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AJ Bell (AJB) Competitors

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GBX 586.50 +3.00 (+0.51%)
As of 09/11/2026 12:08 PM Eastern

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

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

Schroders (LON:SDR) 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.

Schroders presently has a consensus price target of GBX 453.33, indicating a potential downside of 22.51%. AJ Bell has a consensus price target of GBX 1,265, indicating a potential upside of 115.69%. Given AJ Bell's higher possible upside, analysts plainly 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

In the previous week, Schroders had 3 more articles in the media than AJ Bell. MarketBeat recorded 5 mentions for Schroders and 2 mentions for AJ Bell. AJ Bell's average media sentiment score of 0.78 beat Schroders' score of 0.73 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
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
AJ Bell
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 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
Schroders20.13% 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 49.4% 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.

16.9% 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 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.

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£3.51B2.60£355.50M£43.5013.45
AJ Bell£347.57M6.63£81.11M£30.3319.34

Schroders has a beta of 1.076, indicating that its stock price is 8% 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.

Summary

AJ Bell beats Schroders on 10 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 finance companies, but which is the better stock? We will contrast the two businesses based on the strength of their analyst recommendations, valuation, risk, profitability, institutional ownership, media sentiment, earnings and dividends.

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%

AJ Bell currently has a consensus price target of GBX 1,265, suggesting a potential upside of 115.69%. M&G has a consensus price target of GBX 677.86, suggesting a potential upside of 104.30%. Given AJ Bell's higher possible upside, equities 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)
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

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 20.50 per share and has a dividend yield of 6.2%. 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 beta of 0.866, suggesting that its share price is 13% less volatile than the broader market. Comparatively, M&G has a beta of 0.949, suggesting that its share price is 5% less volatile than the broader market.

In the previous week, AJ Bell and AJ Bell both had 2 articles in the media. AJ Bell's average media sentiment score of 0.78 beat M&G's score of 0.49 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)
2 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
M&G
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

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£347.57M6.63£81.11M£30.3319.34
M&G£24.97B0.32£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, endowments and large money managers believe a stock is poised for long-term growth.

Summary

AJ Bell beats M&G on 10 of the 16 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 investment? We will contrast the two companies based on the strength of their risk, analyst recommendations, valuation, earnings, institutional ownership, profitability, media sentiment and dividends.

Polar Capital Technology Trust has a beta of 0.739, suggesting that its stock price is 26% 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.

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£3.76B1.92£1.20B£330.421.98
AJ Bell£347.57M6.63£81.11M£30.3319.34

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%

87.0% of Polar Capital Technology Trust shares are held by institutional investors. Comparatively, 51.4% of AJ Bell shares are held by institutional investors. 0.0% of Polar Capital Technology Trust shares are held by company insiders. Comparatively, 24.4% of AJ Bell shares are held 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.

AJ Bell has a consensus target price of GBX 1,265, suggesting a potential upside of 115.69%. Given AJ Bell's stronger consensus rating and higher possible 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
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

In the previous week, AJ Bell had 2 more articles in the media than Polar Capital Technology Trust. MarketBeat recorded 2 mentions for AJ Bell and 0 mentions for Polar Capital Technology Trust. AJ Bell's average media sentiment score of 0.78 beat Polar Capital Technology Trust's score of 0.00 indicating that AJ Bell is being referred to more favorably in the news media.

Company Overall Sentiment
Polar Capital Technology Trust Neutral
AJ Bell Positive

Summary

AJ Bell beats Polar Capital Technology Trust on 11 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 contrast the two companies based on the strength of their profitability, media sentiment, institutional ownership, earnings, risk, analyst recommendations, valuation and dividends.

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 69.66 per share and has a dividend yield of 1.8%. AJ Bell pays out 47.0% of its earnings in the form of a dividend. Pershing Square pays out -9.3% 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 has a beta of 0.866, meaning that its share price is 13% less volatile than the broader market. Comparatively, Pershing Square has a beta of 0.842, meaning that its share price is 16% less volatile than the broader market.

51.4% of AJ Bell shares are owned by institutional investors. Comparatively, 5.8% of Pershing Square shares are owned by institutional investors. 24.4% of AJ Bell shares are owned by insiders. Comparatively, 1.3% of Pershing Square shares are owned 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.

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 0.78 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

Pershing Square has lower revenue, but higher 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£347.57M6.63£81.11M£30.3319.34
Pershing Square-£1.26B-5.23£2.71B-£752.00N/A

AJ Bell currently has a consensus target price of GBX 1,265, indicating a potential upside of 115.69%. Given AJ Bell's stronger consensus rating and higher probable upside, equities 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)
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

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
AJ Bell35.42% 57.35% 36.07%
Pershing Square 97.16%-2.59%11.83%

Summary

AJ Bell beats Pershing Square on 15 of the 18 factors compared between the two stocks.

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

F&C Investment Trust (LON:FCIT) 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 institutional ownership, dividends, risk, earnings, analyst recommendations, media sentiment, valuation and profitability.

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

In the previous week, AJ Bell had 2 more articles in the media than F&C Investment Trust. MarketBeat recorded 2 mentions for AJ Bell and 0 mentions for F&C Investment Trust. AJ Bell's average media sentiment score of 0.78 beat F&C Investment Trust's score of 0.00 indicating that AJ Bell is being referred to more favorably in the news media.

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

AJ Bell has a consensus price target of GBX 1,265, indicating a potential upside of 115.69%. Given AJ Bell's stronger consensus rating and higher possible upside, 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
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
0 Sell rating(s)
5 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.38

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 an annual dividend of GBX 14.25 per share and has a dividend yield of 2.4%. F&C Investment Trust pays out 5.5% 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.

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
F&C Investment Trust£1.46B4.37£935.32M£75.804.51
AJ Bell£347.57M6.63£81.11M£30.3319.34

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
F&C Investment Trust103.67% 22.14% 10.80%
AJ Bell 35.42%57.35%36.07%

7.2% of F&C Investment Trust shares are held by institutional investors. Comparatively, 51.4% of AJ Bell shares are held by institutional investors. 0.1% of F&C Investment Trust shares are held by insiders. Comparatively, 24.4% of AJ Bell shares are held by 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.

Summary

AJ Bell beats F&C Investment Trust 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 BellCapital Markets IndustryFinance SectorLON Exchange
Market Cap£2.31B£5.50B£14.01B£2.87B
Dividend Yield2.44%7.47%5.94%6.22%
P/E Ratio19.3430.5425.67366.83
Price / Sales6.631,230.81509.9283,599.70
Price / Cash17.5647.8940.1627.89
Price / Book11.893.532.756.33
Net Income£81.11M£418.04M£1.32B£5.89B
7 Day Performance-4.56%-1.39%-1.17%-0.69%
1 Month Performance-4.32%-1.45%0.26%0.18%
1 Year Performance14.44%4.82%9.27%20.03%

AJ Bell Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AJB
AJ Bell
3.1235 of 5 stars
GBX 586.50
+0.5%
GBX 1,265
+115.7%
+13.9%£2.31B£347.57M19.341,373
SDR
Schroders
1.7175 of 5 stars
GBX 584.50
-0.1%
GBX 453.33
-22.4%
+55.8%£9.11B£3.51B13.446,438
MNG
M&G
2.1984 of 5 stars
GBX 355.80
+1.3%
GBX 677.86
+90.5%
+31.2%£8.48B£21.71B28.936,101
PCT
Polar Capital Technology Trust
N/AGBX 652
+2.1%
N/A+56.3%£7.21B£3.76B1.97120
PSH
Pershing Square
N/AGBX 3,901.18
-0.1%
N/A-18.2%£6.83B£2.57B2.77N/A

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This page (LON:AJB) was last updated on 9/12/2026 by MarketBeat.com Staff.
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