AJG vs. AHR
AJG (Arthur J. Gallagher & Co.) and AHR (American Healthcare REIT, Inc.) are both stocks. AJG operates in Insurance Brokers (Financial Services), while AHR operates in REIT - Healthcare Facilities (Real Estate). Over the past year, AJG returned -34.63% vs 31.87% for AHR. At a 0.11 correlation, their price movements are largely independent.
Performance
AJG vs. AHR - Performance Comparison
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Returns By Period
In the year-to-date period, AJG achieves a -17.35% return, which is significantly lower than AHR's -2.37% return.
AJG
- 1D
- -1.67%
- 1M
- 7.22%
- YTD
- -17.35%
- 6M
- -10.08%
- 1Y
- -34.63%
- 3Y*
- 1.87%
- 5Y*
- 9.17%
- 10Y*
- 17.92%
AHR
- 1D
- -3.75%
- 1M
- -11.62%
- YTD
- -2.37%
- 6M
- -7.33%
- 1Y
- 31.87%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AJG vs. AHR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
AJG Arthur J. Gallagher & Co. | -17.35% | -8.03% | 21.24% |
AHR American Healthcare REIT, Inc. | -2.37% | 70.03% | 126.69% |
Correlation
The correlation between AJG and AHR is -0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.09 |
Correlation (All Time) Calculated using the full available price history since Feb 8, 2024 | 0.11 |
The correlation between AJG and AHR shifts across timeframes, from -0.09 (1 year) to 0.11 (all time), reflecting how their relationship changes across market environments.
Fundamentals
AJG:
$5.74
AHR:
$140.17
AJG:
37.04
AHR:
0.33
AJG:
3.84
AHR:
0.00
AJG:
3.97
AHR:
0.01
AJG:
$13.94B
AHR:
$652.49B
AJG:
$7.63B
AHR:
$637.91B
AJG:
$3.66B
AHR:
$72.76B
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Return for Risk
AJG vs. AHR — Risk / Return Rank
AJG
AHR
AJG vs. AHR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Arthur J. Gallagher & Co. (AJG) and American Healthcare REIT, Inc. (AHR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AJG | AHR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.59 | ||
| Sortino ratioReturn per unit of downside risk | -3.58 | ||
| Omega ratioGain probability vs. loss probability | 0.78 | 1.24 | -0.46 |
| Calmar ratioReturn relative to maximum drawdown | -0.85 | 2.35 | -3.21 |
| Martin ratioReturn relative to average drawdown | -1.47 | 6.89 | -8.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AJG | AHR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.25 | 1.34 | -2.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 2.88 | -2.41 |
Drawdowns
AJG vs. AHR - Drawdown Comparison
The maximum AJG drawdown since its inception was -57.49%, which is greater than AHR's maximum drawdown of -13.62%. Use the drawdown chart below to compare losses from any high point for AJG and AHR.
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Drawdown Indicators
| AJG | AHR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.49% | -13.62% | -43.87% |
Max Drawdown (1Y)Largest decline over 1 year | -40.64% | -13.62% | -27.02% |
Max Drawdown (3Y)Largest decline over 3 years | -44.40% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -44.40% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -44.40% | — | — |
Current DrawdownCurrent decline from peak | -38.26% | -13.62% | -24.64% |
Average DrawdownAverage peak-to-trough decline | -12.83% | -2.99% | -9.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.06% | 4.64% | +19.42% |
Volatility
AJG vs. AHR - Volatility Comparison
The current volatility for Arthur J. Gallagher & Co. (AJG) is 8.97%, while American Healthcare REIT, Inc. (AHR) has a volatility of 10.27%. This indicates that AJG experiences smaller price fluctuations and is considered to be less risky than AHR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AJG | AHR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.97% | 10.27% | -1.30% |
Volatility (6M)Calculated over the trailing 6-month period | 22.42% | 19.04% | +3.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.95% | 23.92% | +4.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.96% | 26.83% | -3.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.08% | 26.83% | -3.75% |
Dividends
AJG vs. AHR - Dividend Comparison
AJG's dividend yield for the trailing twelve months is around 1.27%, less than AHR's 2.19% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AHR American Healthcare REIT, Inc. | 2.19% | 2.12% | 3.52% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AJG Arthur J. Gallagher & Co. | 1.27% | 1.00% | 0.85% | 0.98% | 1.08% | 1.13% | 1.46% | 1.81% | 2.23% | 2.47% | 2.93% | 3.62% |
Financials
AJG vs. AHR - Financials Comparison
This section allows you to compare key financial metrics between Arthur J. Gallagher & Co. and American Healthcare REIT, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
AJG vs. AHR - Profitability Comparison
AJG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Arthur J. Gallagher & Co. reported a gross profit of 1.42B and revenue of 3.63B. Therefore, the gross margin over that period was 39.1%.
AHR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, American Healthcare REIT, Inc. reported a gross profit of 637.67B and revenue of 650.77B. Therefore, the gross margin over that period was 98.0%.
AJG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Arthur J. Gallagher & Co. reported an operating income of 341.00M and revenue of 3.63B, resulting in an operating margin of 9.4%.
AHR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, American Healthcare REIT, Inc. reported an operating income of 138.60B and revenue of 650.77B, resulting in an operating margin of 21.3%.
AJG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Arthur J. Gallagher & Co. reported a net income of 151.00M and revenue of 3.63B, resulting in a net margin of 4.2%.
AHR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, American Healthcare REIT, Inc. reported a net income of 23.71B and revenue of 650.77B, resulting in a net margin of 3.6%.
Frequently Asked Questions
AJG and AHR have a correlation of -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AHR has higher volatility (10.27%) compared to AJG (8.97%). In terms of maximum drawdown, AJG dropped -57.49% vs AHR's -13.62%.
AHR currently has the higher Sharpe Ratio (1.34 vs -1.25), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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