ARTHUR J. GALLAGHER & CO. vs The Baldwin Insurance Group, Inc., two Insurance Brokers stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where AJG and BWIN diverge most: on net margin, AJG reads 10.8% and BWIN reads -2.8%; on return on equity, AJG reads 6.8% and BWIN reads -2.9%. The rest of the comparable metrics sit closer together. What AJG's price implies is a demanding bet versus history and the cohort (fee-earnings basis). The bull and bear cases for each are in their full reports below.
| Metric | AJG | BWIN |
|---|---|---|
| Price | $253.00 | $26.48 |
| Market cap | $65.0B | $2.6B |
| Sector | Financial Services | Financial Services |
| Stage | Growth | Growth |
| P/E | 40.9 | — |
| P/B | 2.73 | 1.65 |
| P/S | 4.34 | 1.58 |
| EV/EBITDA | 350.3 | 32.9 |
| Revenue growth | +24.3% | +13.3% |
| Operating margin | — | -19.0% |
| Net margin | 10.8% | -2.8% |
| Return on equity | 6.8% | -2.9% |
| Return on assets | 2.1% | -0.8% |
| Dividend yield | 1.0% | — |
| Debt / equity | 0.53 | 0.01 |
| Current ratio | 1.06 | 1.08 |
| Piotroski F (quality) | 7 / 9 | 4 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.