Arthur J. Gallagher & Co. (AJG) vs Delta Air Lines, Inc. (DAL)

DAL leads on 8 of 14 compared metrics.

A side-by-side comparison of Arthur J. Gallagher & Co. and Delta Air Lines, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 15, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Compare

Total return — AJG vs DAL

growth of $100 · last 19y
AJG +674.8%DAL +270.5%AJG compounded faster
05001kStart $1002011201520192023$775$371
AJG DAL

AJG vs DAL: by the numbers

  • DAL is the larger company ($55.48B vs $55.32B market cap).
  • DAL trades at the lower earnings multiple (12.13 vs 35.33 P/E).
  • AJG converts more revenue to profit (10.76% vs 6.87% net margin).
  • DAL grew revenue faster over the past five years (38.80% vs 15.44% CAGR).
  • AJG pays the higher dividend yield (1.23% vs 0.90%).

Which is better, AJG or DAL?

Metric tally: AJG 6 · DAL 8

It depends on what you're optimizing for:

ValueDAL(lower P/E)
GrowthDAL(faster 5Y revenue CAGR)
IncomeAJG(higher dividend yield)
QualityDAL(higher ROIC)

Metrics side by side

Valuation

MetricAJGDAL
P/E ratio35.3312.13
Forward P/E16.4715.17
P/S ratio3.790.83
P/B ratio2.392.66
PEG ratio5.580.21
EV / EBITDA6.95
FCF yield7.24%

Profitability

MetricAJGDAL
Gross margin65.99%26.19%
Operating margin18.17%8.83%
Net margin10.76%6.87%
ROE6.78%21.97%
ROIC5.25%8.30%

Dividends

MetricAJGDAL
Dividend yield1.23%0.90%
Payout ratio46.31%9.72%

Growth (annualized)

MetricAJGDAL
Revenue CAGR (5Y)15.44%38.80%
EPS CAGR (5Y)6.33%0.89%
FCF CAGR (5Y)115.85%
Total return CAGR (5Y)9.43%13.90%

Frequently asked

Which is better, AJG or DAL?
It depends on your goal. value: DAL (lower P/E); growth: DAL (faster 5Y revenue CAGR); income: AJG (higher dividend yield); quality: DAL (higher ROIC). Across all compared metrics, DAL leads 8 to 6.
Is AJG or DAL cheaper?
On trailing earnings, DAL is cheaper: AJG trades at a 35.33 P/E and DAL at 12.13.
Which has grown faster, AJG or DAL?
Over the past five years, DAL grew revenue faster — AJG at a 15.44% CAGR versus DAL at 38.80%.
Does AJG or DAL pay a bigger dividend?
AJG yields 1.23% and DAL yields 0.90% based on trailing dividends and the latest price.
Is AJG or DAL more profitable?
AJG runs the higher net margin — AJG at 10.76% versus DAL at 6.87%.
Which has been the better investment, AJG or DAL?
Over the past 10-year, AJG delivered the higher annualized total return — AJG at 18.49% versus DAL at 9.39%. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified June 15, 2026.