BRBS vs. AJG
BRBS (Blue Ridge Bankshares, Inc.) and AJG (Arthur J. Gallagher & Co.) are both stocks. Both are in the Financial Services sector — BRBS in Banks - Regional, AJG in Insurance Brokers. Over the past 10 years, BRBS returned -5.08%/yr vs 19.71%/yr for AJG. At a 0.09 correlation, their price movements are largely independent.
Performance
BRBS vs. AJG - Performance Comparison
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Returns By Period
In the year-to-date period, BRBS achieves a -6.21% return, which is significantly lower than AJG's -1.58% return. Over the past 10 years, BRBS has underperformed AJG with an annualized return of -5.08%, while AJG has yielded a comparatively higher 19.71% annualized return.
BRBS
- 1D
- 0.29%
- 1M
- 3.94%
- 6M
- -5.99%
- YTD
- -6.21%
- 1Y
- 19.22%
- 3Y*
- -21.83%
- 5Y*
- -24.19%
- 10Y*
- -5.08%
AJG
- 1D
- -0.26%
- 1M
- 15.73%
- 6M
- -3.73%
- YTD
- -1.58%
- 1Y
- -17.85%
- 3Y*
- 6.38%
- 5Y*
- 13.67%
- 10Y*
- 19.71%
BRBS vs. AJG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRBS Blue Ridge Bankshares, Inc. | -6.21% | 40.14% | 6.27% | -75.19% | -27.87% | 55.01% | -12.56% | 24.18% | 4.45% | 14.52% |
AJG Arthur J. Gallagher & Co. | -1.58% | -8.03% | 27.34% | 20.51% | 12.44% | 39.02% | 32.12% | 31.79% | 19.19% | 25.04% |
Correlation
The correlation between BRBS and AJG is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.06 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.16 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.13 |
Correlation (All Time) Calculated using the full available price history since Aug 10, 2007 | 0.09 |
The correlation between BRBS and AJG shifts across timeframes, from 0.06 (1 year) to 0.16 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
BRBS:
$308.40M
AJG:
$65.03B
BRBS:
$0.12
AJG:
$5.74
BRBS:
28.56
AJG:
44.11
BRBS:
1.67
AJG:
4.57
BRBS:
3.05
AJG:
4.73
BRBS:
$112.19M
AJG:
$13.94B
BRBS:
$73.64M
AJG:
$7.63B
BRBS:
$15.28M
AJG:
$3.66B
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Return for Risk
BRBS vs. AJG — Risk / Return Rank
BRBS
AJG
BRBS vs. AJG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Blue Ridge Bankshares, Inc. (BRBS) and Arthur J. Gallagher & Co. (AJG). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BRBS | AJG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.29 | ||
| Sortino ratioReturn per unit of downside risk | +1.83 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 0.91 | +0.23 |
| Calmar ratioReturn relative to maximum drawdown | 1.03 | -0.48 | +1.51 |
| Martin ratioReturn relative to average drawdown | 2.00 | -0.80 | +2.81 |
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Drawdowns
BRBS vs. AJG - Drawdown Comparison
The maximum BRBS drawdown since its inception was -88.26%, which is greater than AJG's maximum drawdown of -57.49%. Use the drawdown chart below to compare losses from any high point for BRBS and AJG.
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Drawdown Indicators
| BRBS | AJG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -88.26% | -57.49% | -30.77% |
Max Drawdown (1Y)Largest decline over 1 year | -17.76% | -38.64% | +20.88% |
Max Drawdown (3Y)Largest decline over 3 years | -77.38% | -44.40% | -32.98% |
Max Drawdown (5Y)Largest decline over 5 years | -88.26% | -44.40% | -43.86% |
Max Drawdown (10Y)Largest decline over 10 years | -88.26% | -44.40% | -43.86% |
Current DrawdownCurrent decline from peak | -76.23% | -26.47% | -49.76% |
Average DrawdownAverage peak-to-trough decline | -50.93% | -12.87% | -38.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.11% | 22.93% | -13.82% |
Volatility
BRBS vs. AJG - Volatility Comparison
The current volatility for Blue Ridge Bankshares, Inc. (BRBS) is 6.04%, while Arthur J. Gallagher & Co. (AJG) has a volatility of 9.41%. This indicates that BRBS experiences smaller price fluctuations and is considered to be less risky than AJG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRBS | AJG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.04% | 9.41% | -3.37% |
Volatility (6M)Calculated over the trailing 6-month period | 16.84% | 23.66% | -6.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.61% | 29.22% | -1.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 46.21% | 23.31% | +22.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.68% | 23.16% | +18.52% |
Dividends
BRBS vs. AJG - Dividend Comparison
BRBS's dividend yield for the trailing twelve months is around 24.78%, more than AJG's 1.07% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AJG Arthur J. Gallagher & Co. | 1.07% | 1.00% | 0.85% | 0.98% | 1.08% | 1.13% | 1.46% | 1.81% | 2.23% | 2.47% | 2.93% | 3.62% |
BRBS Blue Ridge Bankshares, Inc. | 24.78% | 5.85% | 0.00% | 8.09% | 3.90% | 2.43% | 2.40% | 2.04% | 3.13% | 1.88% | 2.07% | 2.83% |
Financials
BRBS vs. AJG - Financials Comparison
This section allows you to compare key financial metrics between Blue Ridge Bankshares, Inc. and Arthur J. Gallagher & Co.. 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
Frequently Asked Questions
BRBS and AJG have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AJG has higher volatility (9.41%) compared to BRBS (6.04%). In terms of maximum drawdown, BRBS dropped -88.26% vs AJG's -57.49%.
BRBS currently has the higher Sharpe Ratio (0.66 vs -0.63), 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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