Advertisement
AJG vs MRSH
Which Stock Would AI Choose? Arthur J. Gallagher & Co. (AJG) vs. Marsh & McLennan Companies, Inc. (MRSH) Stock Comparison
Key Takeaways
- Arthur J. Gallagher & Co. (AJG) has delivered stronger year-to-date returns of approximately 16.6%, outperforming Marsh & McLennan Companies, Inc. (MRSH)'s 6.0%.
- MRSH trades at a lower price-to-earnings (P/E) ratio of 21.6 compared to AJG's 37.5, suggesting better value on earnings multiples.
- Both stocks exhibit low volatility with betas around 0.7, but MRSH provides a higher dividend yield of 2.12% versus AJG's 1.30%.
- AJG benefits from active mergers and acquisitions (M&A), including recent UK expansion, while MRSH reported strong Q1 revenue growth of 8%.
- MRSH has a larger market capitalization of $83 billion compared to AJG's $55 billion, reflecting broader scale.
Introduction
Arthur J. Gallagher & Co. (AJG) and Marsh & McLennan Companies, Inc. (MRSH) are prominent players in the insurance brokerage and professional services sectors. This stock comparison analyzes their business models, recent performance, and market positioning to help traders and investors evaluate relative strengths in a volatile environment. Growth-oriented investors may favor acquisition-driven momentum, while those seeking stability might prioritize diversified revenue and dividends. With both firms navigating interest rate shifts and insurance market dynamics, understanding their contrasts aids informed portfolio decisions in financial services.
AJG Overview and Recent Performance
Arthur J. Gallagher & Co. (AJG) is a global insurance brokerage, reinsurance, and risk management firm headquartered in Illinois. It provides brokerage services, consulting, and third-party claims settlement. In recent market activity, AJG stock has experienced choppy trading amid broader sector pressures but maintains strong year-to-date gains around 16.6%. Key influences include anticipated robust Q1 earnings on April 30, with expected revenue of $4.65 billion and EPS of $4.40, driven by brokerage and risk management growth. Recent acquisitions, such as UK-based Bridge Insurance Brokers, have bolstered international presence and fueled positive sentiment. Lower beta of 0.68 reflects relative stability.
MRSH Overview and Recent Performance
Marsh & McLennan Companies, Inc. (MRSH) delivers professional services encompassing risk management, insurance brokerage, strategy, and human capital consulting through segments like Risk and Insurance Services. Recent weeks have seen steady performance, with year-to-date returns near 6.0% and Q1 revenue surging 8% year-over-year to $7.6 billion, despite litigation impacts. Underlying revenue grew 4%, supported by resilient demand. The stock's beta of 0.75 indicates moderate market sensitivity, while a forward dividend yield of 2.12% appeals to income investors. Market positioning remains solid amid pricing pressures in reinsurance.
Trending AI Robots
Tickeron’s Trending AI Robots page showcases 25 top-performing AI trading bots curated from over 351 total bots that trade thousands of tickers across stocks, ETFs, and crypto. These bots are selected by advanced AI analysis for their suitability to current market conditions, spanning diverse styles like signal agents, virtual agents, and brokerage agents. Options filter by timeframes (e.g., 60min, 15min, 5min), volatility levels (low, medium, high), and analysis types (technical or fundamental). With varying performances and strategies, they offer real-time signals and paper trading for users. Explore these trending tools to enhance your trading edge in dynamic markets.
Head-to-Head Comparison
AJG emphasizes pure-play insurance brokerage with aggressive M&A (mergers and acquisitions) driving over 20% revenue growth recently, contrasting MRSH’s diversified model blending brokerage and consulting for steadier revenue streams. Growth drivers differ: AJG leverages expansion like UK deals, while MRSH benefits from broad risk advisory. Recent momentum favors AJG with superior YTD returns, but MRSH shows resilience post-Q1 beat. Risk factors include sector cyclicality and interest sensitivity; both maintain low betas. MRSH edges in scale and valuation, trading at lower P/E, while AJG commands a growth premium. Sentiment tilts toward AJG ahead of earnings.
Tickeron AI Verdict
Tickeron’s AI currently leans toward Arthur J. Gallagher & Co. (AJG) based on consistent upward trend, stronger relative YTD performance, and near-term catalysts like earnings and M&A activity. While MRSH offers attractive valuation and stability, AJG’s momentum and growth positioning provide higher probabilistic upside in the current environment.
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 Hold and MRSH 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 whileMRSH’s FA Score has 0 green FA rating(s).
- AJG’s FA Score: 0 green, 5 red.
- MRSH’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 MRSH’s TA Score has 4 bullish TA indicator(s).
- AJG’s TA Score: 7 bullish, 3 bearish.
- MRSH’s TA Score: 4 bullish, 4 bearish.
Price Growth
AJG (@Insurance Brokers/Services) experienced а -0.53% price change this week, while MRSH (@Insurance Brokers/Services) price change was +0.76% for the same time period.
The average weekly price growth across all stocks in the @Insurance Brokers/Services industry was -2.25%. For the same industry, the average monthly price growth was -6.43%, and the average quarterly price growth was -24.97%.
Reported Earning Dates
AJG is expected to report earnings on Jul 23, 2026.
MRSH is expected to report earnings on Jul 16, 2026.
Industries' Descriptions
@Insurance Brokers/Services (-2.25% 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 | MRSH | AJG / MRSH | |
| Capitalization | 55.5B | 80.4B | 69% |
| EBITDA | 3.89B | 7.16B | 54% |
| Gain YTD | -16.040 | -9.180 | 175% |
| P/E Ratio | 34.94 | 20.85 | 168% |
| Revenue | 15B | 27.5B | 55% |
| Total Cash | 1.41B | 1.61B | 88% |
| Total Debt | 13.4B | 22.5B | 60% |
AJG | MRSH | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 15 | 23 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 90 Overvalued | 83 Overvalued | |
PROFIT vs RISK RATING 1..100 | 69 | 74 | |
SMR RATING 1..100 | 81 | 36 | |
PRICE GROWTH RATING 1..100 | 59 | 60 | |
P/E GROWTH RATING 1..100 | 80 | 60 | |
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.
MRSH's Valuation (83) in the null industry is in the same range as AJG (90) in the Insurance Brokers Or Services industry. This means that MRSH’s stock grew similarly to AJG’s over the last 12 months.
AJG's Profit vs Risk Rating (69) in the Insurance Brokers Or Services industry is in the same range as MRSH (74) in the null industry. This means that AJG’s stock grew similarly to MRSH’s over the last 12 months.
MRSH's SMR Rating (36) in the null industry is somewhat better than the same rating for AJG (81) in the Insurance Brokers Or Services industry. This means that MRSH’s stock grew somewhat faster than AJG’s over the last 12 months.
AJG's Price Growth Rating (59) in the Insurance Brokers Or Services industry is in the same range as MRSH (60) in the null industry. This means that AJG’s stock grew similarly to MRSH’s over the last 12 months.
MRSH's P/E Growth Rating (60) in the null industry is in the same range as AJG (80) in the Insurance Brokers Or Services industry. This means that MRSH’s stock grew similarly to AJG’s over the last 12 months.
| AJG | MRSH | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 74% | N/A |
| Stochastic ODDS (%) | 2 days ago 53% | 2 days ago 45% |
| Momentum ODDS (%) | 2 days ago 61% | 2 days ago 51% |
| MACD ODDS (%) | 2 days ago 64% | 2 days ago 56% |
| TrendWeek ODDS (%) | 2 days ago 48% | 2 days ago 50% |
| TrendMonth ODDS (%) | 2 days ago 56% | 2 days ago 45% |
| Advances ODDS (%) | 7 days ago 57% | 6 days ago 50% |
| Declines ODDS (%) | 3 days ago 48% | 15 days ago 42% |
| BollingerBands ODDS (%) | 2 days ago 46% | 3 days ago 56% |
| Aroon ODDS (%) | 2 days ago 46% | 2 days ago 42% |
Advertisement
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 77% 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% | +0.07% | ||
| BRO - AJG | 77% Closely correlated | +0.71% | ||
| MRSH - AJG | 73% Closely correlated | +0.36% | ||
| AON - AJG | 73% Closely correlated | +0.59% | ||
| WTW - AJG | 71% Closely correlated | +0.70% | ||
| BWIN - AJG | 47% Loosely correlated | +2.92% | ||
More | ||||
MRSH and
Correlation & Price change
A.I.dvisor indicates that over the last year, MRSH has been closely correlated with AON. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if MRSH jumps, then AON could also see price increases.
| Ticker / NAME | Correlation To MRSH | 1D Price Change % | ||
|---|---|---|---|---|
| MRSH | 100% | +0.36% | ||
| AON - MRSH | 78% Closely correlated | +0.59% | ||
| AJG - MRSH | 73% Closely correlated | +0.07% | ||
| BRO - MRSH | 70% Closely correlated | +0.71% | ||
| WTW - MRSH | 65% Loosely correlated | +0.70% | ||
| ERIE - MRSH | 47% Loosely correlated | +0.61% | ||
More | ||||