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 | 28.36% | 30.10% |
| 1Y Return | 53.97% | 19.40% |
| 3Y Return (Ann) | 25.35% | 23.14% |
| 5Y Return (Ann) | 21.26% | 27.79% |
| 10Y Return (Ann) | 20.22% | 22.15% |
| Sharpe Ratio | 1.92 | 1.09 |
| Sortino Ratio | 2.70 | 1.45 |
| Omega Ratio | 1.36 | 1.20 |
| Calmar Ratio | 2.02 | 1.58 |
| Martin Ratio | 7.20 | 4.12 |
| Ulcer Index | 7.29% | 4.90% |
| Daily Std Dev | 27.35% | 18.56% |
| Max Drawdown | -50.74% | -57.95% |
| Current Drawdown | -21.92% | -3.00% |
Fundamentals
| ERIE | AJG | |
|---|---|---|
| Market Cap | $21.37B | $63.79B |
| EPS | $11.21 | $5.38 |
| PE Ratio | 38.18 | 54.03 |
| PEG Ratio | 3.05 | 1.00 |
| Total Revenue (TTM) | $3.69B | $11.20B |
| Gross Profit (TTM) | $633.56M | $7.65B |
| EBITDA (TTM) | $639.69M | $2.96B |
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 28.36% return, which is significantly lower than AJG's 30.10% return. Over the past 10 years, ERIE has underperformed AJG with an annualized return of 20.22%, while AJG has yielded a comparatively higher 22.15% annualized return. 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 1.20%, more than AJG's 0.81% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ERIE Erie Indemnity Company | 1.20% | 1.42% | 1.79% | 2.15% | 2.39% | 2.17% | 2.52% | 2.57% | 1.95% | 3.61% | 2.80% | 2.43% |
AJG Arthur J. Gallagher & Co. | 0.81% | 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) has a higher volatility of 11.96% compared to Arthur J. Gallagher & Co. (AJG) at 5.27%. This indicates that ERIE'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.
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