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 August 4, 2026. Differences are shown without an overall score or investment verdict.
AJG
Arthur J. Gallagher & Co.
$248.06Financial ServicesDelayed quote: Aug 4, 2026, 4:00 PM EDT
NU
Nu Holdings Ltd.
$14.33Financial ServicesDelayed quote: Aug 4, 2026, 4:00 PM EDT
Total return — AJG vs NU
growth of $100 · dividends reinvested · last 5yAJG +52.9%NU +39.8%AJG compounded faster
AJG NU
AJG vs NU: by the numbers
- •NU is the larger company ($69.40B vs $63.73B market cap).
- •NU trades at the lower trailing earnings multiple (22.22 vs 40.03 P/E), one valuation lens rather than an overall verdict.
- •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 (1.09% yield), while NU has no payments in the available dividend history.
Metrics side by side
Valuation
| Metric | AJG | NU |
|---|---|---|
| P/E ratio | 40.03 | 22.22 |
| Forward P/E | 18.71 | 17.10 |
| P/S ratio | 4.30 | 4.04 |
| P/B ratio | 2.94 | 5.63 |
| PEG ratio | 6.32 | 0.65 |
Profitability
| Metric | AJG | NU |
|---|---|---|
| Gross margin | 54.75% | 43.74% |
| Operating margin | 18.17% | 22.96% |
| Net margin | 10.76% | 18.15% |
| ROE | 6.79% | 25.29% |
| ROIC | 5.25% | 16.31% |
Dividends
| Metric | AJG | NU |
|---|---|---|
| Dividend yield | 1.09% | N/A |
| Payout ratio | 46.31% | N/A |
Growth (annualized)
| Metric | AJG | NU |
|---|---|---|
| Revenue CAGR (5Y) | 15.44% | 98.88% |
| EPS CAGR (5Y) | 6.33% | N/A |
| Total return CAGR (5Y) | 13.51% | N/A |
Frequently asked
- Which has the lower trailing P/E, AJG or NU?
- NU has the lower trailing P/E: AJG trades at 40.03 and NU at 22.22. 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 15.44% CAGR versus NU at 98.88%.
- Does AJG or NU pay a bigger dividend?
- AJG pays a dividend (1.09% 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 10.76% versus NU at 18.15%.
Go deeper
Dig into the metrics
Arthur J. Gallagher & P/E ratioNu P/E ratioArthur J. Gallagher & dividend yieldNu dividend yieldArthur J. Gallagher & ROENu ROEArthur J. Gallagher & operating marginNu operating marginArthur J. Gallagher & revenue growthNu revenue growthArthur J. Gallagher & free cash flowNu free cash flow
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 August 4, 2026.