Arthur J. Gallagher & Co. (AJG) vs Accelerant Holdings (ARX)
Arthur J. Gallagher & Co. and Accelerant Holdings are both Insurance Brokers companies. Arthur J. Gallagher & Co. is the larger, with a market value of $58.2B against $4.3B — 13.6× the size. Accelerant Holdings has negative trailing earnings, so its P/E is not meaningful; Arthur J. Gallagher & Co. trades at 37.8×. Accelerant Holdings grew revenue faster over the last twelve months: 54.6% against 26.3%. Arthur J. Gallagher & Co. has the higher net margin (9.95% vs −119.3%) and the higher return on invested capital (4.79% vs 0.00%). Across the 19 metrics below, Arthur J. Gallagher & Co. leads on 10 and Accelerant Holdings on 9.
Valuation
Profitability
| Metric | AJG | ARX | Insurance Brokers median |
|---|---|---|---|
| Gross margin | 42.95% | 100.00% | 42.95% |
| Operating margin | 16.70% | 21.15% | 15.37% |
| Net margin | 9.95% | (119.27%) | 8.77% |
| Free cash flow margin | 14.50% | 0.16% | 3.89% |
| Return on equity | 6.70% | (369.41%) | 0.00% |
| Return on assets | 1.94% | (16.63%) | 2.23% |
| Return on invested capital | 4.79% | 0.00% | 5.27% |
Growth
Health
Dividend
Size
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