Stock AJG ARTHUR J. GALLAGHER & CO.
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PDF Report : Arthur J. Gallagher & Co.

Financials Arthur J. Gallagher & Co.

Equities

AJG

US3635761097

Multiline Insurance & Brokers

Real-time Estimate Cboe BZX
Other stock markets
 11:09:23 2023-11-29 am EST 		Intraday chart for Arthur J. Gallagher & Co. 5-day change 1st Jan Change
245.54 USD -0.49% -2.09% +30.35%
Nov. 22 Arthur J. Gallagher & Co Insider Sold Shares Worth $2,917,196, According to a Recent SEC Filing MT
Nov. 21 Arthur J. Gallagher Acquires Hughes Insurance Agency MT

Valuation

Fiscal Period : December 2018 2019 2020 2021 2022 2023 2024 2025
Capitalization 1 13 535 17 763 23 792 35 169 39 752 53 274 - -
Enterprise Value (EV) 1 16 538 21 764 27 672 40 821 45 524 59 692 59 483 59 127
P/E ratio 21,7x 27,1x 29,5x 38,8x 36,3x 40,4x 31,5x 27,1x
Yield 2,23% 1,81% 1,46% 1,13% 1,08% 0,89% 0,95% 1,00%
Capitalization / Revenue 1,99x 2,52x 3,47x 4,35x 4,72x 5,31x 4,63x 4,23x
EV / Revenue 2,43x 3,08x 4,04x 5,05x 5,41x 5,95x 5,17x 4,69x
EV / EBITDA 15,1x 16,2x 16,3x 20,1x 17,8x 19,9x 16,6x 14,5x
EV / FCF 25,8x 22,2x - 25,9x 23,4x 73,2x 23,6x 20,7x
FCF Yield 3,87% 4,50% - 3,86% 4,27% 1,37% 4,23% 4,82%
Price to Book 3,01x 3,44x 3,84x 4,16x 4,37x 4,89x 4,02x 3,33x
Nbr of stocks (in thousands) 183 652 186 523 192 322 207 278 210 840 215 911 - -
Reference price 2 73,7 95,2 124 170 189 247 247 247
Announcement Date 01/31/19 01/30/20 01/28/21 01/27/22 01/26/23 - - -
1USD in Million2USD
Estimates

Income Statement Evolution (Annual data)

Fiscal Period : December 2018 2019 2020 2021 2022 2023 2024 2025
Net sales 1 6 792 7 056 6 852 8 076 8 420 10 026 11 498 12 599
EBITDA 1 1 097 1 341 1 699 2 029 2 554 3 004 3 589 4 084
EBIT 1 - - - 1 523 2 002 2 734 3 345 3 874
Operating Margin - - - 18,9% 23,8% 27,3% 29,1% 30,8%
Earnings before Tax (EBT) 1 479 626 871 975 1 327 1 675 2 150 2 379
Net income 1 634 669 819 907 1 114 1 291 1 670 1 919
Net margin 9,33% 9,48% 11,9% 11,2% 13,2% 12,9% 14,5% 15,2%
EPS 2 3,40 3,52 4,20 4,37 5,19 6,10 7,83 9,10
Free Cash Flow 1 641 980 - 1 576 1 943 816 2 517 2 852
FCF margin 9,43% 13,9% - 19,5% 23,1% 8,14% 21,9% 22,6%
FCF Conversion (EBITDA) 58,4% 73,1% - 77,6% 76,1% 27,2% 70,1% 69,8%
FCF Conversion (Net income) 101% 147% - 174% 174% 63,2% 151% 149%
Dividend per Share 2 1,64 1,72 1,80 1,92 2,04 2,21 2,34 2,46
Announcement Date 31.01.19 30.01.20 28.01.21 27.01.22 26.01.23 - - -
1USD in Million2USD
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period : December 2021 Q2 2021 Q3 2021 Q4 2022 Q1 2022 Q2 2022 Q3 2022 Q4 2023 Q1 2023 Q2 2023 Q3 2023 Q4 2024 Q1 2024 Q2 2024 Q3 2024 Q4
Net sales 1 1 897 2 106 1 941 2 405 2 008 2 012 1 995 2 673 2 407 2 454 2 425 3 153 2 798 2 827 2 718
EBITDA 1 466 500 436 857 580 590 528 958 676 707 679 1 160 812 827 780
EBIT 1 - - - 697 440 444 385 799 500 546 650 1 125 778 802 771
Operating Margin - - - 29,0% 21,9% 22,1% 19,3% 29,9% 20,8% 22,3% 26,8% 35,7% 27,8% 28,4% 28,3%
Earnings before Tax (EBT) 1 222 231 113 538 352 315 122 606 297 364 344 795 444 450 402
Net income 1 190 225 109 439 284 256 136 487 235 281 241 602 343 360 294
Net margin 10,0% 10,7% 5,64% 18,2% 14,2% 12,7% 6,79% 18,2% 9,74% 11,4% 9,92% 19,1% 12,3% 12,7% 10,8%
EPS 2 0,92 1,06 0,51 2,05 1,33 1,19 0,63 2,24 1,07 1,28 1,24 2,87 1,70 1,75 1,60
Dividend per Share 2 0,48 0,48 0,48 0,51 0,51 0,51 0,51 0,55 0,55 0,55 0,55 0,58 0,58 0,58 0,58
Announcement Date 07/29/21 10/28/21 01/27/22 04/28/22 07/28/22 10/27/22 01/26/23 04/27/23 07/27/23 10/26/23 - - - - -
1USD in Million2USD
Estimates

Balance Sheet Analysis

Fiscal Period : December 2018 2019 2020 2021 2022 2023 2024 2025
Net Debt 1 3 003 4 002 3 880 5 653 5 772 6 418 6 209 5 853
Net Cash position 1 - - - - - - - -
Leverage (Debt/EBITDA) 2,74x 2,98x 2,28x 2,79x 2,26x 2,14x 1,73x 1,43x
Free Cash Flow 1 641 980 - 1 576 1 943 816 2 517 2 852
ROE (net income / shareholders' equity) 14,7% 14,4% 14,3% 15,5% 18,8% 19,4% 20,5% 20,4%
Shareholders' equity 1 4 310 4 636 5 724 5 867 5 921 6 655 8 161 9 388
ROA (Net income/ Total Assets) - - - - - - - -
Assets 1 - - - - - - - -
Book Value Per Share 2 24,5 27,7 32,2 40,8 43,1 50,5 61,4 74,0
Cash Flow per Share 2 - - 8,99 8,22 9,90 -35,1 22,3 -
Capex 1 124 139 - 129 183 162 167 174
Capex / CA 1,83% 1,97% - 1,59% 2,17% 1,62% 1,46% 1,38%
Announcement Date 01/31/19 01/30/20 01/28/21 01/27/22 01/26/23 - - -
1USD in Million2USD
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Ratings for Arthur J. Gallagher & Co.

Trading Rating :
Investor Rating :
ESG Refinitiv :
B-
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
18
Last Close Price
246.74USD
Average target price
252.80USD
Spread / Average Target
+2.46%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

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