ARTHUR J. GALLAGHER & CO. vs Marsh & McLennan Companies, Inc., two Insurance Brokers stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where AJG and MRSH diverge most: on ev/ebitda, AJG reads 350.3 and MRSH reads 16.8; on return on equity, AJG reads 6.8% and MRSH reads 26.5%. 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). What MRSH's price implies is a bet that sits within the historical range (fee-earnings basis). The bull and bear cases for each are in their full reports below.
| Metric | AJG | MRSH |
|---|---|---|
| Price | $253.00 | $178.25 |
| Market cap | $65.0B | $86.6B |
| Sector | Financial Services | Financial Services |
| Stage | Growth | Mature |
| P/E | 40.9 | 22.3 |
| P/B | 2.73 | 5.85 |
| P/S | 4.34 | 3.15 |
| EV/EBITDA | 350.3 | 16.8 |
| Revenue growth | +24.3% | +10.0% |
| Operating margin | — | 23.1% |
| Net margin | 10.8% | 14.3% |
| Return on equity | 6.8% | 26.5% |
| Return on assets | 2.1% | 6.7% |
| Dividend yield | 1.0% | 1.9% |
| Debt / equity | 0.53 | 1.44 |
| Current ratio | 1.06 | 1.11 |
| Piotroski F (quality) | 7 / 9 | 5 / 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.