AJG vs ERIE
Arthur J. Gallagher and Erie Indemnity, 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%).
- ERIEKeepin the past month+23%
Erie Indemnity rose 23% over the past month, in step with other insurers (up 14%), but its sales grew only 2% over the past year.
Percent return
- AJG+11.89%
- ERIE−1.44%
Nov 11, 2025 to Nov 11, 2026
Where they differ
- Company size: AJG $69.1B, ERIE $13.0B.
- Sales growth, 1 yr: AJG +31%, ERIE +2%. AJG is ahead.
- Price for $1 of next year's profit: AJG $20, ERIE $21. AJG is ahead.
- Profit per $1 of sales: AJG 21¢, ERIE 18¢. AJG is ahead.
- Cash minus debt: AJG −$12.3B, ERIE +$330M. ERIE is ahead.
- Price change, 1 yr: AJG +12%, ERIE −1.4%. AJG is ahead. S&P 500 +12%.
- How much the price swings: AJG 34%, ERIE 45%. AJG is ahead.
| Measure | AJGArthur J. Gallagher | ERIEErie Indemnity |
|---|---|---|
| Price and returns | ||
| Price | $281.92 | $272.27 |
| Today | −0.26% | Best in this row: +0.07% |
| 1 month | +21.19% | Best in this row: +22.58% |
| 3 months | Best in this row: +11.50% | +6.80% |
| This year | Best in this row: +9.96% | −2.81% |
| 1 year | Best in this row: +11.89% | −1.44% |
| 5 years | Best in this row: +82.52% | +29.56% |
| From 52-week high | −2.2% | −7.0% |
| How much it swings (90 days) | Best in this row: 34% | 45% |
| Valuation | ||
| Market value | $69.1B | $13.0B |
| Price vs last year's earnings | 43.5× | Best in this row: 22.8× |
| Price vs next year's expected earnings | Best in this row: 19.5× | 20.7× |
| Price vs earnings, adjusted for growth | 0.95× | – |
| Price to sales | 4.6× | Best in this row: 3.5× |
| Price vs cash it brings in | 31.6× | Best in this row: 25.8× |
| Company value vs operating profit | 18.4× | Best in this row: 16.7× |
| Growth | ||
| Revenue growth, 1 year | Best in this row: +30.5% | +2.0% |
| Revenue growth a year, last 3 years | Best in this row: +16.3% | +12.7% |
| Earnings per share growth, last year | Best in this row: −5.3% | −7.0% |
| Earnings per share growth expected next year | Best in this row: +13.3% | +3.6% |
| Profitability | ||
| Kept from sales after making the product | Best in this row: 44.0% | 17.9% |
| Kept as operating profit | Best in this row: 20.9% | 18.3% |
| Kept as final profit | 10.8% | Best in this row: 14.0% |
| Kept as spare cash | – | 13.4% |
| Profit on shareholders' money | 7.2% | Best in this row: 23.7% |
| Profit on all money put in | 7.2% | Best in this row: 26.6% |
| Balance sheet | ||
| Net cash (cash minus debt) | −$12.3B | Best in this row: $330M |
| Debt for each $1 of shareholders' money | 0.56× | Best in this row: 0.02× |
| Short-term assets per $1 of bills due | 1.05× | Best in this row: 1.31× |
| Dividend yield | 0.99% | Best in this row: 2.14% |
| Share of profit paid as dividends | Best in this row: 43% | 53% |
| 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%). | Erie Indemnity rose 23% over the past month, in step with other insurers (up 14%), but its sales grew only 2% over the past year. |
| Where the price sits | in the full report | in the full report |
| Our overall score (out of 100) | Best in this row: 64 | 43 |
| Our value score | Best in this row: 54 | 11 |
| Our growth score | Best in this row: 62 | 37 |
| Our quality score | 66 | Best in this row: 80 |
| Our price trend score | Best in this row: 73 | 46 |
| Earnings and analysts | ||
| Analyst consensus | Buy | Buy |
| To average analyst target | +6.0% | – |
| Average analyst target | $298.81 | – |
| Analysts rating it a buy | 61% | – |
| Buy ratings added, 3 months | −2 | – |
| Analysts covering | 17 | 0 |
AJG: our only Buy more, with faster sales growth
Our pick of these: Arthur J. Gallagher
Sales growth +30.5% vs +2.0%
AJG +30.5%, ERIE +2.0%.Forward P/E per point of sales growth 0.64 vs 10.13
AJG 0.64, ERIE 10.13.Keeps 20.9% of sales as operating profit, vs 18.3%
AJG 20.9%, ERIE 18.3%.Cover this stock to see the full report
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Prices as of yesterday, 3:59 PM ET. A view, not advice.