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Arthur J. Gallagher & Co. (AJG)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS3635761097
CUSIP363576109
SectorFinancial Services
IndustryInsurance Brokers

Highlights

Market Cap$56.31B
EPS$4.92
PE Ratio52.37
PEG Ratio2.09
Revenue (TTM)$10.08B
Gross Profit (TTM)$3.64B
EBITDA (TTM)$3.18B
Year Range$197.05 - $258.20
Target Price$263.87
Short %0.94%
Short Ratio2.19

Share Price Chart


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Compare to other instruments

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Arthur J. Gallagher & Co.

Popular comparisons: AJG vs. XLF, AJG vs. WTW, AJG vs. ORLY, AJG vs. VOO, AJG vs. QQQ, AJG vs. V, AJG vs. TJX, AJG vs. DE, AJG vs. PRWCX, AJG vs. FNDX

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Arthur J. Gallagher & Co., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%10,000.00%20,000.00%30,000.00%40,000.00%December2024FebruaryMarchAprilMay
39,067.55%
3,336.72%
AJG (Arthur J. Gallagher & Co.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Arthur J. Gallagher & Co. had a return of 14.94% year-to-date (YTD) and 21.34% in the last 12 months. Over the past 10 years, Arthur J. Gallagher & Co. had an annualized return of 21.42%, outperforming the S&P 500 benchmark which had an annualized return of 10.87%.


PeriodReturnBenchmark
Year-To-Date14.94%11.56%
1 month8.99%7.13%
6 months4.08%17.26%
1 year21.34%26.92%
5 years (annualized)26.92%13.56%
10 years (annualized)21.42%10.87%

Monthly Returns

The table below presents the monthly returns of AJG, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20243.24%5.33%2.50%-6.14%14.94%
20233.81%-4.28%2.41%8.76%-3.72%9.91%-2.17%7.56%-1.11%3.32%5.97%-9.69%20.51%
2022-6.91%0.16%10.73%-3.50%-3.89%1.00%9.78%1.44%-5.43%9.26%6.43%-5.07%12.44%
2021-6.71%3.80%4.56%16.17%1.15%-4.14%-0.55%3.09%3.85%12.80%-2.84%4.46%39.02%
20207.71%-4.95%-16.04%-3.69%20.10%3.88%10.26%-2.04%0.69%-1.77%11.28%7.61%32.12%
20191.37%8.03%-2.72%7.07%0.69%4.54%3.24%0.31%-0.78%1.84%2.25%2.58%31.79%
20187.96%1.16%0.04%1.83%-4.72%-1.51%9.30%1.11%3.77%-0.58%4.13%-3.85%19.20%
20173.60%5.80%-0.04%-1.29%2.35%0.92%2.69%-0.85%6.30%2.89%4.56%-3.87%25.04%
2016-8.06%5.87%12.67%3.51%4.97%-0.73%3.34%1.22%2.95%-5.19%5.18%3.20%31.10%
2015-5.63%5.76%0.28%2.31%1.30%-1.62%0.27%-7.82%-4.75%5.94%0.05%-5.63%-10.14%
2014-1.49%0.72%2.99%-5.38%1.80%2.48%-3.43%4.96%-3.22%5.16%0.52%-1.07%3.47%
20136.64%5.09%7.35%2.76%3.71%0.02%1.58%-6.07%5.59%8.71%-1.92%1.60%39.96%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of AJG is 78, placing it in the top 22% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of AJG is 7878
AJG (Arthur J. Gallagher & Co.)
The Sharpe Ratio Rank of AJG is 7878Sharpe Ratio Rank
The Sortino Ratio Rank of AJG is 7171Sortino Ratio Rank
The Omega Ratio Rank of AJG is 7272Omega Ratio Rank
The Calmar Ratio Rank of AJG is 8888Calmar Ratio Rank
The Martin Ratio Rank of AJG is 7878Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Arthur J. Gallagher & Co. (AJG) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


AJG
Sharpe ratio
The chart of Sharpe ratio for AJG, currently valued at 1.17, compared to the broader market-2.00-1.000.001.002.003.004.001.17
Sortino ratio
The chart of Sortino ratio for AJG, currently valued at 1.56, compared to the broader market-4.00-2.000.002.004.006.001.56
Omega ratio
The chart of Omega ratio for AJG, currently valued at 1.22, compared to the broader market0.501.001.502.001.22
Calmar ratio
The chart of Calmar ratio for AJG, currently valued at 1.61, compared to the broader market0.002.004.006.001.61
Martin ratio
The chart of Martin ratio for AJG, currently valued at 4.36, compared to the broader market-10.000.0010.0020.0030.004.36
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.34, compared to the broader market-2.00-1.000.001.002.003.004.002.34
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.31, compared to the broader market-4.00-2.000.002.004.006.003.31
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.41, compared to the broader market0.501.001.502.001.41
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.90, compared to the broader market0.002.004.006.001.90
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.93, compared to the broader market-10.000.0010.0020.0030.008.93

Sharpe Ratio

The current Arthur J. Gallagher & Co. Sharpe ratio is 1.17. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Arthur J. Gallagher & Co. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00December2024FebruaryMarchAprilMay
1.17
2.34
AJG (Arthur J. Gallagher & Co.)
Benchmark (^GSPC)

Dividends

Dividend History

Arthur J. Gallagher & Co. granted a 0.87% dividend yield in the last twelve months. The annual payout for that period amounted to $2.25 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$2.25$2.20$2.04$1.92$1.80$1.72$1.64$1.56$1.52$1.48$1.44$1.40

Dividend yield

0.87%0.98%1.08%1.13%1.46%1.81%2.23%2.47%2.93%3.62%3.06%2.98%

Monthly Dividends

The table displays the monthly dividend distributions for Arthur J. Gallagher & Co.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.60$0.00$0.00$0.00$0.60
2023$0.00$0.00$0.55$0.00$0.00$0.55$0.00$0.55$0.00$0.00$0.55$0.00$2.20
2022$0.00$0.00$0.51$0.00$0.00$0.51$0.00$0.00$0.51$0.00$0.00$0.51$2.04
2021$0.00$0.00$0.48$0.00$0.00$0.48$0.00$0.00$0.48$0.00$0.00$0.48$1.92
2020$0.00$0.00$0.45$0.00$0.00$0.45$0.00$0.00$0.45$0.00$0.00$0.45$1.80
2019$0.00$0.43$0.00$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.43$1.72
2018$0.00$0.00$0.41$0.00$0.41$0.00$0.00$0.00$0.41$0.00$0.00$0.41$1.64
2017$0.00$0.00$0.39$0.00$0.39$0.00$0.00$0.39$0.00$0.00$0.39$0.00$1.56
2016$0.00$0.00$0.38$0.00$0.00$0.38$0.00$0.38$0.00$0.00$0.38$0.00$1.52
2015$0.00$0.00$0.37$0.00$0.00$0.37$0.00$0.00$0.37$0.00$0.00$0.37$1.48
2014$0.00$0.36$0.00$0.00$0.00$0.36$0.00$0.00$0.36$0.00$0.00$0.36$1.44
2013$0.35$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$0.00$0.35$1.40

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%0.9%
Arthur J. Gallagher & Co. has a dividend yield of 0.87%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%24.9%
Arthur J. Gallagher & Co. has a payout ratio of 24.89%, which is quite average when compared to the overall market. This suggests that Arthur J. Gallagher & Co. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%December2024FebruaryMarchAprilMay00
AJG (Arthur J. Gallagher & Co.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Arthur J. Gallagher & Co.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Arthur J. Gallagher & Co. was 57.95%, occurring on Feb 17, 1988. Recovery took 1257 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-57.95%Sep 8, 1986366Feb 17, 19881257Feb 4, 19931623
-49.12%Oct 25, 20011850Mar 3, 2009409Oct 14, 20102259
-37.22%Feb 18, 202025Mar 23, 2020140Oct 9, 2020165
-34.63%Dec 28, 200015Jan 19, 2001170Sep 27, 2001185
-27.41%Jan 3, 200044Mar 6, 200019Mar 31, 200063

Volatility

Volatility Chart

The current Arthur J. Gallagher & Co. volatility is 3.63%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%December2024FebruaryMarchAprilMay
3.63%
3.10%
AJG (Arthur J. Gallagher & Co.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Arthur J. Gallagher & Co. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

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Values in undefined except per share items