ERIE vs. AJG
Compare and contrast key facts about Erie Indemnity Company (ERIE) and Arthur J. Gallagher & Co. (AJG).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ERIE or AJG.
Key characteristics
| ERIE | AJG | |
|---|---|---|
| YTD Return | 22.25% | 11.81% |
| 1Y Return | 76.74% | 16.83% |
| 3Y Return (Ann) | 28.83% | 20.49% |
| 5Y Return (Ann) | 17.93% | 26.38% |
| 10Y Return (Ann) | 21.23% | 21.16% |
| Sharpe Ratio | 2.66 | 0.94 |
| Daily Std Dev | 29.18% | 17.55% |
| Max Drawdown | -50.74% | -57.95% |
| Current Drawdown | -2.27% | -1.97% |
Fundamentals
| ERIE | AJG | |
|---|---|---|
| Market Cap | $20.39B | $52.16B |
| EPS | $9.24 | $4.92 |
| PE Ratio | 42.21 | 48.52 |
| PEG Ratio | 3.05 | 2.09 |
| Revenue (TTM) | $3.40B | $10.08B |
| Gross Profit (TTM) | $376.21M | $3.64B |
| EBITDA (TTM) | $629.34M | $3.18B |
Correlation
The correlation between ERIE and AJG is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
ERIE vs. AJG - Performance Comparison
In the year-to-date period, ERIE achieves a 22.25% return, which is significantly higher than AJG's 11.81% return. Both investments have delivered pretty close results over the past 10 years, with ERIE having a 21.23% annualized return and AJG not far behind at 21.16%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
ERIE vs. AJG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Erie Indemnity Company (ERIE) 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.
Dividends
ERIE vs. AJG - Dividend Comparison
ERIE's dividend yield for the trailing twelve months is around 1.21%, more than AJG's 0.90% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ERIE Erie Indemnity Company | 1.21% | 1.42% | 1.79% | 2.15% | 2.37% | 2.15% | 2.50% | 2.55% | 1.93% | 3.58% | 2.78% | 2.41% |
AJG Arthur J. Gallagher & Co. | 0.90% | 0.98% | 1.08% | 1.13% | 1.46% | 1.81% | 2.23% | 2.47% | 2.93% | 3.62% | 3.06% | 2.98% |
Drawdowns
ERIE vs. AJG - Drawdown Comparison
The maximum ERIE drawdown since its inception was -50.74%, smaller than the maximum AJG drawdown of -57.95%. Use the drawdown chart below to compare losses from any high point for ERIE and AJG. For additional features, visit the drawdowns tool.
Volatility
ERIE vs. AJG - Volatility Comparison
Erie Indemnity Company (ERIE) and Arthur J. Gallagher & Co. (AJG) have volatilities of 4.40% and 4.30%, 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.
Financials
ERIE vs. AJG - Financials Comparison
This section allows you to compare key financial metrics between Erie Indemnity Company 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