Arthur J. Gallagher vs Aon
AJG and AON side by side, both in insurance agents, brokers, and service. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How AJG and AON compare
Arthur J. Gallagher and Aon are about the same size, with market caps of $70.8B and $68.2B.
On earnings, Aon is cheaper: it trades at 17.7× trailing earnings, against 45.7× for Arthur J. Gallagher.
Arthur J. Gallagher grew revenue faster over the last twelve months (26.3% versus 4.9% for Aon).
Aon keeps more of each dollar of sales as profit, with a net margin of 22.3% compared with 10.0% at Arthur J. Gallagher.
Both pay dividends: Arthur J. Gallagher yields 1.00% and Aon 0.51%.
Aon scores higher on the StockData Score (21 against 12 for Arthur J. Gallagher), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | AJG | AON |
|---|---|---|
| Size and price | ||
| Market cap | $70.8B | $68.2B |
| Share price | $276.07 | $321.67 |
| Change, 1 year | 5.4% | −1.3% |
| Change, 5 years | 72.3% | 11.5% |
| Beta (5Y) | 0.59 | 0.58 |
| Employees | 72K | 60K |
| StockData Score | ||
| Total score | 12 | 21 (better) |
| Valuation score | 2 | 4 (better) |
| Growth score | 2 | 3 (better) |
| Performance score | 3 | 6 (better) |
| Health score | 2 | 4 (better) |
| Dividend score | 3 | 4 (better) |
| Valuation | ||
| P/E | 45.7× | 17.7× (better) |
| P/S | 4.5× | 3.9× (better) |
| P/B | 3.0× (better) | 7.1× |
| EV/EBITDA | 20.9× | 17.6× (better) |
| P/FCF | – | 21.0× |
| PEG | 13.39 | 1.49 (better) |
| FCF yield | – | 4.8% |
| Fair value | $327.44 | $477.23 |
| Margin of safety | 15.7% | 32.6% (better) |
| Growth | ||
| Revenue growth (TTM) | 26.3% (better) | 4.9% |
| Revenue growth, 5Y average | 14.8% (better) | 9.2% |
| Net income growth (TTM) | −4.5% | 50.4% (better) |
| EPS growth (TTM) | −9.2% | 51.9% (better) |
| EPS growth, 5Y average | 6.4% | 15.0% (better) |
| Profitability | ||
| Operating margin | – | 26.5% |
| Net margin | 10.0% | 22.3% (better) |
| FCF margin | – | 18.5% |
| Return on equity | 6.7% | 44.9% (better) |
| Return on invested capital | – | 15.5% |
| Financial health | ||
| Debt / equity | 0.57 (better) | 1.56 |
| Net debt / EBITDA | 3.05 | 2.94 (better) |
| Interest coverage | – | 6.2× |
| Current ratio | 1.05 (better) | 1.03 |
| Altman Z-score | 1.07 | 1.58 (better) |
| Piotroski F-score | 4 | 5 (better) |
| Dividends and buybacks | ||
| Dividend yield | 1.00% (better) | 0.51% |
| Payout ratio | 44.1% | 16.8% |
| Years of dividend growth | 15 (better) | 14 |
| Dividend growth, 5Y average | 7.6% | 10.3% (better) |
| Buyback yield | −0.30% | 2.2% (better) |
| Shareholder yield | 0.70% | 2.8% (better) |
| Ownership | ||
| Held by institutions | 93.1% | 90.9% |
| Held by insiders | 0.98% | 0.91% |
| Insider net buying, 12 months | −$23.5M | $75.8K (better) |
| Superinvestors holding | 2 | 6 (better) |
| Short interest, % of float | 3.2% | 2.0% |
Go deeper
- AJG stock overview
- AJG income statement
- AJG valuation and score
- AON stock overview
- AON income statement
- AON valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.