Arthur J Gallagher & Co (AJG)vsBerkshire Hathaway Inc (BRK-A)
AJG
Arthur J Gallagher & Co
$240.32
-1.23%
FINANCIAL SERVICES · Cap: $61.60B
BRK-A
Berkshire Hathaway Inc
$766,000.00
+0.62%
FINANCIAL SERVICES · Cap: $1.09T
Smart Verdict
WallStSmart Research — data-driven comparison
Berkshire Hathaway Inc generates 2446% more annual revenue ($384.69B vs $15.11B). BRK-A leads profitability with a 22.3% profit margin vs 10.4%. AJG appears more attractively valued with a PEG of 0.72. BRK-A earns a higher WallStSmart Score of 74/100 (B).
AJG
Buy62
out of 100
Grade: C+
BRK-A
Strong Buy74
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 30.9% year-over-year
Conservative balance sheet, low leverage
Large-cap with strong market position
Growing faster than its price suggests
Reasonable price relative to book value
Mega-cap, among the largest globally
Reasonable price relative to book value
Strong operational efficiency at 32.6%
Earnings expanding 107.8% YoY
Keeps 22 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Areas to Watch
Premium valuation, high expectations priced in
ROE of 6.6% — below average capital efficiency
Earnings declined 10.7%
Negative free cash flow — burning cash
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : AJG
The strongest argument for AJG centers on Revenue Growth, Debt/Equity, Market Cap. Revenue growth of 30.9% demonstrates continued momentum. PEG of 0.72 suggests the stock is reasonably priced for its growth.
Bull Case : BRK-A
The strongest argument for BRK-A centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 22.3% and operating margin at 32.6%.
Bear Case : AJG
The primary concerns for AJG are P/E Ratio, Return on Equity, EPS Growth.
Bear Case : BRK-A
The primary concerns for BRK-A are PEG Ratio.
Key Dynamics to Monitor
AJG profiles as a growth stock while BRK-A is a mature play — different risk/reward profiles.
BRK-A carries more volatility with a beta of 0.60 — expect wider price swings.
AJG is growing revenue faster at 30.9% — sustainability is the question.
BRK-A generates stronger free cash flow (5.6B), providing more financial flexibility.
Bottom Line
BRK-A scores higher overall (74/100 vs 62/100), backed by strong 22.3% margins. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Arthur J Gallagher & Co
FINANCIAL SERVICES · INSURANCE BROKERS · USA
Arthur J. Gallagher & Co. (AJG) is an American global insurance brokerage and risk management services firm headquartered in Rolling Meadows, Illinois.
Berkshire Hathaway Inc
FINANCIAL SERVICES · INSURANCE - DIVERSIFIED · USA
Berkshire Hathaway Inc. is an American multinational conglomerate holding company headquartered in Omaha, Nebraska, United States. The company wholly owns GEICO, Duracell, Dairy Queen, BNSF, Lubrizol, Fruit of the Loom, Helzberg Diamonds, Long & Foster, FlightSafety International, Pampered Chef, Forest River, and NetJets, and also owns 38.6% of Pilot Flying J; and significant minority holdings in public companies Kraft Heinz Company (26.7%), American Express (18.8%), The Coca-Cola Company (9.32%), Bank of America (11.9%), and Apple (6.3%).
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