AJG vs AON Comparison: AI Score, Valuation, Performance and Upside
Compare Arthur J. Gallagher and Aon by insurance brokerage market segment focus, acquisition integration track record, organic revenue growth, operating margin, and which insurance broker compound machine offers better long-term value.
Use this Arthur J. Gallagher vs Aon comparison to evaluate the key differences across valuation, growth, profitability, and risk before making an investment decision.
AJG holds the edge across 3 of 5 key metrics in this comparison. AON has delivered stronger 1-year price return (+1.43% vs -19.83%), though AJG has the better forward P/E setup (17.08x vs 17.18x for AON). On fundamentals, AJG is growing revenue faster (34.60%), while AON maintains the higher operating margin (35.84%) — a classic growth-versus-profitability split. Analyst consensus implies meaningfully more upside for AJG (+10.83%) than for AON (+7.05%).
| Metric | AJG | AON |
|---|---|---|
| AI score | 52.5 | 50.7 |
| AI rank | #357 | #465 |
| Latest close | $247.77 | $361.70 |
| 1M return | +12.24% | +11.13% |
| 6M return | -2.15% | +6.79% |
| 1Y return | -19.83% | +1.43% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | AJG | AON |
|---|---|---|
| 1Y ago | $7.86K (-21.4%) started 2025-07-25 | $9.7K (-3.0%) started 2025-07-25 |
| 5Y ago | $19.12K (+91.2%) started 2021-07-26 | $15.18K (+51.8%) started 2021-07-26 |
| 10Y ago | $67.96K (+579.6%) started 2016-07-25 | $38.65K (+286.5%) started 2016-07-25 |
Hypothetical — past performance does not guarantee future results.
| Metric | AJG | AON |
|---|---|---|
| Market cap | $65.24B | $78.43B |
| Trailing P/E | 41.15 | 20.17 |
| Forward P/E | 17.08 | 17.18 |
| Price/Sales | 7.49 | 4.90 |
| EV/Revenue | 5.44 | 5.31 |
| Analyst target | $281.39 | $393.11 |
| Target upside | +10.83% | +7.05% |
| Metric | AJG | AON |
|---|---|---|
| Revenue growth | 34.60% | 6.50% |
| Earnings growth | 16.20% | 27.10% |
| EPS growth | +16.20% | +27.10% |
| FCF margin | +7.61% | +19.11% |
| Operating margin | 28.40% | 35.84% |
| Profit margin | 11.35% | 22.54% |
| ROIC proxy | 7.01% | 46.45% |
| Return on equity | 7.01% | 46.45% |
| Dividend yield | 1.10% | 0.89% |
| Beta | 0.51 | 0.70 |
| Debt/equity | 56.18 | 155.05 |
| Current ratio | 1.06 | 1.07 |
| Quick ratio | 0.19 | 0.26 |
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | AJG | AON |
|---|---|---|---|
| 1Y | Growth | -21.38% | -3.00% |
| CAGR | -21.43% | -3.01% | |
| Sharpe ratio | -0.81 | -0.18 | |
| Max drawdown | 39.07% | 17.85% | |
| Max daily drop | 9.85% | 9.27% | |
| Max wkly drop | 17.73% | 11.49% | |
| 5Y | Growth | +83.75% | +47.71% |
| CAGR | +12.95% | +8.12% | |
| Sharpe ratio | 0.45 | 0.26 | |
| Max drawdown | 44.95% | 25.38% | |
| Max daily drop | 9.85% | 9.28% | |
| Max wkly drop | 17.73% | 12.29% | |
| 10Y | Growth | +479.92% | +255.39% |
| CAGR | +19.22% | +13.52% | |
| Sharpe ratio | 0.68 | 0.47 | |
| Max drawdown | 44.95% | 38.73% | |
| Max daily drop | 15.24% | 16.70% | |
| Max wkly drop | 23.73% | 19.97% |
| Category | AJG | AON |
|---|---|---|
| Company | AJG | AON |
| Sector | Financial Services | Financial Services |
| Industry | Insurance Brokers | Insurance Brokers |
| Core business | N/A | N/A |
| Investor focus | N/A | N/A |
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