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.

Compare

Total returnAJG vs NU

growth of $100 · dividends reinvested · last 5y
AJG +52.5% (+8.8%/yr)NU +41.5% (+7.2%/yr)AJG compounded faster over this window
50100150200Start $10020222023202420252026$152$142
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

MetricAJGNU
P/E ratio39.6518.45
Forward P/E18.0715.60
P/S ratio3.913.41
P/B ratio2.594.99

Profitability

MetricAJGNU
Gross margin54.75%44.03%
Operating margin17.03%22.62%
Net margin9.96%18.61%
ROE6.61%27.22%

Dividends

MetricAJGNU
Dividend yield1.14%N/A
Payout ratio45.53%N/A

Growth (annualized)

MetricAJGNU
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%.

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.