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AJG vs. CL
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

AJG vs. CL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Arthur J. Gallagher & Co. (AJG) and Colgate-Palmolive Company (CL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AJG achieves a -14.95% return, which is significantly lower than CL's 14.60% return. Over the past 10 years, AJG has outperformed CL with an annualized return of 18.56%, while CL has yielded a comparatively lower 4.62% annualized return.


AJG

1D
-1.00%
1M
14.28%
YTD
-14.95%
6M
-13.82%
1Y
-30.92%
3Y*
2.53%
5Y*
9.77%
10Y*
18.56%

CL

1D
0.07%
1M
1.80%
YTD
14.60%
6M
15.59%
1Y
-1.53%
3Y*
8.47%
5Y*
3.79%
10Y*
4.62%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AJG vs. CL - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
CL
Colgate-Palmolive Company
14.60%-10.98%16.57%3.78%-5.44%2.08%27.17%18.60%-19.19%17.88%

Correlation

The correlation between AJG and CL is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.22

Correlation (3Y)
Calculated over the trailing 3-year period

0.27

Correlation (5Y)
Calculated over the trailing 5-year period

0.32

Correlation (10Y)
Calculated over the trailing 10-year period

0.36

Correlation (All Time)
Calculated using the full available price history since Sep 7, 1984

0.23

The correlation between AJG and CL shifts across timeframes, from 0.22 (1 year) to 0.36 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

EPS

AJG:

$5.74

CL:

$2.58

PE Ratio

AJG:

38.12

CL:

34.68

PEG Ratio

AJG:

3.95

CL:

8.96

PS Ratio

AJG:

4.08

CL:

3.48

Total Revenue (TTM)

AJG:

$13.94B

CL:

$20.80B

Gross Profit (TTM)

AJG:

$7.63B

CL:

$12.49B

EBITDA (TTM)

AJG:

$3.66B

CL:

$3.92B

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Return for Risk

AJG vs. CL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AJG
AJG Risk / Return Rank: 88
Overall Rank
AJG Sharpe Ratio Rank: 33
Sharpe Ratio Rank
AJG Sortino Ratio Rank: 66
Sortino Ratio Rank
AJG Omega Ratio Rank: 66
Omega Ratio Rank
AJG Calmar Ratio Rank: 1414
Calmar Ratio Rank
AJG Martin Ratio Rank: 1212
Martin Ratio Rank

CL
CL Risk / Return Rank: 3737
Overall Rank
CL Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
CL Sortino Ratio Rank: 3333
Sortino Ratio Rank
CL Omega Ratio Rank: 3333
Omega Ratio Rank
CL Calmar Ratio Rank: 4141
Calmar Ratio Rank
CL Martin Ratio Rank: 4040
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AJG vs. CL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Arthur J. Gallagher & Co. (AJG) and Colgate-Palmolive Company (CL). 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.


AJGCLDifference
Sharpe ratioReturn per unit of total volatility

-1.05

Sortino ratioReturn per unit of downside risk

-1.55

Omega ratioGain probability vs. loss probability

0.81

1.01

-0.20

Calmar ratioReturn relative to maximum drawdown

-0.76

-0.08

-0.68

Martin ratioReturn relative to average drawdown

-1.30

-0.14

-1.16

AJG vs. CL - Sharpe Ratio Comparison

The current AJG Sharpe Ratio is -1.12, which is lower than the CL Sharpe Ratio of -0.07. The chart below compares the historical Sharpe Ratios of AJG and CL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

AJG vs. CL - Drawdown Comparison

The maximum AJG drawdown since its inception was -57.49%, roughly equal to the maximum CL drawdown of -58.91%. Use the drawdown chart below to compare losses from any high point for AJG and CL.


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Drawdown Indicators


AJGCLDifference

Max Drawdown

Largest peak-to-trough decline

-57.49%

-58.91%

+1.42%

Max Drawdown (1Y)

Largest decline over 1 year

-40.64%

-18.64%

-22.00%

Max Drawdown (3Y)

Largest decline over 3 years

-44.40%

-29.05%

-15.35%

Max Drawdown (5Y)

Largest decline over 5 years

-44.40%

-29.05%

-15.35%

Max Drawdown (10Y)

Largest decline over 10 years

-44.40%

-29.05%

-15.35%

Current Drawdown

Current decline from peak

-36.46%

-14.31%

-22.15%

Average Drawdown

Average peak-to-trough decline

-12.83%

-11.24%

-1.59%

Ulcer Index

Depth and duration of drawdowns from previous peaks

23.87%

11.35%

+12.52%

Volatility

AJG vs. CL - Volatility Comparison

Arthur J. Gallagher & Co. (AJG) and Colgate-Palmolive Company (CL) have volatilities of 8.37% and 8.32%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AJGCLDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.37%

8.32%

+0.05%

Volatility (6M)

Calculated over the trailing 6-month period

22.48%

17.28%

+5.20%

Volatility (1Y)

Calculated over the trailing 1-year period

27.85%

21.83%

+6.02%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.98%

18.81%

+4.17%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.08%

19.75%

+3.33%

Dividends

AJG vs. CL - Dividend Comparison

AJG's dividend yield for the trailing twelve months is around 1.23%, less than CL's 2.34% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
CL
Colgate-Palmolive Company
2.34%2.61%2.18%2.40%2.36%2.10%2.05%2.48%2.79%2.11%2.37%2.25%

Financials

AJG vs. CL - Financials Comparison

This section allows you to compare key financial metrics between Arthur J. Gallagher & Co. and Colgate-Palmolive Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


2.00B3.00B4.00B5.00B20222023202420252026
3.63B
5.32B
(AJG) Total Revenue
(CL) Total Revenue
Values in USD except per share items

AJG vs. CL - Profitability Comparison

The chart below illustrates the profitability comparison between Arthur J. Gallagher & Co. and Colgate-Palmolive Company over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%70.0%80.0%90.0%20222023202420252026
39.1%
60.6%
Portfolio components
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%.

CL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Colgate-Palmolive Company reported a gross profit of 3.23B and revenue of 5.32B. Therefore, the gross margin over that period was 60.6%.

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%.

CL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Colgate-Palmolive Company reported an operating income of 1.16B and revenue of 5.32B, resulting in an operating margin of 21.7%.

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%.

CL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Colgate-Palmolive Company reported a net income of 646.00M and revenue of 5.32B, resulting in a net margin of 12.1%.


Frequently Asked Questions


AJG and CL have a correlation of 0.22, 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 CL (8.32%). In terms of maximum drawdown, AJG dropped -57.49% vs CL's -58.91%.

CL currently has the higher Sharpe Ratio (-0.07 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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