ADI vs AJG Stock Comparison

Scores Breakdown

Metric	ADI	AJG
📈 Growth	28/30	22/30
💰 Profitability	18/20	19/20
🏦 Financial Health	18/20	15/20
💵 Valuation	14/20	12/20
⚠️ Risk (lower is better)	5/10	4/10
Overall Score	83/100	74/100

Metric

ADI

AJG

📈 Growth

28/30

22/30

💰 Profitability

18/20

19/20

🏦 Financial Health

18/20

15/20

💵 Valuation

14/20

12/20

⚠️ Risk (lower is better)

5/10

4/10

Overall Score

83/100

74/100

Side-by-Side Summaries

ADI Analysis	AJG Analysis
📈 Growth & Financial Trajectory Over the eight quarters, ADI demonstrates a clear uptrend in top-line and bottom-line. Revenues rose from about $2.44B in 2024 Q4 to about $4.02B in 2026 Q3, a roughly 64% expansion. Net income to parent grew from about $478M in 2024 Q4 to about $1.34B in 2026 Q3, despite a dip in 2025 Q1, indicating improving profitability and operating leverage. The sequence shows steady quarterly progression and resilience during 2025. 💰 Margins & Cash Flow Gross margin runs in the mid-60s percent across quarters, supporting sustainable returns as revenue scales. Operating income remains robust, with healthy leverage by 2026 Q3. Cash flow from operating activities stayed positive across the period (e.g., around $1.6B in several quarters) even as investing/financing cash flows varied; free cash flow is generally supported by earnings. 🛡️ Balance Sheet & Liquidity Balance sheet is robust: Equity around $33–35B and total assets near $48B, with liabilities around $14B, implying conservative leverage. Current ratio fluctuates above 1, signaling solid liquidity. ⚠️ Key Drivers & Risks Drivers: AI/Data Center demand for precision analog ICs; automotive/industrial end markets. Risks: Semiconductor cyclicality and sensitivity to inventory/price shifts; valuation sensitivity and macro headwinds.	📈 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. 💰 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. 🛡️ 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.

ADI Analysis

AJG Analysis

📈 Growth & Financial Trajectory

Over the eight quarters, ADI demonstrates a clear uptrend in top-line and bottom-line. Revenues rose from about $2.44B in 2024 Q4 to about $4.02B in 2026 Q3, a roughly 64% expansion. Net income to parent grew from about $478M in 2024 Q4 to about $1.34B in 2026 Q3, despite a dip in 2025 Q1, indicating improving profitability and operating leverage. The sequence shows steady quarterly progression and resilience during 2025.

💰 Margins & Cash Flow

Gross margin runs in the mid-60s percent across quarters, supporting sustainable returns as revenue scales. Operating income remains robust, with healthy leverage by 2026 Q3. Cash flow from operating activities stayed positive across the period (e.g., around $1.6B in several quarters) even as investing/financing cash flows varied; free cash flow is generally supported by earnings.

🛡️ Balance Sheet & Liquidity

Balance sheet is robust: Equity around $33–35B and total assets near $48B, with liabilities around $14B, implying conservative leverage. Current ratio fluctuates above 1, signaling solid liquidity.

⚠️ Key Drivers & Risks

Drivers: AI/Data Center demand for precision analog ICs; automotive/industrial end markets.
Risks: Semiconductor cyclicality and sensitivity to inventory/price shifts; valuation sensitivity and macro headwinds.

📈 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.

💰 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.

🛡️ 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.

ADI vs AJG Stock Comparison

Scores Breakdown

Side-by-Side Summaries

📈 Growth & Financial Trajectory

💰 Margins & Cash Flow

🛡️ Balance Sheet & Liquidity

⚠️ Key Drivers & Risks

📈 Growth & Financial Trajectory

💰 Margins & Cash Flow

🛡️ Balance Sheet & Liquidity

⚠️ Key Drivers & Risks

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