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 19.74%/yr vs 7.64%/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 -1.36% return, which is significantly lower than RYCEY's 15.83% return. Over the past 10 years, AJG has outperformed RYCEY with an annualized return of 19.74%, while RYCEY has yielded a comparatively lower 7.64% annualized return.
AJG
- 1D
- -0.09%
- 1M
- 18.50%
- 6M
- -1.25%
- YTD
- -1.36%
- 1Y
- -18.08%
- 3Y*
- 6.09%
- 5Y*
- 13.67%
- 10Y*
- 19.74%
- ALL TIME*
- 12.61%
RYCEY
- 1D
- -1.25%
- 1M
- -3.36%
- 6M
- 4.11%
- YTD
- 15.83%
- 1Y
- 33.75%
- 3Y*
- 111.25%
- 5Y*
- 68.92%
- 10Y*
- 7.64%
- ALL TIME*
- -11.47%
AJG vs. RYCEY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AJG Arthur J. Gallagher & Co. | -1.36% | -8.03% | 27.34% | 20.51% | 12.44% | 39.02% | 32.12% | 31.79% | 19.19% | 25.04% |
RYCEY Rolls-Royce Holdings plc | 15.83% | 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 -0.09, 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 | -0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.19 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.21 |
Correlation (All Time) Calculated using the full available price history since Jul 7, 2014 | 0.23 |
The correlation between AJG and RYCEY shifts across timeframes, from -0.09 (1 year) to 0.23 (all time), reflecting how their relationship changes across market environments.
Fundamentals
AJG:
$65.18B
RYCEY:
$150.95B
AJG:
$5.74
RYCEY:
£0.99
AJG:
44.21
RYCEY:
13.56
AJG:
4.58
RYCEY:
0.03
AJG:
4.74
RYCEY:
2.83
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.
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 | RYCEY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.50 | ||
| Sortino ratioReturn per unit of downside risk | -2.19 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 1.18 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | -0.47 | 1.56 | -2.03 |
| Martin ratioReturn relative to average drawdown | -0.79 | 4.32 | -5.11 |
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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 | -38.59% | -21.75% | -16.84% |
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 | -26.31% | -77.01% | +50.70% |
Average DrawdownAverage peak-to-trough decline | -12.87% | -84.09% | +71.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 23.05% | 7.83% | +15.22% |
Volatility
AJG vs. RYCEY - Volatility Comparison
Arthur J. Gallagher & Co. (AJG) has a higher volatility of 10.92% compared to Rolls-Royce Holdings plc (RYCEY) at 8.23%. This indicates that AJG's price experiences larger fluctuations and is considered to be riskier 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 | 10.92% | 8.23% | +2.69% |
Volatility (6M)Calculated over the trailing 6-month period | 24.11% | 33.05% | -8.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.72% | 38.40% | -8.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.42% | 43.23% | -19.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.24% | 49.27% | -26.03% |
Dividends
AJG vs. RYCEY - Dividend Comparison
AJG's dividend yield for the trailing twelve months is around 1.06%, more than RYCEY's 0.70% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AJG Arthur J. Gallagher & Co. | 1.06% | 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 | 0.70% | 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 Jul 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 Jul 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 Jul 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 Jul 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 Jul 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 Jul 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 -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AJG has higher volatility (10.92%) compared to RYCEY (8.23%). In terms of maximum drawdown, AJG dropped -57.49% vs RYCEY's -99.07%.
RYCEY currently has the higher Sharpe Ratio (0.88 vs -0.61), 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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