AJG vs. TROW
AJG (Arthur J. Gallagher & Co.) and TROW (T. Rowe Price Group, Inc.) are both stocks. Both are in the Financial Services sector — AJG in Insurance Brokers, TROW in Asset Management. Over the past 10 years, AJG returned 17.92%/yr vs 7.66%/yr for TROW. At a 0.35 correlation, their price movements are largely independent.
Performance
AJG vs. TROW - 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 TROW's 4.53% return. Over the past 10 years, AJG has outperformed TROW with an annualized return of 17.92%, while TROW has yielded a comparatively lower 7.66% 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%
TROW
- 1D
- -0.51%
- 1M
- 0.11%
- YTD
- 4.53%
- 6M
- 3.65%
- 1Y
- 17.89%
- 3Y*
- 2.09%
- 5Y*
- -7.40%
- 10Y*
- 7.66%
AJG vs. TROW - 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% |
TROW T. Rowe Price Group, Inc. | 4.53% | -4.67% | 9.68% | 3.35% | -42.24% | 34.91% | 28.11% | 35.61% | -9.75% | 43.38% |
Correlation
The correlation between AJG and TROW is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.33 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since Sep 14, 1989 | 0.35 |
Over the past year, the correlation between AJG and TROW has dropped to 0.11 - well below their long-term average of 0.35, suggesting their price drivers have been diverging.
Fundamentals
AJG:
$5.74
TROW:
$9.80
AJG:
37.04
TROW:
10.77
AJG:
3.97
TROW:
3.14
AJG:
$13.94B
TROW:
$7.41B
AJG:
$7.63B
TROW:
$3.66B
AJG:
$3.66B
TROW:
$2.87B
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Return for Risk
AJG vs. TROW — Risk / Return Rank
AJG
TROW
AJG vs. TROW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Arthur J. Gallagher & Co. (AJG) and T. Rowe Price Group, Inc. (TROW). 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 | TROW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.00 | ||
| Sortino ratioReturn per unit of downside risk | -2.89 | ||
| Omega ratioGain probability vs. loss probability | 0.78 | 1.15 | -0.37 |
| Calmar ratioReturn relative to maximum drawdown | -0.85 | 0.91 | -1.76 |
| Martin ratioReturn relative to average drawdown | -1.47 | 2.23 | -3.71 |
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 | TROW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.25 | 0.76 | -2.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | -0.24 | +0.65 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.26 | +0.52 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.39 | +0.08 |
Drawdowns
AJG vs. TROW - Drawdown Comparison
The maximum AJG drawdown since its inception was -57.49%, smaller than the maximum TROW drawdown of -67.43%. Use the drawdown chart below to compare losses from any high point for AJG and TROW.
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Drawdown Indicators
| AJG | TROW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.49% | -67.43% | +9.94% |
Max Drawdown (1Y)Largest decline over 1 year | -40.64% | -19.76% | -20.88% |
Max Drawdown (3Y)Largest decline over 3 years | -44.40% | -34.05% | -10.35% |
Max Drawdown (5Y)Largest decline over 5 years | -44.40% | -58.16% | +13.76% |
Max Drawdown (10Y)Largest decline over 10 years | -44.40% | -58.16% | +13.76% |
Current DrawdownCurrent decline from peak | -38.26% | -42.07% | +3.81% |
Average DrawdownAverage peak-to-trough decline | -12.83% | -16.68% | +3.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.06% | 8.03% | +16.03% |
Volatility
AJG vs. TROW - Volatility Comparison
Arthur J. Gallagher & Co. (AJG) has a higher volatility of 8.97% compared to T. Rowe Price Group, Inc. (TROW) at 4.72%. This indicates that AJG's price experiences larger fluctuations and is considered to be riskier than TROW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AJG | TROW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.97% | 4.72% | +4.25% |
Volatility (6M)Calculated over the trailing 6-month period | 22.42% | 17.20% | +5.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.95% | 23.79% | +4.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.96% | 30.48% | -7.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.08% | 30.01% | -6.93% |
Dividends
AJG vs. TROW - Dividend Comparison
AJG's dividend yield for the trailing twelve months is around 1.27%, less than TROW's 4.85% 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% |
TROW T. Rowe Price Group, Inc. | 4.85% | 4.96% | 4.39% | 4.53% | 4.40% | 3.72% | 2.38% | 2.50% | 3.03% | 2.17% | 2.87% | 5.71% |
Financials
AJG vs. TROW - Financials Comparison
This section allows you to compare key financial metrics between Arthur J. Gallagher & Co. and T. Rowe Price Group, Inc.. 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. TROW - 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%.
TROW - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, T. Rowe Price Group, Inc. reported a gross profit of 0.00 and revenue of 1.86B. Therefore, the gross margin over that period was 0.0%.
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%.
TROW - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, T. Rowe Price Group, Inc. reported an operating income of 680.50M and revenue of 1.86B, resulting in an operating margin of 36.7%.
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%.
TROW - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, T. Rowe Price Group, Inc. reported a net income of 562.00M and revenue of 1.86B, resulting in a net margin of 30.3%.
Frequently Asked Questions
AJG and TROW have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AJG has higher volatility (8.97%) compared to TROW (4.72%). In terms of maximum drawdown, AJG dropped -57.49% vs TROW's -67.43%.
TROW currently has the higher Sharpe Ratio (0.76 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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