AJG vs BRO
Arthur J. Gallagher and Brown & Brown, side by side.
Prices and company dataas of yesterday's close
- AJGBuy moresales growth, past year31%
Arthur J. Gallagher's sales grew 31% over the past year, and the stock rose 21% over the past month, in step with other insurers (up 14%).
- BROKeepsales growth, past year28%
Brown & Brown's sales grew 28% over the past year, and the stock rose 14% over the past month, in step with other insurers (up 15%).
Percent return
- AJG+11.89%
- BRO−9.90%
Nov 11, 2025 to Nov 11, 2026
Where they differ
- Company size: AJG $69.1B, BRO $22.6B.
- Sales growth, 1 yr: AJG +31%, BRO +28%. AJG is ahead.
- Price for $1 of next year's profit: AJG $20, BRO $16. BRO is ahead.
- Profit per $1 of sales: AJG 21¢, BRO 27¢. BRO is ahead.
- Cash minus debt: AJG −$12.3B, BRO −$7.00B. BRO is ahead.
- Price change, 1 yr: AJG +12%, BRO −9.9%. AJG is ahead. S&P 500 +12%.
- How much the price swings: AJG 34%, BRO 35%. AJG is ahead.
| Measure | AJGArthur J. Gallagher | BROBrown & Brown |
|---|---|---|
| Price and returns | ||
| Price | $281.92 | $71.37 |
| Today | Best in this row: −0.26% | −0.72% |
| 1 month | Best in this row: +21.19% | +13.82% |
| 3 months | Best in this row: +11.50% | +0.39% |
| This year | Best in this row: +9.96% | −9.52% |
| 1 year | Best in this row: +11.89% | −9.90% |
| 5 years | Best in this row: +82.52% | +16.26% |
| From 52-week high | −2.2% | −12.4% |
| How much it swings (90 days) | Best in this row: 34% | 35% |
| Valuation | ||
| Market value | $69.1B | $22.6B |
| Price vs last year's earnings | 43.5× | Best in this row: 21.7× |
| Price vs next year's expected earnings | 19.5× | Best in this row: 15.5× |
| Price vs earnings, adjusted for growth | Best in this row: 0.95× | 1.78× |
| Price to sales | 4.6× | Best in this row: 3.5× |
| Price vs cash it brings in | 31.6× | Best in this row: 16.1× |
| Company value vs operating profit | 18.4× | Best in this row: 13.1× |
| Growth | ||
| Revenue growth, 1 year | Best in this row: +30.5% | +27.5% |
| Revenue growth a year, last 3 years | +16.3% | Best in this row: +17.4% |
| Earnings per share growth, last year | −5.3% | Best in this row: −2.5% |
| Earnings per share growth expected next year | Best in this row: +13.3% | +7.3% |
| Profitability | ||
| Kept from sales after making the product | 44.0% | Best in this row: 49.8% |
| Kept as operating profit | 20.9% | Best in this row: 26.8% |
| Kept as final profit | 10.8% | Best in this row: 17.6% |
| Kept as spare cash | – | 21.8% |
| Profit on shareholders' money | 7.2% | Best in this row: 9.8% |
| Profit on all money put in | 7.2% | Best in this row: 7.3% |
| Balance sheet | ||
| Net cash (cash minus debt) | −$12.3B | Best in this row: −$7.00B |
| Debt for each $1 of shareholders' money | Best in this row: 0.56× | 0.64× |
| Short-term assets per $1 of bills due | 1.05× | Best in this row: 1.14× |
| Dividend yield | 0.99% | Best in this row: 1.00% |
| Share of profit paid as dividends | 43% | Best in this row: 23% |
| Our readPro | ||
| Our call | Buy more | Keep |
| Why | Arthur J. Gallagher's sales grew 31% over the past year, and the stock rose 21% over the past month, in step with other insurers (up 14%). | Brown & Brown's sales grew 28% over the past year, and the stock rose 14% over the past month, in step with other insurers (up 15%). |
| Where the price sits | in the full report | in the full report |
| Our overall score (out of 100) | Best in this row: 64 | 57 |
| Our value score | Best in this row: 54 | 54 |
| Our growth score | Best in this row: 62 | 40 |
| Our quality score | 66 | Best in this row: 76 |
| Our price trend score | Best in this row: 73 | 69 |
| Earnings and analysts | ||
| Analyst consensus | Buy | Hold |
| To average analyst target | Best in this row: +6.0% | +4.2% |
| Average analyst target | $298.81 | $74.36 |
| Analysts rating it a buy | Best in this row: 61% | 33% |
| Buy ratings added, 3 months | −2 | Best in this row: +3 |
| Analysts covering | 17 | 15 |
AJG: our only Buy more, with faster sales growth
Our pick of these: Arthur J. Gallagher
Sales growth +30.5% vs +27.5%
AJG +30.5%, BRO +27.5%.1-year return +11.9% vs −9.9%, S&P 500 +12.4%
AJG +11.9%, BRO −9.9%.61% of analysts rate it a buy, vs 33%
AJG 61%, BRO 33%.Where it loses: BRO has a lower P/E per point of growth, 0.56 vs 0.64
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Prices as of yesterday, 3:59 PM ET. A view, not advice.