MetaCap

Arthur J. Gallagher (AJG) vs Baldwin Insurance Group (BWIN)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.

Summary

Baldwin Insurance Group (BWIN) has outperformed Arthur J. Gallagher (AJG) over the past year, gaining 9.8% versus a loss of 26.7%. Over five years, AJG leads with a +39.4% price change compared with -17.2% for BWIN. Arthur J. Gallagher is the larger company by market cap ($60.00 billion vs $4.48 billion), about 13.4 times the size.

On valuation, Baldwin Insurance Group trades at a lower forward P/E (12.8x vs 15.8x for Arthur J. Gallagher). Arthur J. Gallagher pays a dividend yielding 1.15%, while Baldwin Insurance Group does not currently pay one. Arthur J. Gallagher converts more of its revenue into profit, with a net margin of 10.7% versus -2.2%.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

AJG-26.70%BWIN+9.84%
+15%-15%-46%
Oct 7, 20251 yearOct 7, 2026
AJG+45.89%BWIN-14.63%
+132%+34%-65%
Oct 4, 20215 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

AJG versus BWIN key metrics
MetricAJGBWIN
Share price$234.05$31.85
Market cap$60.00B$4.48B
1-day change+3.06%+0.13%
YTD return-12.25%+32.38%
1-year return-26.70%+9.84%
5-year return+39.43%-17.20%
P/E ratio (TTM)38.81—
Forward P/E15.8112.85
EPS (TTM)$6.03$-1.04
Dividend yield1.15%0.00%
Annual dividend$2.70$0.00
Revenue (latest FY)$13.94B$1.50B
Revenue growth (YoY)+20.66%+8.34%
Net income (latest FY)$1.49B$-33.81M
Operating margin—4.91%
Net margin10.72%-2.25%
52-week high$307.11$32.71
52-week low$190.75$15.88
Distance from 52-week high-23.79%-2.61%
Analyst consensusbuyhold
Avg. price target upside+22.62%+3.36%
Average volume1.39M2.49M
Shares outstanding256.34M97.62M
Employees67,4565,000
SectorFinanceFinance
IndustrySpecialty InsurersSpecialty Insurers

Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.

Key differences

  • Arthur J. Gallagher is about 13.4 times larger than Baldwin Insurance Group by market value ($60.00B vs $4.48B).
  • BWIN has outperformed AJG by 36.5 percentage points over the past year.
  • Arthur J. Gallagher offers a meaningfully higher dividend yield (1.15% vs 0.00%).
  • Arthur J. Gallagher is more profitable, keeping 10.7 cents of every revenue dollar as net income versus -2.2 cents for Baldwin Insurance Group.
  • Arthur J. Gallagher grew revenue faster in its latest fiscal year (+20.66% vs +8.34%).

About Arthur J. Gallagher

AJG stock →

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.

Finance · Specialty Insurers · 67,456 employees

About Baldwin Insurance Group

BWIN stock →

The Baldwin Insurance Group, Inc. operates as an independent insurance distribution firm that delivers insurance and risk management solutions in the United States.

Finance · Specialty Insurers · 5,000 employees

AJG vs BWIN FAQ

Which is bigger, Arthur J. Gallagher or Baldwin Insurance Group?

Arthur J. Gallagher (AJG) is larger, with a market capitalization of $60.00B compared with $4.48B for Baldwin Insurance Group (BWIN).

Which stock has performed better over the past year, AJG or BWIN?

BWIN returned +9.84% over the past 12 months, compared with -26.70% for AJG (price return, excluding dividends). Past performance does not predict future results.

Which pays a higher dividend, Arthur J. Gallagher or Baldwin Insurance Group?

Arthur J. Gallagher pays a dividend yielding 1.15%, while Baldwin Insurance Group does not currently pay a regular dividend.

Are Arthur J. Gallagher and Baldwin Insurance Group in the same industry?

Yes. Both are classified in the Specialty Insurers industry within the Finance sector.

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