AJG PEER ANALYSIS

Arthur J Gallagher & Co — metric-by-metric comparison with peers and the industry median

AJGArthur J Gallagher & Co

🇺🇸 USA · US · Financial Services · Insurance Brokers

Value it Duel

Overall Profile & Returns

· Insurance Brokers

Position Within Industry

0 = weak quartile, 100 = strong quartile

AJGIndustry median

Scores normalize each metric against industry quartiles (p25–p75); direction is inverted for lower-is-better metrics.

Return Comparison

1-Year

Split-adjusted

Year-to-Date (YTD)

Key Metric Comparison

P/E

Lower is better

ROE

Higher is better

Net Margin

Higher is better

Revenue Growth

Higher is better

All Metrics

Valuation
Metric	AJG	GLE	MQG	MFC	NA	ACA	Ind. Median
P/E	40.27	7.59	20.07	16.42	19.76	5.34●	20.35
P/B	2.73	0.81	2.69	1.92	2.64	0.68●	2.57
EV/EBITDA	16.62	4.28●	16.60	11.85	22.03	—	12.78
P/S	—	—	—	—	—	—	—

Financial Health
Metric	AJG	GLE	MQG	MFC	NA	ACA	Ind. Median
Current Ratio	1.06	0.24	1.70●	—	0.69	—	1.81
Debt/Equity	4.8%●	229.8%	485.6%	26.1%	294.1%	—	81.1%
NetDebt/EBITDA	-0.07	0.55	3.51	-0.13●	8.46	—	1.88

Profitability
Metric	AJG	GLE	MQG	MFC	NA	ACA	Ind. Median
Net Margin	10.8%	13.2%	13.4%	12.0%	16.9%●	5.6%	12.7%
ROE	7.0%	10.8%	13.6%	12.4%	13.9%●	13.5%	15.0%
ROA	2.1%●	0.5%	1.0%	0.6%	0.8%	0.5%	5.7%
EBITDA Margin	—	—	—	—	—	—	—

Growth + Dividend
Metric	AJG	GLE	MQG	MFC	NA	ACA	Ind. Median
Rev. Growth	—	—	—	—	—	—	—
NI Growth	3.4%	48.4%●	30.5%	21.8%	18.8%	-6.0%	13.2%
Div. Yield	1.1%	2.1%	2.7%	3.1%	2.2%	6.4%●	2.1%
Payout	42.3%	—	48.5%	52.4%	44.8%	31.4%	44.2%

Valuation
Metric	AJG	AON	MRSH	WTW	BRO	ERIE	Ind. Median
P/E	40.27	19.50	21.64	16.53●	20.35	23.71	20.35
P/B	2.73	7.82	5.83	3.45	1.84●	5.76	2.57
EV/EBITDA	16.62	13.43	15.84	12.13●	14.03	—	12.78
P/S	—	—	—	—	—	—	—

Financial Health
Metric	AJG	AON	MRSH	WTW	BRO	ERIE	Ind. Median
Current Ratio	1.06	1.07	11.46●	1.19	1.02	1.20	1.81
Debt/Equity	4.8%●	157.4%	154.1%	86.6%	64.0%	—	81.1%
NetDebt/EBITDA	-0.07●	2.08	3.12	1.88	3.27	—	1.88

Profitability
Metric	AJG	AON	MRSH	WTW	BRO	ERIE	Ind. Median
Net Margin	10.8%	22.5%●	14.3%	16.8%	17.9%	14.0%	12.7%
ROE	7.0%	46.8%●	27.4%	20.7%	11.8%	25.8%	15.0%
ROA	2.1%	7.7%	6.8%	5.8%	4.9%	18.0%●	5.7%
EBITDA Margin	—	—	—	—	—	—	—

Growth + Dividend
Metric	AJG	AON	MRSH	WTW	BRO	ERIE	Ind. Median
Rev. Growth	—	—	—	—	—	—	—
NI Growth	3.4%	54.7%●	-2.9%	—	11.2%	-7.0%	13.2%
Div. Yield	1.1%	0.9%	2.1%	1.0%	0.9%	2.3%●	2.1%
Payout	42.3%	16.3%	44.2%	21.5%	18.1%	45.3%	44.2%

The green dot marks the best value in the group given the metric direction (higher/lower is better). All metrics use trailing-twelve-month (TTM) data.

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Data on this page refreshes once per day. Price data as of Jul 6, 26. This content is for informational purposes only and is not investment advice.