Arthur J. Gallagher & Co. (AJG) vs Nu Holdings Ltd. (NU)
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 September 13, 2026. Differences are shown without an overall score or investment verdict.
AJG
Arthur J. Gallagher & Co.
$239.48Financial ServicesDelayed quote: Sep 18, 2026, 4:00 PM EDT
NU
Nu Holdings Ltd.
$13.65Financial ServicesDelayed quote: Sep 18, 2026, 4:00 PM EDT
Total return — AJG vs NU
growth of $100 · dividends reinvested · last 5yAJG +52.5% (+8.8%/yr)NU +41.5% (+7.2%/yr)AJG compounded faster over this window
AJG NU
AJG vs NU: by the numbers
- •NU is the larger company ($66.11B vs $61.52B market cap).
- •NU trades at the lower trailing earnings multiple (18.45 vs 39.65 P/E), one valuation lens rather than an overall verdict.
- •NU converts more revenue to profit (18.61% vs 9.96% net margin).
- •NU grew revenue faster over the past five years (90.72% vs 15.54% CAGR).
- •AJG pays a dividend (1.14% yield), while NU has no payments in the available dividend history.
Metrics side by side
Valuation
| Metric | AJG | NU |
|---|---|---|
| P/E ratio | 39.65 | 18.45 |
| Forward P/E | 18.07 | 15.60 |
| P/S ratio | 3.91 | 3.41 |
| P/B ratio | 2.59 | 4.99 |
Profitability
| Metric | AJG | NU |
|---|---|---|
| Gross margin | 54.75% | 44.03% |
| Operating margin | 17.03% | 22.62% |
| Net margin | 9.96% | 18.61% |
| ROE | 6.61% | 27.22% |
Dividends
| Metric | AJG | NU |
|---|---|---|
| Dividend yield | 1.14% | N/A |
| Payout ratio | 45.53% | N/A |
Growth (annualized)
| Metric | AJG | NU |
|---|---|---|
| Revenue CAGR (5Y) | 15.54% | 90.72% |
| EPS CAGR (5Y) | 6.33% | N/A |
| Total return CAGR (5Y) | 11.92% | N/A |
Frequently asked
- Which has the lower trailing P/E, AJG or NU?
- NU has the lower trailing P/E: AJG trades at 39.65 and NU at 18.45. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, AJG or NU?
- Over the past five years, NU grew revenue faster — AJG at a 15.54% CAGR versus NU at 90.72%.
- Does AJG or NU pay a bigger dividend?
- AJG pays a dividend (1.14% yield), while NU has no payments in the available dividend history.
- Is AJG or NU more profitable?
- NU runs the higher net margin — AJG at 9.96% versus NU at 18.61%.
Go deeper
Dig into the metrics
Arthur J. Gallagher P/E ratioNu P/E ratioArthur J. Gallagher dividend yieldArthur J. Gallagher ROENu ROEArthur J. Gallagher operating marginNu operating marginArthur J. Gallagher revenue growthNu revenue growth
Arthur J. Gallagher & Nu 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 September 13, 2026.