COMP <GO>
AJG vs BAC // 10Y YIELD & FRED MACRO BETA
Arthur J. Gallagher & Co. (NYSE) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: AJG 7
— BAC 7
▲ 10Y YIELD & FRED MACRO BETA LEADER: AJG
LAST: $276.07 (+2.93%) • MKT CAP: $68.74B
macro-sensitivity
1.00
LAST: $50.01 (-2.21%) • MKT CAP: $357.61B
macro-sensitivity
0.90
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AJG VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AJG | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.30% | 2.50% | +2.80 | AJG | /roic <GO> |
| EV/EBITDA & P/E Valuation | 30.7x | 30.2x | +0.50 | BAC | /valuation <GO> |
| Free Cash Flow Yield | 1.89% | 2.10% | -0.21 | BAC | /fcf-yield <GO> |
| Operating Margin | 13.10% | 32.90% | -19.80 | BAC | /operating-margins <GO> |
| Net Profit Margin | 10.70% | 27.00% | -16.30 | BAC | /net-margins <GO> |
| Revenue Growth (YoY) | 20.70% | 6.80% | +13.90 | AJG | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.97% | 0.00% | +0.97 | AJG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.30 | 0.45 | +0.85 | AJG | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 7/9 | +2.00 | AJG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.90% | 6.60% | +0.30 | BAC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 69.5 | 27.7 | +41.85 | AJG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.00 | 0.90 | +0.10 | AJG | /macro-sensitivity <GO> |
| Forward P/E Multiple | 38.6x | 10.9x | +27.70 | BAC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $68.74B | $357.61B | -$288.87B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AJG REV | BAC REV | AJG GROSS % | BAC GROSS % | AJG FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $13.94B | $113.10B | 44.0% | 44.0% | $1.30B | $7.52B |
| FY 2024 | $11.55B | $105.86B | 44.0% | 44.0% | $2.06B | -$13.57B |
| FY 2023 | $10.07B | $102.77B | 44.0% | 44.0% | $1.58B | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AJG // BETA 1.00
BAC // BETA 0.90