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GIS vs. AJG
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

GIS vs. AJG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in General Mills, Inc. (GIS) and Arthur J. Gallagher & Co. (AJG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, GIS achieves a -16.19% return, which is significantly lower than AJG's -3.47% return. Over the past 10 years, GIS has underperformed AJG with an annualized return of -2.69%, while AJG has yielded a comparatively higher 19.48% annualized return.


GIS

1D
-1.14%
1M
13.09%
6M
-13.54%
YTD
-16.19%
1Y
-19.76%
3Y*
-17.88%
5Y*
-5.14%
10Y*
-2.69%
ALL TIME*
9.20%

AJG

1D
-2.14%
1M
15.96%
6M
-1.99%
YTD
-3.47%
1Y
-18.57%
3Y*
5.32%
5Y*
12.98%
10Y*
19.48%
ALL TIME*
12.55%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GIS vs. AJG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GIS
General Mills, Inc.
-16.19%-23.75%1.45%-19.97%28.09%18.53%13.60%43.13%-31.57%-0.65%
AJG
Arthur J. Gallagher & Co.
-3.47%-8.03%27.34%20.51%12.44%39.02%32.12%31.79%19.19%25.04%

Correlation

The correlation between GIS and AJG is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.27

Correlation (3Y)
Calculated over the trailing 3-year period

0.25

Correlation (5Y)
Calculated over the trailing 5-year period

0.27

Correlation (10Y)
Calculated over the trailing 10-year period

0.25

Correlation (All Time)
Calculated using the full available price history since Sep 7, 1984

0.19

Fundamentals

Market Cap

GIS:

$19.83B

AJG:

$63.78B

EPS

GIS:

-$0.16

AJG:

$5.74

PS Ratio

GIS:

1.09

AJG:

4.64

Total Revenue (TTM)

GIS:

$18.42B

AJG:

$13.94B

Gross Profit (TTM)

GIS:

$6.19B

AJG:

$7.63B

EBITDA (TTM)

GIS:

$300.90M

AJG:

$3.66B

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Return for Risk

GIS vs. AJG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GIS
GIS Risk / Return Rank: 1717
Overall Rank
GIS Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
GIS Sortino Ratio Rank: 1414
Sortino Ratio Rank
GIS Omega Ratio Rank: 1515
Omega Ratio Rank
GIS Calmar Ratio Rank: 2424
Calmar Ratio Rank
GIS Martin Ratio Rank: 2121
Martin Ratio Rank

AJG
AJG Risk / Return Rank: 2222
Overall Rank
AJG Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
AJG Sortino Ratio Rank: 1818
Sortino Ratio Rank
AJG Omega Ratio Rank: 1818
Omega Ratio Rank
AJG Calmar Ratio Rank: 2828
Calmar Ratio Rank
AJG Martin Ratio Rank: 2929
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GIS vs. AJG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for General Mills, Inc. (GIS) 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.


GISAJGDifference
Sharpe ratioReturn per unit of total volatility

-0.13

Sortino ratioReturn per unit of downside risk

-0.27

Omega ratioGain probability vs. loss probability

0.89

0.91

-0.02

Calmar ratioReturn relative to maximum drawdown

-0.58

-0.48

-0.09

Martin ratioReturn relative to average drawdown

-1.11

-0.81

-0.30

GIS vs. AJG - Sharpe Ratio Comparison

The current GIS Sharpe Ratio is -0.75, which is comparable to the AJG Sharpe Ratio of -0.63. The chart below compares the historical Sharpe Ratios of GIS and AJG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

GIS vs. AJG - Drawdown Comparison

The maximum GIS drawdown since its inception was -59.63%, roughly equal to the maximum AJG drawdown of -57.49%. Use the drawdown chart below to compare losses from any high point for GIS and AJG.


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Drawdown Indicators


GISAJGDifference

Max Drawdown

Largest peak-to-trough decline

-59.63%

-57.49%

-2.14%

Max Drawdown (1Y)

Largest decline over 1 year

-34.48%

-38.59%

+4.11%

Max Drawdown (3Y)

Largest decline over 3 years

-53.45%

-44.40%

-9.05%

Max Drawdown (5Y)

Largest decline over 5 years

-59.63%

-44.40%

-15.23%

Max Drawdown (10Y)

Largest decline over 10 years

-59.63%

-44.40%

-15.23%

Current Drawdown

Current decline from peak

-52.58%

-27.89%

-24.69%

Average Drawdown

Average peak-to-trough decline

-10.39%

-12.88%

+2.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

17.86%

23.09%

-5.23%

Volatility

GIS vs. AJG - Volatility Comparison

General Mills, Inc. (GIS) has a higher volatility of 13.02% compared to Arthur J. Gallagher & Co. (AJG) at 11.18%. This indicates that GIS'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


GISAJGDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.02%

11.18%

+1.84%

Volatility (6M)

Calculated over the trailing 6-month period

21.43%

24.19%

-2.76%

Volatility (1Y)

Calculated over the trailing 1-year period

26.40%

29.73%

-3.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.90%

23.44%

-1.54%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.42%

23.25%

-0.83%

Dividends

GIS vs. AJG - Dividend Comparison

GIS's dividend yield for the trailing twelve months is around 6.57%, more than AJG's 1.09% yield.


PositionTTM20252024202320222021202020192018201720162015
AJG
Arthur J. Gallagher & Co.
1.09%1.00%0.85%0.98%1.08%1.13%1.46%1.81%2.23%2.47%2.93%3.62%
GIS
General Mills, Inc.
6.57%5.20%3.73%3.47%2.50%3.03%3.37%3.66%5.03%3.27%3.01%3.00%

Financials

GIS vs. AJG - Financials Comparison

This section allows you to compare key financial metrics between General Mills, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


2.00B3.00B4.00B5.00B20222023202420252026
4.61B
3.63B
(GIS) Total Revenue
(AJG) Total Revenue
Values in USD except per share items

GIS vs. AJG - Profitability Comparison

The chart below illustrates the profitability comparison between General Mills, Inc. and Arthur J. Gallagher & Co. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%70.0%80.0%90.0%20222023202420252026
34.8%
39.1%
Portfolio components
GIS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, General Mills, Inc. reported a gross profit of 1.60B and revenue of 4.61B. Therefore, the gross margin over that period was 34.8%.

AJG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 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%.

GIS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, General Mills, Inc. reported an operating income of -2.09B and revenue of 4.61B, resulting in an operating margin of -45.4%.

AJG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 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%.

GIS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, General Mills, Inc. reported a net income of -2.01B and revenue of 4.61B, resulting in a net margin of -43.6%.

AJG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 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


GIS and AJG have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

GIS has higher volatility (13.02%) compared to AJG (11.18%). In terms of maximum drawdown, GIS dropped -59.63% vs AJG's -57.49%.

AJG currently has the higher Sharpe Ratio (-0.63 vs -0.75), 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.

Portfolio Optimizer

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