Arthur J Gallagher & Co (AJG)vseHealth Inc (EHTH)
AJG
Arthur J Gallagher & Co
$202.50
-1.00%
FINANCIAL SERVICES · Cap: $52.87B
EHTH
eHealth Inc
$1.55
-5.49%
FINANCIAL SERVICES · Cap: $54.91M
Smart Verdict
WallStSmart Research — data-driven comparison
Arthur J Gallagher & Co generates 2584% more annual revenue ($14.20B vs $528.91M). AJG leads profitability with a 11.4% profit margin vs 6.3%. EHTH appears more attractively valued with a PEG of 0.72. AJG earns a higher WallStSmart Score of 72/100 (B).
AJG
Strong Buy72
out of 100
Grade: B
EHTH
Hold49
out of 100
Grade: D+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 34.6% 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
Strong operational efficiency at 28.4%
Reasonable price relative to book value
Conservative balance sheet, low leverage
Growing faster than its price suggests
Areas to Watch
Premium valuation, high expectations priced in
ROE of 6.8% — below average capital efficiency
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of 3.5% — below average capital efficiency
6.3% margin — thin
Operating margin of 4.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : AJG
The strongest argument for AJG centers on Revenue Growth, Debt/Equity, Market Cap. Revenue growth of 34.6% demonstrates continued momentum. PEG of 0.88 suggests the stock is reasonably priced for its growth.
Bull Case : EHTH
The strongest argument for EHTH centers on Price/Book, Debt/Equity, PEG Ratio. PEG of 0.72 suggests the stock is reasonably priced for its growth.
Bear Case : AJG
The primary concerns for AJG are P/E Ratio, Return on Equity, Altman Z-Score.
Bear Case : EHTH
The primary concerns for EHTH are Market Cap, Return on Equity, Profit Margin.
Key Dynamics to Monitor
AJG profiles as a growth stock while EHTH is a value play — different risk/reward profiles.
EHTH carries more volatility with a beta of 1.48 — expect wider price swings.
AJG is growing revenue faster at 34.6% — sustainability is the question.
AJG generates stronger free cash flow (921M), providing more financial flexibility.
Bottom Line
AJG scores higher overall (72/100 vs 49/100) and 34.6% revenue growth. Both earn "Strong Buy" and "Hold" 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.
eHealth Inc
FINANCIAL SERVICES · INSURANCE BROKERS · USA
eHealth, Inc. provides private health insurance exchange services to individuals, families, and small businesses in the United States and China. The company is headquartered in Santa Clara, California.
Compare with Other INSURANCE BROKERS Stocks
Want to dig deeper into these stocks?