COMP <GO>
AJG vs BRK-A // REVENUE GROWTH (YOY)
Arthur J. Gallagher & Co. (NYSE) VS. Berkshire Hathaway Inc. (Class A) (NYSE) • 15-METRIC TALLY: AJG 3
— BRK-A 9
▲ REVENUE GROWTH (YOY) LEADER: AJG
LAST: $276.07 (+2.93%) • MKT CAP: $68.74B
revenue-growth
20.70%
LAST: $815,600.00 (-0.23%) • MKT CAP: $1.20T
revenue-growth
3.93%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AJG VS. BRK-A)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AJG | BRK-A | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.30% | 11.47% | -6.17 | BRK-A | /roic <GO> |
| EV/EBITDA & P/E Valuation | 30.7x | 9.7x | +21.02 | BRK-A | /valuation <GO> |
| Free Cash Flow Yield | 1.89% | 2.09% | -0.20 | BRK-A | /fcf-yield <GO> |
| Operating Margin | 13.10% | 27.80% | -14.70 | BRK-A | /operating-margins <GO> |
| Net Profit Margin | 10.70% | 22.30% | -11.60 | BRK-A | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | 20.70% | 3.93% | +16.77 | AJG | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.97% | 0.00% | +0.97 | AJG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 4/9 | +5.00 | AJG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 61.5 | 68.1 | -6.60 | BRK-A | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.00 | 1.13 | -0.13 | BRK-A | /macro-sensitivity <GO> |
| Forward P/E Multiple | 38.6x | 24.3x | +14.26 | BRK-A | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $68.74B | $1.20T | -$1.13T | BRK-A | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AJG REV | BRK-A REV | AJG GROSS % | BRK-A GROSS % | AJG FCF | BRK-A FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $13.94B | $247.24B | — | — | $1.30B | $25.04B |
| FY 2024 | $11.55B | $249.71B | — | — | $2.06B | $11.62B |
| FY 2023 | $10.07B | $254.91B | — | — | $1.58B | $37.73B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AJG // BETA 1.00
BRK-A // BETA 1.13