AJ Bell (UK) Performance
| AJB Stock | 443.61 1.00 1.00% |
The firm owns a Beta (Systematic Risk) of 0.56, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, AJ Bell's returns are expected to increase less than the market. However, during the bear market, the loss of holding AJ Bell is expected to be smaller as well. At this point, AJ Bell plc has a negative expected return of -0.0148%. Please make sure to confirm AJ Bell's total risk alpha, potential upside, and the relationship between the standard deviation and maximum drawdown , to decide if AJ Bell plc performance from the past will be repeated sooner or later.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days AJ Bell plc has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound technical and fundamental indicators, AJ Bell is not utilizing all of its potentials. The newest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
| AJ Bell dividend paid on 7th of February 2025 | 02/07/2025 |
| Begin Period Cash Flow | 146.3 M |
AJB |
AJ Bell Relative Risk vs. Return Landscape
If you would invest 40,800 in AJ Bell plc on January 13, 2025 and sell it today you would lose (900.00) from holding AJ Bell plc or give up 2.21% of portfolio value over 90 days. AJ Bell plc is generating negative expected returns and assumes 1.9638% volatility on return distribution over the 90 days horizon. Simply put, 17% of stocks are less volatile than AJB, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
AJ Bell Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for AJ Bell's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as AJ Bell plc, and traders can use it to determine the average amount a AJ Bell's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0075
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | AJB |
Estimated Market Risk
| 1.96 actual daily | 17 83% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average AJ Bell is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of AJ Bell by adding AJ Bell to a well-diversified portfolio.
AJ Bell Fundamentals Growth
AJB Stock prices reflect investors' perceptions of the future prospects and financial health of AJ Bell, and AJ Bell fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on AJB Stock performance.
| Return On Equity | 0.46 | ||||
| Return On Asset | 0.32 | ||||
| Profit Margin | 0.31 % | ||||
| Operating Margin | 0.40 % | ||||
| Current Valuation | 1.42 B | ||||
| Shares Outstanding | 406.56 M | ||||
| Price To Book | 7.87 X | ||||
| Price To Sales | 6.04 X | ||||
| Revenue | 269.44 M | ||||
| EBITDA | 117.62 M | ||||
| Total Debt | 13.18 M | ||||
| Book Value Per Share | 0.49 X | ||||
| Cash Flow From Operations | 96.29 M | ||||
| Earnings Per Share | 0.20 X | ||||
| Total Asset | 288.88 M | ||||
| Retained Earnings | 197.02 M | ||||
About AJ Bell Performance
By analyzing AJ Bell's fundamental ratios, stakeholders can gain valuable insights into AJ Bell's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if AJ Bell has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if AJ Bell has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about AJ Bell plc performance evaluation
Checking the ongoing alerts about AJ Bell for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for AJ Bell plc help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| AJ Bell plc generated a negative expected return over the last 90 days | |
| About 27.0% of the company shares are held by company insiders |
- Analyzing AJ Bell's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether AJ Bell's stock is overvalued or undervalued compared to its peers.
- Examining AJ Bell's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating AJ Bell's management team can have a significant impact on its success or failure. Reviewing the track record and experience of AJ Bell's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of AJ Bell's stock. These opinions can provide insight into AJ Bell's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for AJB Stock analysis
When running AJ Bell's price analysis, check to measure AJ Bell's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy AJ Bell is operating at the current time. Most of AJ Bell's value examination focuses on studying past and present price action to predict the probability of AJ Bell's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move AJ Bell's price. Additionally, you may evaluate how the addition of AJ Bell to your portfolios can decrease your overall portfolio volatility.
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