COMP <GO>
AON vs AJG // NET PROFIT MARGIN
Aon plc (Ireland) (Class A) (NYSE) VS. Arthur J. Gallagher & Co. (NYSE) • 15-METRIC TALLY: AON 7
— AJG 5
▲ NET PROFIT MARGIN LEADER: AON
LAST: $321.67 (+0.01%) • MKT CAP: $68.24B
net-margins
21.50%
LAST: $276.07 (+2.93%) • MKT CAP: $70.76B
net-margins
10.70%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AON VS. AJG)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AON | AJG | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 15.00% | 5.30% | +9.70 | AON | /roic <GO> |
| EV/EBITDA & P/E Valuation | 17.9x | 30.7x | -12.80 | AON | /valuation <GO> |
| Free Cash Flow Yield | 4.72% | 1.89% | +2.83 | AON | /fcf-yield <GO> |
| Operating Margin | 25.30% | 13.10% | +12.20 | AON | /operating-margins <GO> |
| Net Profit Margin ACTIVE | 21.50% | 10.70% | +10.80 | AON | /net-margins <GO> |
| Revenue Growth (YoY) | 9.40% | 20.70% | -11.30 | AJG | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.92% | 0.97% | -0.05 | AJG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 9/9 | -2.00 | AJG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 69.4 | 66.1 | +3.30 | AON | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.94 | 1.00 | -0.06 | AJG | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.2x | 38.6x | -21.40 | AON | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $68.24B | $70.76B | -$2.51B | AJG | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AON REV | AJG REV | AON GROSS % | AJG GROSS % | AON FCF | AJG FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $17.18B | $13.94B | — | — | $3.22B | $1.30B |
| FY 2024 | $15.70B | $11.55B | — | — | $2.82B | $2.06B |
| FY 2023 | $13.38B | $10.07B | — | — | $2.83B | $1.58B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AON // BETA 0.94
AJG // BETA 1.00