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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
- Both AJG and AON operate in the insurance brokerage sector, providing risk management and advisory services with exposure to similar macroeconomic factors.
- Recent market activity shows AJG trading near $248 with upcoming Q2 earnings expected to reflect strong EPS growth, while AON closed around $362 ahead of its earnings release.
- AJG has emphasized acquisition-driven expansion, including integration of prior deals, contributing to its growth profile in recent weeks.
- AON has reported leadership transitions and operational updates, alongside a report on global catastrophe losses in the first half of the year.
- Relative performance reflects sector dynamics, with both stocks exhibiting moderate volatility amid broader market conditions and analyst rating adjustments.
- Valuation metrics indicate differing multiples, with AJG showing a higher price-to-earnings ratio compared to AON based on trailing twelve-month figures.
Introduction
Arthur J. Gallagher & Co. (AJG) and Aon plc (AON) represent two prominent players in the insurance brokerage and risk management industry. This comparison examines their business models, recent stock performance, and market positioning to assist investors and traders evaluating exposure within the financial services sector. Professionals monitoring sector rotation, earnings catalysts, or relative value opportunities may find this analysis relevant for portfolio construction or tactical allocation decisions in the current environment.
AJG Overview and Recent Performance
Arthur J. Gallagher & Co. (AJG) provides insurance brokerage, risk management, and consulting services primarily to middle-market clients. The company has pursued an acquisition-oriented strategy, with recent integration efforts contributing to revenue expansion. In recent market activity, AJG shares have traded in a range influenced by broader equity sentiment and sector-specific news, closing near $248 on July 24, 2026. Year-to-date returns have lagged the S&P 500, reflecting measured performance amid acquisition-related costs and market volatility. Sentiment has been shaped by analyst upgrades and expectations for robust earnings growth ahead of the July 30, 2026, quarterly release.
AON Overview and Recent Performance
Aon plc (AON) delivers a diversified suite of risk capital, human capital, and retirement solutions on a global scale. Recent developments include leadership appointments and a report highlighting below-average global catastrophe losses with regional variations in the first half of 2026. Stock performance in recent weeks has positioned AON near the upper end of its 52-week range, with a July 24, 2026, close around $362. The company is scheduled to report second-quarter results on July 29, 2026. Analyst actions have included a mix of target adjustments, contributing to ongoing evaluation of its operational efficiency and growth trajectory.
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Head-to-Head Comparison
In business model terms, AJG focuses more intensively on brokerage commissions with a middle-market emphasis, whereas AON maintains greater scale and diversification across risk, human capital, and retirement services. Growth drivers differ notably: AJG relies substantially on mergers and acquisitions (M&A) for expansion, while AON balances organic revenue growth with selective tuck-in deals. Recent momentum shows both stocks reacting to earnings anticipation, though AON has traded closer to recent highs amid sector interest. Risk factors include integration expenses for AJG and expense management for AON, with both exposed to insurance cycle fluctuations and regulatory developments. Market sentiment reflects institutional positioning ahead of results, with relative performance highlighting trade-offs between acquisition-fueled scale and operational efficiency.
Tickeron AI Verdict
Based on observable factors such as trend consistency in recent weeks, earnings visibility, and relative positioning within the sector, Tickeron’s AI would currently assign a modestly higher probability of favorable near-term dynamics to AON. This assessment draws from its proximity to 52-week highs and diversified revenue streams, though outcomes remain subject to earnings execution and broader market conditions.
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.
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 Hold.
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 4 TA indicator(s) are bullish while AON’s TA Score has 4 bullish TA indicator(s).
- AJG’s TA Score: 4 bullish, 4 bearish.
- AON’s TA Score: 4 bullish, 5 bearish.
Price Growth
AJG (@Insurance Brokers/Services) experienced а +1.25% price change this week, while AON (@Insurance Brokers/Services) price change was -0.69% for the same time period.
The average weekly price growth across all stocks in the @Insurance Brokers/Services industry was +16.19%. For the same industry, the average monthly price growth was +27.48%, and the average quarterly price growth was +37.98%.
Reported Earning Dates
AJG is expected to report earnings on Oct 22, 2026.
AON is expected to report earnings on Oct 23, 2026.
Industries' Descriptions
@Insurance Brokers/Services (+16.19% 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 | 64.4B | 75.5B | 85% |
| EBITDA | 3.89B | 6.73B | 58% |
| Gain YTD | -2.308 | 1.549 | -149% |
| P/E Ratio | 41.66 | 19.62 | 212% |
| Revenue | 15B | 17.6B | 85% |
| Total Cash | 1.41B | 452M | 313% |
| Total Debt | 13.4B | 15.9B | 84% |
AJG | AON | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 18 | 54 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 91 Overvalued | 92 Overvalued | |
PROFIT vs RISK RATING 1..100 | 58 | 37 | |
SMR RATING 1..100 | 81 | 23 | |
PRICE GROWTH RATING 1..100 | 47 | 50 | |
P/E GROWTH RATING 1..100 | 55 | 86 | |
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 (92). This means that AJG’s stock grew similarly to AON’s over the last 12 months.
AON's Profit vs Risk Rating (37) in the Insurance Brokers Or Services industry is in the same range as AJG (58). This means that AON’s stock grew similarly to AJG’s over the last 12 months.
AON's SMR Rating (23) 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.
AJG's Price Growth Rating (47) in the Insurance Brokers Or Services industry is in the same range as AON (50). This means that AJG’s stock grew similarly to AON’s over the last 12 months.
AJG's P/E Growth Rating (55) in the Insurance Brokers Or Services industry is in the same range as AON (86). This means that AJG’s stock grew similarly to AON’s over the last 12 months.
| AJG | AON | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 57% | 2 days ago 68% |
| Stochastic ODDS (%) | 2 days ago 74% | 2 days ago 57% |
| Momentum ODDS (%) | 2 days ago 69% | 2 days ago 45% |
| MACD ODDS (%) | 2 days ago 44% | 2 days ago 47% |
| TrendWeek ODDS (%) | 2 days ago 58% | 2 days ago 51% |
| TrendMonth ODDS (%) | 2 days ago 56% | 2 days ago 52% |
| Advances ODDS (%) | 4 days ago 58% | 10 days ago 49% |
| Declines ODDS (%) | 2 days ago 48% | 4 days ago 51% |
| BollingerBands ODDS (%) | 2 days ago 40% | 2 days ago 51% |
| Aroon ODDS (%) | 2 days ago 48% | 2 days ago 39% |
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AJG and
Correlation & Price change
A.I.dvisor indicates that over the last year, AJG has been closely correlated with BRO. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if AJG jumps, then BRO could also see price increases.
| Ticker / NAME | Correlation To AJG | 1D Price Change % | ||
|---|---|---|---|---|
| AJG | 100% | -0.90% | ||
| BRO - AJG | 80% Closely correlated | -1.49% | ||
| MRSH - AJG | 78% Closely correlated | -0.46% | ||
| AON - AJG | 73% Closely correlated | -0.35% | ||
| WTW - AJG | 69% Closely correlated | -0.72% | ||
| ERIE - AJG | 56% Loosely correlated | +0.06% | ||
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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 81% 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% | -0.35% | ||
| MRSH - AON | 81% Closely correlated | -0.46% | ||
| AJG - AON | 76% Closely correlated | -0.90% | ||
| BRO - AON | 74% Closely correlated | -1.49% | ||
| WTW - AON | 71% Closely correlated | -0.72% | ||
| ERIE - AON | 51% Loosely correlated | +0.06% | ||
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