Advertisement
AJG vs BRO
Which Stock Would AI Choose? Arthur J. Gallagher & Co. (AJG) vs. Brown & Brown, Inc. (BRO) Stock Comparison
Key Takeaways
- Both AJG and BRO are prominent insurance brokerage firms with strong market positions, showing year-to-date gains around 16-17% amid broader sector pressures.
- BRO recently reported Q1 2026 earnings with revenue up 35.4% year-over-year to $1.9 billion and adjusted EPS (earnings per share) of $1.39, beating estimates.
- AJG holds a significantly larger market capitalization of approximately $55 billion compared to BRO's $22.5 billion.
- BRO trades at a lower price-to-earnings (P/E) ratio of 21.5 versus AJG's 37.5, indicating potentially better relative valuation.
- Recent acquisitions and organic growth initiatives continue to drive performance for both, though market volatility has pressured share prices in recent weeks.
- Tickeron’s AI analysis highlights BRO for short-term momentum based on earnings strength.
Introduction
Arthur J. Gallagher & Co. (AJG) and Brown & Brown, Inc. (BRO) stand out as key players in the insurance brokerage sector, where firms earn primarily through commissions, fees, and mergers and acquisitions (M&A). This comparison is particularly relevant for investors seeking exposure to resilient financial services subsectors, traders monitoring relative performance amid earnings season, and portfolio managers evaluating growth versus value trade-offs. Both stocks have navigated recent market turbulence, offering insights into sector dynamics like organic revenue trends and acquisition strategies. Understanding their positioning helps in assessing potential allocation decisions in a volatile environment.
AJG Overview and Recent Performance
Arthur J. Gallagher & Co. (AJG) is a global leader in insurance brokerage, risk management, and consulting services, operating through retail, wholesale, and corporate segments. In recent market activity, AJG shares have traded around $215, reflecting a pullback from the 52-week high of $351 but maintaining year-to-date gains of about 16.6%. Sentiment has been influenced by anticipation for upcoming Q1 earnings, expected to show revenue of $4.65 billion and EPS of $4.40, alongside strategic expansions like the acquisition of Bridge in the UK. Broader factors include steady commission growth and M&A activity, though elevated P/E ratios and sector-wide volatility have tempered upside in recent weeks.
BRO Overview and Recent Performance
Brown & Brown, Inc. (BRO) provides insurance brokerage services, including retail, wholesale, and programs, with a focus on programs and services for specialized risks. Shares have hovered near $66 in recent trading, down from a 52-week high of $114 but with year-to-date performance around 17% amid mixed signals. Key recent developments include robust Q1 2026 results, with total revenues reaching $1.9 billion (up 35.4% year-over-year), adjusted EPS of $1.39 exceeding forecasts, and organic revenue with contingents up 2.2%. Performance reflects acquisition-driven growth and commission strength, offset by market pressures and a 52-week low proximity, influencing cautious investor sentiment.
Trending AI Robots
Tickeron’s Trending AI Robots page showcases over 25 top AI trading bots curated from 351 total bots that analyze thousands of tickers across diverse strategies. These bots employ varying styles, including signal agents for real-time alerts, virtual agents for simulated trading, and brokerage agents, with timeframes from 5-minute to 60-minute intervals and adaptability to low, medium, or high volatility. Selected based on current market conditions, they offer performance stats like win rates and returns tailored to technical or fundamental analysis. Traders can copy these bots for automated strategies suited to stocks like AJG and BRO. Visit the Trending AI Robots page to explore options matching your risk profile and timeframe.
Head-to-Head Comparison
AJG and BRO share core business models centered on insurance brokerage commissions and fees, bolstered by M&A for scale. AJG differentiates with broader risk management services and a larger global footprint, driving higher revenue scale but a premium valuation. Growth drivers contrast with BRO's emphasis on programs and recent organic contingent growth, versus AJG's acquisition momentum. Recent momentum favors BRO post-earnings beat, while AJG offers stability ahead of its report. Risk factors include integration challenges from M&A and cyclical commission exposure for both. Sector resilience in insurance brokers supports positive sentiment, though BRO's lower P/E presents a value edge against AJG's growth premium.
Tickeron AI Verdict
Tickeron’s AI currently leans toward BRO based on recent earnings outperformance, attractive valuation relative to peers, and positioning for continued momentum in insurance brokerage trends. Factors like strong revenue growth and a more accessible P/E ratio suggest higher near-term probability of relative upside compared to AJG, though AJG remains compelling for scale-focused strategies.
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 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 BRO is a Buy.
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 whileBRO’s FA Score has 0 green FA rating(s).
- AJG’s FA Score: 0 green, 5 red.
- BRO’s FA Score: 0 green, 5 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 BRO’s TA Score has 5 bullish TA indicator(s).
- AJG’s TA Score: 7 bullish, 3 bearish.
- BRO’s TA Score: 5 bullish, 3 bearish.
Price Growth
AJG (@Insurance Brokers/Services) experienced а +1.18% price change this week, while BRO (@Insurance Brokers/Services) price change was +1.92% 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.
BRO is expected to report earnings on Jul 27, 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 | BRO | AJG / BRO | |
| Capitalization | 56.2B | 20.3B | 277% |
| EBITDA | 3.89B | 2.28B | 171% |
| Gain YTD | -14.955 | -24.336 | 61% |
| P/E Ratio | 35.39 | 19.54 | 181% |
| Revenue | 15B | 6.26B | 240% |
| Total Cash | 1.41B | 1B | 141% |
| Total Debt | 13.4B | 8.06B | 166% |
AJG | BRO | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 14 | 10 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 91 Overvalued | 80 Overvalued | |
PROFIT vs RISK RATING 1..100 | 68 | 89 | |
SMR RATING 1..100 | 81 | 66 | |
PRICE GROWTH RATING 1..100 | 53 | 62 | |
P/E GROWTH RATING 1..100 | 80 | 85 | |
SEASONALITY SCORE 1..100 | 50 | 75 |
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.
BRO's Valuation (80) in the Insurance Brokers Or Services industry is in the same range as AJG (91). This means that BRO’s stock grew similarly to AJG’s over the last 12 months.
AJG's Profit vs Risk Rating (68) in the Insurance Brokers Or Services industry is in the same range as BRO (89). This means that AJG’s stock grew similarly to BRO’s over the last 12 months.
BRO's SMR Rating (66) in the Insurance Brokers Or Services industry is in the same range as AJG (81). This means that BRO’s stock grew similarly to AJG’s over the last 12 months.
AJG's Price Growth Rating (53) in the Insurance Brokers Or Services industry is in the same range as BRO (62). This means that AJG’s stock grew similarly to BRO’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 BRO (85). This means that AJG’s stock grew similarly to BRO’s over the last 12 months.
| AJG | BRO | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 61% | 2 days ago 48% |
| Stochastic ODDS (%) | 2 days ago 47% | 2 days ago 54% |
| Momentum ODDS (%) | 2 days ago 61% | 2 days ago 54% |
| MACD ODDS (%) | 2 days ago 62% | 2 days ago 69% |
| TrendWeek ODDS (%) | 2 days ago 57% | 2 days ago 56% |
| TrendMonth ODDS (%) | 2 days ago 56% | 2 days ago 57% |
| Advances ODDS (%) | 3 days ago 57% | 4 days ago 55% |
| Declines ODDS (%) | 11 days ago 49% | 11 days ago 53% |
| BollingerBands ODDS (%) | 2 days ago 41% | 2 days ago 35% |
| Aroon ODDS (%) | 2 days ago 46% | 2 days ago 55% |
Advertisement
BRO and
Correlation & Price change
A.I.dvisor indicates that over the last year, BRO has been closely correlated with AJG. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if BRO jumps, then AJG could also see price increases.
| Ticker / NAME | Correlation To BRO | 1D Price Change % | ||
|---|---|---|---|---|
| BRO | 100% | +0.07% | ||
| AJG - BRO | 77% Closely correlated | -1.00% | ||
| MRSH - BRO | 71% Closely correlated | +0.32% | ||
| WTW - BRO | 63% Loosely correlated | +0.67% | ||
| AON - BRO | 57% Loosely correlated | +0.04% | ||
| BWIN - BRO | 49% Loosely correlated | -1.81% | ||
More | ||||