EXC vs. AJG
EXC (Exelon Corporation) and AJG (Arthur J. Gallagher & Co.) are both stocks. EXC operates in Utilities - Diversified (Utilities), while AJG operates in Insurance Brokers (Financial Services). Over the past 10 years, EXC returned 10.63%/yr vs 18.56%/yr for AJG. At a 0.20 correlation, their price movements are largely independent.
Performance
EXC vs. AJG - Performance Comparison
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Returns By Period
In the year-to-date period, EXC achieves a 7.92% return, which is significantly higher than AJG's -14.95% return. Over the past 10 years, EXC has underperformed AJG with an annualized return of 10.63%, while AJG has yielded a comparatively higher 18.56% annualized return.
EXC
- 1D
- 1.54%
- 1M
- 5.36%
- YTD
- 7.92%
- 6M
- 7.97%
- 1Y
- 9.71%
- 3Y*
- 9.48%
- 5Y*
- 10.71%
- 10Y*
- 10.63%
AJG
- 1D
- -1.00%
- 1M
- 14.28%
- YTD
- -14.95%
- 6M
- -13.82%
- 1Y
- -30.92%
- 3Y*
- 2.53%
- 5Y*
- 9.77%
- 10Y*
- 18.56%
EXC vs. AJG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXC Exelon Corporation | 7.92% | 20.02% | 10.29% | -13.96% | 8.29% | 41.48% | -3.87% | 4.27% | 18.33% | 15.08% |
AJG Arthur J. Gallagher & Co. | -14.95% | -8.03% | 27.34% | 20.51% | 12.44% | 39.02% | 32.12% | 31.79% | 19.19% | 25.04% |
Correlation
The correlation between EXC and AJG is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.32 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.32 |
Correlation (All Time) Calculated using the full available price history since Sep 7, 1984 | 0.20 |
The correlation between EXC and AJG shifts across timeframes, from 0.18 (1 year) to 0.32 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
EXC:
$2.74
AJG:
$5.74
EXC:
16.85
AJG:
38.12
EXC:
1.37
AJG:
3.95
EXC:
1.89
AJG:
4.08
EXC:
$24.79B
AJG:
$13.94B
EXC:
$7.32B
AJG:
$7.63B
EXC:
$7.82B
AJG:
$3.66B
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Return for Risk
EXC vs. AJG — Risk / Return Rank
EXC
AJG
EXC vs. AJG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Exelon Corporation (EXC) 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.
| EXC | AJG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.65 | ||
| Sortino ratioReturn per unit of downside risk | +2.38 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 0.81 | +0.29 |
| Calmar ratioReturn relative to maximum drawdown | 0.71 | -0.76 | +1.47 |
| Martin ratioReturn relative to average drawdown | 1.72 | -1.30 | +3.02 |
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Drawdowns
EXC vs. AJG - Drawdown Comparison
The maximum EXC drawdown since its inception was -62.27%, which is greater than AJG's maximum drawdown of -57.49%. Use the drawdown chart below to compare losses from any high point for EXC and AJG.
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Drawdown Indicators
| EXC | AJG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.27% | -57.49% | -4.78% |
Max Drawdown (1Y)Largest decline over 1 year | -13.74% | -40.64% | +26.90% |
Max Drawdown (3Y)Largest decline over 3 years | -20.74% | -44.40% | +23.66% |
Max Drawdown (5Y)Largest decline over 5 years | -29.06% | -44.40% | +15.34% |
Max Drawdown (10Y)Largest decline over 10 years | -40.04% | -44.40% | +4.36% |
Current DrawdownCurrent decline from peak | -7.25% | -36.46% | +29.21% |
Average DrawdownAverage peak-to-trough decline | -20.04% | -12.83% | -7.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.67% | 23.87% | -18.20% |
Volatility
EXC vs. AJG - Volatility Comparison
The current volatility for Exelon Corporation (EXC) is 6.04%, while Arthur J. Gallagher & Co. (AJG) has a volatility of 8.37%. This indicates that EXC 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
| EXC | AJG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.04% | 8.37% | -2.33% |
Volatility (6M)Calculated over the trailing 6-month period | 14.37% | 22.48% | -8.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.32% | 27.85% | -9.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.68% | 22.98% | -2.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.94% | 23.08% | +0.86% |
Dividends
EXC vs. AJG - Dividend Comparison
EXC's dividend yield for the trailing twelve months is around 3.55%, more than AJG's 1.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AJG Arthur J. Gallagher & Co. | 1.23% | 1.00% | 0.85% | 0.98% | 1.08% | 1.13% | 1.46% | 1.81% | 2.23% | 2.47% | 2.93% | 3.62% |
EXC Exelon Corporation | 3.55% | 3.67% | 5.05% | 4.01% | 3.12% | 2.65% | 3.62% | 3.18% | 3.06% | 3.32% | 3.56% | 4.47% |
Financials
EXC vs. AJG - Financials Comparison
This section allows you to compare key financial metrics between Exelon 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.
Total Revenue: Total amount of money received from sales and other business activities
EXC vs. AJG - Profitability Comparison
EXC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Exelon Corporation reported a gross profit of 3.39B and revenue of 7.24B. Therefore, the gross margin over that period was 46.9%.
AJG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Arthur J. Gallagher & Co. reported a gross profit of 1.42B and revenue of 3.63B. Therefore, the gross margin over that period was 39.1%.
EXC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Exelon Corporation reported an operating income of 1.61B and revenue of 7.24B, resulting in an operating margin of 22.2%.
AJG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Arthur J. Gallagher & Co. reported an operating income of 341.00M and revenue of 3.63B, resulting in an operating margin of 9.4%.
EXC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Exelon Corporation reported a net income of 919.00M and revenue of 7.24B, resulting in a net margin of 12.7%.
AJG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Arthur J. Gallagher & Co. reported a net income of 151.00M and revenue of 3.63B, resulting in a net margin of 4.2%.
Frequently Asked Questions
EXC and AJG have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AJG has higher volatility (8.37%) compared to EXC (6.04%). In terms of maximum drawdown, EXC dropped -62.27% vs AJG's -57.49%.
EXC currently has the higher Sharpe Ratio (0.53 vs -1.12), 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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