WallStSmart

Arthur J Gallagher & Co (AJG)vsHartford Financial Services Group (HIG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Hartford Financial Services Group generates 103% more annual revenue ($28.79B vs $14.20B). HIG leads profitability with a 14.1% profit margin vs 11.4%. HIG appears more attractively valued with a PEG of 0.12. HIG earns a higher WallStSmart Score of 77/100 (B+).

AJG

Strong Buy

70

out of 100

Grade: B-

Growth: 8.7Profit: 6.0Value: 5.7Quality: 5.5
Piotroski: 4/9Altman Z: 0.76

HIG

Strong Buy

77

out of 100

Grade: B+

Growth: 7.3Profit: 7.0Value: 8.3Quality: 8.0
Piotroski: 6/9Altman Z: 1.23

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AJG6 strengths · Avg: 8.8/10
Revenue GrowthGrowth
34.6%10/10

Revenue surging 34.6% year-over-year

Debt/EquityHealth
0.0510/10

Conservative balance sheet, low leverage

Market CapQuality
$65.18B9/10

Large-cap with strong market position

PEG RatioValuation
0.818/10

Growing faster than its price suggests

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Operating MarginProfitability
28.4%8/10

Strong operational efficiency at 28.4%

HIG6 strengths · Avg: 9.0/10
PEG RatioValuation
0.1210/10

Growing faster than its price suggests

P/E RatioValuation
9.9x10/10

Attractively priced relative to earnings

Return on EquityProfitability
22.2%9/10

Every $100 of equity generates 22 in profit

Debt/EquityHealth
0.229/10

Conservative balance sheet, low leverage

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

EPS GrowthGrowth
41.4%8/10

Earnings expanding 41.4% YoY

Areas to Watch

AJG3 concerns · Avg: 2.3/10
Return on EquityProfitability
6.8%3/10

ROE of 6.8% — below average capital efficiency

P/E RatioValuation
40.1x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
0.762/10

Distress zone — elevated risk

HIG1 concerns · Avg: 2.0/10
Altman Z-ScoreHealth
1.232/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull 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 0.81 suggests the stock is reasonably priced for its growth.

Bull Case : HIG

The strongest argument for HIG centers on PEG Ratio, P/E Ratio, Return on Equity. PEG of 0.12 suggests the stock is reasonably priced for its growth.

Bear Case : AJG

The primary concerns for AJG are Return on Equity, P/E Ratio, Altman Z-Score. A P/E of 40.1x leaves little room for execution misses.

Bear Case : HIG

The primary concerns for HIG are Altman Z-Score.

Key Dynamics to Monitor

AJG profiles as a growth stock while HIG is a value play — different risk/reward profiles.

AJG carries more volatility with a beta of 0.51 — expect wider price swings.

AJG is growing revenue faster at 34.6% — sustainability is the question.

HIG generates stronger free cash flow (1.1B), providing more financial flexibility.

Bottom Line

HIG scores higher overall (77/100 vs 70/100). Both earn "Strong Buy" and "Strong 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.

Hartford Financial Services Group

FINANCIAL SERVICES · INSURANCE - DIVERSIFIED · USA

The Hartford Financial Services Group, Inc., usually known as The Hartford, is a United States-based investment and insurance company.

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