AEE vs AJG Stock Comparison

Scores Breakdown

Metric	AEE	AJG
📈 Growth	8/30	22/30
💰 Profitability	16/20	19/20
🏦 Financial Health	12/20	15/20
💵 Valuation	12/20	12/20
⚠️ Risk (lower is better)	6/10	4/10
Overall Score	52/100	74/100

Metric

AEE

AJG

📈 Growth

8/30

22/30

💰 Profitability

16/20

19/20

🏦 Financial Health

12/20

15/20

💵 Valuation

12/20

⚠️ Risk (lower is better)

6/10

4/10

Overall Score

52/100

74/100

Side-by-Side Summaries

AEE Analysis	AJG Analysis
📈 Growth & Financial Trajectory Over 8 quarters, Revenue moved from about $2.17B (2024Q4) to a high of about $2.70B (2025Q3) and ended around $2.09B in 2026Q2. Net income (to parent) rose from about $207M (2024Q4) to roughly $314M (2026Q2), indicating improving profitability despite revenue swings. The trend shows volatility but a constructive late-cycle improvement with strong operating performance in several quarters. 💰 Margins & Cash Flow Operating margins have hovered in the low-to-mid 20s percent on average, with standout quarters in 2025Q1–Q2 (~32–34%) and weaker margins in 2024Q3–Q4 (~9–10%). Net cash from operating activities remained positive in all periods, including a peak near $0.96B (2025Q4); investing cash flow was consistently negative, reflecting capital intensity. Financing activity varied, contributing to liquidity in several quarters. 🛡️ Balance Sheet & Liquidity Total Liabilities run in the mid-to-high $30s billions with equity around $12–14B, implying leverage near 2.5–3x. Long-term Debt remained substantial (roughly $18–20B across periods). Current assets (~~$2.0–$2.7B) vs. current liabilities (~~$3.0–$5.0B) indicate tight near-term liquidity, but the regulated earnings base provides resilience and steady cash generation. ⚠️ Key Drivers & Risks Drivers: Regulated utility framework and capital investment cycle; stable, commodity-insensitive cash flow. Risks: High leverage/interest-rate sensitivity; regulatory/regulatory cost pressures and weather-related demand variability.	📈 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.

AEE Analysis

AJG Analysis

📈 Growth & Financial Trajectory

Over 8 quarters, Revenue moved from about $2.17B (2024Q4) to a high of about $2.70B (2025Q3) and ended around $2.09B in 2026Q2. Net income (to parent) rose from about $207M (2024Q4) to roughly $314M (2026Q2), indicating improving profitability despite revenue swings. The trend shows volatility but a constructive late-cycle improvement with strong operating performance in several quarters.

💰 Margins & Cash Flow

Operating margins have hovered in the low-to-mid 20s percent on average, with standout quarters in 2025Q1–Q2 (~32–34%) and weaker margins in 2024Q3–Q4 (~9–10%). Net cash from operating activities remained positive in all periods, including a peak near $0.96B (2025Q4); investing cash flow was consistently negative, reflecting capital intensity. Financing activity varied, contributing to liquidity in several quarters.

🛡️ Balance Sheet & Liquidity

Total Liabilities run in the mid-to-high $30s billions with equity around $12–14B, implying leverage near 2.5–3x. Long-term Debt remained substantial (roughly $18–20B across periods). Current assets (~~$2.0–$2.7B) vs. current liabilities (~~$3.0–$5.0B) indicate tight near-term liquidity, but the regulated earnings base provides resilience and steady cash generation.

⚠️ Key Drivers & Risks

Drivers: Regulated utility framework and capital investment cycle; stable, commodity-insensitive cash flow.
Risks: High leverage/interest-rate sensitivity; regulatory/regulatory cost pressures and weather-related demand variability.

📈 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.

AEE 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

Similar Companies

Top Rated Companies