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

Correlation

The correlation between AJG and WTW is 0.54, 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. WTW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Arthur J. Gallagher & Co. (AJG) and Willis Towers Watson Public Limited Company (WTW). The values are adjusted to include any dividend payments, if applicable.

200.00%400.00%600.00%800.00%1,000.00%December2025FebruaryMarchAprilMay
890.26%
180.37%
AJG
WTW

Key characteristics

Sharpe Ratio

AJG:

1.81

WTW:

1.18

Sortino Ratio

AJG:

2.35

WTW:

1.61

Omega Ratio

AJG:

1.33

WTW:

1.23

Calmar Ratio

AJG:

3.29

WTW:

2.06

Martin Ratio

AJG:

9.11

WTW:

6.42

Ulcer Index

AJG:

4.44%

WTW:

3.68%

Daily Std Dev

AJG:

21.84%

WTW:

20.25%

Max Drawdown

AJG:

-57.95%

WTW:

-32.95%

Current Drawdown

AJG:

-1.96%

WTW:

-9.05%

Fundamentals

Market Cap

AJG:

$84.77B

WTW:

$30.94B

EPS

AJG:

$6.49

WTW:

-$0.47

PEG Ratio

AJG:

1.31

WTW:

1.08

PS Ratio

AJG:

7.63

WTW:

3.13

PB Ratio

AJG:

3.80

WTW:

3.77

Total Revenue (TTM)

AJG:

$12.03B

WTW:

$9.81B

Gross Profit (TTM)

AJG:

$6.62B

WTW:

$5.17B

EBITDA (TTM)

AJG:

$3.39B

WTW:

$3.25B

Returns By Period

In the year-to-date period, AJG achieves a 19.47% return, which is significantly higher than WTW's -1.03% return.


AJG

YTD

19.47%

1M

8.65%

6M

16.94%

1Y

39.30%

5Y*

33.08%

10Y*

24.01%

WTW

YTD

-1.03%

1M

2.35%

6M

-1.59%

1Y

23.68%

5Y*

10.92%

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

AJG vs. WTW — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AJG
The Risk-Adjusted Performance Rank of AJG is 9393
Overall Rank
The Sharpe Ratio Rank of AJG is 9494
Sharpe Ratio Rank
The Sortino Ratio Rank of AJG is 9090
Sortino Ratio Rank
The Omega Ratio Rank of AJG is 8989
Omega Ratio Rank
The Calmar Ratio Rank of AJG is 9797
Calmar Ratio Rank
The Martin Ratio Rank of AJG is 9494
Martin Ratio Rank

WTW
The Risk-Adjusted Performance Rank of WTW is 8686
Overall Rank
The Sharpe Ratio Rank of WTW is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of WTW is 8080
Sortino Ratio Rank
The Omega Ratio Rank of WTW is 8080
Omega Ratio Rank
The Calmar Ratio Rank of WTW is 9494
Calmar Ratio Rank
The Martin Ratio Rank of WTW is 9090
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AJG vs. WTW - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Arthur J. Gallagher & Co. (AJG) and Willis Towers Watson Public Limited Company (WTW). 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.


The current AJG Sharpe Ratio is 1.81, which is higher than the WTW Sharpe Ratio of 1.18. The chart below compares the historical Sharpe Ratios of AJG and WTW, 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 Ratio1.001.502.00December2025FebruaryMarchAprilMay
1.81
1.18
AJG
WTW

Dividends

AJG vs. WTW - Dividend Comparison

AJG's dividend yield for the trailing twelve months is around 0.72%, less than WTW's 1.15% yield.


TTM20242023202220212020201920182017201620152014
AJG
Arthur J. Gallagher & Co.
0.72%0.85%0.98%1.08%1.13%1.46%1.81%2.23%2.47%2.93%3.62%3.06%
WTW
Willis Towers Watson Public Limited Company
1.15%1.12%1.39%1.34%1.27%1.31%1.29%1.58%1.41%1.57%0.00%0.00%

Drawdowns

AJG vs. WTW - Drawdown Comparison

The maximum AJG drawdown since its inception was -57.95%, which is greater than WTW's maximum drawdown of -32.95%. Use the drawdown chart below to compare losses from any high point for AJG and WTW. For additional features, visit the drawdowns tool.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%December2025FebruaryMarchAprilMay
-1.96%
-9.05%
AJG
WTW

Volatility

AJG vs. WTW - Volatility Comparison

Arthur J. Gallagher & Co. (AJG) and Willis Towers Watson Public Limited Company (WTW) have volatilities of 9.60% and 9.30%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%December2025FebruaryMarchAprilMay
9.60%
9.30%
AJG
WTW

Financials

AJG vs. WTW - Financials Comparison

This section allows you to compare key financial metrics between Arthur J. Gallagher & Co. and Willis Towers Watson Public Limited Company. 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


1.50B2.00B2.50B3.00B3.50B20212022202320242025
3.73B
2.22B
(AJG) Total Revenue
(WTW) Total Revenue
Values in USD except per share items

AJG vs. WTW - Profitability Comparison

The chart below illustrates the profitability comparison between Arthur J. Gallagher & Co. and Willis Towers Watson Public Limited Company over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%20212022202320242025
86.8%
40.4%
(AJG) Gross Margin
(WTW) Gross Margin
AJG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Arthur J. Gallagher & Co. reported a gross profit of 3.24B and revenue of 3.73B. Therefore, the gross margin over that period was 86.8%.

WTW - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Willis Towers Watson Public Limited Company reported a gross profit of 899.00M and revenue of 2.22B. Therefore, the gross margin over that period was 40.4%.

AJG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Arthur J. Gallagher & Co. reported an operating income of 1.34B and revenue of 3.73B, resulting in an operating margin of 35.9%.

WTW - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Willis Towers Watson Public Limited Company reported an operating income of 432.00M and revenue of 2.22B, resulting in an operating margin of 19.4%.

AJG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Arthur J. Gallagher & Co. reported a net income of 704.40M and revenue of 3.73B, resulting in a net margin of 18.9%.

WTW - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Willis Towers Watson Public Limited Company reported a net income of 235.00M and revenue of 2.22B, resulting in a net margin of 10.6%.