AJG vs. BNT: Arthur J. Gallagher vs. Brookfield Wealth Stock Comparison

Company Profile

Arthur J. Gallagher (AJG) and Brookfield Wealth (BNT) both belong to the Insurance industry, though AJG is classified under Insurance Brokers while BNT falls under Life & Health Insurance.

Arthur J. Gallagher (AJG) has more than two decades of public-market history since June 20, 1984, whereas Brookfield Wealth (BNT) listed on June 28, 2021 and has a much shorter record to draw on.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Brookfield Wealth (BNT) has an aggressive beta of 1.57, indicating higher sensitivity to broad-market moves, while Arthur J. Gallagher (AJG) is defensive at 0.46 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.

Arthur J. Gallagher (AJG) trades around 1.52M shares per day on average, while Brookfield Wealth (BNT) sees only 15.15K — a volume gap that can matter for position sizing, exit liquidity, and order execution.

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Both Arthur J. Gallagher (AJG) at 7.21% and Brookfield Wealth (BNT) at 1.05% produce bottom-quartile ROE versus peers, pointing to weaker profit generation on shareholders’ equity.

Arthur J. Gallagher (AJG) at 10.78% keeps about the industry-typical share of revenue as profit, while Brookfield Wealth (BNT) at 1.06% retains only a bottom-quartile share.

Neither side reports a meaningful operating margin: for Arthur J. Gallagher (AJG) in Insurance and Brookfield Wealth (BNT) in Insurance, funding costs are part of the core business, so net margin and ROE are the cleaner profitability reads.

Profitability Metrics

Growth

Arthur J. Gallagher (AJG) at 20.66% is around its peer norm for revenue growth, while Brookfield Wealth (BNT) at -20.37% drops into the bottom quartile, signaling weaker demand or pricing momentum.

Arthur J. Gallagher (AJG) at -11.69% is around its peer norm for EPS growth, while Brookfield Wealth (BNT) at -53.90% drops into the bottom quartile, signaling weaker earnings momentum.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: Arthur J. Gallagher (AJG) in Insurance and Brookfield Wealth (BNT) in Insurance both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.

debt-to-equity ratio is set aside for both: Arthur J. Gallagher (AJG) in Insurance and Brookfield Wealth (BNT) in Insurance run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.

Financial Strength Metrics

Dividends

Both Arthur J. Gallagher (AJG) at 0.95% and Brookfield Wealth (BNT) at 0.62% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

Brookfield Wealth (BNT) at 30.95% pays out a band-typical share of earnings, while Arthur J. Gallagher (AJG) at 41.98% distributes more than its industry norm — less retained, thinner cover.

Dividend Metrics

Valuation

Both Arthur J. Gallagher (AJG) at 42.99 and Brookfield Wealth (BNT) at 49.19 trade above their industries’ P/E ratio peer ranges, pointing to unusually expensive trailing earnings relative to peers.

Brookfield Wealth (BNT) at 0.96 prices around its industry’s typical P/S ratio, while Arthur J. Gallagher (AJG) at 4.58 clears its benchmark range — AJG looks notably rich on sales.

Brookfield Wealth (BNT) at 0.84 looks cheap against book in the lower P/B ratio quartile, while Arthur J. Gallagher (AJG) at 3.00 carries a premium in the upper quartile — a clear price-to-book gap.

Valuation Metrics