3FY

AJ Bell plc

Financial Services · EUR · F

3FY

Price

€7.144

+3.52%

Cap

€2.05B

Earnings

30d Trend

+13.0%

3FY
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VolatilityModerate

38% annualised over 90 days

BRAIN47 SIGNAL

0
STRONG
Risk Level63
Quality84
Momentum55
Technical67
Fundamentals54

Raw weighted: 61×Macro 0.99 (1%)=60

RISK

63/100
90d Volatility
37.7%High
ATR %
3.7%High daily moves
Max Drawdown (1Y)
-23.8%Normal

QUALITY

84/100
ROE (avg)
48.3%Excellent
Debt/Equity
0.40Low leverage

MOMENTUM

55/100
12-1M Momentum
+10.4%Strong uptrend
6-1M Momentum
-1.9%Flat
1M Return
+14.9%Strong recent gains
Relative Strength
-0.3% vs sectorIn-line

TECHNICAL

67/100
RSI (14)
64.2Neutral
Price vs SMA200
+21.6%Bullish trend
MACD
+8.55Bullish momentum
Bollinger Band
80%Mid-range
SMA Cross
Death CrossDeath Cross
Trend Quality (KER)
0.320Mixed

FUNDAMENTALS

54/100
EV/EBIT
14.7Cheap
P/S
6.5Fair

Macro: neutral (×0.99) - Fear/Greed: 64 (Greed) - Data: 100%

Running historical backtest...

BRAIN47 HORIZON ANALYSIS

<3 months66
3-12 months73
1-5+ years64

6-9 month momentum thesis — strong trend with confirmation

BRAIN47'S ASSESSMENT

I rate AJ Bell plc at 60/100 — a STRONG reading on the Brain47 Signal. The strongest factor is quality at 84/100. I classify this as a growth position with the strongest thesis on a medium-term horizon.

PAST PERFORMANCE

1 MONTH

+14.9%

3 MONTHS

+37.3%

12 MONTHS

+25.3%

Trailing returns — past performance, not a projection.

DETAILED ANALYSIS

6-9 month momentum thesis — strong trend with confirmation. Quality (84) and Technical (67) are the primary strengths. I note an elevated risk profile — this warrants closer monitoring. Historical volatility is moderate at 38%. I classify this as a growth position — positive trend direction combined with growth potential points to capital appreciation.

growthScore: 60/100

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Generated by Brain47 AI. Educational research only. Not financial advice. Brain47 is not authorised by the FCA to provide investment advice.