Arthur J. Gallagher vs Equitable
AJG and EQH 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 EQH compare
Arthur J. Gallagher is the larger company, worth 4.8 times as much as Equitable ($70.8B against $14.7B).
Arthur J. Gallagher grew revenue faster over the last twelve months (26.3% versus −22.1% for Equitable).
Arthur J. Gallagher keeps more of each dollar of sales as profit, with a net margin of 10.0% compared with −8.7% at Equitable.
Both pay dividends: Arthur J. Gallagher yields 1.00% and Equitable 2.1%.
Arthur J. Gallagher scores higher on the StockData Score (12 against 5 for Equitable), 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 | EQH |
|---|---|---|
| Size and price | ||
| Market cap | $70.8B | $14.7B |
| Share price | $276.07 | $53.85 |
| Change, 1 year | 5.4% | 13.0% |
| Change, 5 years | 72.3% | 53.0% |
| Beta (5Y) | 0.59 | 1.19 |
| Employees | 72K | 8,000 |
| StockData Score | ||
| Total score | 12 (better) | 5 |
| Valuation score | 2 (better) | 1 |
| Growth score | 2 (better) | 1 |
| Performance score | 3 (better) | 0 |
| Health score | 2 (better) | 1 |
| Dividend score | 3 (better) | 2 |
| Valuation | ||
| P/E | 45.7× | – |
| P/S | 4.5× | 1.4× (better) |
| P/B | 3.0× | – |
| EV/EBITDA | 20.9× | – |
| PEG | 13.39 | – |
| Fair value | $327.44 | – |
| Margin of safety | 15.7% | – |
| Growth | ||
| Revenue growth (TTM) | 26.3% (better) | −22.1% |
| Revenue growth, 5Y average | 14.8% (better) | −1.2% |
| Net income growth (TTM) | −4.5% (better) | −295% |
| EPS growth (TTM) | −9.2% (better) | −368% |
| EPS growth, 5Y average | 6.4% | – |
| Profitability | ||
| Net margin | 10.0% (better) | −8.7% |
| Return on equity | 6.7% (better) | −509% |
| Financial health | ||
| Debt / equity | 0.57 | – |
| Net debt / EBITDA | 3.05 | – |
| Current ratio | 1.05 | – |
| Altman Z-score | 1.07 (better) | 0.09 |
| Piotroski F-score | 4 | 4 |
| Dividends and buybacks | ||
| Dividend yield | 1.00% | 2.1% (better) |
| Payout ratio | 44.1% | – |
| Years of dividend growth | 15 (better) | 8 |
| Dividend growth, 5Y average | 7.6% | 9.7% (better) |
| Buyback yield | −0.30% | 10.0% (better) |
| Shareholder yield | 0.70% | 12.1% (better) |
| Ownership | ||
| Held by institutions | 93.1% | 97.2% |
| Held by insiders | 0.98% | 0.59% |
| Insider net buying, 12 months | −$23.5M (better) | −$28.5M |
| Superinvestors holding | 2 | 3 (better) |
| Short interest, % of float | 3.2% | 2.0% |
Go deeper
- AJG stock overview
- AJG income statement
- AJG valuation and score
- EQH stock overview
- EQH income statement
- EQH valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.