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Stock Comparison · Structural lead, mixed market

Arthur J. Gallagher & Co. vs Ryan Specialty Holdings: Which Stock Looks Stronger in 2026?

The structural profiles are close, with Arthur J. Gallagher carrying a narrow edge on profitability. Ryan Specialty still has the edge on profitability, 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 Russell 1000 universe, making them directly comparable.

Updated 2026-08-16

Profitability points more clearly toward Ryan Specialty Holdings, Inc., even if the broader score still leans toward Arthur J. Gallagher & Co..

Trajectory Similarity
0.77
Similar
Peer-set rank: #2
within Arthur J. Gallagher & Co.'s functional peer set

These two companies are linked by measured long-term financial trajectory similarity within the selected peer universe.

This level of similarity signals a strong structural match, even though some dimensions still separate the two companies.

Most of the shared profile comes through investment intensity and recent revenue growth.

Similarity drivers
investment intensityrecent revenue growth
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.
38
Peer-Score
Signal qualitylow
Peer basis: Russell 1000
vs
RYAN
Ryan Specialty Holdings, Inc.
37
Peer-Score
Signal qualitylow
Peer basis: Russell 1000

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 RYAN Profitability 9 49 Stability 66 38 Valuation 46 39 Growth 44 12 AJG RYAN
Gap Ranking
#1 Profitability +40
#2 Growth +32
#3 Stability +28
#4 Valuation +7
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for AJG and RYAN Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer AJGRYAN Relative valuation Structural strength

The structural gap is limited here, but current pricing still leans against Ryan Specialty Holdings, Inc..

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

Entry today — historical context

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

BASED ON 5-YEAR HISTORY AJG Neutral · below norm 0th 50th 100th 24 pct gap RYAN Neutral · below norm 0th 50th 100th 68th 44th
Today RYAN sits in the lower-middle of its own 5-year history (44th percentile), while AJG sits higher in its own history (68th). Within each stock's own 5-year context, RYAN 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
Profitability
Profitability also leans toward Ryan Specialty Holdings, Inc., reinforcing the broader structural lead.
Growth
Arthur J. Gallagher & Co. sits higher in the group on growth, adding to the overall structural advantage.
Profitability — Dominant Gap
AJG
9
RYAN
49
Gap+40in favour of RYAN

The clearest distance comes from a stronger profitability profile.

What keeps the gap from being one-sided

Ryan Specialty Holdings, Inc. still shows lower market-fundamental divergence, which keeps the wider picture mixed rather than completely one-sided.

What this means for the comparison

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

Explore full peer positioning in AssetNext

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

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Other comparisons with conflicting dimension signals

Explore how AJG and RYAN 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.