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AJG vs NU

Comparison between Arthur J. Gallagher & Company (AJG, Company) and Nu Holdings Ltd Class A (NU, Company).

Both AJG and NU are from the Financial Services sector.

5-Year PerformanceAJG has outperformed NU, delivering a return of +13.7% compared to +6.3%

AJG vs NU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
AJG
$66B
NU
$66B
Max Drawdown
Winner
AJG
60.73%
NU
72.07%
Sharpe Ratio
AJG
-0.67
Winner
NU
0.10
5Y Beta
Winner
AJG
0.20
NU
1.32
Industry
AJG
Insurance Brokers
NU
Banks - Regional
P/E Ratio
AJG
40.87
Winner
NU
20.60
Forward P/E
AJG
19.19
Winner
NU
18.90
PEG Ratio
AJG
0.84
Winner
NU
0.43
Dividend Yield
AJG
1.03%
NU
N/A
5Y Dividends CAGR
AJG
12.49%
NU
N/A
5Y EPS CAGR
AJG
7.34%
NU
N/A
Debt to Equity
AJG
53.49%
Winner
NU
25.15%
Free Cash Flow Yield
Winner
AJG
3.06%
NU
1.00%
P/S Ratio
Winner
AJG
4.59
NU
8.66
P/B Ratio
Winner
AJG
2.77
NU
5.26

AJG vs NU - Historical Returns

Returns include dividend reinvestment.

1M
Winner
AJG
+16.89%
NU
+15.07%
3M
Winner
AJG
+16.55%
NU
-8.07%
6M
Winner
AJG
-3.51%
NU
-21.71%
1Y
AJG
-18.62%
Winner
NU
+0.22%
5Y(CAGR)
Winner
AJG
+13.73%
NU
+6.31%
10Y(CAGR)
AJG
+19.85%
NU
N/A
Max(CAGR)
Winner
AJG
+12.13%
NU
+6.31%

AJG vs NU - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAJGNU
2026-0.27%-19.68%
2025-5.36%+57.48%
2024+27.28%+27.43%
2023+21.33%+133.99%
2022+14.42%-59.22%
2021+43.02%-9.20%
2020+31.77%N/A
2019+35.10%N/A
2018+21.32%N/A
2017+24.35%N/A
2016+33.52%N/A
2015-9.96%N/A
2014+5.19%N/A
2013+36.63%N/A
2012+8.12%N/A
2011+18.76%N/A
2010+36.68%N/A
2009-7.29%N/A
2008+14.94%N/A
2007-14.57%N/A
2006-1.51%N/A
2005-1.77%N/A
2004+4.93%N/A
2003+12.49%N/A
2002-11.67%N/A
2001+11.62%N/A
2000+2.08%N/A
1999+26.98%N/A

AJG vs NU Drawdown Comparison

The maximum drawdown for AJG was -55.51%, occurring on Mar 21, 2000. Recovery took 239 trading sessions.

The maximum drawdown for NU was -72.07%, occurring on Jun 16, 2022. Recovery took 570 trading sessions.

The current AJG drawdown is -26.29%. The current NU drawdown is -27.13%.

RankAJGNU
#1-55.51%
Dec 31, 1999 - Dec 11, 2000
-72.07%
Dec 10, 2021 - Mar 20, 2024
#2-49.13%
Oct 24, 2001 - Oct 14, 2010
-39.58%
Nov 11, 2024 - Sep 15, 2025
#3-44.40%
Jun 2, 2025 - May 13, 2026
-38.17%
Jan 28, 2026 - Jun 8, 2026
#4-37.21%
Feb 14, 2020 - Oct 9, 2020
-21.13%
Jul 16, 2024 - Aug 15, 2024
#5-34.63%
Dec 27, 2000 - Sep 27, 2001
-14.45%
Mar 22, 2024 - Jun 25, 2024
#6-25.26%
Jun 17, 2015 - May 24, 2016
-13.47%
Sep 17, 2024 - Oct 28, 2024
#7-20.72%
Feb 18, 2011 - Oct 24, 2011
-10.14%
Dec 4, 2025 - Jan 5, 2026
#8-18.81%
Apr 21, 2022 - Aug 10, 2022
-9.63%
Sep 22, 2025 - Nov 11, 2025
#9-12.78%
Nov 24, 2023 - Mar 11, 2024
-8.84%
Oct 30, 2024 - Nov 11, 2024
#10-12.39%
Dec 27, 2021 - Mar 28, 2022
-8.48%
Aug 30, 2024 - Sep 17, 2024
#11-12.28%
Nov 27, 2024 - Feb 5, 2025
-7.69%
Jan 5, 2026 - Jan 22, 2026
#12-11.76%
Dec 17, 2020 - Mar 16, 2021
-6.53%
Nov 11, 2025 - Nov 25, 2025
#13-11.75%
Dec 2, 2022 - Apr 17, 2023
-4.41%
Jun 27, 2024 - Jul 9, 2024
#14-11.50%
Nov 16, 2018 - Feb 5, 2019
-3.20%
Aug 27, 2024 - Aug 30, 2024
#15-11.27%
Aug 18, 2022 - Nov 7, 2022
-1.66%
Aug 19, 2024 - Aug 26, 2024

Correlation

Correlation between AJG and NU is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.67
-101

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