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.

Compare

Total returnAJG vs NU

growth of $100 · dividends reinvested · last 5y
AJG +52.9%NU +39.8%AJG compounded faster
50100150200Start $10020222023202420252026$153$140
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

MetricAJGNU
P/E ratio40.0322.22
Forward P/E18.7117.10
P/S ratio4.304.04
P/B ratio2.945.63
PEG ratio6.320.65

Profitability

MetricAJGNU
Gross margin54.75%43.74%
Operating margin18.17%22.96%
Net margin10.76%18.15%
ROE6.79%25.29%
ROIC5.25%16.31%

Dividends

MetricAJGNU
Dividend yield1.09%N/A
Payout ratio46.31%N/A

Growth (annualized)

MetricAJGNU
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%.

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.