Arthur J Gallagher & Co (AJG)vsMarsh & McLennan Companies, Inc. (MRSH)
AJG
Arthur J Gallagher & Co
$198.87
-1.52%
FINANCIAL SERVICES · Cap: $51.10B
MRSH
Marsh & McLennan Companies, Inc.
$163.90
-2.01%
FINANCIAL SERVICES · Cap: $80.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Marsh & McLennan Companies, Inc. generates 94% more annual revenue ($27.52B vs $14.20B). MRSH leads profitability with a 14.3% profit margin vs 11.4%. AJG appears more attractively valued with a PEG of 0.88. AJG earns a higher WallStSmart Score of 72/100 (B).
AJG
Strong Buy72
out of 100
Grade: B
MRSH
Buy58
out of 100
Grade: C
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 34.6% year-over-year
Large-cap with strong market position
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 28.2%
Large-cap with strong market position
Every $100 of equity generates 28 in profit
Strong operational efficiency at 24.3%
Areas to Watch
Premium valuation, high expectations priced in
ROE of 7.0% — below average capital efficiency
Distress zone — elevated risk
Expensive relative to growth rate
Earnings declined 15.4%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : AJG
The strongest argument for AJG centers on Revenue Growth, Market Cap, PEG Ratio. Revenue growth of 34.6% demonstrates continued momentum. PEG of 0.88 suggests the stock is reasonably priced for its growth.
Bull Case : MRSH
The strongest argument for MRSH centers on Market Cap, Return on Equity, Operating Margin.
Bear Case : AJG
The primary concerns for AJG are P/E Ratio, Return on Equity, Altman Z-Score.
Bear Case : MRSH
The primary concerns for MRSH are PEG Ratio, EPS Growth, Free Cash Flow.
Key Dynamics to Monitor
AJG profiles as a growth stock while MRSH is a value play — different risk/reward profiles.
MRSH carries more volatility with a beta of 0.64 — expect wider price swings.
AJG is growing revenue faster at 34.6% — sustainability is the question.
AJG generates stronger free cash flow (713M), providing more financial flexibility.
Bottom Line
AJG scores higher overall (72/100 vs 58/100) and 34.6% revenue growth. 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.
Marsh & McLennan Companies, Inc.
FINANCIAL SERVICES · INSURANCE BROKERS · USA
Marsh & McLennan Companies, Inc., a professional services company, provides advisory services and insurance solutions to clients in the areas of risk, strategy, and people globally. The company is headquartered in New York, New York.
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