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).
AJG
Arthur J. Gallagher & Co.
$218.69Financial Services
DAL
Delta Air Lines, Inc.
$83.06Industrials
Total return — AJG vs DAL
growth of $100 · last 19yAJG +674.8%DAL +270.5%AJG compounded faster
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 8It 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
| Metric | AJG | DAL |
|---|---|---|
| P/E ratio | 35.33 | 12.13● |
| Forward P/E | 16.47 | 15.17● |
| P/S ratio | 3.79 | 0.83● |
| P/B ratio | 2.39● | 2.66 |
| PEG ratio | 5.58 | 0.21● |
| EV / EBITDA | — | 6.95 |
| FCF yield | — | 7.24% |
Profitability
| Metric | AJG | DAL |
|---|---|---|
| Gross margin | 65.99%● | 26.19% |
| Operating margin | 18.17%● | 8.83% |
| Net margin | 10.76%● | 6.87% |
| ROE | 6.78% | 21.97%● |
| ROIC | 5.25% | 8.30%● |
Dividends
| Metric | AJG | DAL |
|---|---|---|
| Dividend yield | 1.23%● | 0.90% |
| Payout ratio | 46.31% | 9.72% |
Growth (annualized)
| Metric | AJG | DAL |
|---|---|---|
| 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.
Go deeper
Dig into the metrics
Arthur J. Gallagher & P/E ratioDelta Air Lines P/E ratioArthur J. Gallagher & dividend yieldDelta Air Lines dividend yieldArthur J. Gallagher & ROEDelta Air Lines ROEArthur J. Gallagher & operating marginDelta Air Lines operating marginArthur J. Gallagher & revenue growthDelta Air Lines revenue growthArthur J. Gallagher & free cash flowDelta Air Lines free cash flow
Arthur J. Gallagher & & Delta Air Lines appear in these rankings
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.