AJG vs. RYCEY
AJG (Arthur J. Gallagher & Co.) and RYCEY (Rolls-Royce Holdings plc) are both stocks. AJG operates in Insurance Brokers (Financial Services), while RYCEY operates in Aerospace & Defense (Industrials). Over the past 10 years, AJG returned 17.92%/yr vs 7.82%/yr for RYCEY. At a 0.23 correlation, their price movements are largely independent.
Performance
AJG vs. RYCEY - 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 RYCEY's 6.89% return. Over the past 10 years, AJG has outperformed RYCEY with an annualized return of 17.92%, while RYCEY has yielded a comparatively lower 7.82% 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%
RYCEY
- 1D
- -0.24%
- 1M
- -0.36%
- YTD
- 6.89%
- 6M
- 11.28%
- 1Y
- 38.97%
- 3Y*
- 110.24%
- 5Y*
- 60.04%
- 10Y*
- 7.82%
AJG vs. RYCEY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
RYCEY Rolls-Royce Holdings plc | 6.89% | 123.64% | 88.21% | 253.27% | -33.95% | 2.53% | -82.05% | -12.69% | -7.35% | 40.70% |
Correlation
The correlation between AJG and RYCEY is -0.02, 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 | -0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.12 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.21 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Jul 8, 2014 | 0.23 |
The correlation between AJG and RYCEY shifts across timeframes, from -0.02 (1 year) to 0.23 (all time), reflecting how their relationship changes across market environments.
Fundamentals
AJG:
$5.74
RYCEY:
$0.99
AJG:
37.04
RYCEY:
16.89
AJG:
3.84
RYCEY:
0.03
AJG:
3.97
RYCEY:
3.52
AJG:
$13.94B
RYCEY:
$40.04B
AJG:
$7.63B
RYCEY:
$10.10B
AJG:
$3.66B
RYCEY:
$8.04B
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Return for Risk
AJG vs. RYCEY — Risk / Return Rank
AJG
RYCEY
AJG vs. RYCEY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Arthur J. Gallagher & Co. (AJG) and Rolls-Royce Holdings plc (RYCEY). 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 | RYCEY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.29 | ||
| Sortino ratioReturn per unit of downside risk | -3.39 | ||
| Omega ratioGain probability vs. loss probability | 0.78 | 1.20 | -0.42 |
| Calmar ratioReturn relative to maximum drawdown | -0.85 | 1.80 | -2.66 |
| Martin ratioReturn relative to average drawdown | -1.47 | 5.11 | -6.58 |
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 | RYCEY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.25 | 1.04 | -2.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 1.39 | -0.99 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.16 | +0.62 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | -0.23 | +0.70 |
Drawdowns
AJG vs. RYCEY - Drawdown Comparison
The maximum AJG drawdown since its inception was -57.49%, smaller than the maximum RYCEY drawdown of -99.07%. Use the drawdown chart below to compare losses from any high point for AJG and RYCEY.
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Drawdown Indicators
| AJG | RYCEY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.49% | -99.07% | +41.58% |
Max Drawdown (1Y)Largest decline over 1 year | -40.64% | -21.75% | -18.89% |
Max Drawdown (3Y)Largest decline over 3 years | -44.40% | -23.37% | -21.03% |
Max Drawdown (5Y)Largest decline over 5 years | -44.40% | -62.01% | +17.61% |
Max Drawdown (10Y)Largest decline over 10 years | -44.40% | -94.64% | +50.24% |
Current DrawdownCurrent decline from peak | -38.26% | -78.78% | +40.52% |
Average DrawdownAverage peak-to-trough decline | -12.83% | -84.19% | +71.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.06% | 7.65% | +16.41% |
Volatility
AJG vs. RYCEY - Volatility Comparison
The current volatility for Arthur J. Gallagher & Co. (AJG) is 8.97%, while Rolls-Royce Holdings plc (RYCEY) has a volatility of 11.26%. This indicates that AJG experiences smaller price fluctuations and is considered to be less risky than RYCEY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AJG | RYCEY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.97% | 11.26% | -2.29% |
Volatility (6M)Calculated over the trailing 6-month period | 22.42% | 32.56% | -10.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.95% | 37.74% | -9.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.96% | 43.44% | -20.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.08% | 49.35% | -26.27% |
Dividends
AJG vs. RYCEY - Dividend Comparison
AJG's dividend yield for the trailing twelve months is around 1.27%, more than RYCEY's 0.76% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
RYCEY Rolls-Royce Holdings plc | 0.76% | 0.86% | 0.00% | 0.00% | 0.00% | 0.00% | 5.51% | 1.56% | 1.32% | 1.55% | 4.19% | 14.44% |
Financials
AJG vs. RYCEY - Financials Comparison
This section allows you to compare key financial metrics between Arthur J. Gallagher & Co. and Rolls-Royce Holdings 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. RYCEY - 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%.
RYCEY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Rolls-Royce Holdings plc reported a gross profit of 3.19B and revenue of 11.64B. Therefore, the gross margin over that period was 27.4%.
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%.
RYCEY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Rolls-Royce Holdings plc reported an operating income of 3.23B and revenue of 11.64B, resulting in an operating margin of 27.7%.
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%.
RYCEY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Rolls-Royce Holdings plc reported a net income of 1.42B and revenue of 11.64B, resulting in a net margin of 12.2%.
Frequently Asked Questions
AJG and RYCEY have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RYCEY has higher volatility (11.26%) compared to AJG (8.97%). In terms of maximum drawdown, AJG dropped -57.49% vs RYCEY's -99.07%.
RYCEY currently has the higher Sharpe Ratio (1.04 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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