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AJG vs. V
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

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.


-0.50.00.51.00.5

Performance

AJG vs. V - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Arthur J. Gallagher & Co. (AJG) and Visa Inc. (V). The values are adjusted to include any dividend payments, if applicable.

1,600.00%1,800.00%2,000.00%2,200.00%2,400.00%JulyAugustSeptemberOctoberNovemberDecember
1,908.64%
2,377.14%
AJG
V

Key characteristics

Sharpe Ratio

AJG:

1.25

V:

1.40

Sortino Ratio

AJG:

1.65

V:

1.90

Omega Ratio

AJG:

1.23

V:

1.27

Calmar Ratio

AJG:

1.83

V:

1.87

Martin Ratio

AJG:

5.40

V:

4.74

Ulcer Index

AJG:

4.34%

V:

4.91%

Daily Std Dev

AJG:

18.68%

V:

16.62%

Max Drawdown

AJG:

-57.96%

V:

-51.90%

Current Drawdown

AJG:

-5.67%

V:

-1.78%

Fundamentals

Market Cap

AJG:

$67.43B

V:

$598.12B

EPS

AJG:

$5.19

V:

$9.74

PE Ratio

AJG:

58.49

V:

31.73

PEG Ratio

AJG:

1.09

V:

1.93

Total Revenue (TTM)

AJG:

$11.20B

V:

$35.93B

Gross Profit (TTM)

AJG:

$8.86B

V:

$28.64B

EBITDA (TTM)

AJG:

$2.96B

V:

$25.81B

Returns By Period

In the year-to-date period, AJG achieves a 33.11% return, which is significantly higher than V's 20.37% return. Over the past 10 years, AJG has outperformed V with an annualized return of 22.47%, while V has yielded a comparatively lower 17.68% annualized return.


AJG

YTD

33.11%

1M

0.86%

6M

17.50%

1Y

24.23%

5Y (annualized)

27.53%

10Y (annualized)

22.47%

V

YTD

20.37%

1M

1.21%

6M

12.04%

1Y

22.54%

5Y (annualized)

12.11%

10Y (annualized)

17.68%

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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.


Sharpe ratio
The chart of Sharpe ratio for AJG, currently valued at 1.25, compared to the broader market-4.00-2.000.002.004.001.251.40
The chart of Sortino ratio for AJG, currently valued at 1.65, compared to the broader market-4.00-2.000.002.004.001.651.90
The chart of Omega ratio for AJG, currently valued at 1.23, compared to the broader market0.501.001.502.001.231.27
The chart of Calmar ratio for AJG, currently valued at 1.83, compared to the broader market0.002.004.006.001.831.87
The chart of Martin ratio for AJG, currently valued at 5.40, compared to the broader market0.0010.0020.0030.005.404.74
AJG
V

The current AJG Sharpe Ratio is 1.25, which is comparable to the V Sharpe Ratio of 1.40. The chart below compares the historical Sharpe Ratios of AJG and V, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.501.001.502.00JulyAugustSeptemberOctoberNovemberDecember
1.25
1.40
AJG
V

Dividends

AJG vs. V - Dividend Comparison

AJG's dividend yield for the trailing twelve months is around 0.81%, more than V's 0.69% yield.


TTM20232022202120202019201820172016201520142013
AJG
Arthur J. Gallagher & Co.
0.81%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.
0.69%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 -57.96%, 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.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-5.67%
-1.78%
AJG
V

Volatility

AJG vs. V - Volatility Comparison

Arthur J. Gallagher & Co. (AJG) has a higher volatility of 5.37% compared to Visa Inc. (V) at 3.34%. 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.


3.00%4.00%5.00%6.00%7.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
5.37%
3.34%
AJG
V

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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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