Arthur J. Gallagher & Co.

Valuation Analysis

About the Company

Arthur J. Gallagher & Co. en bref

Arthur J. Gallagher & Co. (AJG) is currently trading at 186,64 € with a market capitalization of 48,0 Md €. The trailing P/E ratio stands at 34.7x, with a forward P/E of 14.39x. The 52-week range spans from 166,29 € to 285,36 €; the current price is 34.6% below the yearly high. Year-over-year revenue growth stands at +34.6%. The net profit margin stands at 11.35%.

💰 Dividende

Arthur J. Gallagher & Co. pays an annual dividend of 2,44 € per share, representing a yield of 1.31%. The payout ratio stands at 42.88%.

📊 Avis des analystes

19 analystes évaluent Arthur J. Gallagher & Co. (AJG) au consensus : Acheter. L'objectif de cours moyen est de 229,74 €, soit un potentiel de +23.08% par rapport au cours actuel. La fourchette des objectifs de cours des analystes va de 183,94 € à 338,24 €.

Arthur J. Gallagher & Co. : la thèse d'investissement en détail

Arthur J. Gallagher & Co. (AJG) operates in the Financial Services — specifically Insurance Brokers — and is headquartered in United States. Below is a structured read of the investment case built directly from the latest fundamentals, valuation multiples, analyst positioning and smart-money flows. Each section translates raw numbers into the investment logic they imply, so you can decide whether the risk/reward fits your portfolio.

Le scénario haussier

Top-line momentum is unusually strong with revenue expanding 34.6% year-over-year, a pace that puts the company well above the market average and signals genuine demand traction rather than mere cyclical tailwind. The combination of a 42.93% gross margin and 28.4% operating margin shows the business converts revenue into profit efficiently — a hallmark of competitive moat. Wall Street consensus sits at Buy with an average price target implying roughly 23.08% upside from current levels — analyst sentiment is firmly constructive.

Le scénario baissier

Our valuation screen flags the stock as overvalued — current multiples imply the business needs to deliver well above its recent trajectory to justify the price.

Valorisation en contexte

With a PEG ratio of 0.92, the price-to-earnings multiple is actually below the company's growth rate — classic value-meets-growth territory that Peter Lynch would have called a 'GARP' opportunity.

À surveiller

• The forward P/E of 14.39x is meaningfully below the trailing 34.7x — analysts expect earnings to step up; the next earnings release is the test.
• The price sits in the lower quartile of the 52-week range — value hunters often start scaling in around this zone if fundamentals hold.
• The analyst consensus price target implies 23.08% upside — if the next two quarters confirm the underlying thesis, target hikes typically follow.

Thèse d'investissement : forces et faiblesses

Aperçu technique

The price is in a transition zone relative to the moving averages — no clear signal.

Profil de risque

The data points to relatively defensive market behavior.

Trading Data

💵 Dividend Info

Related Stocks in the Same Sector

Where can I buy Arthur J. Gallagher & Co.?

Compare top-rated brokers — low fees, trusted providers, fully regulated.