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Arthur J. Gallagher & Co. AJG NYSE

NYSE • Financial Services • Insurance - Brokers • US • USD

SharesGrow Score
65/100
3/7 Pass
SharesGrow Intrinsic Value
$189.18
-14%
Analyst Price Target
$280.46
+27.5%
SharesGrow 7-Criteria Score All 7 criteria scored · income-related highlighted on this page

Arthur J. Gallagher & Co. (AJG) has shown strong revenue growth over the past 3 years, expanding from $8.6B to $13.9B (average +17.7%/yr). Net income reached $1.5B, reflecting solid earnings growth at +13.3%/yr on average. The net profit margin is 10.7%, which is moderate. The company has maintained profitability in all 4 of the past 4 years, demonstrating a consistent earnings track record. The gross margin is 54.8% (high), with a +12.7pp trend over the period. With a $57B market cap and MOAT composite score of 84/100, the company has a strong competitive position.

Criteria proven by this page:

  • GROWTH (80/100, Pass) — proving strong growth momentum
  • PAST (100/100, Pass) — proving consistent earnings. Looking at the full 41-year history, the company was profitable in 41 of 41 years — a perfect long-term track record
  • INCOME (55/100, Partial) — the company is profitable but margin is below 15%
  • MOAT (84/100, Pass) — strong gross margins and market scale prove a durable competitive advantage

Overall SharesGrow Score: 65/100 with 3/7 criteria passed.

65/100
SG Score
View full scorecard →
VALUE
38/100
Price-to-Earnings & upside
→ IV page
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FUTURE
46/100
Analyst consensus
→ Forecast
PAST
100/100
4/4 yrs profit
EPS $5.75
Proven by this page
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HEALTH
50/100
Debt-to-Equity & liquidity
→ Health
MOAT
84/100
Score: 84/100
GM 54.8% (+12.7pp)
Proven by this page
GROWTH
80/100
Rev +17.7%/yr
NI +13.3%/yr
Proven by this page
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INCOME
55/100
Margin 10.7%
$13.9B
Proven by this page
Arthur J. Gallagher & Co. Earnings and Revenue History
Analyst Forecast →
Revenue  Actual & Estimate
Earnings & Profit Margin  Actual & Estimate
Metric TTM FY2025 FY2024 FY2023 FY2022
Revenue $13.94B$13.94B$11.55B$10.07B$8.55B
Gross Profit $9.08B$7.63B$9.8B$4.25B$3.6B
Gross Margin 65.1%54.8%84.8%42.1%42.1%
Operating Income $2.84B$2.55B$2.28B$1.86B$1.67B
Net Income $1.49B$1.49B$1.46B$969.5M$1.11B
Net Margin 10.7%10.7%12.7%9.6%13%
EPS (Diluted) $5.75$5.75$6.53$4.42$5.19
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