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.
Correlation
The correlation between ERIE and AJG is 0.37, 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
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Key characteristics
ERIE:
-0.13
AJG:
1.60
ERIE:
0.06
AJG:
2.20
ERIE:
1.01
AJG:
1.30
ERIE:
-0.11
AJG:
3.06
ERIE:
-0.20
AJG:
8.43
ERIE:
19.16%
AJG:
4.47%
ERIE:
33.23%
AJG:
22.08%
ERIE:
-50.74%
AJG:
-57.96%
ERIE:
-30.73%
AJG:
-0.87%
Fundamentals
ERIE:
$19.25B
AJG:
$86.62B
ERIE:
$11.76
AJG:
$6.49
ERIE:
31.30
AJG:
52.12
ERIE:
3.05
AJG:
1.32
ERIE:
4.93
AJG:
7.70
ERIE:
9.09
AJG:
3.78
ERIE:
$3.32B
AJG:
$12.03B
ERIE:
$1.70B
AJG:
$6.62B
ERIE:
$525.14M
AJG:
$3.39B
Returns By Period
In the year-to-date period, ERIE achieves a -8.67% return, which is significantly lower than AJG's 20.80% return. Over the past 10 years, ERIE has underperformed AJG with an annualized return of 19.22%, while AJG has yielded a comparatively higher 23.92% annualized return.
ERIE
-8.67%
-9.21%
-7.04%
-4.44%
20.28%
19.22%
AJG
20.80%
2.88%
16.63%
35.06%
33.09%
23.92%
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Risk-Adjusted Performance
ERIE vs. AJG — Risk-Adjusted Performance Rank
ERIE
AJG
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.
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Dividends
ERIE vs. AJG - Dividend Comparison
ERIE's dividend yield for the trailing twelve months is around 1.41%, more than AJG's 0.72% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ERIE Erie Indemnity Company | 1.41% | 1.24% | 1.42% | 1.79% | 2.15% | 2.39% | 2.17% | 2.52% | 2.57% | 1.95% | 3.61% | 2.80% |
AJG Arthur J. Gallagher & Co. | 0.72% | 0.85% | 0.98% | 1.08% | 1.13% | 1.46% | 1.81% | 2.23% | 2.47% | 2.93% | 3.62% | 3.06% |
Drawdowns
ERIE vs. AJG - Drawdown Comparison
The maximum ERIE drawdown since its inception was -50.74%, smaller than the maximum AJG drawdown of -57.96%. Use the drawdown chart below to compare losses from any high point for ERIE and AJG. For additional features, visit the drawdowns tool.
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Volatility
ERIE vs. AJG - Volatility Comparison
Erie Indemnity Company (ERIE) has a higher volatility of 15.36% compared to Arthur J. Gallagher & Co. (AJG) at 8.57%. 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.
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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
ERIE vs. AJG - Profitability Comparison
ERIE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Erie Indemnity Company reported a gross profit of 989.40M and revenue of 989.40M. 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 May 2025, Arthur J. Gallagher & Co. reported a gross profit of 3.24B and revenue of 3.73B. Therefore, the gross margin over that period was 86.8%.
ERIE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Erie Indemnity Company reported an operating income of 151.38M and revenue of 989.40M, resulting in an operating margin of 15.3%.
AJG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Arthur J. Gallagher & Co. reported an operating income of 1.34B and revenue of 3.73B, resulting in an operating margin of 35.9%.
ERIE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Erie Indemnity Company reported a net income of 138.42M and revenue of 989.40M, resulting in a net margin of 14.0%.
AJG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Arthur J. Gallagher & Co. reported a net income of 704.40M and revenue of 3.73B, resulting in a net margin of 18.9%.