Arthur J. Gallagher & Co. (AJG) vs Marsh (MRSH)
Arthur J. Gallagher & Co. and Marsh are both Insurance Brokers companies. Marsh is the larger, with a market value of $81.1B against $58.2B — 1.4× the size. Marsh trades at the lower P/E: 20.8× against 37.8×. Arthur J. Gallagher & Co. grew revenue faster over the last twelve months: 26.3% against 8.33%. Marsh has the higher net margin (14.2% vs 9.95%) and the higher return on invested capital (18.5% vs 4.79%). Both pay a dividend; Marsh yields more (1.52% vs 1.00%). Across the 23 metrics below, Marsh leads on 19 and Arthur J. Gallagher & Co. on 4.
Valuation
Profitability
| Metric | AJG | MRSH | Insurance Brokers median |
|---|---|---|---|
| Gross margin | 42.95% | 100.00% | 42.95% |
| Operating margin | 16.70% | 21.62% | 15.37% |
| Net margin | 9.95% | 14.24% | 8.77% |
| Free cash flow margin | 14.50% | 17.06% | 3.89% |
| Return on equity | 6.70% | 25.34% | 0.00% |
| Return on assets | 1.94% | 6.73% | 2.23% |
| Return on invested capital | 4.79% | 18.49% | 5.27% |
Growth
Health
Dividend
Size
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