Arthur J. Gallagher & Co. vs Berkshire Hathaway Inc.
AJG wins the Tale of the Tape 8–1.
🏆 Tale of the Tape
Green = winner in each category. Higher is better except P/E (lower = cheaper).
Rolling Correlation
Moderately correlated — some diversification benefit from holding both.
Fundamentals
| Metric | AJG | BRK.B |
|---|---|---|
| Market Cap | $51.7B | $1.02T |
| P/E Ratio | 32.6x | 14.1x |
| Forward P/E | 13.5x | 22.3x |
| P/B | 2.17x | 0.00x |
| Dividend Yield | 1.39% | — |
| Beta | 0.55 | 0.62 |
Quantitative Metrics
| Metric | AJG | BRK.B |
|---|---|---|
| DCF Fair Value | $232.26 | — |
| DCF Upside | +4.4% | — |
| Piotroski F | 6/9 | — |
| Altman Z | 1.16 | — |
| Beneish M | -1.97 | — |
| FCF Yield | 2.72% | — |
| Net Debt/EBITDA | 2.9x | — |
| ROIC | 5.2% | — |
| WACC | 8.2% | — |
| ROIC – WACC | -3.0pp | — |
| Gross Margin | 42.6% | — |
| Net Margin | 10.7% | — |
| Rev Growth YoY | 20.7% | — |
| Sharpe (1Y) | -1.36 | — |
| Max Drawdown 3Y | — | — |
| FCF Payout Ratio | 37% | — |
AJG Price
BRK.B Price
ETF Exposure
More Comparisons
Quant metrics computed from financial statements and 1,200+ trading days. Correlation is Pearson coefficient on daily log returns. Not investment advice.
AJG vs BRK.B: Head-to-Head Analysis
Arthur J. Gallagher & Co. (AJG) and Berkshire Hathaway Inc. (BRK.B) represent two companies in the Financial Services sector. In our quantitative Tale of the Tape scoring, AJG leads 8–1 across nine fundamental and risk metrics including profitability, valuation, capital efficiency, and financial health.
The 252-day rolling correlation between AJG and BRK.B is 0.428, indicating moderate co-movement, with some diversification value from holding both in a portfolio context.
AJG appears in 31 ETFs tracked by SecuritiesDB, while BRK.B appears in 17 ETFs. Investors holding broad-market ETFs may already have indirect exposure to both stocks.
Frequently Asked Questions
Which stock is the better investment, AJG or BRK.B?
Our quantitative analysis compares AJG and BRK.B across nine fundamental dimensions. AJG wins the Tale of the Tape 8–1. However, stock selection depends on your individual risk tolerance, time horizon, and portfolio context. These metrics are computed from SEC filings and market data — they are not investment recommendations.
Are AJG and BRK.B correlated?
The 252-day correlation between AJG and BRK.B is 0.428. They show moderate correlation — partially diversifying.
How is the Tale of the Tape scored?
The Tale of the Tape compares both stocks across nine categories: profitability (net margin), valuation (P/E), efficiency (ROIC), health (Piotroski F-Score), safety (Altman Z-Score), growth (revenue YoY), risk (Sharpe ratio), leverage (debt-to-equity), and cash generation (FCF yield). The stock that wins more categories takes the overall score. Lower P/E and lower debt-to-equity count as wins.