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

Correlation

The correlation between AJG and WTW is 0.65, 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.


-0.50.00.51.00.7

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.

0.00%5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
11.45%
17.43%
AJG
WTW

Key characteristics

Sharpe Ratio

AJG:

2.01

WTW:

1.71

Sortino Ratio

AJG:

2.65

WTW:

2.60

Omega Ratio

AJG:

1.34

WTW:

1.32

Calmar Ratio

AJG:

2.91

WTW:

3.19

Martin Ratio

AJG:

7.71

WTW:

7.08

Ulcer Index

AJG:

4.63%

WTW:

4.40%

Daily Std Dev

AJG:

17.82%

WTW:

18.17%

Max Drawdown

AJG:

-57.96%

WTW:

-32.95%

Current Drawdown

AJG:

-0.74%

WTW:

-3.40%

Fundamentals

Market Cap

AJG:

$78.05B

WTW:

$31.97B

EPS

AJG:

$6.49

WTW:

-$6.98

PEG Ratio

AJG:

1.09

WTW:

1.08

Total Revenue (TTM)

AJG:

$8.76B

WTW:

$6.90B

Gross Profit (TTM)

AJG:

$7.89B

WTW:

$4.37B

EBITDA (TTM)

AJG:

$2.44B

WTW:

$1.48B

Returns By Period

In the year-to-date period, AJG achieves a 9.99% return, which is significantly higher than WTW's 2.26% return.


AJG

YTD

9.99%

1M

11.34%

6M

11.45%

1Y

33.32%

5Y*

25.97%

10Y*

23.49%

WTW

YTD

2.26%

1M

3.65%

6M

17.43%

1Y

29.48%

5Y*

10.48%

10Y*

N/A

*Annualized

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. 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 9090
Overall Rank
The Sharpe Ratio Rank of AJG is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of AJG is 8989
Sortino Ratio Rank
The Omega Ratio Rank of AJG is 8787
Omega Ratio Rank
The Calmar Ratio Rank of AJG is 9494
Calmar Ratio Rank
The Martin Ratio Rank of AJG is 8888
Martin Ratio Rank

WTW
The Risk-Adjusted Performance Rank of WTW is 8989
Overall Rank
The Sharpe Ratio Rank of WTW is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of WTW is 8888
Sortino Ratio Rank
The Omega Ratio Rank of WTW is 8686
Omega Ratio Rank
The Calmar Ratio Rank of WTW is 9595
Calmar Ratio Rank
The Martin Ratio Rank of WTW is 8787
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.


Sharpe ratio
The chart of Sharpe ratio for AJG, currently valued at 2.01, compared to the broader market-2.000.002.004.002.011.71
The chart of Sortino ratio for AJG, currently valued at 2.65, compared to the broader market-4.00-2.000.002.004.002.652.60
The chart of Omega ratio for AJG, currently valued at 1.34, compared to the broader market0.501.001.502.001.341.32
The chart of Calmar ratio for AJG, currently valued at 2.91, compared to the broader market0.002.004.006.002.913.19
The chart of Martin ratio for AJG, currently valued at 7.71, compared to the broader market-10.000.0010.0020.007.717.08
AJG
WTW

The current AJG Sharpe Ratio is 2.01, which is comparable to the WTW Sharpe Ratio of 1.71. 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 Ratio1.001.502.00SeptemberOctoberNovemberDecember2025February
2.01
1.71
AJG
WTW

Dividends

AJG vs. WTW - Dividend Comparison

AJG's dividend yield for the trailing twelve months is around 0.77%, less than WTW's 1.10% yield.


TTM20242023202220212020201920182017201620152014
AJG
Arthur J. Gallagher & Co.
0.77%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
1.10%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 -57.96%, 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%SeptemberOctoberNovemberDecember2025February
-0.74%
-3.40%
AJG
WTW

Volatility

AJG vs. WTW - Volatility Comparison

Arthur J. Gallagher & Co. (AJG) and Willis Towers Watson Public Limited Company (WTW) have volatilities of 5.62% and 5.88%, 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.


3.00%4.00%5.00%6.00%7.00%SeptemberOctoberNovemberDecember2025February
5.62%
5.88%
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


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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