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Arthur J. Gallagher & Co. vs Brown & Brown: Which Stock Looks Stronger in 2026?

The structural profiles are close, with Brown & Brown carrying a narrow edge on stability. Arthur J. Gallagher still has the edge on stability, which keeps the comparison from looking entirely one-sided. 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 S&P 500 universe, making them directly comparable.

Updated 2026-07-05

On stability, the clearer edge sits with Arthur J. Gallagher & Co., while the overall score remains tighter and points the other way.

INDUSTRY COMPARISON

Both operate in: Insurance Brokers

This comparison is based on industry proximity, not on functional trajectory similarity. AJG and BRO share the same industry classification.

For a similarity-based comparison, see how Arthur J. Gallagher and Brown & Brown each position within their functional peer groups in AssetNext.

Peer-Relative Score
AJG
Arthur J. Gallagher & Co.
45
Peer-Score
Signal qualitylow
Peer basis: S&P 500
vs
BRO
Brown & Brown, Inc.
50
Peer-Score
Signal qualitylow
Peer basis: S&P 500

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

The clearest separation appears in stability.

Dimension spread: AJG vs BRO Profitability 22 40 Stability 66 25 Valuation 48 75 Growth 56 54 AJG BRO
Gap Ranking
#1 Stability +41
#2 Valuation +27
#3 Profitability +18
#4 Growth +2
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for AJG and BRO Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer AJGBRO Relative valuation Structural strength

Arthur J. Gallagher & Co. looks stronger, but the price setup still looks more supportive for Brown & Brown, Inc..

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

Entry today — historical context

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

BASED ON 5-YEAR HISTORY AJG Elevated · below norm 0th 50th 100th 18 pct gap BRO Neutral · below norm 0th 50th 100th 70th 52nd
Today BRO sits in the upper-middle of its own 5-year history (52nd percentile), while AJG sits higher in its own history (70th). Within each stock's own 5-year context, BRO 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. ranks near the top of the group on stability; Brown & Brown, Inc. sits in the weaker half.
Valuation
On valuation, the edge is clear — both rank well, but Brown & Brown, Inc. sits noticeably higher.
Stability — Dominant Gap
AJG
66
BRO
25
Gap+41in favour of AJG

The stability gap is very wide, with the stronger side looking materially steadier through time.

What else supports the lead

Brown & Brown, Inc. also shows lower market-fundamental divergence, which makes the lead look less detached from the underlying business picture.

What this means for the comparison

Stability is the clearest driver of the lead, with valuation adding further support — though stability still provides a real counterweight.

Explore full peer positioning in AssetNext

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

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how AJG and BRO 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.