PortfoliosLab logoPortfoliosLab logo
CFNB vs. AJG
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CFNB vs. AJG - Performance Comparison

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

Loading charts...

Returns By Period

In the year-to-date period, CFNB achieves a -97.57% return, which is significantly lower than AJG's -3.64% return. Over the past 10 years, CFNB has underperformed AJG with an annualized return of -26.25%, while AJG has yielded a comparatively higher 19.43% annualized return.


CFNB

1D
0.00%
1M
-98.00%
6M
-97.54%
YTD
-97.57%
1Y
-96.42%
3Y*
-65.47%
5Y*
-48.35%
10Y*
-26.25%
ALL TIME*
-14.47%

AJG

1D
-0.65%
1M
-1.84%
6M
1.67%
YTD
-3.64%
1Y
-11.82%
3Y*
4.91%
5Y*
13.78%
10Y*
19.43%
ALL TIME*
12.53%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$355.65M$371.39M$402.84M
$33.95$30.56$176.50K

CFNB vs. AJG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CFNB
California First Leasing Corporation
-97.57%18.72%40.36%3.72%-10.28%18.89%-8.95%17.74%-6.11%-3.58%
AJG
Arthur J. Gallagher & Co.
-3.64%-8.03%27.34%20.51%12.44%39.02%32.12%31.79%19.19%25.04%

Correlation

The correlation between CFNB and AJG is -0.02, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

-0.02

Correlation (3Y)
Balances recent behavior with more history.

-0.04

Correlation (5Y)
Shows whether the relationship held over a longer period.

-0.03

Correlation (10Y)
Provides a long-term view across more market conditions.

0.01

Correlation (All Time)
Calculated using the full available price history since Aug 29, 2006

0.11

The correlation between CFNB and AJG shifts across timeframes, from -0.04 (3 years) to 0.11 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

CFNB:

$6.10M

AJG:

$63.66B

EPS

CFNB:

$377.58

AJG:

$6.19

PE Ratio

CFNB:

0.09

AJG:

40.01

PEG Ratio

CFNB:

0.00

AJG:

4.15

PS Ratio

CFNB:

0.06

AJG:

4.31

Total Revenue (TTM)

CFNB:

$97.71M

AJG:

$14.97B

Gross Profit (TTM)

CFNB:

$94.08M

AJG:

$9.88B

EBITDA (TTM)

CFNB:

$95.07M

AJG:

$3.89B

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

CFNB vs. AJG — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

CFNB
CFNB Risk / Return Rank: 77
Overall Rank
CFNB Sharpe Ratio Rank: 55
Sharpe Ratio Rank
CFNB Sortino Ratio Rank: 2323
Sortino Ratio Rank
CFNB Omega Ratio Rank: 33
Omega Ratio Rank
CFNB Calmar Ratio Rank: 22
Calmar Ratio Rank
CFNB Martin Ratio Rank: 00
Martin Ratio Rank

AJG
AJG Risk / Return Rank: 2828
Overall Rank
AJG Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
AJG Sortino Ratio Rank: 2424
Sortino Ratio Rank
AJG Omega Ratio Rank: 2424
Omega Ratio Rank
AJG Calmar Ratio Rank: 3333
Calmar Ratio Rank
AJG Martin Ratio Rank: 3434
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

CFNB vs. AJG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for California First Leasing Corporation (CFNB) 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.


CFNBAJGDifference
Sharpe ratioReturn per unit of total volatility

-0.54

Sortino ratioReturn per unit of downside risk

-0.02

Omega ratioGain probability vs. loss probability

0.75

0.95

-0.20

Calmar ratioReturn relative to maximum drawdown

-0.99

-0.31

-0.68

Martin ratioReturn relative to average drawdown

-4.97

-0.53

-4.44

CFNB vs. AJG - Sharpe Ratio Comparison

The current CFNB Sharpe Ratio is -0.94, which is lower than the AJG Sharpe Ratio of -0.40. The chart below compares the historical Sharpe Ratios of CFNB and AJG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

CFNB vs. AJG - Drawdown Comparison

The maximum CFNB drawdown since its inception was -98.00%, which is greater than AJG's maximum drawdown of -57.49%. Use the drawdown chart below to compare losses from any high point for CFNB and AJG.


Loading charts...

Drawdown Indicators


CFNBAJGDifference

Max Drawdown

Largest peak-to-trough decline

-98.00%

-57.49%

-40.51%

Max Drawdown (1Y)

Largest decline over 1 year

-98.00%

-37.81%

-60.19%

Max Drawdown (3Y)

Largest decline over 3 years

-98.00%

-44.40%

-53.60%

Max Drawdown (5Y)

Largest decline over 5 years

-98.00%

-44.40%

-53.60%

Max Drawdown (10Y)

Largest decline over 10 years

-98.00%

-44.40%

-53.60%

Current Drawdown

Current decline from peak

-98.00%

-28.01%

-69.99%

Average Drawdown

Average peak-to-trough decline

-16.70%

-12.89%

-3.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

19.06%

22.43%

-3.37%

Volatility

CFNB vs. AJG - Volatility Comparison

California First Leasing Corporation (CFNB) has a higher volatility of 391.20% compared to Arthur J. Gallagher & Co. (AJG) at 11.03%. This indicates that CFNB's price experiences larger fluctuations and is considered to be riskier than AJG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


CFNBAJGDifference

Volatility (1M)

Calculated over the trailing 1-month period

391.20%

11.03%

+380.17%

Volatility (6M)

Calculated over the trailing 6-month period

391.62%

24.81%

+366.81%

Volatility (1Y)

Calculated over the trailing 1-year period

103.65%

29.97%

+73.68%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

47.10%

23.68%

+23.42%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.52%

23.39%

+13.13%

Dividends

CFNB vs. AJG - Dividend Comparison

CFNB has not paid dividends to shareholders, while AJG's dividend yield for the trailing twelve months is around 1.09%.


PositionTTM20252024202320222021202020192018201720162015
AJG
Arthur J. Gallagher & Co.
1.09%1.00%0.85%0.98%1.08%1.13%1.46%1.81%2.23%2.47%2.93%3.62%
CFNB
California First Leasing Corporation
0.00%0.00%0.03%0.00%0.00%0.06%0.07%0.06%0.07%0.06%0.06%0.07%

Financials

CFNB vs. AJG - Financials Comparison

This section allows you to compare key financial metrics between California First Leasing Corporation 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.


Quarterly
Annual

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


Values in USD except per share items

CFNB vs. AJG - Profitability Comparison

The chart below illustrates the profitability comparison between California First Leasing Corporation and Arthur J. Gallagher & Co. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

CFNB - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, California First Leasing Corporation reported a gross profit of 67.97M and revenue of 67.97M. Therefore, the gross margin over that period was 100.0%.

AJG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Arthur J. Gallagher & Co. reported a gross profit of 4.04B and revenue of 4.76B. Therefore, the gross margin over that period was 84.9%.

CFNB - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, California First Leasing Corporation reported an operating income of 67.05M and revenue of 67.97M, resulting in an operating margin of 98.7%.

AJG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Arthur J. Gallagher & Co. reported an operating income of 1.22B and revenue of 4.76B, resulting in an operating margin of 25.6%.

CFNB - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, California First Leasing Corporation reported a net income of 11.99M and revenue of 67.97M, resulting in a net margin of 17.6%.

AJG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Arthur J. Gallagher & Co. reported a net income of 822.00M and revenue of 4.76B, resulting in a net margin of 17.3%.


Frequently Asked Questions


CFNB and AJG have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CFNB has higher volatility (391.20%) compared to AJG (11.03%). In terms of maximum drawdown, CFNB dropped -98.00% vs AJG's -57.49%.

AJG currently has the higher Sharpe Ratio (-0.40 vs -0.94), 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.

Portfolio Optimizer

Find the right allocation for CFNB and AJG

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer