COMP <GO>
AJG vs BRK-B // ALTMAN Z-SCORE & DEBT/EQUITY
Arthur J. Gallagher & Co. (NYSE) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: AJG 5
— BRK-B 9
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: BRK-B
LAST: $276.07 (+2.93%) • MKT CAP: $68.74B
balance-sheet
1.30
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
balance-sheet
2.85
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AJG VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AJG | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.30% | 11.47% | -6.17 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | 30.7x | 9.7x | +21.02 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | 1.89% | 2.09% | -0.20 | BRK-B | /fcf-yield <GO> |
| Operating Margin | 13.10% | 27.80% | -14.70 | BRK-B | /operating-margins <GO> |
| Net Profit Margin | 10.70% | 22.30% | -11.60 | BRK-B | /net-margins <GO> |
| Revenue Growth (YoY) | 20.70% | 3.93% | +16.77 | AJG | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.97% | 0.00% | +0.97 | AJG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 1.30 | 2.85 | -1.55 | BRK-B | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 4/9 | +5.00 | AJG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.90% | 3.55% | +3.35 | BRK-B | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 69.5 | 66.8 | +2.70 | AJG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.00 | 0.61 | +0.39 | AJG | /macro-sensitivity <GO> |
| Forward P/E Multiple | 38.6x | 24.3x | +14.26 | BRK-B | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $68.74B | $1.16T | -$1.09T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AJG REV | BRK-B REV | AJG GROSS % | BRK-B GROSS % | AJG FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $13.94B | $371.44B | 44.0% | — | $1.30B | $25.04B |
| FY 2024 | $11.55B | $371.43B | 44.0% | — | $2.06B | $11.62B |
| FY 2023 | $10.07B | $364.48B | 44.0% | — | $1.58B | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AJG // BETA 1.00
BRK-B // BETA 0.61