AJG vs AON: stock comparison and AI forecast
Arthur J. Gallagher & Co. (AJG) and Aon Plc (AON) compared on price performance, valuation, profitability and the daily AI forecast. · Alpha · vs market
Share
AJG Arthur J. Gallagher & Co.
- Price
- $288.38 +46.5% · 6M
- Market Cap
- $73.91B
- P/E Ratio
- 47.8x
- Size
- large-cap
- AI Forecast
AON Aon Plc
- Price
- $330.16 +5.0% · 6M
- Market Cap
- $70.05B
- P/E Ratio
- 18.1x
- Size
- large-cap
- AI Forecast
Which one does the AI model favor?
Intratio's model scores both stocks every trading day. Sign in to see their current direction; the exact ratings and forecasts come with a plan or a free follow slot.
Six-month price performance
Closing prices rebased to 100 at the start of the window.
Key facts
- AJG and AON have similar market capitalizations ($73.91B and $70.05B).
- AON trades at 18.1 times trailing earnings, AJG at 47.8 times.
- Over the last six months AJG returned +46.5% and AON +5.0%.
- AON turns 21.0% of its revenue into net income, against 10.0% for AJG.
- AON carries 5.08 times debt per unit of equity, against 2.45 times for AJG.
- AON yields 0.96% in dividends and AJG 0.94%.
- Both companies share the SEC industry classification Insurance Agents, Brokers & Service.
Fundamentals side by side
Trailing twelve months.
Valuation & Market
| Metric | AJG | AON |
|---|---|---|
| Market Cap | $73.91B | $70.05B |
| P/E Ratio | 47.82x | 18.08x |
| P/B Ratio | 3.12x | 14.67x |
| Dividend Yield | 0.94% | 0.96% |
| EPS | $6.03 | $18.26 |
| Book Value/Share | $92.54 | $22.51 |
| Revenue/Share | $61.47 | $83.34 |
| FCF/Share | – | $15.39 |
Profitability & Margins
| Metric | AJG | AON |
|---|---|---|
| ROE | 6.6% | 55.2% |
| ROA | 1.9% | – |
| Gross Margin | 28.9% | – |
| Operating Margin | – | 37.0% |
| Net Margin | 10.0% | 21.0% |
| EBT Margin | 12.6% | 40.5% |
| Tax Rate | 20.6% | 21.7% |
Financial Health
| Metric | AJG | AON |
|---|---|---|
| Current Ratio | 1.05x | 1.58x |
| D/E Ratio | 2.45x | 5.08x |
| Financial Leverage | 3.45x | – |
| Interest Coverage | – | 1.3x |
| Working Capital | $2.28B | $14.72B |
Cash Flow
| Metric | AJG | AON |
|---|---|---|
| Operating Cash Flow | $2.45B | $3.57B |
| Free Cash Flow | – | $3.27B |
| Capital Spending | – | -$308M |
| OCF Growth YoY | 15.6% | 8.8% |
| FCF Growth YoY | – | 7.4% |
| FCF/Sales | – | 18.5% |
| CapEx/Sales | – | 1.7% |
Operational Efficiency
| Metric | AJG | AON |
|---|---|---|
| Asset Turnover | 0.19x | – |
| Receivables Turnover | 2.6x | 3.7x |
| Fixed Assets Turnover | 20.6x | 21.9x |
| Days Sales Outstanding | 141 days | 99 days |
Income Statement
| Metric | AJG | AON |
|---|---|---|
| Total Revenue | $15.75B | $17.68B |
| Operating Income | – | $4.65B |
| Net Income | $1.57B | $2.64B |
| Cost of Goods Sold | $11.20B | – |
Dividend & Shareholder Information
| Metric | AJG | AON |
|---|---|---|
| Dividends Per Share | $2.71 | $3.17 |
| Payout Ratio | 44.9% | 17.4% |
| Shares Outstanding | 256M | 212M |
| Net Income Growth | -4.3% | 0.0% |
| EPS Growth | -8.8% | 48.3% |
AJG vs AON: stock comparison and AI forecast
Which is bigger, AJG or AON?
AJG and AON have similar market capitalizations ($73.91B and $70.05B).
Which is cheaper on earnings, AJG or AON?
AON trades at 18.1 times trailing earnings, AJG at 47.8 times.
Which stock performed better over the last six months, AJG or AON?
Over the last six months AJG returned +46.5% and AON +5.0%.
Which one does Intratio's AI model rank higher, AJG or AON?
Intratio's model scores both stocks every trading day. Sign in to see their current direction; the exact ratings and forecasts come with a plan or a free follow slot.
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This analysis is generated automatically using our proprietary AI systems and should not be considered personalized investment advice. Past performance does not guarantee future results. Always conduct your own research and consider consulting a financial advisor before making investment decisions.