Stocks analysis

AJG vs ALB Stock Comparison

Scores Breakdown

Metric AJG ALB
πŸ“ˆ Growth 22/30 27/30
πŸ’° Profitability 19/20 15/20
🏦 Financial Health 15/20 18/20
πŸ’΅ Valuation 12/20 14/20
⚠️ Risk (lower is better) 4/10 7/10
Overall Score 74/100 77/100

Side-by-Side Summaries

AJG Analysis ALB Analysis

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.

πŸ“ˆ Growth & Financial Trajectory

Across eight quarters, ALBEMARLE shows modest revenue growth from about $1.43B in 2024-Q2 to $1.74B in 2026-Q2, a gain of ~22%. Net income evolved from a loss of about -$176.6M to a positive $499.2M in 2026-Q2, with a mid-2025 dip, then a clear recovery into 2026.

πŸ’° Margins & Cash Flow

Gross margin expanded from a negative figure in 2024-Q2 to roughly 35% in 2025-Q1 and remained around the high 30% into 2026. Operating leverage benefited from higher margin production in later quarters. Net cash flow from operating activities, continuing, stayed strong, with $709.997M in 2026-Q2 and positive quarterly cash generation overall. Free cash flow was primarily consumed by investing activities, which were negative but the company still reported a positive overall cash flow in 2026-Q2.

πŸ›‘οΈ Balance Sheet & Liquidity

Total assets of about $15.9B and equity of ~$10.5B support a solid balance sheet. Current assets of roughly $3.9B and current liabilities of $1.89B yield a healthy current ratio around 2.1x. Long-term debt remains moderate at about $1.88B, keeping balance-sheet risk contained.

⚠️ Key Drivers & Risks

  • Drivers: Lithium/alloy battery demand; EV and energy-storage deployment
  • Risks: commodity-price cyclicality; execution/valuation sensitivity to macro conditions