AJG vs. V
Compare and contrast key facts about Arthur J. Gallagher & Co. (AJG) and Visa Inc. (V).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AJG or V.
Key characteristics
| AJG | V | |
|---|---|---|
| YTD Return | 6.41% | 3.32% |
| 1Y Return | 14.35% | 19.95% |
| 3Y Return (Ann) | 19.32% | 5.76% |
| 5Y Return (Ann) | 25.23% | 11.40% |
| 10Y Return (Ann) | 20.90% | 18.85% |
| Sharpe Ratio | 0.87 | 1.38 |
| Daily Std Dev | 17.47% | 14.30% |
| Max Drawdown | -57.95% | -51.90% |
| Current Drawdown | -6.70% | -7.54% |
Fundamentals
| AJG | V | |
|---|---|---|
| Market Cap | $51.16B | $561.70B |
| EPS | $4.42 | $8.95 |
| PE Ratio | 52.97 | 30.67 |
| PEG Ratio | 2.09 | 1.71 |
| Revenue (TTM) | $10.08B | $34.14B |
| Gross Profit (TTM) | $3.64B | $31.92B |
| EBITDA (TTM) | $3.12B | $23.94B |
Correlation
The correlation between AJG and V is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AJG vs. V - Performance Comparison
In the year-to-date period, AJG achieves a 6.41% return, which is significantly higher than V's 3.32% return. Over the past 10 years, AJG has outperformed V with an annualized return of 20.90%, while V has yielded a comparatively lower 18.85% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
AJG vs. V - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Arthur J. Gallagher & Co. (AJG) and Visa Inc. (V). 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.
Dividends
AJG vs. V - Dividend Comparison
AJG's dividend yield for the trailing twelve months is around 0.94%, more than V's 0.72% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AJG Arthur J. Gallagher & Co. | 0.94% | 0.98% | 1.08% | 1.13% | 1.46% | 1.81% | 2.23% | 2.47% | 2.93% | 3.62% | 3.06% | 2.98% |
V Visa Inc. | 0.72% | 0.72% | 0.76% | 0.62% | 0.56% | 0.56% | 0.67% | 0.61% | 0.75% | 0.64% | 0.64% | 0.62% |
Drawdowns
AJG vs. V - Drawdown Comparison
The maximum AJG drawdown since its inception was -57.95%, which is greater than V's maximum drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for AJG and V. For additional features, visit the drawdowns tool.
Volatility
AJG vs. V - Volatility Comparison
Arthur J. Gallagher & Co. (AJG) has a higher volatility of 4.36% compared to Visa Inc. (V) at 3.26%. This indicates that AJG's price experiences larger fluctuations and is considered to be riskier than V based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
AJG vs. V - Financials Comparison
This section allows you to compare key financial metrics between Arthur J. Gallagher & Co. and Visa 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