A Business at a Glance
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Arthur J. Gallagher & Co. and its subsidiaries, collectively referred to herein as we, our, us or Gallagher, are engaged in providing insurance brokerage, reinsurance brokerage, consulting, and third-party property/casualty claims settlement and administration services to entities and individuals around the world. We believe that our major strength is our ability to deliver comprehensively structured insurance, reinsurance and risk management solutions, superior claim outcomes and comprehensive consulting services to our clients. Our brokerage segment operations provide brokerage and consulting services to entities of all types, including commercial, nonprofit, public sector entities, insurance companies and insurance capital providers, and to a lesser extent, individuals, in the areas of insurance and reinsurance placements, risk of loss management, and management of employer sponsored benefit programs.
| Metric | TTM | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|---|
| Revenue | 13.9B | 13.9B | 11.6B | 10.1B | 8.6B | 8.2B |
| Net Income | 1.5B | 1.5B | 1.5B | 970M | 1.1B | 907M |
| EPS | $5.74 | $5.74 | $6.50 | $4.42 | $5.19 | $4.37 |
| Free Cash Flow | 1.8B | 1.8B | 2.4B | 1.8B | 1.2B | 1.6B |
| ROIC | 4.3% | 4.4% | 4.4% | 5.5% | 7.6% | 6.3% |
| Gross Margin | 43.8% | 43.8% | 43.6% | 43.6% | 76.4% | 64.3% |
| Debt/Equity | 0.55 | 0.55 | 0.64 | 0.71 | 0.64 | 0.71 |
| Dividends/Share | $2.56 | $2.60 | $2.40 | $2.20 | $2.04 | $1.92 |
| Operating Income | 1.9B | 1.9B | 1.9B | 1.2B | 1.3B | 975M |
| Operating Margin | 13.4% | 13.4% | 16.2% | 11.8% | 15.5% | 11.9% |
| ROE | 6.4% | 6.9% | 7.3% | 9.0% | 12.2% | 10.7% |
| Shares Outstanding | 260M | 260M | 225M | 219M | 215M | 208M |
Arthur J. Gallagher & Co. passes 3 of 9 quality checks, indicating weak fundamentals.
Arthur J. Gallagher & Co. trades at 38.8x trailing earnings, compared to its 15-year median P/E of 31.5x, suggesting it is currently Fair relative to its historical range. On a free-cash-flow basis, the stock trades at 32.0x vs a median of 20.4x. The company's 5-year average ROIC is 5.6% with a gross margin of 54.3%. Total shareholder yield (dividends) is 1.2%. At current prices, the estimated annualized return to fair value is +7.8%.
Arthur J. Gallagher & Co. (AJG) has a current P/E ratio of 38.8, compared to its historical median P/E of 31.5. The stock is currently considered Fair based on its historical valuation range.
Arthur J. Gallagher & Co. (AJG) has a 5-year average return on invested capital (ROIC) of 5.6%. This is below average and may indicate limited pricing power.
Arthur J. Gallagher & Co. (AJG) has a market capitalization of $57.9B. It is classified as a large-cap stock.
Yes, Arthur J. Gallagher & Co. (AJG) pays a dividend with a trailing twelve-month yield of 1.15%.
Based on historical P/E analysis, Arthur J. Gallagher & Co. (AJG) appears fair. The current P/E of 38.8 is 23% above its historical median of 31.5. The estimated fair value CAGR (P/E method) is 8.1%.
Arthur J. Gallagher & Co. (AJG) operates in the Insurance Agents, Brokers & Service industry, within the Financials sector.
Arthur J. Gallagher & Co. (AJG) reported annual revenue of $13.9 billion in its most recent fiscal year, based on SEC EDGAR filings.
Arthur J. Gallagher & Co. (AJG) has a net profit margin of 10.7%. This is a healthy margin.
Arthur J. Gallagher & Co. (AJG) generated $1.8 billion in free cash flow in its most recent fiscal year. Positive free cash flow supports dividends, buybacks, and debt reduction.
Arthur J. Gallagher & Co. (AJG) has a debt-to-equity ratio of 0.55. This indicates moderate leverage.
Arthur J. Gallagher & Co. (AJG) reported earnings per share (EPS) of $5.74 in its most recent fiscal year.
Arthur J. Gallagher & Co. (AJG) has a return on equity (ROE) of 6.9%. This indicates moderate shareholder returns.
Arthur J. Gallagher & Co. (AJG) has a 5-year average gross margin of 54.3%. This high margin suggests strong pricing power and a potential competitive moat.
The Ledger Terminal provides 18 years of financial data for Arthur J. Gallagher & Co. (AJG), sourced directly from SEC EDGAR filings. This includes income statements, balance sheets, cash flow statements, and key financial ratios.
Arthur J. Gallagher & Co. (AJG) has a book value per share of $89.60, based on its most recent annual SEC filing.