AJG vs. ERIE
Compare and contrast key facts about Arthur J. Gallagher & Co. (AJG) and Erie Indemnity Company (ERIE).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AJG or ERIE.
Performance
AJG vs. ERIE - Performance Comparison
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Key characteristics
AJG:
0.73
ERIE:
-0.11
AJG:
1.23
ERIE:
0.14
AJG:
1.16
ERIE:
1.02
AJG:
1.54
ERIE:
-0.06
AJG:
3.65
ERIE:
-0.10
AJG:
5.20%
ERIE:
23.05%
AJG:
22.31%
ERIE:
33.63%
AJG:
-53.86%
ERIE:
-50.74%
AJG:
-10.50%
ERIE:
-36.00%
Fundamentals
AJG:
$80.29B
ERIE:
$18.37B
AJG:
$6.49
ERIE:
$11.75
AJG:
48.32
ERIE:
29.91
AJG:
1.28
ERIE:
3.05
AJG:
7.14
ERIE:
4.71
AJG:
3.62
ERIE:
8.71
AJG:
$9.25B
ERIE:
$2.33B
AJG:
$5.51B
ERIE:
$1.51B
AJG:
$2.72B
ERIE:
$334.93M
Returns By Period
In the year-to-date period, AJG achieves a 10.18% return, which is significantly higher than ERIE's -15.62% return. Over the past 10 years, AJG has outperformed ERIE with an annualized return of 22.78%, while ERIE has yielded a comparatively lower 17.76% annualized return.
AJG
- YTD
- 10.18%
- 1M
- -0.45%
- 6M
- 8.97%
- 1Y
- 16.25%
- 3Y*
- 24.82%
- 5Y*
- 27.16%
- 10Y*
- 22.78%
ERIE
- YTD
- -15.62%
- 1M
- -3.16%
- 6M
- -10.93%
- 1Y
- -3.81%
- 3Y*
- 23.45%
- 5Y*
- 14.40%
- 10Y*
- 17.76%
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Risk-Adjusted Performance
AJG vs. ERIE — Risk-Adjusted Performance Rank
AJG
ERIE
AJG vs. ERIE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Arthur J. Gallagher & Co. (AJG) and Erie Indemnity Company (ERIE). 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.
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Correlation
The correlation between AJG and ERIE is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
AJG vs. ERIE - Dividend Comparison
AJG's dividend yield for the trailing twelve months is around 0.80%, less than ERIE's 1.56% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AJG Arthur J. Gallagher & Co. | 0.80% | 0.85% | 0.98% | 1.08% | 1.13% | 1.46% | 1.81% | 2.23% | 2.47% | 2.93% | 3.62% | 3.06% |
ERIE Erie Indemnity Company | 1.56% | 1.24% | 1.42% | 1.79% | 2.15% | 2.39% | 2.17% | 2.52% | 2.57% | 1.95% | 3.61% | 2.80% |
Drawdowns
AJG vs. ERIE - Drawdown Comparison
The maximum AJG drawdown since its inception was -53.86%, which is greater than ERIE's maximum drawdown of -50.74%. Use the drawdown chart below to compare losses from any high point for AJG and ERIE.
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Volatility
AJG vs. ERIE - Volatility Comparison
The current volatility for Arthur J. Gallagher & Co. (AJG) is 4.70%, while Erie Indemnity Company (ERIE) has a volatility of 7.01%. This indicates that AJG experiences smaller price fluctuations and is considered to be less risky than ERIE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
AJG vs. ERIE - Financials Comparison
This section allows you to compare key financial metrics between Arthur J. Gallagher & Co. and Erie Indemnity 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.
Total Revenue: Total amount of money received from sales and other business activities
AJG vs. ERIE - Profitability Comparison
AJG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2025, Arthur J. Gallagher & Co. reported a gross profit of 3.24B and revenue of 3.73B. Therefore, the gross margin over that period was 86.8%.
ERIE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2025, Erie Indemnity Company reported a gross profit of 989.40M and revenue of 989.40M. Therefore, the gross margin over that period was 100.0%.
AJG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2025, Arthur J. Gallagher & Co. reported an operating income of 1.34B and revenue of 3.73B, resulting in an operating margin of 35.9%.
ERIE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2025, Erie Indemnity Company reported an operating income of 151.38M and revenue of 989.40M, resulting in an operating margin of 15.3%.
AJG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2025, Arthur J. Gallagher & Co. reported a net income of 704.40M and revenue of 3.73B, resulting in a net margin of 18.9%.
ERIE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2025, Erie Indemnity Company reported a net income of 138.42M and revenue of 989.40M, resulting in a net margin of 14.0%.