Arthur J Gallagher & Co (AJG)vsSelectquote Inc (SLQT)
AJG
Arthur J Gallagher & Co
$213.56
-1.26%
FINANCIAL SERVICES · Cap: $54.91B
SLQT
Selectquote Inc
$0.64
-4.39%
FINANCIAL SERVICES · Cap: $117.55M
Smart Verdict
WallStSmart Research — data-driven comparison
Arthur J Gallagher & Co generates 703% more annual revenue ($13.01B vs $1.62B). AJG leads profitability with a 11.5% profit margin vs 4.8%. AJG earns a higher WallStSmart Score of 60/100 (C).
AJG
Buy60
out of 100
Grade: C
SLQT
Buy52
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 SLQT.
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
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
Smaller company, higher risk/reward
4.8% margin — thin
Earnings declined 12.6%
Negative free cash flow — burning cash
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 : SLQT
The strongest argument for SLQT centers on Price/Book. Revenue growth of 11.6% demonstrates continued momentum.
Bear Case : AJG
The primary concerns for AJG are P/E Ratio, Return on Equity, EPS Growth.
Bear Case : SLQT
The primary concerns for SLQT are Market Cap, Profit Margin, EPS Growth. Thin 4.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
AJG profiles as a growth stock while SLQT is a value play — different risk/reward profiles.
SLQT carries more volatility with a beta of 1.25 — 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
AJG scores higher overall (60/100 vs 52/100) 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.
Selectquote Inc
FINANCIAL SERVICES · INSURANCE BROKERS · USA
Founded in 1985, SelectQuote (NYSE: SLQT) offers solutions that help consumers protect their most valuable assets - their families, health, and property.
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