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NU vs AJG

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

Both NU and AJG are from the Financial Services sector.

5-Year PerformanceAJG has outperformed NU, delivering a return of +14.3% compared to +5.8%

NU vs AJG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
NU
$66B
Winner
AJG
$66B
Max Drawdown
NU
72.07%
Winner
AJG
60.73%
Sharpe Ratio
Winner
NU
0.09
AJG
-0.66
5Y Beta
NU
1.31
Winner
AJG
0.20
Industry
NU
Banks - Regional
AJG
Insurance Brokers
P/E Ratio
Winner
NU
20.60
AJG
40.87
Forward P/E
NU
18.90
Winner
AJG
18.87
PEG Ratio
NU
0.43
AJG
N/A
Dividend Yield
NU
N/A
AJG
1.04%
5Y Dividends CAGR
NU
N/A
AJG
12.49%
5Y EPS CAGR
NU
N/A
AJG
7.34%
Debt to Equity
Winner
NU
25.15%
AJG
53.49%
Free Cash Flow Yield
NU
1.00%
Winner
AJG
3.06%

NU vs AJG - Historical Returns

Returns include dividend reinvestment.

1M
NU
+15.26%
Winner
AJG
+20.73%
3M
NU
-7.86%
Winner
AJG
+16.58%
6M
NU
-24.08%
Winner
AJG
-2.40%
1Y
Winner
NU
-1.62%
AJG
-17.31%
5Y(CAGR)
NU
+5.80%
Winner
AJG
+14.26%
10Y(CAGR)
NU
N/A
AJG
+19.99%
Max(CAGR)
NU
+5.80%
Winner
AJG
+12.18%

NU vs AJG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNUAJG
2026-21.45%+0.86%
2025+57.48%-5.36%
2024+27.43%+27.28%
2023+133.99%+21.33%
2022-59.22%+14.42%
2021-9.20%+43.02%
2020N/A+31.77%
2019N/A+35.10%
2018N/A+21.32%
2017N/A+24.35%
2016N/A+33.52%
2015N/A-9.96%
2014N/A+5.19%
2013N/A+36.63%
2012N/A+8.12%
2011N/A+18.76%
2010N/A+36.68%
2009N/A-7.29%
2008N/A+14.94%
2007N/A-14.57%
2006N/A-1.51%
2005N/A-1.77%
2004N/A+4.93%
2003N/A+12.49%
2002N/A-11.67%
2001N/A+11.62%
2000N/A+2.08%
1999N/A+26.98%

NU vs AJG Drawdown Comparison

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

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

The current NU drawdown is -28.73%. The current AJG drawdown is -25.46%.

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

Correlation

Correlation between NU and AJG 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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