Arthur J. Gallagher & Co. (AJG)
NYSE · Financials · market cap 51.67B
Share price
$278.98
At the last nightly close
Intrinsic value
$112.94
A single conservative estimate.
Margin of safety
-59.5%
($112.94 − $278.98) ÷ $278.98
EV / EBIT
n/a
Not ranked: financial sector.
How these numbers are computed
The valuations are calculated in Python from filed accounts, not written by a language model. Three methods run side by side: earnings power value, which capitalises a normalised operating profit; a free-cash-flow model; and the Graham Number as an asset-side cross-check. The conservative figure above starts from the lower of the first two; the Graham Number never enters it.
The frame gives no credit for growth unless the company has earned it: only a return on invested capital that has beaten the cost of capital year after year earns a growth credit, and that credit is capped. A company that compounds will therefore usually read as expensive against it — that is deliberate. It is a price-discipline floor, not a price target, and it is not a view on what the shares will do.
The EV/EBIT ranking uses the median operating profit of up to fifteen fiscal years — a full cycle — where the free screeners use the last twelve months. When the data cannot support a method, the figure reads n/a rather than a number: a free-cash-flow valuation on a bank, a PEG on erratic earnings, a multiple on a company with no operating profit to speak of.
Fundamentals from SEC EDGAR. Prices, market data and technicals from yfinance. Valuation computed 2026-08-24.
Key metrics
Market position
Annual financials
| Period | Revenue | Operating income | Net income | EPS | Free cash flow |
|---|---|---|---|---|---|
| 2025-FY | 13.94B | 2.56B | 1.49B | 5.83 | 1.78B |
| 2024-FY | 11.55B | 2.28B | 1.46B | 6.63 | 2.44B |
| 2023-FY | 10.07B | 1.86B | 970.0M | 4.51 | 1.84B |
| 2022-FY | 8.55B | 1.67B | 1.11B | 5.30 | 1.21B |
| 2021-FY | 8.21B | 975.1M | 906.8M | 4.37 | n/a |
Filed figures from SEC EDGAR, in the reporting currency.
Next earnings
Recent news
- Arthur J. Gallagher Q2 Earnings: Adjusted EPS $2.84 | AJG Stock Newsstocktitan.net
- AJG Earnings: Latest Report, Earnings Call & Financialspublic.com
- Arthur J. Gallagher (AJG) Stock Drops As Revenue Jumps But Margins Thin - Simply Wall St Newssimplywall.st
- Arthur J. Gallagher Slides Ahead of Earnings as Investors Weigh Broker Growth Concerns | Quiver Quantitativequiverquant.com
- Compared to Estimates, Arthur J. Gallagher (AJG) Q2 Earnings: A Look at Key Metricsfinance.yahoo.com
Headlines link to their source. Sperio does not republish article text.
The figures above are the arithmetic. To see what a board of eight AI agents makes of them — macro, sector, filings, news and a devil's advocate whose only job is to attack the thesis — run the full analysis on AJG.
Run the board on AJG10 free analyses · no signup, no card
This page presents computed figures and filed financial data for information only. It is not investment advice, not a recommendation to buy or sell any security, and not a statement about what these shares will do. Sperio is a research tool, not an investment adviser. Figures are derived automatically from public filings and market data and may be incomplete, out of date or wrong. See the Terms & Disclaimer.