Arthur J. Gallagher vs Brown & Brown
AJG and BRO 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 BRO compare
Arthur J. Gallagher is the larger company, worth 3.0 times as much as Brown & Brown ($70.8B against $23.3B).
On earnings, Brown & Brown is cheaper: it trades at 20.8× trailing earnings, against 45.7× for Arthur J. Gallagher.
Brown & Brown grew revenue faster over the last twelve months (34.2% versus 26.3% for Arthur J. Gallagher).
Brown & Brown keeps more of each dollar of sales as profit, with a net margin of 17.7% compared with 10.0% at Arthur J. Gallagher.
Both pay dividends: Arthur J. Gallagher yields 1.00% and Brown & Brown 0.95%.
Brown & Brown scores higher on the StockData Score (14 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 | BRO |
|---|---|---|
| Size and price | ||
| Market cap | $70.8B | $23.3B |
| Share price | $276.07 | $69.76 |
| Change, 1 year | 5.4% | −13.1% |
| Change, 5 years | 72.3% | 12.6% |
| Beta (5Y) | 0.59 | 0.66 |
| Employees | 72K | 23K |
| StockData Score | ||
| Total score | 12 | 14 (better) |
| Valuation score | 2 | 2 |
| Growth score | 2 | 4 (better) |
| Performance score | 3 | 3 |
| Health score | 2 (better) | 1 |
| Dividend score | 3 | 4 (better) |
| Valuation | ||
| P/E | 45.7× | 20.8× (better) |
| P/S | 4.5× | 3.4× (better) |
| P/B | 3.0× | – |
| EV/EBITDA | 20.9× | – |
| P/FCF | – | 16.1× |
| PEG | 13.39 | 2.07 (better) |
| FCF yield | – | 6.2% |
| Fair value | $327.44 | – |
| Margin of safety | 15.7% | – |
| Growth | ||
| Revenue growth (TTM) | 26.3% | 34.2% (better) |
| Revenue growth, 5Y average | 14.8% | 17.7% (better) |
| Net income growth (TTM) | −4.5% | 19.8% (better) |
| EPS growth (TTM) | −9.2% | −3.2% (better) |
| EPS growth, 5Y average | 6.4% | 13.3% (better) |
| Profitability | ||
| Net margin | 10.0% | 17.7% (better) |
| FCF margin | – | 21.3% |
| Return on equity | 6.7% | – |
| Financial health | ||
| Debt / equity | 0.57 | – |
| Net debt / EBITDA | 3.05 | – |
| Current ratio | 1.05 | 1.13 (better) |
| Altman Z-score | 1.07 | 1.43 (better) |
| Piotroski F-score | 4 | 4 |
| Dividends and buybacks | ||
| Dividend yield | 1.00% (better) | 0.95% |
| Payout ratio | 44.1% | 18.2% |
| Years of dividend growth | 15 (better) | 10 |
| Dividend growth, 5Y average | 7.6% | 12.1% (better) |
| Buyback yield | −0.30% | – |
| Shareholder yield | 0.70% | 0.95% (better) |
| Ownership | ||
| Held by institutions | 93.1% | 87.8% |
| Held by insiders | 0.98% | 12.2% |
| Insider net buying, 12 months | −$23.5M | $164K (better) |
| Superinvestors holding | 2 | 2 |
| Short interest, % of float | 3.2% | 4.8% |
Go deeper
- AJG stock overview
- AJG income statement
- AJG valuation and score
- BRO stock overview
- BRO income statement
- BRO valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.