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Stock Comparison · Structural lead, mixed market

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

Roper Technologies holds the cleaner structural position, with the lead spread across valuation and profitability. Arthur J. Gallagher still has the edge on growth, 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

This is not just a one-metric split: both valuation and profitability materially support the lead. Roper Technologies, Inc. leads by 17 points on the overall comparison score.

Trajectory Similarity
0.70
Moderately similar
Peer-set rank: #8
within Arthur J. Gallagher & Co.'s functional peer set

This comparison is anchored in 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 investment intensity and margin consistency.

Similarity drivers
investment intensitymargin consistency
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.
36
Peer-Score
Signal qualityMedium
vs
ROP
Roper Technologies, Inc.
53
Peer-Score
Signal qualityHigh

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 ROP Profitability 7 34 Stability 57 78 Valuation 44 77 Growth 45 19 AJG ROP
Gap Ranking
#1 Valuation +33
#2 Profitability +27
#3 Growth +26
#4 Stability +21
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for AJG and ROP Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer AJGROP Relative valuation Structural strength

Roper Technologies, Inc. and Arthur J. Gallagher & Co. look relatively close on structure, but the price setup still leans toward Roper Technologies, 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 Roper Technologies, Inc. leads clearly.
Profitability
Neither side looks especially strong on profitability, though Roper Technologies, Inc. still ranks somewhat higher.
Valuation — Dominant Gap
AJG
44
ROP
77
Gap+33in favour of ROP

The multiple-based pricing edge comes from a trailing P/E that is 13.3 turns lower.

What keeps the gap from being one-sided

Arthur J. Gallagher still pushes back on growth, with a 27-point revenue-growth advantage that keeps the read from becoming one-way.

What this means for the comparison

The lead is built on both valuation and profitability — though growth still provides a counterweight.

Explore full peer positioning in AssetNext

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

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Other comparisons with conflicting dimension signals

Explore how AJG and ROP 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.