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Arthur J. Gallagher & Co. (AJG) vs Ryan Specialty Holdings Inc. (RYAN)

Arthur J. Gallagher & Co. and Ryan Specialty Holdings Inc. are both Insurance Brokers companies. Arthur J. Gallagher & Co. is the larger, with a market value of $73.9B against $12.1B — 6.1× the size. Arthur J. Gallagher & Co. trades at the lower P/E: 43.4× against 57.8×. Arthur J. Gallagher & Co. grew revenue faster over the last twelve months: 25.6% against 9.77%. Arthur J. Gallagher & Co. has the higher net margin (10.4% vs 3.22%) and the lower return on invested capital (5.07% vs 7.19%). Both pay a dividend; Ryan Specialty Holdings Inc. yields more (1.06% vs 0.96%). Across the 21 metrics below, Arthur J. Gallagher & Co. leads on 12 and Ryan Specialty Holdings Inc. on 9.

Valuation

Metric AJG RYAN Insurance Brokers median
P/E 43.38 57.80 22.14
P/S 4.51 1.79 2.91
P/B 3.07 6.46 3.02
Price to free cash flow 32.32 11.66 22.32
EV/EBITDA — — —
EV/Sales — — —
Earnings yield 2.31% 1.73% 3.41%
Free cash flow yield 3.09% 8.57% 3.09%

Profitability

Metric AJG RYAN Insurance Brokers median
Gross margin 43.22% 100.00% 49.54%
Operating margin 17.15% 15.59% 15.76%
Net margin 10.38% 3.22% 8.19%
Free cash flow margin 0.00% 15.34% 3.58%
Return on equity 7.18% 9.81% 2.99%
Return on assets 2.15% 1.00% 2.33%
Return on invested capital 5.07% 7.19% 5.64%

Growth

Metric AJG RYAN Insurance Brokers median
Revenue growth (TTM) 25.58% 9.77% 9.77%
EPS growth (last fiscal year) (11.69%) (33.80%) (8.67%)
Revenue growth, 5-year CAGR 14.76% 24.54% 9.30%
Net income growth, 5-year CAGR 12.78% (1.42%) 0.00%

Health

Metric AJG RYAN Insurance Brokers median
Debt to equity 0.49 4.08 0.49
Current ratio 1.05 1.01 1.54
Net debt to EBITDA 2.95 4.00 1.20

Dividend

Metric AJG RYAN Insurance Brokers median
Dividend yield 0.96% 1.06% 1.01%
Payout ratio 0.42 0.63 0.33

Size

Metric AJG RYAN Insurance Brokers median
Market cap 73.88b 12.14b 2.41b

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