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AJG vs AON
Which Stock Would AI Choose? Arthur J. Gallagher & Co. (AJG) vs. Aon plc (AON) Stock Comparison
Key Takeaways
- AJG exhibits stronger year-to-date performance at approximately 17%, outpacing AON's 8% gain amid recent market volatility.
- AON trades at a lower price-to-earnings (P/E) ratio of about 19 versus AJG's 37, suggesting relatively better valuation.
- Both firms, major insurance brokers, benefit from low betas around 0.7, indicating stability, but AJG has pursued growth through recent acquisitions like Bridge Insurance Brokers.
- AON recently boosted its quarterly dividend by 10% and expanded data center insurance capacity to $3.5 billion.
- Upcoming Q1 earnings for both—AJG on April 30 and AON on May 1—could drive sentiment shifts.
- Tickeron's AI leans toward AJG for momentum in recent market activity.
Introduction
Arthur J. Gallagher & Co. (AJG) and Aon plc (AON) are leading players in the insurance brokerage sector, providing risk management and consulting services to global clients. This comparison analyzes their recent stock performance, financial metrics, and market positioning in the current environment of economic uncertainty and interest rate fluctuations. Traders seeking momentum plays and investors focused on valuation or dividend stability will find value in understanding their relative strengths, especially ahead of Q1 earnings reports. Both stocks offer exposure to resilient demand for insurance amid rising cyber and climate risks, but diverge in growth strategies and multiples.
AJG Overview and Recent Performance
Arthur J. Gallagher & Co. (AJG) is a global insurance brokerage, risk management, and consulting firm headquartered in Illinois, serving diverse industries through organic growth and mergers and acquisitions (M&A). In recent market activity, AJG shares have traded around $216, down from 52-week highs near $351 but above lows of $195, reflecting broader sector pressures. Year-to-date gains hover near 17%, supported by robust revenue growth to $13 billion trailing twelve months (TTM) and EPS of $5.74. Sentiment has been buoyed by the acquisition of UK-based Bridge Insurance Brokers, expanding European footprint, and anticipation for Q1 earnings on April 30 projecting $4.65 billion revenue. However, elevated P/E at 37 signals growth pricing amid volatile trading volumes.
AON Overview and Recent Performance
Aon plc (AON), an Irish-domiciled firm, leads in risk, retirement, and health solutions, with a focus on data-driven consulting alongside brokerage. Shares recently near $326, within a 52-week range of $305 to $381, with year-to-date returns around 8%. TTM revenue and higher EPS of $17 reflect scale, with market cap exceeding $70 billion. Recent weeks saw a 10% quarterly dividend increase to $0.82 and expansion of data center lifecycle insurance to $3.5 billion capacity, addressing digital infrastructure demand. Q1 earnings due May 1 expect $4.96 billion revenue, though wealth solutions softness tempers optimism. Lower P/E of 19 appeals to value-oriented sentiment despite modest one-year gains.
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Head-to-Head Comparison
Both AJG and AON operate in insurance brokerage but differ in emphasis: AJG leans on M&A-driven expansion (e.g., recent UK deal), fueling higher growth potential versus AON's consulting and data analytics focus. Valuation contrasts sharply, with AON's lower P/E offering a trade-off against AJG's premium for momentum. Recent momentum favors AJG's YTD edge, while AON provides superior scale ($70B vs. $55B cap) and dividend appeal. Risk profiles align with low betas, but AON faces wealth segment headwinds; sector exposure to cyber/digital risks benefits both amid stable demand. Market sentiment tilts toward growth for AJG pre-earnings.
Tickeron AI Verdict
Tickeron's AI currently favors AJG with moderate conviction, driven by stronger recent momentum, M&A catalysts like the Bridge acquisition, and positive YTD relative performance positioning it for potential earnings upside. AON remains competitive on valuation and scale, but trend consistency tips toward AJG in the near term absent surprises.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AJG is a StrongBuy and AON is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
AJG’s FA Score shows that 0 FA rating(s) are green whileAON’s FA Score has 1 green FA rating(s).
- AJG’s FA Score: 0 green, 5 red.
- AON’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
AJG’s TA Score shows that 7 TA indicator(s) are bullish while AON’s TA Score has 6 bullish TA indicator(s).
- AJG’s TA Score: 7 bullish, 3 bearish.
- AON’s TA Score: 6 bullish, 3 bearish.
Price Growth
AJG (@Insurance Brokers/Services) experienced а +1.18% price change this week, while AON (@Insurance Brokers/Services) price change was +2.06% for the same time period.
The average weekly price growth across all stocks in the @Insurance Brokers/Services industry was -2.54%. For the same industry, the average monthly price growth was -2.88%, and the average quarterly price growth was -30.67%.
Reported Earning Dates
AJG is expected to report earnings on Jul 23, 2026.
AON is expected to report earnings on Jul 24, 2026.
Industries' Descriptions
@Insurance Brokers/Services (-2.54% weekly)Insurance brokers sell, solicit, or negotiate insurance for compensation. General insurance brokers mostly cater to insurances on car, house etc. (versus life). Brokers are also often instrumental in helping small employers find health insurance, particularly in more competitive markets. Additionally, brokers may also provide risk assessments, insurance consulting services, insurance-related regulatory and legislative update services. Some of the major names in this industry include Marsh & McLennan Companies, Inc., Aon plc and Verisk Analytics Inc.
| AJG | AON | AJG / AON | |
| Capitalization | 56.2B | 71.6B | 78% |
| EBITDA | 3.89B | 6.77B | 57% |
| Gain YTD | -14.955 | -4.525 | 330% |
| P/E Ratio | 35.39 | 18.40 | 192% |
| Revenue | 15B | 17.5B | 86% |
| Total Cash | 1.41B | 1.42B | 100% |
| Total Debt | 13.4B | 15.5B | 86% |
AJG | AON | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 15 | 14 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 91 Overvalued | 95 Overvalued | |
PROFIT vs RISK RATING 1..100 | 69 | 50 | |
SMR RATING 1..100 | 81 | 21 | |
PRICE GROWTH RATING 1..100 | 53 | 52 | |
P/E GROWTH RATING 1..100 | 80 | 89 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
AJG's Valuation (91) in the Insurance Brokers Or Services industry is in the same range as AON (95). This means that AJG’s stock grew similarly to AON’s over the last 12 months.
AON's Profit vs Risk Rating (50) in the Insurance Brokers Or Services industry is in the same range as AJG (69). This means that AON’s stock grew similarly to AJG’s over the last 12 months.
AON's SMR Rating (21) in the Insurance Brokers Or Services industry is somewhat better than the same rating for AJG (81). This means that AON’s stock grew somewhat faster than AJG’s over the last 12 months.
AON's Price Growth Rating (52) in the Insurance Brokers Or Services industry is in the same range as AJG (53). This means that AON’s stock grew similarly to AJG’s over the last 12 months.
AJG's P/E Growth Rating (80) in the Insurance Brokers Or Services industry is in the same range as AON (89). This means that AJG’s stock grew similarly to AON’s over the last 12 months.
| AJG | AON | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 61% | N/A |
| Stochastic ODDS (%) | 3 days ago 47% | 3 days ago 45% |
| Momentum ODDS (%) | 3 days ago 61% | 3 days ago 62% |
| MACD ODDS (%) | 3 days ago 62% | 3 days ago 50% |
| TrendWeek ODDS (%) | 3 days ago 57% | 3 days ago 55% |
| TrendMonth ODDS (%) | 3 days ago 56% | 3 days ago 52% |
| Advances ODDS (%) | 4 days ago 57% | 5 days ago 49% |
| Declines ODDS (%) | 12 days ago 49% | 12 days ago 52% |
| BollingerBands ODDS (%) | 3 days ago 41% | 3 days ago 49% |
| Aroon ODDS (%) | 3 days ago 46% | 3 days ago 47% |
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AON and
Correlation & Price change
A.I.dvisor indicates that over the last year, AON has been closely correlated with MRSH. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if AON jumps, then MRSH could also see price increases.
| Ticker / NAME | Correlation To AON | 1D Price Change % | ||
|---|---|---|---|---|
| AON | 100% | +0.04% | ||
| MRSH - AON | 78% Closely correlated | +0.32% | ||
| AJG - AON | 74% Closely correlated | -1.00% | ||
| WTW - AON | 73% Closely correlated | +0.71% | ||
| BRO - AON | 70% Closely correlated | +0.07% | ||
| ERIE - AON | 44% Loosely correlated | +0.29% | ||
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