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AJ Bell (AJB) Competitors

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GBX 578.50 +2.50 (+0.43%)
As of 06:59 AM Eastern

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

Should you buy AJ Bell stock or one of its competitors? AJ Bell's main competitors and comparable companies include Schroders (SDR), M&G (MNG), Polar Capital Technology Trust (PCT), F&C Investment Trust (FCIT), and Pershing Square (PSH). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "asset management & custody banks" industry.

How does AJ Bell compare to Schroders?

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

In the previous week, Schroders had 4 more articles in the media than AJ Bell. MarketBeat recorded 4 mentions for Schroders and 0 mentions for AJ Bell. AJ Bell's average media sentiment score of 0.00 equaled Schroders'average media sentiment score.

Company Overall Sentiment
AJ Bell Neutral
Schroders Neutral

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£347.57M6.54£81.11M£30.3319.07
Schroders£3.51B2.62£355.50M£43.5013.54

AJ Bell has a net margin of 35.42% compared to Schroders' net margin of 20.13%. 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 20.13%15.55%1.86%

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 1.076, meaning that its share price is 8% more volatile than the broader market.

AJ Bell presently has a consensus price target of GBX 1,265, indicating a potential upside of 118.67%. Schroders has a consensus price target of GBX 453.33, indicating a potential downside of 23.03%. 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

51.4% of AJ Bell shares are held by institutional investors. Comparatively, 16.9% of Schroders shares are held by institutional investors. 24.4% of AJ Bell shares are held by insiders. Comparatively, 1.7% of Schroders shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

AJ Bell pays an annual dividend of GBX 14.25 per share and has a dividend yield of 2.5%. 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 49.4% 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

AJ Bell beats Schroders on 9 of the 16 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 finance companies, but which is the superior investment? We will compare the two companies based on the strength of their analyst recommendations, profitability, risk, media sentiment, valuation, earnings, institutional ownership and dividends.

In the previous week, M&G had 4 more articles in the media than AJ Bell. MarketBeat recorded 4 mentions for M&G and 0 mentions for AJ Bell. M&G's average media sentiment score of 0.75 beat AJ Bell's score of 0.00 indicating that M&G is being referred to more favorably in the news media.

Company Overall Sentiment
AJ Bell Neutral
M&G Positive

AJ Bell has a beta of 0.866, meaning that its stock price is 13% less volatile than the broader market. Comparatively, M&G has a beta of 0.949, meaning that its stock price is 5% less volatile than the broader market.

AJ Bell pays an annual dividend of GBX 14.25 per share and has a dividend yield of 2.5%. M&G pays an annual dividend of GBX 20.50 per share and has a dividend yield of 6.6%. AJ Bell pays out 47.0% of its earnings in the form of a dividend. M&G pays out -427.1% 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. M&G is clearly the better dividend stock, given its higher yield and lower payout ratio.

AJ Bell has a net margin of 35.42% compared to M&G's net margin of -0.44%. 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 -0.44%-3.86%0.40%

M&G has higher revenue and earnings than AJ Bell. M&G 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£347.57M6.54£81.11M£30.3319.07
M&G£24.97B0.30£166.98M-£4.80N/A

51.4% of AJ Bell shares are held by institutional investors. Comparatively, 42.9% of M&G shares are held by institutional investors. 24.4% of AJ Bell shares are held by insiders. Comparatively, 0.1% of M&G shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

AJ Bell currently has a consensus target price of GBX 1,265, indicating a potential upside of 118.67%. M&G has a consensus target price of GBX 685, indicating a potential upside of 120.19%. Given M&G's stronger consensus rating and higher possible upside, analysts plainly believe M&G is more favorable than AJ Bell.

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

Summary

M&G beats AJ Bell on 9 of the 17 factors compared between the two stocks.

How does AJ Bell compare to Polar Capital Technology Trust?

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

AJ Bell presently has a consensus target price of GBX 1,265, indicating a potential upside of 118.67%. Given AJ Bell's stronger consensus rating and higher probable upside, analysts clearly believe AJ Bell is more favorable than Polar Capital Technology Trust.

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
Polar Capital Technology Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

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
AJ Bell£347.57M6.54£81.11M£30.3319.07
Polar Capital Technology Trust£3.76B2.09£1.20B£330.422.15

In the previous week, Polar Capital Technology Trust had 2 more articles in the media than AJ Bell. MarketBeat recorded 2 mentions for Polar Capital Technology Trust and 0 mentions for AJ Bell. Polar Capital Technology Trust's average media sentiment score of 0.61 beat AJ Bell's score of 0.00 indicating that Polar Capital Technology Trust is being referred to more favorably in the news media.

Company Overall Sentiment
AJ Bell Neutral
Polar Capital Technology Trust Positive

51.4% of AJ Bell shares are held by institutional investors. Comparatively, 87.0% of Polar Capital Technology Trust shares are held by institutional investors. 24.4% of AJ Bell shares are held by insiders. Comparatively, 0.0% of Polar Capital Technology Trust shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

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
AJ Bell35.42% 57.35% 36.07%
Polar Capital Technology Trust 249.53%55.87%20.70%

AJ Bell has a beta of 0.866, meaning that its share price is 13% less volatile than the broader market. Comparatively, Polar Capital Technology Trust has a beta of 0.739, meaning that its share price is 26% less volatile than the broader market.

Summary

AJ Bell beats Polar Capital Technology Trust on 9 of the 16 factors compared between the two stocks.

How does AJ Bell compare to F&C Investment Trust?

AJ Bell (LON:AJB) and F&C Investment Trust (LON:FCIT) are both mid-cap finance companies, but which is the superior investment? We will compare the two companies based on the strength of their valuation, profitability, dividends, analyst recommendations, earnings, institutional ownership, media sentiment and risk.

In the previous week, F&C Investment Trust had 1 more articles in the media than AJ Bell. MarketBeat recorded 1 mentions for F&C Investment Trust and 0 mentions for AJ Bell. AJ Bell's average media sentiment score of 0.00 equaled F&C Investment Trust'saverage media sentiment score.

Company Overall Sentiment
AJ Bell Neutral
F&C Investment Trust Neutral

AJ Bell pays an annual dividend of GBX 14.25 per share and has a dividend yield of 2.5%. F&C Investment Trust pays an annual dividend of GBX 4.19 per share and has a dividend yield of 1.2%. AJ Bell pays out 47.0% of its earnings in the form of a dividend. F&C Investment Trust pays out 5.5% 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.

F&C Investment Trust has a net margin of 103.67% compared to AJ Bell's net margin of 35.42%. AJ Bell's return on equity of 57.35% beat F&C Investment Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
AJ Bell35.42% 57.35% 36.07%
F&C Investment Trust 103.67%22.14%10.80%

F&C Investment Trust has higher revenue and earnings than AJ Bell. F&C Investment 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
AJ Bell£347.57M6.54£81.11M£30.3319.07
F&C Investment Trust£1.46B4.44£935.32M£75.804.57

AJ Bell presently has a consensus target price of GBX 1,265, suggesting a potential upside of 118.67%. Given AJ Bell's stronger consensus rating and higher probable upside, equities analysts plainly believe AJ Bell is more favorable than F&C Investment Trust.

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
F&C Investment Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

AJ Bell has a beta of 0.866, meaning that its share price is 13% less volatile than the broader market. Comparatively, F&C Investment Trust has a beta of 0.736, meaning that its share price is 26% less volatile than the broader market.

51.4% of AJ Bell shares are owned by institutional investors. Comparatively, 7.2% of F&C Investment Trust shares are owned by institutional investors. 24.4% of AJ Bell shares are owned by company insiders. Comparatively, 0.1% of F&C Investment Trust shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Summary

AJ Bell beats F&C Investment Trust on 11 of the 17 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 finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their dividends, media sentiment, institutional ownership, risk, earnings, profitability, analyst recommendations and valuation.

In the previous week, Pershing Square had 1 more articles in the media than AJ Bell. MarketBeat recorded 1 mentions for Pershing Square and 0 mentions for AJ Bell. Pershing Square's average media sentiment score of 0.00 equaled AJ Bell'saverage media sentiment score.

Company Overall Sentiment
Pershing Square Neutral
AJ Bell Neutral

Pershing Square pays an annual dividend of GBX 69.66 per share and has a dividend yield of 1.9%. AJ Bell pays an annual dividend of GBX 14.25 per share and has a dividend yield of 2.5%. Pershing Square pays out -9.3% 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.

Pershing Square has a net margin of 97.16% 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 Square97.16% -2.59% 11.83%
AJ Bell 35.42%57.35%36.07%

Pershing Square has higher earnings, but lower revenue 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-£1.26B-5.10£2.71B-£752.00N/A
AJ Bell£347.57M6.54£81.11M£30.3319.07

AJ Bell has a consensus price target of GBX 1,265, indicating a potential upside of 118.67%. 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 beta of 0.842, indicating that its stock price is 16% 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.

5.8% of Pershing Square shares are owned by institutional investors. Comparatively, 51.4% of AJ Bell shares are owned by institutional investors. 1.3% of Pershing Square shares are owned by company insiders. Comparatively, 24.4% of AJ Bell shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Summary

AJ Bell beats Pershing Square on 13 of the 17 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 BellCapital Markets IndustryFinance SectorLON Exchange
Market Cap£2.27B£5.14B£13.37B£2.79B
Dividend Yield2.57%7.55%6.03%6.18%
P/E Ratio19.0729.7824.65366.17
Price / Sales6.541,265.29507.2989,478.78
Price / Cash17.5647.7747.4527.89
Price / Book11.733.492.697.03
Net Income£81.11M£417.69M£1.32B£5.89B
7 Day Performance2.03%-0.92%-1.25%-0.70%
1 Month Performance-2.69%5.06%0.79%16.94%
1 Year Performance13.43%3.13%7.82%16.48%

AJ Bell Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AJB
AJ Bell
N/AGBX 578.50
+0.4%
GBX 1,265
+118.7%
+10.8%£2.27B£347.57M19.071,373
SDR
Schroders
1.2349 of 5 stars
GBX 587
-0.1%
GBX 453.33
-22.8%
+57.3%£9.16B£3.51B13.496,438
MNG
M&G
2.5088 of 5 stars
GBX 332.18
-2.6%
GBX 677.86
+104.1%
+23.1%£8.12B£24.97BN/A6,101
PCT
Polar Capital Technology Trust
N/AGBX 659.87
+0.4%
N/A+58.3%£7.25B£3.76B2.00120
FCIT
F&C Investment Trust
N/AGBX 339.26
-0.9%
N/A+14.7%£6.40B£1.46B4.48N/A

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This page (LON:AJB) was last updated on 10/2/2026 by MarketBeat.com Staff.
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