How Arthur J. Gallagher & Co. stacks up

AJG · against 22 other Financial Services companies of similar size

Valuation

23/ 100

Near the bottom of its peers.

Ranked #18 of 23 · scores higher than 18% of peers

Bars: peers in each 10-point band of the valuation score

8 peers with a valuation score of 20–29, including AJG · Click a bar to see the companies

Why valuation scores 23?

Weighted metrics compared with all Financial Services companies.

Mainly because of its earnings yield, free cash flow yield and EBITDA yield, which are weaker than most Financial Services peers.

lower earnings for the price paid: weaker than 81% of peers. Earnings yield: 2.2% vs peer median 5.7%
less free cash flow for the price paid: weaker than 67% of peers. Free cash flow yield: 3.3% vs peer median 6.1%
less operating profit (EBITDA) for the company's total value: weaker than 63% of peers. EBITDA yield: 5.2% vs peer median 6.9%

Metric by metric

Position: dot = AJG, ranked from the worst peer (left) to the best (right); tick = middle, shaded = middle half of peers.

Metric	AJG	Peer median	Better than	Weight
Earnings yieldHigher is better · 25 reported	2.2%	3.5%	13%	30%
EBITDA yieldHigher is better · 18 reported	5.2%	5.4%	41%	50%
Free cash flow yieldHigher is better · 20 reported	3.3%	4.2%	26%	20%
Book yieldHigher is better · 24 reported	33.8%	21.7%	74%	Context only

Ranking by valuation score

Top 5 and the companies ranked around AJG

Rank	Company	Market cap	Valuation	Overall
1	Capital One Financial CorporationCOF · US-listed	128.0B USD	76	61
2	Ameriprise Financial, Inc.AMP · US-listed	43.8B USD	74	57
3	PayPal Holdings, Inc.PYPL · US-listed	49.8B USD	71	55
4	State Street CorporationSTT · US-listed	46.6B USD	51	40
5	Apollo Global Management, Inc.APO · US-listed	67.1B USD	47	51
⋯
14	CME Group Inc.CME · US-listed	109.3B USD	27	53
15	Brookfield CorporationBN · US-listed	90.7B USD	25	33
15	KKR & Co. Inc.KKR · US-listed	88.7B USD	25	39
17	Moody's CorporationMCO · US-listed	87.2B USD	24	49
18	Arthur J. Gallagher & Co.AJG · US-listed	70.1B USD	23	45
18	Brookfield Asset Management Ltd.BAM · US-listed	81.4B USD	23	54
20	Nasdaq, Inc.NDAQ · US-listed	59.8B USD	21	46
21	MSCI Inc.MSCI · US-listed	46.5B USD	18	44
22	Ares Management CorporationARES · US-listed	42.8B USD	14	39

Scores are sector-relative percentiles from the latest snapshot, always calculated against the whole sector: narrowing the comparison group changes who you compare with, not the scores. Missing metrics are left out and the remaining weights rescaled. How we score

Bringing the fundamentals into focus…