Arthur J Gallagher & Co (AJG)vseHealth Inc (EHTH)
AJG
Arthur J Gallagher & Co
$213.56
-1.26%
FINANCIAL SERVICES · Cap: $54.91B
EHTH
eHealth Inc
$1.38
-8.00%
FINANCIAL SERVICES · Cap: $45.99M
Smart Verdict
WallStSmart Research — data-driven comparison
Arthur J Gallagher & Co generates 2248% more annual revenue ($13.01B vs $554.01M). AJG leads profitability with a 11.5% profit margin vs 7.2%. EHTH appears more attractively valued with a PEG of 0.72. EHTH earns a higher WallStSmart Score of 62/100 (C+).
AJG
Buy60
out of 100
Grade: C
EHTH
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-426.0%
Fair Value
$39.03
Current Price
$213.56
$174.53 premium
Intrinsic value data unavailable for EHTH.
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
Reasonable price relative to book value
Strong operational efficiency at 38.7%
Growing faster than its price suggests
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
3.5% revenue growth
Smaller company, higher risk/reward
ROE of 4.2% — below average capital efficiency
7.2% margin — thin
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 0.93 suggests the stock is reasonably priced for its growth.
Bull Case : EHTH
The strongest argument for EHTH centers on Price/Book, Operating Margin, PEG Ratio. PEG of 0.72 suggests the stock is reasonably priced for its growth.
Bear Case : AJG
The primary concerns for AJG are P/E Ratio, Return on Equity, EPS Growth.
Bear Case : EHTH
The primary concerns for EHTH are Revenue Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
AJG profiles as a growth stock while EHTH is a value play — different risk/reward profiles.
EHTH carries more volatility with a beta of 1.20 — expect wider price swings.
AJG is growing revenue faster at 36.7% — sustainability is the question.
AJG generates stronger free cash flow (713M), providing more financial flexibility.
Bottom Line
EHTH scores higher overall (62/100 vs 60/100). 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.
eHealth Inc
FINANCIAL SERVICES · INSURANCE BROKERS · USA
eHealth, Inc. provides private health insurance exchange services to individuals, families, and small businesses in the United States and China. The company is headquartered in Santa Clara, California.
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