AJG vs. CCEP
AJG (Arthur J. Gallagher & Co.) and CCEP (Coca-Cola European Partners plc) are both stocks. AJG operates in Insurance Brokers (Financial Services), while CCEP operates in Beverages - Non-Alcoholic (Consumer Defensive). Over the past 10 years, AJG returned 18.56%/yr vs 13.47%/yr for CCEP. At a 0.23 correlation, their price movements are largely independent.
Performance
AJG vs. CCEP - Performance Comparison
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Returns By Period
In the year-to-date period, AJG achieves a -14.95% return, which is significantly lower than CCEP's 10.70% return. Over the past 10 years, AJG has outperformed CCEP with an annualized return of 18.56%, while CCEP has yielded a comparatively lower 13.47% annualized return.
AJG
- 1D
- -1.00%
- 1M
- 9.74%
- YTD
- -14.95%
- 6M
- -13.82%
- 1Y
- -30.16%
- 3Y*
- 2.53%
- 5Y*
- 9.77%
- 10Y*
- 18.56%
CCEP
- 1D
- 1.69%
- 1M
- 11.17%
- YTD
- 10.70%
- 6M
- 10.57%
- 1Y
- 9.85%
- 3Y*
- 18.61%
- 5Y*
- 13.46%
- 10Y*
- 13.47%
AJG vs. CCEP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AJG Arthur J. Gallagher & Co. | -14.95% | -8.03% | 27.34% | 20.51% | 12.44% | 39.02% | 32.12% | 31.79% | 19.19% | 25.04% |
CCEP Coca-Cola European Partners plc | 10.70% | 21.20% | 18.35% | 24.50% | 2.33% | 15.61% | 0.48% | 13.85% | 18.58% | 30.72% |
Correlation
The correlation between AJG and CCEP is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.32 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 1987 | 0.23 |
The correlation between AJG and CCEP shifts across timeframes, from 0.11 (1 year) to 0.33 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
AJG:
$5.74
CCEP:
€7.47
AJG:
38.12
CCEP:
11.50
AJG:
3.95
CCEP:
0.57
AJG:
4.08
CCEP:
0.93
AJG:
$13.94B
CCEP:
€41.26B
AJG:
$7.63B
CCEP:
€14.63B
AJG:
$3.66B
CCEP:
€6.87B
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Return for Risk
AJG vs. CCEP — Risk / Return Rank
AJG
CCEP
AJG vs. CCEP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Arthur J. Gallagher & Co. (AJG) and Coca-Cola European Partners plc (CCEP). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AJG | CCEP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.52 | ||
| Sortino ratioReturn per unit of downside risk | -2.18 | ||
| Omega ratioGain probability vs. loss probability | 0.81 | 1.09 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | -0.76 | 0.50 | -1.26 |
| Martin ratioReturn relative to average drawdown | -1.30 | 0.90 | -2.20 |
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Drawdowns
AJG vs. CCEP - Drawdown Comparison
The maximum AJG drawdown since its inception was -57.49%, smaller than the maximum CCEP drawdown of -79.40%. Use the drawdown chart below to compare losses from any high point for AJG and CCEP.
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Drawdown Indicators
| AJG | CCEP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.49% | -79.40% | +21.91% |
Max Drawdown (1Y)Largest decline over 1 year | -40.64% | -18.22% | -22.42% |
Max Drawdown (3Y)Largest decline over 3 years | -44.40% | -18.22% | -26.18% |
Max Drawdown (5Y)Largest decline over 5 years | -44.40% | -29.52% | -14.88% |
Max Drawdown (10Y)Largest decline over 10 years | -44.40% | -48.76% | +4.36% |
Current DrawdownCurrent decline from peak | -36.46% | -9.08% | -27.38% |
Average DrawdownAverage peak-to-trough decline | -12.83% | -24.34% | +11.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 23.87% | 10.03% | +13.84% |
Volatility
AJG vs. CCEP - Volatility Comparison
Arthur J. Gallagher & Co. (AJG) has a higher volatility of 8.37% compared to Coca-Cola European Partners plc (CCEP) at 6.82%. This indicates that AJG's price experiences larger fluctuations and is considered to be riskier than CCEP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AJG | CCEP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.37% | 6.82% | +1.55% |
Volatility (6M)Calculated over the trailing 6-month period | 22.48% | 16.68% | +5.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.85% | 22.46% | +5.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.98% | 23.20% | -0.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.08% | 26.38% | -3.30% |
Dividends
AJG vs. CCEP - Dividend Comparison
AJG's dividend yield for the trailing twelve months is around 1.23%, less than CCEP's 2.41% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AJG Arthur J. Gallagher & Co. | 1.23% | 1.00% | 0.85% | 0.98% | 1.08% | 1.13% | 1.46% | 1.81% | 2.23% | 2.47% | 2.93% | 3.62% |
CCEP Coca-Cola European Partners plc | 2.41% | 2.57% | 2.77% | 2.95% | 3.07% | 2.90% | 2.01% | 2.71% | 2.73% | 2.97% | 3.65% | 2.27% |
Financials
AJG vs. CCEP - Financials Comparison
This section allows you to compare key financial metrics between Arthur J. Gallagher & Co. and Coca-Cola European Partners plc. 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. CCEP - 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%.
CCEP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Coca-Cola European Partners plc reported a gross profit of 3.71B and revenue of 10.55B. Therefore, the gross margin over that period was 35.2%.
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%.
CCEP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Coca-Cola European Partners plc reported an operating income of 1.34B and revenue of 10.55B, resulting in an operating margin of 12.8%.
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%.
CCEP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Coca-Cola European Partners plc reported a net income of 1.02B and revenue of 10.55B, resulting in a net margin of 9.7%.
Frequently Asked Questions
AJG and CCEP have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AJG has higher volatility (8.37%) compared to CCEP (6.82%). In terms of maximum drawdown, AJG dropped -57.49% vs CCEP's -79.40%.
CCEP currently has the higher Sharpe Ratio (0.40 vs -1.12), 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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