SuperworthArthur J. Gallagher & Co. AJG
Insurance - Brokers, Financial Services
$227.10
−1.20%
- Market cap
- $58.2B
- PE
- 37.7×
- 10y median 35.1×
- Forward PE
- Price to sales
- 3.7×
- EV/EBIT
- 26.2×
- Revenue, 12 months
- $15.8B
- +26% on a year ago
- Net margin
- 10.0%
- Free cash flow yield
- 3.9%
Arthur J. Gallagher trades at 37.7× trailing earnings, near its ten-year median. Revenue was $15.8B over the last twelve months, up 26% on a year earlier with a 10% net margin.
Charts
Financials
| Income statement | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| $2.4B | $3.3B | $2.8B | $2.8B | $2.7B+12% | $3.7B+14% | $3.2B+16% | $3.4B+20% | $3.6B+34% | $4.8B+28% | $4B+24% | |
| Cost of revenue | $1.5B | $1.8B | $1.7B | $1.7B | $1.6B+8% | $1.9B+10% | $1.8B+11% | $316.5M−81% | $2.2B+39% | $720M−63% | $764M−59% |
| Gross profit | $970.8M | $1.5B | $1.1B | $1.1B | $1.1B+16% | $1.8B+20% | $1.4B+23% | — | — | — | $3.2B+136% |
| SG&A | $1.4B | −$3.2B | $1.6B | — | $6.5B+357% | $1.9B | $1.8B+11% | $2.6B | $667M−90% | $0 | $2.3B+29% |
| $330.5M | $848.8M | $478.7M | $480.9M | $473.7M+43% | $1B+23% | $624.4M+30% | $536.6M+12% | $341M−28% | $1.2B+16% | $588M−6% | |
| Interest expense | $78.2M | $92.2M | $94.3M | $92.9M | $101.9M+30% | $158.4M+72% | $158.6M+68% | $160.8M+73% | $161M+58% | $158M−0% | $168M+6% |
| Pre-tax income | −$82.3M | $772.7M | $365.6M | $403.3M | $333.4M | $873M+13% | $473M+29% | $345M−15% | $180M−46% | $1B+20% | $414M−13% |
| −$42.7M | $160M | $80.2M | $89.2M | $74.6M | $164M+3% | $105M+31% | $73.3M−18% | $25.7M−66% | $220M+34% | $90M−14% | |
| Net income | −$31.7M | $608.4M | $283.4M | $312.6M | $258.6M | $704M+16% | $368M+30% | $270.9M−13% | $151.1M−42% | $822M+17% | $324M−12% |
| −$0.15 | $2.74 | $1.27 | $1.39 | $1.12 | $2.72−1% | $1.40+10% | $1.04−25% | $0.58−48% | $3.16+16% | $1.25−11% | |
| 216.3M | 222M | 222.9M | 223.9M | 231.1M+7% | 259.4M+17% | 260.4M+17% | 260.4M+16% | 260.3M+13% | 259.8M+0% | 258.7M−1% |
From each company's 10-Q and 10-K filings. Fiscal years are four fiscal quarters added up; balance sheet lines are as of the period's end. Growth is on the same period a year earlier.
Estimates
Next earnings report: .
Analyst consensus for the next eight quarters, with the range from the lowest to the highest estimate, is part of Superworth Pro.
Peers
Companies in Insurance - Brokers within ten times Arthur J. Gallagher's size, closest in size first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| AJGArthur J. Gallagher & Co. | $58.2B | 37.7× | 35.1× | 3.7× | +26% | 10.0% | |
| AONAon plc | $57.4B | 14.9× | 27.6× | 3.3× | +5% | 22.3% | |
| MRSHMarsh & McLennan Companies, Inc. | $82.9B | 21.2× | 27.2× | 3.0× | +8% | 14.2% | |
| WTWWillis Towers Watson Public Limited Company | $27B | 17.9× | 26.2× | 2.7× | +3% | 15.5% | |
| BROBrown & Brown, Inc. | $20.7B | 19.5× | 29.0× | 3.0× | +34% | 17.7% | |
| Peer median | $42.2B | 18.7× | 27.4× | 3.0× | +7% | 16.6% |
About
- Industry
- Insurance - Brokers
- Sector
- Financial Services
Valuation data, not investment advice. Prices as of .