Arthur J Gallagher & Co (AJG)vsSelectquote Inc (SLQT)
AJG
Arthur J Gallagher & Co
$240.32
+5.43%
FINANCIAL SERVICES · Cap: $61.60B
SLQT
Selectquote Inc
$0.50
-2.84%
FINANCIAL SERVICES · Cap: $94.68M
Smart Verdict
WallStSmart Research — data-driven comparison
Arthur J Gallagher & Co generates 834% more annual revenue ($15.11B vs $1.62B). AJG leads profitability with a 10.4% profit margin vs 3.8%. AJG earns a higher WallStSmart Score of 62/100 (C+).
AJG
Buy62
out of 100
Grade: C+
SLQT
Hold50
out of 100
Grade: D+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 30.9% year-over-year
Conservative balance sheet, low leverage
Large-cap with strong market position
Growing faster than its price suggests
Reasonable price relative to book value
Reasonable price relative to book value
Earnings expanding 219.2% YoY
Areas to Watch
Premium valuation, high expectations priced in
ROE of 6.6% — below average capital efficiency
Earnings declined 10.7%
Negative free cash flow — burning cash
Distress zone — elevated risk
Smaller company, higher risk/reward
3.8% margin — thin
Operating margin of 1.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : AJG
The strongest argument for AJG centers on Revenue Growth, Debt/Equity, Market Cap. Revenue growth of 30.9% demonstrates continued momentum. PEG of 0.72 suggests the stock is reasonably priced for its growth.
Bull Case : SLQT
The strongest argument for SLQT centers on Price/Book, EPS Growth.
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 Altman Z-Score, Market Cap, Profit Margin. Thin 3.8% 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 1.69 — expect wider price swings.
AJG is growing revenue faster at 30.9% — sustainability is the question.
SLQT generates stronger free cash flow (-5M), providing more financial flexibility.
Bottom Line
AJG scores higher overall (62/100 vs 50/100) and 30.9% revenue growth. Both earn "Buy" and "Hold" 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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