Go Pro

AJ Bell (AJB) Competitors

AJ Bell logo
GBX 587.50 0.00 (0.00%)
As of 07/31/2026 12:10 PM Eastern

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

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), Pershing Square (PSH), and F&C Investment Trust (FCIT).

How does AJ Bell compare to Schroders?

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

In the previous week, AJ Bell had 4 more articles in the media than Schroders. MarketBeat recorded 6 mentions for AJ Bell and 2 mentions for Schroders. AJ Bell's average media sentiment score of 1.22 beat Schroders' score of 0.69 indicating that AJ Bell is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Schroders
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
AJ Bell
4 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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

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
Schroders£3.51B2.61£355.50M£33.6017.51
AJ Bell£347.57M6.67£81.11M£30.3319.37

Schroders currently has a consensus price target of GBX 453.33, indicating a potential downside of 22.97%. AJ Bell has a consensus price target of GBX 1,265, indicating a potential upside of 115.32%. 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
Schroders
0 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.50
AJ Bell
0 Sell rating(s)
5 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.38

AJ Bell has a net margin of 35.42% compared to Schroders' net margin of 19.94%. AJ Bell's return on equity of 57.35% beat Schroders' return on equity.

Company Net Margins Return on Equity Return on Assets
Schroders19.94% 15.55% 1.86%
AJ Bell 35.42%57.35%36.07%

Schroders pays an annual dividend of GBX 21.50 per share and has a dividend yield of 3.7%. AJ Bell pays an annual dividend of GBX 14.25 per share and has a dividend yield of 2.4%. Schroders pays out 64.0% 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.

17.2% of Schroders shares are owned by institutional investors. Comparatively, 51.4% of AJ Bell shares are owned by institutional investors. 1.7% of Schroders shares are owned by insiders. Comparatively, 24.3% of AJ Bell shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Summary

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

How does AJ Bell compare to M&G?

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

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

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
M&G1.73% 9.49% 0.40%
AJ Bell 35.42%57.35%36.07%

M&G pays an annual dividend of GBX 20.20 per share and has a dividend yield of 5.7%. AJ Bell pays an annual dividend of GBX 14.25 per share and has a dividend yield of 2.4%. 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 pays out 47.0% of its earnings in the form of a dividend.

M&G currently has a consensus target price of GBX 677.86, suggesting a potential upside of 89.61%. AJ Bell has a consensus target price of GBX 1,265, suggesting a potential upside of 115.32%. 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
M&G
0 Sell rating(s)
4 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.43
AJ Bell
0 Sell rating(s)
5 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.38

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
M&G£21.71B0.39£166.98M£12.3029.07
AJ Bell£347.57M6.67£81.11M£30.3319.37

In the previous week, AJ Bell had 5 more articles in the media than M&G. MarketBeat recorded 6 mentions for AJ Bell and 1 mentions for M&G. AJ Bell's average media sentiment score of 1.22 beat M&G's score of 0.00 indicating that AJ Bell is being referred to more favorably in the news media.

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

M&G has a beta of 0.941, indicating that its stock price is 6% 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.

Summary

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

Polar Capital Technology Trust has a beta of 0.9269671, indicating that its stock price is 7% 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.

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%

In the previous week, AJ Bell had 5 more articles in the media than Polar Capital Technology Trust. MarketBeat recorded 6 mentions for AJ Bell and 1 mentions for Polar Capital Technology Trust. Polar Capital Technology Trust's average media sentiment score of 1.41 beat AJ Bell's score of 1.22 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
4 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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

AJ Bell has a consensus price target of GBX 1,265, indicating a potential upside of 115.32%. 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

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£2.14B3.24£1.20B£188.583.32
AJ Bell£347.57M6.67£81.11M£30.3319.37

Summary

AJ Bell beats Polar Capital Technology Trust on 10 of the 16 factors compared between the two stocks.

How does AJ Bell compare to Pershing Square?

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

51.4% of AJ Bell shares are owned by institutional investors. Comparatively, 5.8% of Pershing Square shares are owned by institutional investors. 24.3% of AJ Bell shares are owned by company insiders. Comparatively, 1.3% of Pershing Square shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

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
AJ Bell35.42% 57.35% 36.07%
Pershing Square 94.13%16.97%11.83%

AJ Bell presently has a consensus target price of GBX 1,265, suggesting a potential upside of 115.32%. Given AJ Bell's stronger consensus rating and higher probable upside, analysts plainly believe AJ Bell is more favorable than Pershing Square.

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
Pershing Square
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

In the previous week, AJ Bell had 6 more articles in the media than Pershing Square. MarketBeat recorded 6 mentions for AJ Bell and 0 mentions for Pershing Square. AJ Bell's average media sentiment score of 1.22 beat Pershing Square's score of 0.00 indicating that AJ Bell is being referred to more favorably in the media.

Company Overall Sentiment
AJ Bell Positive
Pershing Square Neutral

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

AJ Bell pays an annual dividend of GBX 14.25 per share and has a dividend yield of 2.4%. Pershing Square pays an annual dividend of GBX 65.84 per share and has a dividend yield of 1.7%. AJ Bell pays out 47.0% of its earnings in the form of a dividend. Pershing Square pays out 4.7% 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 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
AJ Bell£347.57M6.67£81.11M£30.3319.37
Pershing Square£2.57B2.57£2.71B£1.41 thousand2.69

Summary

AJ Bell beats Pershing Square on 13 of the 18 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 businesses based on the strength of their analyst recommendations, media sentiment, earnings, institutional ownership, dividends, profitability, risk and valuation.

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£347.57M6.67£81.11M£30.3319.37
F&C Investment Trust£683.36M9.14£935.32M£34.649.56

In the previous week, AJ Bell had 6 more articles in the media than F&C Investment Trust. MarketBeat recorded 6 mentions for AJ Bell and 0 mentions for F&C Investment Trust. AJ Bell's average media sentiment score of 1.22 beat F&C Investment Trust's score of 0.00 indicating that AJ Bell is being referred to more favorably in the media.

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

51.4% of AJ Bell shares are held by institutional investors. Comparatively, 7.2% of F&C Investment Trust shares are held by institutional investors. 24.3% of AJ Bell shares are held by company insiders. Comparatively, 0.1% of F&C Investment Trust 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 pays an annual dividend of GBX 14.25 per share and has a dividend yield of 2.4%. F&C Investment Trust pays an annual dividend of GBX 4.05 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 11.7% 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.

AJ Bell presently has a consensus price target of GBX 1,265, indicating a potential upside of 115.32%. Given AJ Bell's stronger consensus rating and higher possible upside, equities analysts clearly 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 0.7953292, meaning that its share price is 20% less volatile than the broader market.

F&C Investment Trust has a net margin of 105.66% 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 105.66%11.28%10.80%

Summary

AJ Bell beats F&C Investment Trust on 12 of the 18 factors compared between the two stocks.

Get AJ Bell News Delivered to You Automatically

Sign up to receive the latest news and ratings for AJB and its competitors with MarketBeat's FREE daily newsletter.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

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.
Skip Chart

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.
Skip Chart

AJB vs. The Competition

MetricAJ BellCapital Markets IndustryFinance SectorLON Exchange
Market Cap£2.32B£5.45B£13.87B£2.82B
Dividend Yield2.46%7.50%5.95%6.15%
P/E Ratio19.3736.7728.67368.29
Price / Sales6.671,129.60468.2983,501.30
Price / Cash17.5684.8844.5027.89
Price / Book11.913.683.687.04
Net Income£81.11M£417.14M£1.31B£5.89B
7 Day Performance-1.59%7.75%3.63%6.05%
1 Month Performance-7.48%-1.25%0.07%-0.22%
1 Year Performance12.36%5.61%12.94%63.72%

AJ Bell Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AJB
AJ Bell
4.1236 of 5 stars
GBX 587.50
flat
GBX 1,265
+115.3%
+12.4%£2.32B£347.57M19.371,373
SDR
Schroders
1.6893 of 5 stars
GBX 588.50
+0.1%
GBX 453.33
-23.0%
+54.8%£9.18B£3.25B17.516,438
MNG
M&G
2.989 of 5 stars
GBX 354.40
+0.2%
GBX 677.86
+91.3%
+39.4%£8.44B£21.71B28.816,101
PCT
Polar Capital Technology Trust
N/AGBX 645.50
-0.3%
N/A+59.0%£7.15B£2.14B3.42120
PSH
Pershing Square
N/AGBX 3,714
+2.0%
N/A-8.1%£6.50B£2.57B2.64N/A

Related Companies and Tools


This page (LON:AJB) was last updated on 8/3/2026 by MarketBeat.com Staff.
From Our Partners