating a potential upside of 111.26%. Given AJ Bell's stronger consensus rating and higher possible upside, analysts plainly believe AJ Bell is more favorable than Pershing Square.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Pershing Square
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
AJ Bell
0 Sell rating(s)
5 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.38

Pershing Square has a net margin of 94.13% compared to AJ Bell's net margin of 35.42%. AJ Bell's return on equity of 57.35% beat Pershing Square's return on equity.

Company Net Margins Return on Equity Return on Assets
Pershing Square94.13% 16.97% 11.83%
AJ Bell 35.42%57.35%36.07%

Pershing Square has a beta of 0.8576274, indicating that its stock price is 14% less volatile than the broader market. Comparatively, AJ Bell has a beta of 0.866, indicating that its stock price is 13% less volatile than the broader market.

Pershing Square has higher revenue and earnings than AJ Bell. Pershing Square is trading at a lower price-to-earnings ratio than AJ Bell, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Pershing Square£2.57B2.64£2.71B£1.41 thousand2.75
AJ Bell£347.57M6.78£81.11M£30.3319.68

Summary

AJ Bell beats Pershing Square on 13 of the 18 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding AJB and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of LON and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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AJB vs. The Competition

MetricAJ BellAsset Management IndustryFinancial SectorLON Exchange
Market Cap£2.36B£2.43B£6.19B£2.85B
Dividend Yield2.40%6.01%5.23%6.17%
P/E Ratio19.6861.8429.75368.18
Price / Sales6.781,858.151,187.1584,612.72
Price / Cash17.5660.3388.6427.87
Price / Book12.101.396.437.49
Net Income£81.11M£265.27M£1.13B£5.89B
7 Day Performance-3.71%-0.06%-0.13%-0.19%
1 Month Performance-3.42%0.23%0.30%-1.00%
1 Year Performance13.82%7.68%15.08%61.67%

AJ Bell Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AJB
AJ Bell
3.9302 of 5 stars
GBX 597
-2.1%
GBX 1,261.25
+111.3%
+14.3%£2.36B£347.57M19.681,373
SDR
Schroders
1.5196 of 5 stars
GBX 587
+0.1%
GBX 453.33
-22.8%
+52.7%£9.15B£3.25B17.476,438
MNG
M&G
3.9507 of 5 stars
GBX 342.71
+0.8%
GBX 677.86
+97.8%
+34.3%£8.16B£21.71B27.866,101
PCT
Polar Capital Technology Trust
N/AGBX 684
+0.7%
N/A+78.4%£7.61B£2.14B3.63120
STJ
St. James's Place
4.4557 of 5 stars
GBX 1,303
+2.1%
GBX 1,689.71
+29.7%
-5.9%£6.63B£30.14B13.192,298

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This page (LON:AJB) was last updated on 7/14/2026 by MarketBeat.com Staff.
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