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

Performance

AJG vs. NVO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Arthur J. Gallagher & Co. (AJG) and Novo Nordisk A/S (NVO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with AJG having a -17.35% return and NVO slightly higher at -16.56%. Over the past 10 years, AJG has outperformed NVO with an annualized return of 17.92%, while NVO has yielded a comparatively lower 6.20% annualized 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%

NVO

1D
-4.52%
1M
-10.96%
YTD
-16.56%
6M
-9.23%
1Y
-42.47%
3Y*
-17.53%
5Y*
1.78%
10Y*
6.20%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AJG vs. NVO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AJG
Arthur J. Gallagher & Co.
-17.35%-8.03%27.34%20.51%12.44%39.02%32.12%31.79%19.19%25.04%
NVO
Novo Nordisk A/S
-16.56%-39.22%-15.93%54.84%22.66%63.52%23.33%28.70%-12.98%52.92%

Correlation

The correlation between AJG and NVO is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.12

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

0.17

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

0.24

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

0.23

Correlation (All Time)
Calculated using the full available price history since Sep 10, 1984

0.17

The correlation between AJG and NVO shifts across timeframes, from 0.12 (1 year) to 0.24 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

EPS

AJG:

$5.74

NVO:

$27.42

PE Ratio

AJG:

37.04

NVO:

1.50

PEG Ratio

AJG:

3.84

NVO:

0.06

PS Ratio

AJG:

3.97

NVO:

0.56

Total Revenue (TTM)

AJG:

$13.94B

NVO:

$327.80B

Gross Profit (TTM)

AJG:

$7.63B

NVO:

$268.30B

EBITDA (TTM)

AJG:

$3.66B

NVO:

$181.54B

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Return for Risk

AJG vs. NVO — Risk / Return Rank

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

AJG
AJG Risk / Return Rank: 55
Overall Rank
AJG Sharpe Ratio Rank: 22
Sharpe Ratio Rank
AJG Sortino Ratio Rank: 44
Sortino Ratio Rank
AJG Omega Ratio Rank: 44
Omega Ratio Rank
AJG Calmar Ratio Rank: 99
Calmar Ratio Rank
AJG Martin Ratio Rank: 66
Martin Ratio Rank

NVO
NVO Risk / Return Rank: 1212
Overall Rank
NVO Sharpe Ratio Rank: 99
Sharpe Ratio Rank
NVO Sortino Ratio Rank: 1212
Sortino Ratio Rank
NVO Omega Ratio Rank: 1010
Omega Ratio Rank
NVO Calmar Ratio Rank: 1313
Calmar Ratio Rank
NVO Martin Ratio Rank: 1717
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. NVO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Arthur J. Gallagher & Co. (AJG) and Novo Nordisk A/S (NVO). 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.


AJGNVODifference
Sharpe ratioReturn per unit of total volatility

-0.43

Sortino ratioReturn per unit of downside risk

-0.71

Omega ratioGain probability vs. loss probability

0.78

0.86

-0.08

Calmar ratioReturn relative to maximum drawdown

-0.85

-0.77

-0.08

Martin ratioReturn relative to average drawdown

-1.47

-1.14

-0.33

AJG vs. NVO - Sharpe Ratio Comparison

The current AJG Sharpe Ratio is -1.25, which is lower than the NVO Sharpe Ratio of -0.82. The chart below compares the historical Sharpe Ratios of AJG and NVO, 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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Sharpe Ratios by Period


AJGNVODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.25

-0.82

-0.43

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.40

0.05

+0.35

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.78

0.19

+0.59

Sharpe Ratio (All Time)

Calculated using the full available price history

0.47

0.47

0.00

Drawdowns

AJG vs. NVO - Drawdown Comparison

The maximum AJG drawdown since its inception was -57.49%, smaller than the maximum NVO drawdown of -74.70%. Use the drawdown chart below to compare losses from any high point for AJG and NVO.


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Drawdown Indicators


AJGNVODifference

Max Drawdown

Largest peak-to-trough decline

-57.49%

-74.70%

+17.21%

Max Drawdown (1Y)

Largest decline over 1 year

-40.64%

-55.03%

+14.39%

Max Drawdown (3Y)

Largest decline over 3 years

-44.40%

-74.70%

+30.30%

Max Drawdown (5Y)

Largest decline over 5 years

-44.40%

-74.70%

+30.30%

Max Drawdown (10Y)

Largest decline over 10 years

-44.40%

-74.70%

+30.30%

Current Drawdown

Current decline from peak

-38.26%

-70.19%

+31.93%

Average Drawdown

Average peak-to-trough decline

-12.83%

-17.77%

+4.94%

Ulcer Index

Depth and duration of drawdowns from previous peaks

24.06%

37.21%

-13.15%

Volatility

AJG vs. NVO - Volatility Comparison

The current volatility for Arthur J. Gallagher & Co. (AJG) is 8.97%, while Novo Nordisk A/S (NVO) has a volatility of 9.75%. This indicates that AJG experiences smaller price fluctuations and is considered to be less risky than NVO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AJGNVODifference

Volatility (1M)

Calculated over the trailing 1-month period

8.97%

9.75%

-0.78%

Volatility (6M)

Calculated over the trailing 6-month period

22.42%

38.30%

-15.88%

Volatility (1Y)

Calculated over the trailing 1-year period

27.95%

52.08%

-24.13%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.96%

38.31%

-15.35%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.08%

32.56%

-9.48%

Dividends

AJG vs. NVO - Dividend Comparison

AJG's dividend yield for the trailing twelve months is around 1.27%, less than NVO's 4.39% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
NVO
Novo Nordisk A/S
4.39%3.31%1.68%1.00%1.20%1.35%1.87%2.14%1.45%1.52%2.87%0.92%

Financials

AJG vs. NVO - Financials Comparison

This section allows you to compare key financial metrics between Arthur J. Gallagher & Co. and Novo Nordisk A/S. 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


0.0020.00B40.00B60.00B80.00B100.00B20222023202420252026
3.63B
96.82B
(AJG) Total Revenue
(NVO) Total Revenue
Values in USD except per share items

AJG vs. NVO - Profitability Comparison

The chart below illustrates the profitability comparison between Arthur J. Gallagher & Co. and Novo Nordisk A/S 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%
86.0%
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%.

NVO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Novo Nordisk A/S reported a gross profit of 83.23B and revenue of 96.82B. Therefore, the gross margin over that period was 86.0%.

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%.

NVO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Novo Nordisk A/S reported an operating income of 59.62B and revenue of 96.82B, resulting in an operating margin of 61.6%.

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%.

NVO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Novo Nordisk A/S reported a net income of 48.56B and revenue of 96.82B, resulting in a net margin of 50.2%.


Frequently Asked Questions


AJG and NVO have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

NVO has higher volatility (9.75%) compared to AJG (8.97%). In terms of maximum drawdown, AJG dropped -57.49% vs NVO's -74.70%.

NVO currently has the higher Sharpe Ratio (-0.82 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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