Arthur J Gallagher & Co (AJG)vsBerkshire Hathaway Inc (BRK-B)
AJG
Arthur J Gallagher & Co
$206.40
-2.55%
FINANCIAL SERVICES · Cap: $53.07B
BRK-B
Berkshire Hathaway Inc
$474.07
-0.28%
FINANCIAL SERVICES · Cap: $1.03T
Smart Verdict
WallStSmart Research — data-driven comparison
Berkshire Hathaway Inc generates 2755% more annual revenue ($371.44B vs $13.01B). BRK-B leads profitability with a 18.0% profit margin vs 11.5%. AJG appears more attractively valued with a PEG of 0.91. AJG earns a higher WallStSmart Score of 60/100 (C).
AJG
Buy60
out of 100
Grade: C
BRK-B
Buy54
out of 100
Grade: C-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 36.7% year-over-year
Large-cap with strong market position
Growing faster than its price suggests
Reasonable price relative to book value
Mega-cap, among the largest globally
Reasonable price relative to book value
Strong operational efficiency at 33.0%
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Generating 5.0B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
ROE of 6.9% — below average capital efficiency
Earnings declined 48.3%
Distress zone — elevated risk
Weak financial health signals
Expensive relative to growth rate
Revenue declined 0.7%
Earnings declined 2.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : AJG
The strongest argument for AJG centers on Revenue Growth, Market Cap, PEG Ratio. Revenue growth of 36.7% demonstrates continued momentum. PEG of 0.91 suggests the stock is reasonably priced for its growth.
Bull Case : BRK-B
The strongest argument for BRK-B centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 18.0% and operating margin at 33.0%.
Bear Case : AJG
The primary concerns for AJG are P/E Ratio, Return on Equity, EPS Growth.
Bear Case : BRK-B
The primary concerns for BRK-B are Piotroski F-Score, PEG Ratio, Revenue Growth.
Key Dynamics to Monitor
AJG profiles as a growth stock while BRK-B is a declining play — different risk/reward profiles.
BRK-B carries more volatility with a beta of 0.70 — expect wider price swings.
AJG is growing revenue faster at 36.7% — sustainability is the question.
BRK-B generates stronger free cash flow (5.0B), providing more financial flexibility.
Bottom Line
AJG scores higher overall (60/100 vs 54/100) and 36.7% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Arthur J Gallagher & Co
FINANCIAL SERVICES · INSURANCE BROKERS · USA
Arthur J. Gallagher & Co. (AJG) is an American global insurance brokerage and risk management services firm headquartered in Rolling Meadows, Illinois.
Berkshire Hathaway Inc
FINANCIAL SERVICES · INSURANCE - DIVERSIFIED · USA
Berkshire Hathaway Inc. is an American multinational conglomerate holding company headquartered in Omaha, Nebraska, United States. The company wholly owns GEICO, Duracell, Dairy Queen, BNSF, Lubrizol, Fruit of the Loom, Helzberg Diamonds, Long & Foster, FlightSafety International, Pampered Chef, Forest River, and NetJets, and also owns 38.6% of Pilot Flying J; and significant minority holdings in public companies Kraft Heinz Company (26.7%), American Express (18.8%), The Coca-Cola Company (9.32%), Bank of America (11.9%), and Apple (6.3%).
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