Arthur J. Gallagher & Co. (AJG) vs Nu Holdings Ltd. (NU)

NU leads on 9 of 11 compared metrics.

A side-by-side comparison of Arthur J. Gallagher & Co. and Nu Holdings Ltd. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 19, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Compare

Total return — AJG vs NU

growth of $100 · last 5y
AJG +26.5%NU +23.0%AJG compounded faster
50100150200Start $10020222023202420252026$126$123
AJG NU

AJG vs NU: by the numbers

  • NU is the larger company ($61.56B vs $55.00B market cap).
  • NU trades at the lower earnings multiple (19.55 vs 34.58 P/E).
  • NU converts more revenue to profit (18.15% vs 10.76% net margin).
  • NU grew revenue faster over the past five years (98.88% vs 15.44% CAGR).
  • AJG pays a dividend (1.26% yield) while NU does not currently pay one.

Which is better, AJG or NU?

Metric tally: AJG 2 · NU 9

It depends on what you're optimizing for:

ValueNU(lower P/E)
GrowthNU(faster 5Y revenue CAGR)
QualityNU(higher ROIC)

Metrics side by side

Valuation

MetricAJGNU
P/E ratio34.5819.55
Forward P/E16.1215.03
P/S ratio3.713.56
P/B ratio2.344.96
PEG ratio5.460.64

Profitability

MetricAJGNU
Gross margin65.99%43.74%
Operating margin18.17%22.96%
Net margin10.76%18.15%
ROE6.78%25.29%
ROIC5.25%16.31%

Dividends

MetricAJGNU
Dividend yield1.26%
Payout ratio46.31%

Growth (annualized)

MetricAJGNU
Revenue CAGR (5Y)15.44%98.88%
EPS CAGR (5Y)6.33%
Total return CAGR (5Y)10.39%

Frequently asked

Which is better, AJG or NU?
It depends on your goal. value: NU (lower P/E); growth: NU (faster 5Y revenue CAGR); quality: NU (higher ROIC). Across all compared metrics, NU leads 9 to 2.
Is AJG or NU cheaper?
On trailing earnings, NU is cheaper: AJG trades at a 34.58 P/E and NU at 19.55.
Which has grown faster, AJG or NU?
Over the past five years, NU grew revenue faster — AJG at a 15.44% CAGR versus NU at 98.88%.
Does AJG or NU pay a bigger dividend?
AJG pays a dividend (1.26% yield) while NU does not currently pay one.
Is AJG or NU more profitable?
NU runs the higher net margin — AJG at 10.76% versus NU at 18.15%.

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 19, 2026.