Arthur J Gallagher & Co (AJG)vsGoHealth Inc. (GOCO)
AJG
Arthur J Gallagher & Co
$202.50
-1.00%
FINANCIAL SERVICES · Cap: $52.87B
GOCO
GoHealth Inc.
$0.74
+0.26%
FINANCIAL SERVICES · Cap: $19.75M
Smart Verdict
WallStSmart Research — data-driven comparison
Arthur J Gallagher & Co generates 9193% more annual revenue ($14.20B vs $152.79M). AJG leads profitability with a 11.4% profit margin vs -189.7%. AJG earns a higher WallStSmart Score of 72/100 (B).
AJG
Strong Buy72
out of 100
Grade: B
GOCO
Avoid33
out of 100
Grade: F
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%
Earnings expanding 424.1% YoY
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
Weak financial health signals
ROE of -219.7% — below average capital efficiency
Revenue declined 94.6%
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 : GOCO
The strongest argument for GOCO centers on EPS Growth.
Bear Case : AJG
The primary concerns for AJG are P/E Ratio, Return on Equity, Altman Z-Score.
Bear Case : GOCO
The primary concerns for GOCO are Market Cap, Piotroski F-Score, Return on Equity. Debt-to-equity of 350.08 is elevated, increasing financial risk.
Key Dynamics to Monitor
AJG profiles as a growth stock while GOCO is a turnaround play — different risk/reward profiles.
GOCO carries more volatility with a beta of 1.17 — 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 33/100) and 34.6% revenue growth. Both earn "Strong Buy" and "Avoid" 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.
GoHealth Inc.
FINANCIAL SERVICES · INSURANCE BROKERS · USA
GoHealth, Inc. is a health insurance marketplace and a Medicare-focused digital health company in the United States. The company is headquartered in Chicago, Illinois.
Compare with Other INSURANCE BROKERS Stocks
Want to dig deeper into these stocks?