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TFC vs AJG

Comparison between Truist Financial Corporation (TFC, Company) and Arthur J. Gallagher & Company (AJG, Company).

Both TFC and AJG are from the Financial Services sector.

5-Year PerformanceAJG has outperformed TFC, delivering a return of +13.8% compared to +3.4%

TFC vs AJG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
TFC
$65B
AJG
$64B
Max Drawdown
TFC
70.15%
Winner
AJG
60.73%
Sharpe Ratio
Winner
TFC
0.94
AJG
-0.36
5Y Beta
TFC
1.01
Winner
AJG
0.16
Industry
TFC
Banks - Regional
AJG
Insurance Brokers
P/E Ratio
Winner
TFC
11.32
AJG
41.08
Forward P/E
Winner
TFC
11.65
AJG
18.66
PEG Ratio
Winner
TFC
0.66
AJG
0.82
Dividend Yield
Winner
TFC
3.95%
AJG
1.09%
5Y Dividends CAGR
TFC
7.63%
Winner
AJG
12.49%
5Y EPS CAGR
TFC
2.28%
Winner
AJG
6.19%
Debt to Equity
TFC
109.00%
Winner
AJG
56.82%
Free Cash Flow Yield
Winner
TFC
8.98%
AJG
3.81%
P/S Ratio
Winner
TFC
3.39
AJG
4.26
P/B Ratio
Winner
TFC
1.10
AJG
2.70

TFC vs AJG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
TFC
+2.28%
AJG
+0.77%
3M
TFC
+4.62%
Winner
AJG
+28.23%
6M
TFC
-3.82%
Winner
AJG
+4.84%
1Y
Winner
TFC
+27.78%
AJG
-11.09%
5Y(CAGR)
TFC
+3.38%
Winner
AJG
+13.78%
10Y(CAGR)
TFC
+7.56%
Winner
AJG
+19.61%
Max(CAGR)
TFC
+5.24%
Winner
AJG
+12.06%

TFC vs AJG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearTFCAJG
2026+7.92%-1.06%
2025+19.13%-5.36%
2024+21.78%+27.28%
2023-9.78%+21.33%
2022-25.86%+14.42%
2021+28.08%+43.02%
2020-11.68%+31.77%
2019+31.28%+35.10%
2018-10.58%+21.32%
2017+8.77%+24.35%
2016+32.54%+33.52%
2015+0.52%-9.96%
2014+8.50%+5.19%
2013+27.63%+36.63%
2012+15.41%+8.12%
2011-4.00%+18.76%
2010+4.13%+36.68%
2009+0.78%-7.29%
2008-0.69%+14.94%
2007-27.25%-14.57%
2006+7.89%-1.51%
2005+4.19%-1.77%
2004+13.86%+4.93%
2003+5.30%+12.49%
2002+6.55%-11.67%
2001+2.80%+11.62%
2000+50.33%+2.08%
1999-24.47%+26.98%

TFC vs AJG Drawdown Comparison

The maximum drawdown for TFC was -66.49%, occurring on Mar 5, 2009. Recovery took 1205 trading sessions.

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

The current TFC drawdown is -3.82%. The current AJG drawdown is -26.88%.

RankTFCAJG
#1-66.49%
Sep 19, 2008 - Jul 5, 2013
-55.51%
Dec 31, 1999 - Dec 11, 2000
#2-59.10%
Jan 14, 2022 - Feb 4, 2026
-49.13%
Oct 24, 2001 - Oct 14, 2010
#3-54.34%
Dec 26, 2019 - Feb 12, 2021
-44.40%
Jun 2, 2025 - May 13, 2026
#4-51.18%
Dec 27, 2006 - Sep 19, 2008
-37.21%
Feb 14, 2020 - Oct 9, 2020
#5-39.51%
Nov 8, 1999 - Dec 19, 2000
-34.63%
Dec 27, 2000 - Sep 27, 2001
#6-25.56%
Jul 22, 2015 - Nov 9, 2016
-25.26%
Jun 17, 2015 - May 24, 2016
#7-24.65%
Mar 9, 2018 - Sep 27, 2019
-20.72%
Feb 18, 2011 - Oct 24, 2011
#8-20.68%
Feb 6, 2026 - Mar 13, 2026
-18.81%
Apr 21, 2022 - Aug 10, 2022
#9-19.68%
May 3, 2002 - Jan 6, 2003
-12.78%
Nov 24, 2023 - Mar 11, 2024
#10-18.74%
Jan 6, 2003 - Sep 5, 2003
-12.39%
Dec 27, 2021 - Mar 28, 2022
#11-17.34%
Dec 27, 2000 - Aug 3, 2001
-12.28%
Nov 27, 2024 - Feb 5, 2025
#12-16.03%
May 27, 2021 - Oct 18, 2021
-11.76%
Dec 17, 2020 - Mar 16, 2021
#13-15.93%
Aug 22, 2001 - Mar 4, 2002
-11.75%
Dec 2, 2022 - Apr 17, 2023
#14-15.62%
Mar 1, 2017 - Oct 30, 2017
-11.50%
Nov 16, 2018 - Feb 5, 2019
#15-14.42%
Dec 1, 2003 - Jul 26, 2004
-11.27%
Aug 18, 2022 - Nov 7, 2022

Correlation

Correlation between TFC and AJG is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79
-101

Dividend Comparison (1999 - 2026)

TFC vs AJG dividend yield comparison.

YearTFCAJG
20261.98%0.56%
20254.23%1.00%
20244.79%0.85%
20235.63%0.98%
20224.65%1.08%
20213.18%1.13%
20203.76%1.46%
20193.04%1.81%
20183.60%2.23%
20172.53%2.47%
20162.45%2.93%
20152.78%3.62%
20142.44%3.06%
20133.00%2.98%
20122.61%3.92%
20112.54%3.95%
20102.28%4.40%
20094.89%5.69%
20086.77%4.94%
20075.74%5.13%
20063.64%4.06%
20053.48%3.63%
20043.19%3.08%
20033.16%2.22%
20022.97%2.04%
20012.71%1.51%
20002.31%1.45%
19990.00%0.62%

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