Arthur J. Gallagher & Co., together with its subsidiaries, provides insurance and reinsurance brokerage, consulting, and third-party property/casualty claims settlement and administration services to entities and individuals worldwide. It operates in Brokerage and Risk Management segments. The Brokerage segment offers retail and wholesale insurance and reinsurance brokerage services; assists retail brokers and other non-affiliated brokers in the placement of specialized and hard-to-place insurance; and acts as a brokerage wholesaler, managing general agent, and managing general underwriter for distributing specialized insurance coverages to underwriting enterprises. This segment performs activities, including marketing, underwriting, issuing policies, collecting premiums, appointing and supervising other agents, paying claims, and negotiating reinsurance; and offers services in the areas of insurance and reinsurance placement, risk of loss management, and management of employer sponsored benefit programs. The Risk Management segment provides contract claim settlement and administration services; and claims management, loss control consulting, and insurance property appraisal services. The company offers its services through a network of correspondent brokers and consultants. It serves commercial, industrial, public, religious, and nonprofit entities, as well as underwriting enterprises. The company was founded in 1927 and is headquartered in Rolling Meadows, Illinois.
Acquisition Impact | Explore how AJG's $12 billion AssuredPartners deal could reshape its market position, potentially boosting SME market share above 20% while presenting integration challenges |
Reinsurance Headwinds | Delve into the anticipated double-digit decline in property catastrophe reinsurance pricing and its potential impact on AJG's organic growth and revenue |
Strategic Growth | Learn about AJG's proven M&A strategy, industry-leading organic growth, and cost management initiatives driving its competitive edge in the insurance brokerage secto |
Financial Outlook | Analyst projections vary, with price targets ranging from $315 to $346. EPS estimates for FY1 and FY2 are $12.69 and $13.67, respectively, amid market uncertainties |
Metrics to compare | AJG | Sector Sector - Average of metrics from a broad group of related Financial sector companies | Relationship RelationshipAJGPeersSector | |
---|---|---|---|---|
P/E Ratio | 47.3x | 65.6x | 9.7x | |
PEG Ratio | 1.53 | −0.47 | 0.03 | |
Price/Book | 3.4x | 2.9x | 1.0x | |
Price / LTM Sales | 6.7x | 3.1x | 2.9x | |
Upside (Analyst Target) | 11.5% | 31.8% | 11.1% | |
Fair Value Upside | Unlock | 36.4% | 1.3% | Unlock |