FIX vs. AJG
FIX (Comfort Systems USA, Inc.) and AJG (Arthur J. Gallagher & Co.) are both stocks. FIX operates in Engineering & Construction (Industrials), while AJG operates in Insurance Brokers (Financial Services). Over the past 10 years, FIX returned 50.73%/yr vs 17.92%/yr for AJG. At a 0.29 correlation, their price movements are largely independent.
Performance
FIX vs. AJG - Performance Comparison
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Returns By Period
In the year-to-date period, FIX achieves a 98.62% return, which is significantly higher than AJG's -17.35% return. Over the past 10 years, FIX has outperformed AJG with an annualized return of 50.73%, while AJG has yielded a comparatively lower 17.92% annualized return.
FIX
- 1D
- 0.44%
- 1M
- -5.10%
- YTD
- 98.62%
- 6M
- 87.34%
- 1Y
- 263.59%
- 3Y*
- 127.92%
- 5Y*
- 85.83%
- 10Y*
- 50.73%
AJG
- 1D
- -1.67%
- 1M
- 7.22%
- YTD
- -17.35%
- 6M
- -10.08%
- 1Y
- -34.63%
- 3Y*
- 1.87%
- 5Y*
- 9.17%
- 10Y*
- 17.92%
FIX vs. AJG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIX Comfort Systems USA, Inc. | 98.62% | 120.86% | 106.89% | 79.62% | 16.98% | 88.98% | 6.73% | 15.07% | 0.73% | 32.13% |
AJG Arthur J. Gallagher & Co. | -17.35% | -8.03% | 27.34% | 20.51% | 12.44% | 39.02% | 32.12% | 31.79% | 19.19% | 25.04% |
Correlation
The correlation between FIX and AJG is -0.11, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.04 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Jun 27, 1997 | 0.29 |
The correlation between FIX and AJG shifts across timeframes, from -0.11 (1 year) to 0.30 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
FIX:
$34.64
AJG:
$5.74
FIX:
53.47
AJG:
37.04
FIX:
0.81
AJG:
3.84
FIX:
6.45
AJG:
3.97
FIX:
$10.14B
AJG:
$13.94B
FIX:
$2.55B
AJG:
$7.63B
FIX:
$1.70B
AJG:
$3.66B
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Return for Risk
FIX vs. AJG — Risk / Return Rank
FIX
AJG
FIX vs. AJG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Comfort Systems USA, Inc. (FIX) 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.
| FIX | AJG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +6.22 | ||
| Sortino ratioReturn per unit of downside risk | +6.61 | ||
| Omega ratioGain probability vs. loss probability | 1.65 | 0.78 | +0.87 |
| Calmar ratioReturn relative to maximum drawdown | 19.28 | -0.85 | +20.13 |
| Martin ratioReturn relative to average drawdown | 59.72 | -1.47 | +61.20 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FIX | AJG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 4.98 | -1.25 | +6.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.94 | 0.40 | +1.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.20 | 0.78 | +0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.47 | -0.07 |
Drawdowns
FIX vs. AJG - Drawdown Comparison
The maximum FIX drawdown since its inception was -93.36%, which is greater than AJG's maximum drawdown of -57.49%. Use the drawdown chart below to compare losses from any high point for FIX and AJG.
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Drawdown Indicators
| FIX | AJG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.36% | -57.49% | -35.87% |
Max Drawdown (1Y)Largest decline over 1 year | -13.77% | -40.64% | +26.87% |
Max Drawdown (3Y)Largest decline over 3 years | -46.05% | -44.40% | -1.65% |
Max Drawdown (5Y)Largest decline over 5 years | -46.05% | -44.40% | -1.65% |
Max Drawdown (10Y)Largest decline over 10 years | -49.68% | -44.40% | -5.28% |
Current DrawdownCurrent decline from peak | -9.28% | -38.26% | +28.98% |
Average DrawdownAverage peak-to-trough decline | -38.08% | -12.83% | -25.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.46% | 24.06% | -19.60% |
Volatility
FIX vs. AJG - Volatility Comparison
Comfort Systems USA, Inc. (FIX) has a higher volatility of 12.60% compared to Arthur J. Gallagher & Co. (AJG) at 8.97%. This indicates that FIX'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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Volatility by Period
| FIX | AJG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.60% | 8.97% | +3.63% |
Volatility (6M)Calculated over the trailing 6-month period | 37.27% | 22.42% | +14.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 53.46% | 27.95% | +25.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 44.49% | 22.96% | +21.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.35% | 23.08% | +19.27% |
Dividends
FIX vs. AJG - Dividend Comparison
FIX's dividend yield for the trailing twelve months is around 0.14%, less than AJG's 1.27% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AJG Arthur J. Gallagher & Co. | 1.27% | 1.00% | 0.85% | 0.98% | 1.08% | 1.13% | 1.46% | 1.81% | 2.23% | 2.47% | 2.93% | 3.62% |
FIX Comfort Systems USA, Inc. | 0.14% | 0.21% | 0.28% | 0.41% | 0.49% | 0.49% | 0.81% | 0.79% | 0.76% | 0.68% | 0.83% | 0.88% |
Financials
FIX vs. AJG - Financials Comparison
This section allows you to compare key financial metrics between Comfort Systems USA, Inc. 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
FIX vs. AJG - Profitability Comparison
FIX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Comfort Systems USA, Inc. reported a gross profit of 754.41M and revenue of 2.87B. Therefore, the gross margin over that period was 26.3%.
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%.
FIX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Comfort Systems USA, Inc. reported an operating income of 485.72M and revenue of 2.87B, resulting in an operating margin of 17.0%.
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%.
FIX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Comfort Systems USA, Inc. reported a net income of 370.38M and revenue of 2.87B, resulting in a net margin of 12.9%.
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
FIX and AJG have a correlation of -0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FIX has higher volatility (12.60%) compared to AJG (8.97%). In terms of maximum drawdown, FIX dropped -93.36% vs AJG's -57.49%.
FIX currently has the higher Sharpe Ratio (4.98 vs -1.25), 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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