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

Arthur J. Gallagher holds the cleaner structural position, with the lead spread across valuation and stability. TPG 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 2026-07-05

The clearest separation starts in valuation, but stability adds another real layer to the result. Arthur J. Gallagher & Co. leads by 27 points on the overall comparison score.

Trajectory Similarity
0.70
Similar
Peer-set rank: #6
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 signals a strong structural match, even though some dimensions still separate the two companies.

The match is driven mainly by 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.
46
Peer-Score
Signal qualitylow
Peer basis: Russell 1000
vs
TPG
TPG Inc.
19
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 TPG Profitability 22 0 Stability 66 35 Valuation 49 8 Growth 56 45 AJG TPG
Gap Ranking
#1 Valuation +41
#2 Stability +31
#3 Profitability +22
#4 Growth +11
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for AJG and TPG Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer AJGTPG 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 TPG each sit in their own 4.5-year price and valuation history.

BASED ON 4.5-YEAR HISTORY AJG Elevated · below norm 0th 50th 100th 11 pct gap TPG Neutral · below norm 0th 50th 100th 70th 59th
AJG (70th percentile) and TPG (59th percentile) both sit in the upper-middle of their own 5-year ranges. The historical entry context is broadly similar for both. This reflects entry timing, not which company is structurally stronger.

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

Relative Position vs Comparable Companies
Valuation
Arthur J. Gallagher & Co. sits higher in the group on valuation, adding to the overall structural advantage.
Stability
On stability, Arthur J. Gallagher & Co. ranks near the top of the group; TPG Inc. sits in the weaker half.
Valuation — Dominant Gap
AJG
49
TPG
8
Gap+41in favour of AJG

The multiple-based pricing edge comes from a trailing P/E that is 139 turns lower.

What else supports the lead

Stability still reinforces the same direction, which makes the lead look broader across the profile.

What this means for the comparison

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

Explore full peer positioning in AssetNext

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

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Similar valuation-and-stability comparisons

Explore how AJG and TPG 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.