Added to YB: 2025-09-19
Pitch date: 2025-06-30
AJG [bullish]
Arthur J. Gallagher & Co.
-31.46%
current return
Author Info
No bio for this author
Company Info
Arthur J. Gallagher & Co., together with its subsidiaries, provides insurance and reinsurance brokerage, consulting, and third-party property/casualty claims settlement and administration services to entities and individuals worldwide.
Market Cap
$53.6B
Pitch Price
$318.58
Price Target
N/A
Dividend
1.34%
EV/EBITDA
18.42
P/E
36.32
EV/Sales
5.05
Sector
Insurance
Category
growth
Sands Capital Select Growth Strategy New Position: Arthur J. Gallagher & Co.
AJG (new position): Largest US middle-market commercial insurance broker, 3rd globally. Earns 10-20% commissions without underwriting risk. Growth via acquisitions in fragmented industry (40k independent brokers). Decentralized structure enables efficient integration. Recurring demand provides cycle resilience. Well-positioned for long-term growth despite moderating rate increases.
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