AEP vs AJG Stock Comparison
Scores Breakdown
| Metric | AEP | AJG |
|---|---|---|
| 📈 Growth | 22/30 | 14/30 |
| 💰 Profitability | 16/20 | 14/20 |
| 🏦 Financial Health | 12/20 | 16/20 |
| 💵 Valuation | 14/20 | 8/20 |
| ⚠️ Risk (lower is better) | 7/10 | 5/10 |
| Overall Score | 67/100 | 57/100 |
Side-by-Side Summaries
| AEP Analysis | AJG Analysis |
|---|---|
📈 Growth & Financial TrajectoryThe eight quarters show revenue rising from $5.420B in 2024 Q3 to $6.020B in 2026 Q1, about a net increase of ~11%. Net income fluctuated: from $0.962B at the start to $0.903B at the end, with a peak near $1.288B in 2025 Q2. This signals a healthier top line with episodic earnings swings, ending with higher revenue but a slightly lower cumulative net income than the start. 💰 Margins & Cash FlowNet income margins averaged in the mid-teens, with notable strength around 25% in 2025 Q2. Operating cash flow tended to be positive across quarters, while investing cash flow was typically negative, reflecting ongoing capex. Cash flow from operations generally ranged in the low-to-mid billions, with an indicative average near $1.8B and occasional peaks near $2.5B. 🛡️ Balance Sheet & LiquidityAssets sit in the $110B–$118B range, with liabilities around $76B–$85B and equity roughly $27B–$33B; end-quarter figures show long-term debt near $42B–$50B. The regulated utility profile supports resilience, though leverage remains notable for the sector. ⚠️ Key Drivers & Risks
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📈 Growth & Financial TrajectoryFrom 2024 Q2 to 2026 Q1 AJG exhibits a roller-coaster 8-quarter path. Revenue rose to a peak of $4.758B in 2026 Q1 but ended the window at $2.8068B in 2024 Q2, a decline of about 41% over the span. Net income followed a similar volatile pattern, moving from $823M in 2026 Q1 to $285.4M in 2024 Q2, with a notable trough in 2025 Q4 ($210.5M). The sequence includes a mid-window high around 2025 Q1 ($704.4M) before subsiding. Overall, the backdrop shows upside momentum into early 2026 after mid-2024 troughs, but the end-state remains materially below the peak start level. These dynamics imply improving but uneven near-term growth and earnings power. 💰 Margins & Cash FlowProfitability relief is uneven. Gross-margin proxy (revenues minus costs) fluctuates, with an early-2026 reading around 21.9% (4,758 vs 3,715) but a dip in 2025 Q4 near 5%, reflecting mix/cost pressure. A rising trend into 2025–2026 suggests improving operating leverage, albeit from a weak mid-2024 base. Operating cash flow remained positive in most quarters, notably $957M in 2026 Q1 and $753M in 2025 Q1, while total cash flow was pressured by investing/financing outflows in quarters like 2025 Q2. Cash flow patterns indicate solid core cash generation, offset by episodic outlays. 🛡️ Balance Sheet & LiquidityAJG carries a sizeable asset base with total assets around $78B (2026 Q1), current assets about $42B and current liabilities near $39.5B, yielding a modest current ratio (~1.06). Long‑term debt sits around $12–13B across recent quarters, with equity around $23–24B. The balance sheet shows solid liquidity and reasonable leverage (debt to equity well below 1), supporting resilience through cyclicality. ⚠️ Key Drivers & Risks
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