Arthur J Gallagher & Co (AJG)vsGoHealth Inc. (GOCO)
AJG
Arthur J Gallagher & Co
$213.56
-1.26%
FINANCIAL SERVICES · Cap: $54.91B
GOCO
GoHealth Inc.
$1.79
-9.14%
FINANCIAL SERVICES · Cap: $43.65M
Smart Verdict
WallStSmart Research — data-driven comparison
Arthur J Gallagher & Co generates 1662% more annual revenue ($13.01B vs $738.34M). AJG leads profitability with a 11.5% profit margin vs -27.0%. AJG earns a higher WallStSmart Score of 60/100 (C).
AJG
Buy60
out of 100
Grade: C
GOCO
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-426.0%
Fair Value
$39.03
Current Price
$213.56
$174.53 premium
Intrinsic value data unavailable for GOCO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 36.7% year-over-year
Large-cap with strong market position
Growing faster than its price suggests
Reasonable price relative to book value
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
ROE of 6.9% — below average capital efficiency
Earnings declined 48.3%
Distress zone — elevated risk
4.2% earnings growth
Smaller company, higher risk/reward
ROE of -1.7% — below average capital efficiency
Revenue declined 71.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : AJG
The strongest argument for AJG centers on Revenue Growth, Market Cap, PEG Ratio. Revenue growth of 36.7% demonstrates continued momentum. PEG of 0.93 suggests the stock is reasonably priced for its growth.
Bull Case : GOCO
The strongest argument for GOCO centers on Price/Book.
Bear Case : AJG
The primary concerns for AJG are P/E Ratio, Return on Equity, EPS Growth.
Bear Case : GOCO
The primary concerns for GOCO are EPS Growth, Market Cap, Return on Equity.
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 1.73 — expect wider price swings.
AJG is growing revenue faster at 36.7% — sustainability is the question.
AJG generates stronger free cash flow (713M), providing more financial flexibility.
Bottom Line
AJG scores higher overall (60/100 vs 43/100) and 36.7% revenue growth. Both earn "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.
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.
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