Arthur J. Gallagher & Co. (AJG) has a MoatMap StockRank of 17/100 based on Quality (55/100), Value (17/100), and Momentum (30/100) factor scores. The current signal is STRONG SELL. Arthur J. Gallagher is a premier global insurance broker exhibiting classic Terry Smith quality traits: an asset-light model, high recurring revenue, exceptional pricing power, and a long runway for consolidation. As geopolitical tensions and supply chain localization drive up global risk complexity, commercial insurance premiums are hardening structurally. AJG acts as a tollbooth on global risk, capturing higher commissions without taking underwriting risk, creating a highly asymmetric, inflation-protected compounder.
Arthur J. Gallagher & Co. is a leading global insurance brokerage and risk management firm, offering a comprehensive suite of property/casualty, benefits, and specialty insurance solutions to clients worldwide. The company's competitive advantage stems from its expansive international presence, expertise in diverse niche markets, and an aggressive, successful acquisition strategy that consistently expands its service offerings and client base. As one of the largest and most acquisitive players in the fragmented insurance brokerage sector, it maintains strong client relationships and market influence.
| Price | $211.00 |
| Market Cap | $52.1B |
| P/E (TTM) | 34.14 |
| P/E (Forward) | 14.20 |
| Price/Book | 2.28 |
| Return on Equity | 7.0% |
| Return on Invested Capital | 6.6% |
| Debt/Equity | 56.18 |
| Gross Margin | 42.9% |
| Operating Margin | 28.4% |
| Revenue Growth | 34.6% |
| Dividend Yield | 1.3% |
| Free Cash Flow | $1.1B |
Arthur J. Gallagher & Co. operates in the Insurance Brokers industry, part of the Financial Services sector (United States).