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AJ Bell (AJB) Competitors

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GBX 513 +3.00 (+0.59%)
As of 05:59 AM Eastern

AJB vs. PCT, PSH, MNG, ICP, 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 Polar Capital Technology Trust (PCT), Pershing Square (PSH), M&G (MNG), Intermediate Capital Group (ICP), and F&C Investment Trust (FCIT). These companies are all part of the "asset management" industry.

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 financial services companies, but which is the better stock? We will compare the two companies based on the strength of their dividends, valuation, analyst recommendations, profitability, risk, media sentiment, earnings and institutional ownership.

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£317.85M6.38£81.11M£25.5620.07
Polar Capital Technology Trust£2.14B3.53£1.20B£188.583.60

In the previous week, AJ Bell had 1 more articles in the media than Polar Capital Technology Trust. MarketBeat recorded 2 mentions for AJ Bell and 1 mentions for Polar Capital Technology Trust. Polar Capital Technology Trust's average media sentiment score of 1.58 beat AJ Bell's score of 1.51 indicating that Polar Capital Technology Trust is being referred to more favorably in the news media.

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

AJ Bell has a beta of 0.823, indicating that its stock price is 18% less volatile than the broader market. Comparatively, Polar Capital Technology Trust has a beta of 0.91290385, indicating that its stock price is 9% less volatile than the broader market.

AJ Bell currently has a consensus price target of GBX 534.38, indicating a potential upside of 4.17%. Given AJ Bell's stronger consensus rating and higher probable upside, equities research 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)
6 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.25
Polar Capital Technology Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

51.4% of AJ Bell shares are owned by institutional investors. Comparatively, 7.0% of Polar Capital Technology Trust shares are owned by institutional investors. 24.1% of AJ Bell shares are owned by insiders. Comparatively, 0.0% of Polar Capital Technology Trust shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Polar Capital Technology Trust has a net margin of 294.06% compared to AJ Bell's net margin of 33.07%. AJ Bell's return on equity of 50.49% beat Polar Capital Technology Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
AJ Bell33.07% 50.49% 36.07%
Polar Capital Technology Trust 294.06%43.14%20.70%

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 financial services companies, but which is the superior stock? We will compare the two companies based on the strength of their profitability, risk, analyst recommendations, dividends, media sentiment, earnings, institutional ownership and valuation.

AJ Bell pays an annual dividend of GBX 12.75 per share and has a dividend yield of 2.5%. Pershing Square pays an annual dividend of GBX 65.84 per share and has a dividend yield of 1.6%. AJ Bell pays out 49.9% 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 a net margin of 94.13% compared to AJ Bell's net margin of 33.07%. AJ Bell's return on equity of 50.49% beat Pershing Square's return on equity.

Company Net Margins Return on Equity Return on Assets
AJ Bell33.07% 50.49% 36.07%
Pershing Square 94.13%16.97%11.83%

51.4% of AJ Bell shares are held by institutional investors. Comparatively, 5.9% of Pershing Square shares are held by institutional investors. 24.1% of AJ Bell shares are held by insiders. Comparatively, 1.3% of Pershing Square shares are held 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 0.823, indicating that its share price is 18% less volatile than the broader market. Comparatively, Pershing Square has a beta of 0.85510576, indicating that its share price is 14% 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
AJ Bell£317.85M6.38£81.11M£25.5620.07
Pershing Square£2.57B2.80£2.71B£1.41 thousand2.92

In the previous week, AJ Bell had 2 more articles in the media than Pershing Square. MarketBeat recorded 2 mentions for AJ Bell and 0 mentions for Pershing Square. AJ Bell's average media sentiment score of 1.51 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 Very Positive
Pershing Square Neutral

AJ Bell presently has a consensus price target of GBX 534.38, indicating a potential upside of 4.17%. Given AJ Bell's stronger consensus rating and higher possible upside, research analysts clearly 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)
6 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.25
Pershing Square
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Summary

AJ Bell beats Pershing Square on 12 of the 18 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 superior stock? We will compare the two companies based on the strength of their profitability, risk, analyst recommendations, dividends, media sentiment, earnings, institutional ownership and valuation.

AJ Bell presently has a consensus price target of GBX 534.38, indicating a potential upside of 4.17%. M&G has a consensus price target of GBX 297.57, indicating a potential downside of 3.85%. Given AJ Bell's higher possible upside, research analysts clearly 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)
6 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.25
M&G
0 Sell rating(s)
4 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.43

AJ Bell has a beta of 0.823, indicating that its share price is 18% less volatile than the broader market. Comparatively, M&G has a beta of 0.967, indicating that its share price is 3% less volatile than the broader market.

AJ Bell has a net margin of 33.07% compared to M&G's net margin of 1.73%. AJ Bell's return on equity of 50.49% beat M&G's return on equity.

Company Net Margins Return on Equity Return on Assets
AJ Bell33.07% 50.49% 36.07%
M&G 1.73%9.49%0.40%

In the previous week, M&G had 5 more articles in the media than AJ Bell. MarketBeat recorded 7 mentions for M&G and 2 mentions for AJ Bell. AJ Bell's average media sentiment score of 1.51 beat M&G's score of 0.56 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
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
M&G
2 Very Positive mention(s)
2 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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£317.85M6.38£81.11M£25.5620.07
M&G£21.71B0.34£166.98M£12.3025.16

51.4% of AJ Bell shares are held by institutional investors. Comparatively, 58.2% of M&G shares are held by institutional investors. 24.1% 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 large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

AJ Bell pays an annual dividend of GBX 12.75 per share and has a dividend yield of 2.5%. M&G pays an annual dividend of GBX 20.20 per share and has a dividend yield of 6.5%. AJ Bell pays out 49.9% 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.

Summary

AJ Bell and M&G tied by winning 9 of the 18 factors compared between the two stocks.

How does AJ Bell compare to Intermediate Capital Group?

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

Intermediate Capital Group has higher revenue and earnings than AJ Bell. Intermediate Capital Group 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
Intermediate Capital Group£831.60M0.00£409.10M£0.77N/A
AJ Bell£317.85M6.38£81.11M£25.5620.07

AJ Bell has a consensus target price of GBX 534.38, indicating a potential upside of 4.17%. Given AJ Bell's stronger consensus rating and higher probable upside, analysts plainly believe AJ Bell is more favorable than Intermediate Capital Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Intermediate Capital Group
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)
6 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.25

Intermediate Capital Group pays an annual dividend of GBX 78 per share. AJ Bell pays an annual dividend of GBX 12.75 per share and has a dividend yield of 2.5%. Intermediate Capital Group pays out 10,129.9% 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 49.9% of its earnings in the form of a dividend. AJ Bell is clearly the better dividend stock, given its higher yield and lower payout ratio.

Intermediate Capital Group has a net margin of 56.78% compared to AJ Bell's net margin of 33.07%. AJ Bell's return on equity of 50.49% beat Intermediate Capital Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Intermediate Capital Group56.78% 20.09% 4.57%
AJ Bell 33.07%50.49%36.07%

In the previous week, AJ Bell had 2 more articles in the media than Intermediate Capital Group. MarketBeat recorded 2 mentions for AJ Bell and 0 mentions for Intermediate Capital Group. AJ Bell's average media sentiment score of 1.51 beat Intermediate Capital Group's score of 0.00 indicating that AJ Bell is being referred to more favorably in the news media.

Company Overall Sentiment
Intermediate Capital Group Neutral
AJ Bell Very Positive

Intermediate Capital Group has a beta of 1.9, suggesting that its share price is 90% more volatile than the broader market. Comparatively, AJ Bell has a beta of 0.823, suggesting that its share price is 18% less volatile than the broader market.

70.4% of Intermediate Capital Group shares are held by institutional investors. Comparatively, 51.4% of AJ Bell shares are held by institutional investors. 1.4% of Intermediate Capital Group shares are held by insiders. Comparatively, 24.1% of AJ Bell shares are held 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.

Summary

AJ Bell beats Intermediate Capital Group on 11 of the 17 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 financial services companies, but which is the better business? We will contrast the two businesses based on the strength of their valuation, risk, earnings, dividends, analyst recommendations, institutional ownership, profitability and media sentiment.

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£317.85M6.38£81.11M£25.5620.07
F&C Investment Trust£683.36M2.29£935.32M£138.562.39

AJ Bell currently has a consensus target price of GBX 534.38, suggesting a potential upside of 4.17%. Given AJ Bell's stronger consensus rating and higher probable upside, research 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)
6 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.25
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 pays an annual dividend of GBX 12.75 per share and has a dividend yield of 2.5%. F&C Investment Trust pays an annual dividend of GBX 16.20 per share and has a dividend yield of 4.9%. AJ Bell pays out 49.9% 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. F&C Investment Trust is clearly the better dividend stock, given its higher yield and lower payout ratio.

F&C Investment Trust has a net margin of 90.89% compared to AJ Bell's net margin of 33.07%. AJ Bell's return on equity of 50.49% beat F&C Investment Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
AJ Bell33.07% 50.49% 36.07%
F&C Investment Trust 90.89%11.28%10.80%

In the previous week, F&C Investment Trust had 5 more articles in the media than AJ Bell. MarketBeat recorded 7 mentions for F&C Investment Trust and 2 mentions for AJ Bell. F&C Investment Trust's average media sentiment score of 1.83 beat AJ Bell's score of 1.51 indicating that F&C Investment Trust is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
AJ Bell
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
F&C Investment Trust
4 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

AJ Bell has a beta of 0.823, meaning that its share price is 18% less volatile than the broader market. Comparatively, F&C Investment Trust has a beta of 0.7981012, meaning that its share price is 20% less volatile than the broader market.

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. 24.1% of AJ Bell shares are held by company insiders. Comparatively, 0.2% 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.

Summary

AJ Bell beats F&C Investment Trust on 10 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£2.03B£2.34B£5.64B£2.78B
Dividend Yield2.79%5.99%5.27%6.09%
P/E Ratio20.0725.2215.77365.94
Price / Sales6.381,953.89925.8788,399.10
Price / Cash17.5660.1790.3227.89
Price / Book10.401.354.397.72
Net Income£81.11M£265.53M£1.15B£5.89B
7 Day Performance-2.66%-0.34%0.02%0.49%
1 Month Performance-5.52%2.16%1.83%2.48%
1 Year Performance11.52%13.28%21.60%87.19%

AJ Bell Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AJB
AJ Bell
2.0668 of 5 stars
GBX 513
+0.6%
GBX 534.38
+4.2%
+12.0%£2.03B£317.85M20.071,373
PCT
Polar Capital Technology Trust
N/AGBX 659.50
+1.3%
N/A+106.9%£7.35B£2.14B3.50120
PSH
Pershing Square
N/AGBX 4,144
-0.8%
N/A+9.5%£7.25B£2.57B2.94N/A
MNG
M&G
1.7135 of 5 stars
GBX 302.50
-1.3%
GBX 297.57
-1.6%
+40.2%£7.21B£21.71B24.596,101
ICP
Intermediate Capital Group
N/AN/AN/AN/A£6.24B£831.60M2,787.76579

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This page (LON:AJB) was last updated on 5/14/2026 by MarketBeat.com Staff.
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