AJG (AJG) Stock Analysis

Verdict: HOLD

AJG offers defensive M&A revenue growth, but a 39.8x P/E and recent EPS misses cap short-term upside toward its $285 target.

Investment score: 52/100

The model assesses Arthur J. Gallagher & Co. (AJG) as a HOLD. While revenue expansion (+26.33%) and defensive characteristics (Beta 0.51) provide balance sheet stability, a demanding 39.84x P/E valuation relative to peer medians (~27.5x) limits short-term re-rating potential.

Peers

PeerP/EP/BP/SEV/EBITDAROIC %Net margin %
MRSH21.445.593.0118.180.14
BRO18.211.743.2212.020.18
RYAN42.389.921.6211.260.06
HGTY33.614.693.4062.610.02
BWIN-27.522.511.5082.65-0.05

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