NYSE · Financial · Insurance Brokers · USA
Arthur J. Gallagher & Co is a large cap company (market value between $10 billion and $200 billion) in the Insurance Brokers industry.
Arthur J. Gallagher & Co offers brokerage services, risk management solutions, and claims administration to commercial entities, nonprofit organizations, and public sector clients worldwide. Operating through multiple segments, the company places insurance coverage, provides consulting expertise, and settles property and casualty claims for clients across numerous countries through an extensive office network.
From its FY2025 annual report (Form 10-K)
Intrinsic value, DCF valuation, financial health and value investing analysis for the Arthur J. Gallagher & Co stock.
Overvalued: intrinsic value $75.12 per share, market price $253.01, margin of safety -236.8% (as of 2026-10-19).
Book value at 0.71x, the multiple a 6.7% return on equity justifies, blended with earnings, values the shares at $75.12; the price of $253.01 is 237% above that value.
Leak Score: 37/100 on 10 of 12 signals (On Watch).
17 more funds hold it; the full list is part of the paid plan.
All 24 Insurance Brokers stocks
2 more in this industry show a wider margin of safety.
AJG is overvalued (as of the 2026-10-19 close). Book value at 0.71x, the multiple a 6.7% return on equity justifies, blended with earnings, values the shares at $75.12; the price of $253.01 is 237% above that value.
$75.12 per share (as of the 2026-10-19 close), against a market price of $253.01. That is a margin of safety of -236.8%. The value is the average of the valuation methods that apply to this company, recomputed every night after the US close.
The price needs the bank to earn more on its equity than it does today. Return on equity the price needs: 17.3%. Return on equity it earns: 6.7%.
37 out of 100, which we rate "On Watch", on 10 of 12 value investing signals.