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Arthur J. Gallagher & Co. vs Blue Owl Capital: Which Stock Looks Stronger in 2026?

Arthur J. Gallagher holds the cleaner structural position, with the lead spread across stability and valuation. Blue Owl Capital does not offset that deficit through any equally strong structural edge elsewhere. Both sides have seen trend damage — neither carries a clear market edge right now. With both trends damaged, the structural comparison carries most of the weight here.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the Russell 1000 universe, making them directly comparable.

Updated 2026-05-17

The lead is spread across stability and valuation, rather than sitting in one isolated gap. Arthur J. Gallagher & Co. leads by 15 points on the overall comparison score.

Trajectory Similarity
0.62
Moderately similar
Peer-set rank: #40
within Arthur J. Gallagher & Co.'s functional peer set

This pair is matched through long-term financial trajectory similarity within the selected peer universe.

This level of similarity points to a meaningful structural match, though not a tight one.

The clearest structural overlap shows up in capital structure and revenue stability.

Similarity drivers
capital structurerevenue stability
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
AJG
Arthur J. Gallagher & Co.
50
Peer-Score
Signal qualitylow
Peer basis: Russell 1000
vs
OWL
Blue Owl Capital Inc.
35
Peer-Score
Signal qualitylow
Peer basis: Russell 1000

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

Score differences across key dimensions.

Dimension spread: AJG vs OWL Profitability 31 35 Stability 53 16 Valuation 54 24 Growth 69 71 AJG OWL
Gap Ranking
#1 Stability +37
#2 Valuation +30
#3 Profitability +4
#4 Growth +2
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for AJG and OWL Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer AJGOWL Relative valuation Structural strength

Arthur J. Gallagher & Co. looks stronger both structurally and on relative valuation.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

Where AJG and OWL each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY AJG Neutral · below norm 0th 50th 100th 23 pct gap OWL Lower · below norm 0th 50th 100th 40th 16th
Today OWL sits in the lower portion of its own 5-year history (16th percentile), while AJG sits higher in its own history (40th). Within each stock's own 5-year context, OWL is at a historically more favourable entry position than AJG. This reflects entry timing, not which company is structurally stronger — peer-relative analysis is a separate question addressed above.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Stability
Arthur J. Gallagher & Co. sits in the stronger part of the group on stability, while Blue Owl Capital Inc. is closer to mid-pack.
Valuation
Arthur J. Gallagher & Co. sits in the stronger part of the group on valuation, while Blue Owl Capital Inc. is closer to mid-pack.
Stability — Dominant Gap
AJG
53
OWL
16
Gap+37in favour of AJG

The clearest distance comes from a steadier profile over time.

What else supports the lead

Absolute pricing reinforces the lead rather than leaving the result tied to one dimension, with a trailing P/E that is 46 turns lower.

What this means for the comparison

The lead is built on both stability and valuation, making it broader than a single-dimension result.

Explore full peer positioning in AssetNext

Break down the AJG vs OWL comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Similar stability-and-valuation comparisons

Explore how AJG and OWL each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.