COMP <GO>
AJG vs AON // REVENUE GROWTH (YOY)
Arthur J. Gallagher & Co. (NYSE) VS. Aon plc (Ireland) (Class A) (NYSE) • 15-METRIC TALLY: AJG 5
— AON 7
▲ REVENUE GROWTH (YOY) LEADER: AJG
LAST: $276.07 (+2.93%) • MKT CAP: $68.74B
revenue-growth
20.70%
LAST: $321.67 (+0.01%) • MKT CAP: $68.24B
revenue-growth
9.40%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AJG VS. AON)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AJG | AON | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.30% | 15.00% | -9.70 | AON | /roic <GO> |
| EV/EBITDA & P/E Valuation | 30.7x | 17.9x | +12.80 | AON | /valuation <GO> |
| Free Cash Flow Yield | 1.89% | 4.72% | -2.83 | AON | /fcf-yield <GO> |
| Operating Margin | 13.10% | 25.30% | -12.20 | AON | /operating-margins <GO> |
| Net Profit Margin | 10.70% | 21.50% | -10.80 | AON | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | 20.70% | 9.40% | +11.30 | AJG | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.97% | 0.92% | +0.05 | AJG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 7/9 | +2.00 | AJG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 61.5 | 69.4 | -7.90 | AON | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.00 | 0.94 | +0.06 | AJG | /macro-sensitivity <GO> |
| Forward P/E Multiple | 38.6x | 17.2x | +21.40 | AON | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $68.74B | $68.24B | $501.4M | AJG | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AJG REV | AON REV | AJG GROSS % | AON GROSS % | AJG FCF | AON FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $13.94B | $17.18B | — | — | $1.30B | $3.22B |
| FY 2024 | $11.55B | $15.70B | — | — | $2.06B | $2.82B |
| FY 2023 | $10.07B | $13.38B | — | — | $1.58B | $2.83B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AJG // BETA 1.00
AON // BETA 0.94