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Stock Comparison · Industry comparison · Insurance Brokers

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

Brown & Brown holds the cleaner structural position, with valuation as the main driver and stability adding further support. 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.

Updated 2026-04-05

The lead is spread across valuation and profitability, rather than sitting in one isolated gap. Brown & Brown, Inc. leads by 8 points on the overall comparison score.

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.
36
Peer-Score
Signal qualityMedium
vs
BRO
Brown & Brown, Inc.
44
Peer-Score
Signal qualityMedium

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

The largest gaps do not all point in the same direction.

Dimension spread: AJG vs BRO Profitability 7 19 Stability 57 36 Valuation 44 70 Growth 45 50 AJG BRO
Gap Ranking
#1 Valuation +26
#2 Stability +21
#3 Profitability +12
#4 Growth +5
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

The two profiles are relatively close, but the price setup still leans toward Brown & Brown, Inc..

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

Relative Position vs Comparable Companies
Valuation
Both profiles are strong on valuation, but Brown & Brown, Inc. leads clearly.
Stability
On stability, Arthur J. Gallagher & Co. is positioned higher in the group, while Brown & Brown, Inc. is closer to the middle.
Valuation — Dominant Gap
AJG
44
BRO
70
Gap+26in favour of BRO

The multiple-based pricing edge comes from a trailing P/E that is 17 turns lower.

What keeps the gap from being one-sided

Stability still tilts materially toward Arthur J. Gallagher & Co., which stops the result from looking dominant across the whole profile.

What this means for the comparison

Valuation is the clearest driver of the lead, with stability 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.

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.