Stocks analysis

ACN vs AJG Stock Comparison

Scores Breakdown

Metric ACN AJG
πŸ“ˆ Growth 28/30 22/30
πŸ’° Profitability 16/20 19/20
🏦 Financial Health 18/20 15/20
πŸ’΅ Valuation 15/20 12/20
⚠️ Risk (lower is better) 5/10 4/10
Overall Score 82/100 74/100

Side-by-Side Summaries

ACN Analysis AJG Analysis

πŸ“ˆ Growth & Financial Trajectory

Over the eight quarters, Revenues rose from $17.69B to $18.72B, while Net Income increased from $1.79B to $2.34B, signaling a positive trajectory with modest top-line growth and stronger bottom-line advancement. The trend shows resilience amid quarterly fluctuations, with mid-single-digit revenue growth and improving profitability.

πŸ’° Margins & Cash Flow

Gross Margin sits in the low 30s (about 32%–33%), and Operating Margin runs in the mid-teens, supporting the Net Income growth. Cash flow is robust: Net Cash Flow From Operating Activities around $3.0–3.8B per quarter; Net Cash Flow overall was positive in several periods, while Net Cash Flow From Investing Activities and Net Cash Flow From Financing Activities show volatility.

πŸ›‘οΈ Balance Sheet & Liquidity

Liquidity remains solid with Current Assets around $25–29B versus Current Liabilities around $18–22B (current ratio near 1.3x). Equity sits near $31–33B, and overall liabilities are manageable relative to assets.

⚠️ Key Drivers & Risks

  • Drivers: AI-enabled transformation demand and a broad, diversified client base across industries.
  • Risks: Economic cyclicality in IT budgets and valuation sensitivity to growth assumptions.

πŸ“ˆ Growth & Financial Trajectory

From Q3 2024 to Q2 2026 AJG grew revenue from $2.8068B to $4.003B (+~42%), while net income to parent rose from $314.1M to $324.0M (+~3%). The trend shows a strong top‑line expansion with earnings generally steady in later quarters.

πŸ’° Margins & Cash Flow

Operating margins remained high, averaging about 82%, with a dip in Q1 2025; margins remain robust. Cash flow was positive from operating activities in most quarters (e.g., $10M in Q2 2026) with investing outflows offset by financing activity, supporting solid cash generation.

πŸ›‘οΈ Balance Sheet & Liquidity

Total assets near $81.8B and liabilities around $58.1B in Q2 2026, with equity ~$23.7B. Current ratio near 1.05x, noncurrent liabilities around $14.9B. Leverage is moderate and liquidity resilient.

⚠️ Key Drivers & Risks

  • Drivers: Stable insurance brokerage demand and diversified client base; potential uplift from operational leverage.
  • Risks: Earnings volatility across quarters; sensitivity to macro/regulatory cycles and valuation sensitivity due to leverage.