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AJG vs WTW
Which Stock Would AI Choose? Arthur J. Gallagher & Co. (AJG) vs. Willis Towers Watson (WTW) Stock Comparison
Key Takeaways
- AJG boasts a larger market capitalization of $55.3 billion compared to WTW's $27.4 billion, reflecting its dominant scale in insurance brokerage.
- WTW trades at a more attractive trailing P/E ratio (price-to-earnings) of 17.79 versus AJG's 37.47, suggesting relative value in recent market activity.
- Both stocks have shown resilience year-to-date, with AJG up 16.64% and WTW up 11.65%, amid sector headwinds.
- Upcoming Q1 2026 earnings on April 30 could drive momentum, with analysts expecting strong growth for both.
- AJG has pursued expansion via acquisitions like Bridge in the UK, while WTW focuses on partnerships such as with INEOS Grenadiers.
- Tickeron's analysis indicates WTW as a stronger long-term buy relative to AJG.
Introduction
Arthur J. Gallagher & Co. (AJG) and Willis Towers Watson (WTW) are leading players in the insurance brokerage and risk management sector, serving corporate clients with tailored solutions amid evolving market risks. This comparison analyzes their recent stock performance, financial metrics, and strategic moves, offering insights for investors tracking financial services relative performance. Traders focused on sector rotation or long-term holdings in stable industries may find value in understanding their market positioning, growth drivers, and valuation contrasts in the current environment.
AJG Overview and Recent Performance
Arthur J. Gallagher & Co. (AJG) is a global insurance brokerage, risk management, and consulting firm, operating through brokerage and risk management segments. In recent market activity, AJG shares have traded around $215, down from a 52-week high of $351 but above the low of $195, reflecting volatility in broader financials. Year-to-date gains stand at 16.64%, supported by Q4 2025 results that beat expectations with 35.6% revenue growth to $3.63 billion and EPS of around $3.59. Recent developments include the acquisition of UK-based Bridge, expanding European presence, and anticipation for Q1 2026 earnings on April 30, where 26% revenue growth is projected. Sentiment has been influenced by acquisition-driven expansion and steady organic growth, though short-term pressure from sector declines has tempered gains.
WTW Overview and Recent Performance
Willis Towers Watson Public Limited Company (WTW) provides insurance brokerage, consulting, and advisory services, with a focus on risk, human capital, and retirement solutions. Shares recently closed near $289, within a 52-week range of $274 to $353, indicating relative stability. Year-to-date performance is positive at 11.65%, bolstered by Q4 2025 earnings that surpassed estimates with adjusted EPS of $8.12 (up 13% excluding one item) and 6% organic growth. Key recent moves include a partnership with INEOS Grenadiers and new leadership for AI strategy, alongside Q1 earnings due April 30. Market sentiment reflects optimism around margin expansion and strategic initiatives, despite modest one-year returns of 3.12%.
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Head-to-Head Comparison
Both AJG and WTW operate in insurance brokerage, deriving revenue from commissions, fees, and consulting, but AJG's larger scale ($13B ttm revenue vs. $9.7B) drives higher growth potential through M&A (mergers and acquisitions). WTW counters with superior profitability (16.53% profit margin vs. 11.48%) and ROE (return on equity, 20.08% vs. 6.91%), alongside a lower valuation. Recent momentum favors AJG on YTD basis, but WTW exhibits lower beta (0.63 vs. 0.68), signaling reduced volatility. Risk factors include interest rate sensitivity and regulatory scrutiny in brokerage, with AJG facing higher debt/equity (58% vs. 86%). Market sentiment leans toward AJG for growth trades and WTW for value positioning.
Tickeron AI Verdict
Tickeron’s AI analysis currently favors WTW over AJG for long-term positioning, citing its discounted valuation, stronger margins, and consistent trend stability amid sector pressures. While AJG offers scale and momentum catalysts like earnings beats, WTW's relative value and lower P/E suggest higher probability of outperformance in the near term, subject to Q1 results and market dynamics.
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 WTW 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 whileWTW’s FA Score has 0 green FA rating(s).
- AJG’s FA Score: 0 green, 5 red.
- WTW’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 5 TA indicator(s) are bullish while WTW’s TA Score has 5 bullish TA indicator(s).
- AJG’s TA Score: 5 bullish, 4 bearish.
- WTW’s TA Score: 5 bullish, 4 bearish.
Price Growth
AJG (@Insurance Brokers/Services) experienced а +15.87% price change this week, while WTW (@Insurance Brokers/Services) price change was +11.47% for the same time period.
The average weekly price growth across all stocks in the @Insurance Brokers/Services industry was +4.81%. For the same industry, the average monthly price growth was +5.14%, and the average quarterly price growth was -20.10%.
Reported Earning Dates
AJG is expected to report earnings on Jul 23, 2026.
WTW is expected to report earnings on Jul 23, 2026.
Industries' Descriptions
@Insurance Brokers/Services (+4.81% 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 | WTW | AJG / WTW | |
| Capitalization | 64.9B | 27B | 240% |
| EBITDA | 3.89B | 2.72B | 143% |
| Gain YTD | -1.830 | -12.290 | 15% |
| P/E Ratio | 33.83 | 15.54 | 218% |
| Revenue | 15B | 9.9B | 152% |
| Total Cash | 1.41B | N/A | - |
| Total Debt | 13.4B | 6.91B | 194% |
AJG | WTW | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 22 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 90 Overvalued | 78 Overvalued | |
PROFIT vs RISK RATING 1..100 | 58 | 74 | |
SMR RATING 1..100 | 81 | 45 | |
PRICE GROWTH RATING 1..100 | 46 | 60 | |
P/E GROWTH RATING 1..100 | 81 | 100 | |
SEASONALITY SCORE 1..100 | 65 | 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.
WTW's Valuation (78) in the Other Consumer Services industry is in the same range as AJG (90) in the Insurance Brokers Or Services industry. This means that WTW’s stock grew similarly to AJG’s over the last 12 months.
AJG's Profit vs Risk Rating (58) in the Insurance Brokers Or Services industry is in the same range as WTW (74) in the Other Consumer Services industry. This means that AJG’s stock grew similarly to WTW’s over the last 12 months.
WTW's SMR Rating (45) in the Other Consumer Services industry is somewhat better than the same rating for AJG (81) in the Insurance Brokers Or Services industry. This means that WTW’s stock grew somewhat faster than AJG’s over the last 12 months.
AJG's Price Growth Rating (46) in the Insurance Brokers Or Services industry is in the same range as WTW (60) in the Other Consumer Services industry. This means that AJG’s stock grew similarly to WTW’s over the last 12 months.
AJG's P/E Growth Rating (81) in the Insurance Brokers Or Services industry is in the same range as WTW (100) in the Other Consumer Services industry. This means that AJG’s stock grew similarly to WTW’s over the last 12 months.
| AJG | WTW | |
|---|---|---|
| RSI ODDS (%) | 5 days ago 48% | 5 days ago 48% |
| Stochastic ODDS (%) | 5 days ago 49% | 5 days ago 43% |
| Momentum ODDS (%) | 5 days ago 68% | 5 days ago 59% |
| MACD ODDS (%) | N/A | N/A |
| TrendWeek ODDS (%) | 5 days ago 57% | 5 days ago 50% |
| TrendMonth ODDS (%) | 5 days ago 56% | 5 days ago 51% |
| Advances ODDS (%) | 5 days ago 57% | 5 days ago 46% |
| Declines ODDS (%) | 15 days ago 48% | 15 days ago 49% |
| BollingerBands ODDS (%) | 5 days ago 37% | 5 days ago 52% |
| Aroon ODDS (%) | 5 days ago 46% | 5 days ago 54% |
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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 79% 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% | +5.33% | ||
| BRO - AJG | 79% Closely correlated | +3.92% | ||
| MRSH - AJG | 75% Closely correlated | +3.72% | ||
| AON - AJG | 73% Closely correlated | +4.05% | ||
| WTW - AJG | 70% Closely correlated | +4.06% | ||
| ERIE - AJG | 48% Loosely correlated | +4.01% | ||
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WTW and
Correlation & Price change
A.I.dvisor indicates that over the last year, WTW has been loosely correlated with GSHD. These tickers have moved in lockstep 44% of the time. This A.I.-generated data suggests there is some statistical probability that if WTW jumps, then GSHD could also see price increases.
| Ticker / NAME | Correlation To WTW | 1D Price Change % | ||
|---|---|---|---|---|
| WTW | 100% | +4.06% | ||
| GSHD - WTW | 44% Loosely correlated | +4.11% | ||
| ERIE - WTW | 44% Loosely correlated | +4.01% | ||
| TWFG - WTW | 39% Loosely correlated | +2.83% | ||
| BWIN - WTW | 33% Loosely correlated | +5.57% | ||
| SLQT - WTW | 20% Poorly correlated | -10.83% | ||
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