Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
AJG
SELLArthur J. Gallagher & Co. · Financial Services · United States · $63.7B · Avg Vol: $440M/d
COMPANY DESCRIPTION
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.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 8.6B | 10.1B | 11.6B | 13.9B | 17.7% | 14.2B | 17.0B | 18.6B | 15.4% |
| EPS | 5.30 | 4.51 | 6.63 | 5.83 | 3.3% | 6.16 | 7.20 | 8.11 | 17.9% |
| Shares | 211.9M | 216.7M | 250.0M | 257.0M | +21.3% | 256.9M | — | — | — |
| Debt | 6.4B | 8.3B | 13.5B | 13.5B | 28.1% | 13.4B | — | — | — |
| Equity | 9.1B | 10.8B | 20.2B | 23.3B | 36.6% | — | — | — | — |
| Op CF | 1.4B | 2.0B | 2.6B | 1.9B | 11.6% | 2.0B | — | — | — |
| Inv CF | -1.0B | -3.3B | -1.6B | -15.9B | — | — | — | — | — |
| Fin CF | 212.6M | 2.9B | 13.1B | 1.7B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of AJG are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| AJG | Arthur J. Gallagher & Co.(you) | $63.7B | 25 | SELL |
| MRSH | Marsh & McLennan Companies, Inc. | $86.3B | 42 | HOLD |
| BRO | Brown & Brown, Inc. | $22.9B | 31 | SELL |
| AON | Aon plc | $77.3B | 52 | HOLD |
| WTW | Willis Towers Watson Public Limited Company | $27.9B | 45 | HOLD |
| ERIE | Erie Indemnity Company | $11.7B | 40 | HOLD |
| ARX | Accelerant Holdings | $3.1B | 27 | SELL |
| CRVL | CorVel Corporation | $3.1B | 32 | SELL |
| BWIN | The Baldwin Insurance Group, Inc. | $2.6B | 19 | STRONG SELL |
| AUB.AX | AUB Group Limited | $2.5B | 30 | SELL |
Peer medians: ROE 9.6% · P/E 13.0x · Gross margin 83.6%