RYCEY vs. AJG
RYCEY (Rolls-Royce Holdings plc) and AJG (Arthur J. Gallagher & Co.) are both stocks. RYCEY operates in Aerospace & Defense (Industrials), while AJG operates in Insurance Brokers (Financial Services). Over the past 10 years, RYCEY returned 8.49%/yr vs 18.56%/yr for AJG. At a 0.23 correlation, their price movements are largely independent.
Performance
RYCEY vs. AJG - Performance Comparison
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Returns By Period
In the year-to-date period, RYCEY achieves a 12.43% return, which is significantly higher than AJG's -14.95% return. Over the past 10 years, RYCEY has underperformed AJG with an annualized return of 8.49%, while AJG has yielded a comparatively higher 18.56% annualized return.
RYCEY
- 1D
- 1.79%
- 1M
- 7.56%
- YTD
- 12.43%
- 6M
- 19.66%
- 1Y
- 46.06%
- 3Y*
- 113.04%
- 5Y*
- 61.46%
- 10Y*
- 8.49%
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%
RYCEY vs. AJG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RYCEY Rolls-Royce Holdings plc | 12.43% | 123.64% | 88.21% | 253.27% | -33.95% | 2.53% | -82.05% | -12.69% | -7.35% | 40.70% |
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 RYCEY and AJG is -0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.12 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.21 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Jul 7, 2014 | 0.23 |
The correlation between RYCEY and AJG shifts across timeframes, from -0.02 (1 year) to 0.23 (all time), reflecting how their relationship changes across market environments.
Fundamentals
RYCEY:
£0.99
AJG:
$5.74
RYCEY:
13.26
AJG:
38.12
RYCEY:
0.03
AJG:
3.95
RYCEY:
2.77
AJG:
4.08
RYCEY:
£40.04B
AJG:
$13.94B
RYCEY:
£10.10B
AJG:
$7.63B
RYCEY:
£8.04B
AJG:
$3.66B
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Return for Risk
RYCEY vs. AJG — Risk / Return Rank
RYCEY
AJG
RYCEY vs. AJG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rolls-Royce Holdings plc (RYCEY) 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.
| RYCEY | AJG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.34 | ||
| Sortino ratioReturn per unit of downside risk | +3.39 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 0.81 | +0.42 |
| Calmar ratioReturn relative to maximum drawdown | 2.13 | -0.76 | +2.89 |
| Martin ratioReturn relative to average drawdown | 5.98 | -1.30 | +7.27 |
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Drawdowns
RYCEY vs. AJG - Drawdown Comparison
The maximum RYCEY drawdown since its inception was -99.07%, which is greater than AJG's maximum drawdown of -57.49%. Use the drawdown chart below to compare losses from any high point for RYCEY and AJG.
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Drawdown Indicators
| RYCEY | AJG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.07% | -57.49% | -41.58% |
Max Drawdown (1Y)Largest decline over 1 year | -21.75% | -40.64% | +18.89% |
Max Drawdown (3Y)Largest decline over 3 years | -23.37% | -44.40% | +21.03% |
Max Drawdown (5Y)Largest decline over 5 years | -62.01% | -44.40% | -17.61% |
Max Drawdown (10Y)Largest decline over 10 years | -94.64% | -44.40% | -50.24% |
Current DrawdownCurrent decline from peak | -77.68% | -36.46% | -41.22% |
Average DrawdownAverage peak-to-trough decline | -84.15% | -12.83% | -71.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.73% | 23.87% | -16.14% |
Volatility
RYCEY vs. AJG - Volatility Comparison
Rolls-Royce Holdings plc (RYCEY) has a higher volatility of 12.00% compared to Arthur J. Gallagher & Co. (AJG) at 8.37%. This indicates that RYCEY'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
| RYCEY | AJG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.00% | 8.37% | +3.63% |
Volatility (6M)Calculated over the trailing 6-month period | 32.70% | 22.48% | +10.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.88% | 27.85% | +10.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 43.48% | 22.98% | +20.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 49.35% | 23.08% | +26.27% |
Dividends
RYCEY vs. AJG - Dividend Comparison
RYCEY's dividend yield for the trailing twelve months is around 0.72%, less 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% |
RYCEY Rolls-Royce Holdings plc | 0.72% | 0.86% | 0.00% | 0.00% | 0.00% | 0.00% | 5.51% | 1.56% | 1.32% | 1.55% | 4.19% | 14.44% |
Financials
RYCEY vs. AJG - Financials Comparison
This section allows you to compare key financial metrics between Rolls-Royce Holdings plc 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
RYCEY vs. AJG - Profitability Comparison
RYCEY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Rolls-Royce Holdings plc reported a gross profit of 3.19B and revenue of 11.64B. Therefore, the gross margin over that period was 27.4%.
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%.
RYCEY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Rolls-Royce Holdings plc reported an operating income of 3.23B and revenue of 11.64B, resulting in an operating margin of 27.7%.
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%.
RYCEY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Rolls-Royce Holdings plc reported a net income of 1.42B and revenue of 11.64B, resulting in a net margin of 12.2%.
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
RYCEY and AJG have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RYCEY has higher volatility (12.00%) compared to AJG (8.37%). In terms of maximum drawdown, RYCEY dropped -99.07% vs AJG's -57.49%.
RYCEY currently has the higher Sharpe Ratio (1.22 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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