Arthur J. Gallagher (AJG) vs Fidelity National Financial (FNF)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
Arthur J. Gallagher (AJG) has outperformed Fidelity National Financial (FNF) over the past year, losing 23.7% versus a loss of 27.2%. Over five years, AJG leads with a +43.7% price change compared with -12.7% for FNF. Arthur J. Gallagher is the larger company by market cap ($59.87 billion vs $10.47 billion), about 5.7 times the size.
On valuation, Fidelity National Financial trades at a lower forward P/E (7.1x vs 15.8x for Arthur J. Gallagher). Fidelity National Financial offers the higher dividend yield (5.28% vs 1.16%). Arthur J. Gallagher converts more of its revenue into profit, with a net margin of 10.7% versus 4.2%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | AJG | FNF |
|---|---|---|
| Share price | $233.55 | $39.05 |
| Market cap | $59.87B | $10.47B |
| 1-day change | -0.22% | -1.81% |
| YTD return | -9.56% | -27.15% |
| 1-year return | -23.75% | -27.23% |
| 5-year return | +43.69% | -12.68% |
| P/E ratio (TTM) | 38.73 | 13.56 |
| Forward P/E | 15.78 | 7.07 |
| EPS (TTM) | $6.03 | $2.88 |
| Dividend yield | 1.16% | 5.28% |
| Annual dividend | $2.70 | $2.06 |
| Revenue (latest FY) | $13.94B | $14.45B |
| Revenue growth (YoY) | +20.66% | +5.58% |
| Net income (latest FY) | $1.49B | $602.00M |
| Net margin | 10.72% | 4.17% |
| 52-week high | $305.74 | $58.41 |
| 52-week low | $190.75 | $37.88 |
| Distance from 52-week high | -23.61% | -33.15% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +21.68% | +48.02% |
| Average volume | 1.40M | 2.11M |
| Shares outstanding | 256.34M | 268.19M |
| Employees | 67,456 | 24,535 |
| Sector | Finance | Finance |
| Industry | Specialty Insurers | Specialty 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 5.7 times larger than Fidelity National Financial by market value ($59.87B vs $10.47B).
- Arthur J. Gallagher trades at a higher earnings multiple (38.7x vs 13.6x trailing P/E).
- Fidelity National Financial offers a meaningfully higher dividend yield (5.28% vs 1.16%).
- Arthur J. Gallagher is more profitable, keeping 10.7 cents of every revenue dollar as net income versus 4.2 cents for Fidelity National Financial.
- Arthur J. Gallagher grew revenue faster in its latest fiscal year (+20.66% vs +5.58%).
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 Fidelity National Financial
FNF stock →Fidelity National Financial, Inc., together with its subsidiaries, provides various insurance products in the United States. It operates through Title, F&G, and Corporate and Other segments.
Finance · Specialty Insurers · 24,535 employees
AJG vs FNF FAQ
Which is bigger, Arthur J. Gallagher or Fidelity National Financial?
Arthur J. Gallagher (AJG) is larger, with a market capitalization of $59.87B compared with $10.47B for Fidelity National Financial (FNF).
Which stock has performed better over the past year, AJG or FNF?
AJG returned -23.75% over the past 12 months, compared with -27.23% for FNF (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, AJG or FNF?
FNF has the lower trailing P/E at 13.6, versus 38.7 for AJG. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Arthur J. Gallagher or Fidelity National Financial?
Fidelity National Financial has the higher yield at 5.28%, compared with 1.16% for Arthur J. Gallagher.
Are Arthur J. Gallagher and Fidelity National Financial in the same industry?
Yes. Both are classified in the Specialty Insurers industry within the Finance sector.