Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
AJG.MX
SELLArthur J. Gallagher & Co. · Financial Services · United States · $55.7B · Avg Vol: $4K/d
COMPANY DESCRIPTION
Arthur J. Gallagher & Co. is a leading global insurance brokerage, risk management, and human resources consulting firm. The company's competitive advantage lies in its vast global distribution network, specialized industry expertise, and a highly successful roll-up acquisition strategy. Operating as a top-tier global broker, Gallagher maintains high client retention rates due to the essential, non-discretionary nature of corporate risk management.
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% | 6.19 | — | — | — |
| 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.MX are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| AJG.MX | Arthur J. Gallagher & Co.(you) | $55.7B | 22 | SELL |
| BRO | Brown & Brown, Inc. | $22.9B | 31 | SELL |
| MRSH | Marsh & McLennan Companies, Inc. | $86.3B | 42 | HOLD |
| 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 |
| BWIN | The Baldwin Insurance Group, Inc. | $2.6B | 19 | STRONG SELL |
| CRVL | CorVel Corporation | $3.1B | 32 | SELL |
| AUB.AX | AUB Group Limited | $2.5B | 30 | SELL |
Peer medians: ROE 9.6% · P/E 13.0x · Gross margin 83.6%