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Company Analysis

Arthur J. Gallagher & Co. AJG

A comprehensive view of key metrics, scores, and financial health for Arthur J. Gallagher & Co.

Overview of Arthur J. Gallagher & Co.

AJG NYQ
Financial Services Insurance Brokers Large Cap
Arthur J. Gallagher & Co. (AJG), is a Large Cap company, in the Insurance Brokers industry, last closed at $207.93, about 55.6% overvalued vs fair value, -36.8% 1Y return, ranked 296/1004 in sector.
$207.93
1.82%
As of March 13, 2026
Previous close • Vol 90d: 33.2%
52-Week Range
Market Cap
$53.46B
Enterprise Value
$66.06B
Overall Score
Scores locked

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Top Beats

Quick Facts

Website https://www.ajg.com
HQ Rolling Meadows, IL
Employees 72,000
Fiscal year Dec 31

Next Events

Dividend Mar 20
Earnings Apr 30 Estimated

Fair Value Snapshot

Bear Base Bull
$51
$92
$173
Current: $207.93 -56% vs base

Engine Room Money Flow™

Large Cap

Financial Services - Where revenue goes and how value is created

Flow Steps
Interest Income
$639.0M
67.5%%
Interest Expense
$638.8M
Net Interest Income
$-639.0M
-67.6%%
Total Revenue
$13.9B
20.7%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Financial Services

Quality & Reliability Indicators

Return on Equity
7.3%
Fair

Net Income / Equity - key bank profitability metric

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$2.2B
148.1% of Net Income

Where It Leaks

Cash Flow Health healthy
Strong cash conversion with minimal leakage across profit-to-cash-to-value chain.
1
Active Leaks
0/1
Improving
0
High Impact
0
Critical
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Arthur J. Gallagher & Co.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
65
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Strong
77
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Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing AJG's balance between Growth (36.3%), Profitability (38.2%), and Safety (25.6%). Growth 36% Safety 26% Profitability 38%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

58th percentile vs peers
59
Key Signals
Rev Growth YoY 20.7% 76p Revenue CAGR 3Y 17.7% 76p TSR -7.9% 72p EPS Growth YoY -11.7% 26p EPS CAGR 3Y 3.4% 30p
Strengths
  • Gross Profit Margin in top 20% of peers (54.8%, 85th percentile)
  • Consistently strong margins across 6 metrics
Risks

No significant risks identified for this axis.

Profitability

62th percentile vs peers
62
Key Signals
Strengths
Risks
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Safety

41th percentile vs peers
42
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Arthur J. Gallagher & Co..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
  • Companies that haven't filed recent financials
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Bear
-
- - -
- upside
-
Base
$92.31
- - -
-55.6% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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