Home Compare AJG vs TPG
Stock Comparison · Structural lead, mixed market

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

The structural profiles are close, with TPG carrying a narrow edge on growth. Arthur J. Gallagher still leads on valuation and 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 Russell 1000 universe, making them directly comparable.

Updated 2026-08-16

This is not just a one-metric split: both growth and profitability materially support the lead.

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.
38
Peer-Score
Signal qualitylow
Peer basis: Russell 1000
vs
TPG
TPG Inc.
42
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 TPG Profitability 9 45 Stability 66 36 Valuation 46 8 Growth 44 96 AJG TPG
Gap Ranking
#1 Growth +52
#2 Valuation +38
#3 Profitability +36
#4 Stability +30
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

TPG Inc. occupies the cheaper side of the setup map, although Arthur J. Gallagher & Co. still holds the stronger structural profile.

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 4.6-year price and valuation history.

BASED ON 4.6-YEAR HISTORY AJG Neutral · below norm 0th 50th 100th 13 pct gap TPG Elevated · near norm 0th 50th 100th 68th 80th
AJG (68th percentile) and TPG (80th percentile) sit at comparable positions within their own 5-year histories. This reflects entry timing, not which company is structurally stronger.

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

Relative Position vs Comparable Companies
Growth
Both profiles are strong on growth, but TPG Inc. leads clearly.
Valuation
Arthur J. Gallagher & Co. sits higher in the group on valuation, adding to the overall structural advantage.
Growth — Dominant Gap
AJG
44
TPG
96
Gap+52in favour of TPG

Growth adds another layer to the lead, with a very wide gap in revenue growth between the two companies.

What keeps the gap from being one-sided

Absolute pricing still looks more supportive for Arthur J. Gallagher, with a trailing P/E that is 189 turns lower there.

What this means for the comparison

The page question resolves through growth, but valuation and current pricing still keep the broader comparison from reading as fully aligned.

Explore full peer positioning in AssetNext

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

Explore full breakdown →
Other comparisons with conflicting dimension signals

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.