Arthur J. Gallagher & Co. (AJG) vs Baldwin Insurance Group, Inc. (BWIN)
Arthur J. Gallagher & Co. and Baldwin Insurance Group, Inc. are both Insurance Brokers companies. Arthur J. Gallagher & Co. is the larger, with a market value of $58.2B against $4.5B — 13.0× the size. Baldwin Insurance Group, Inc. has negative trailing earnings, so its P/E is not meaningful; Arthur J. Gallagher & Co. trades at 37.8×. Arthur J. Gallagher & Co. grew revenue faster over the last twelve months: 26.3% against 19.0%. Arthur J. Gallagher & Co. has the higher net margin (9.95% vs −4.67%) and the higher return on invested capital (4.79% vs −2.29%). Across the 21 metrics below, Arthur J. Gallagher & Co. leads on 16 and Baldwin Insurance Group, Inc. on 5.
Valuation
Profitability
| Metric | AJG | BWIN | Insurance Brokers median |
|---|---|---|---|
| Gross margin | 42.95% | 30.33% | 42.95% |
| Operating margin | 16.70% | (6.88%) | 15.37% |
| Net margin | 9.95% | (4.67%) | 8.77% |
| Free cash flow margin | 14.50% | 2.52% | 3.89% |
| Return on equity | 6.70% | (6.58%) | 0.00% |
| Return on assets | 1.94% | (1.64%) | 2.23% |
| Return on invested capital | 4.79% | (2.29%) | 5.27% |
Growth
Health
Dividend
Size
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