Arthur J. Gallagher & Co. (AJG) vs The Travelers Companies, Inc. (TRV)
A side-by-side comparison of Arthur J. Gallagher & Co. and The Travelers Companies, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of August 23, 2026. Differences are shown without an overall score or investment verdict.
AJG
Arthur J. Gallagher & Co.
$263.81Financial ServicesAt close: Aug 21, 2026, 4:00 PM ET
TRV
The Travelers Companies, Inc.
$363.58Financial ServicesAt close: Aug 21, 2026, 4:00 PM ET
Total return — AJG vs TRV
growth of $100 · dividends reinvested · last 10yAJG +538.2% (+20.4%/yr)TRV +285.2% (+14.4%/yr)AJG compounded faster over this window
AJG TRV
AJG vs TRV: by the numbers
- •TRV is the larger company ($75.83B vs $67.77B market cap).
- •TRV trades at the lower trailing earnings multiple (9.74 vs 43.68 P/E), one valuation lens rather than an overall verdict.
- •TRV converts more revenue to profit (16.95% vs 9.96% net margin).
- •AJG grew revenue faster over the past five years (15.54% vs 7.78% CAGR).
- •TRV pays the higher dividend yield (1.25% vs 1.02%).
Metrics side by side
Valuation
| Metric | AJG | TRV |
|---|---|---|
| P/E ratio | 43.68 | 9.74 |
| Forward P/E | 19.92 | 10.67 |
| P/S ratio | 4.33 | 1.59 |
| P/B ratio | 2.88 | 2.34 |
Profitability
| Metric | AJG | TRV |
|---|---|---|
| Gross margin | 54.75% | 34.73% |
| Operating margin | 17.03% | 21.33% |
| Net margin | 9.96% | 16.95% |
| ROE | 6.61% | 25.07% |
Dividends
| Metric | AJG | TRV |
|---|---|---|
| Dividend yield | 1.02% | 1.25% |
| Payout ratio | 46.31% | 16.34% |
Growth (annualized)
| Metric | AJG | TRV |
|---|---|---|
| Revenue CAGR (5Y) | 15.54% | 7.78% |
| EPS CAGR (5Y) | 6.33% | 21.40% |
| Total return CAGR (5Y) | 14.21% | 20.02% |
Frequently asked
- Which has the lower trailing P/E, AJG or TRV?
- TRV has the lower trailing P/E: AJG trades at 43.68 and TRV at 9.74. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, AJG or TRV?
- Over the past five years, AJG grew revenue faster — AJG at a 15.54% CAGR versus TRV at 7.78%.
- Does AJG or TRV pay a bigger dividend?
- AJG yields 1.02% and TRV yields 1.25% based on trailing dividends and the latest price.
- Is AJG or TRV more profitable?
- TRV runs the higher net margin — AJG at 9.96% versus TRV at 16.95%.
- How have AJG and TRV total returns compared?
- Over the past 10 years, AJG delivered 20.36% and TRV delivered 14.40% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Arthur J. Gallagher P/E ratioTravelers Companies P/E ratioArthur J. Gallagher dividend yieldTravelers Companies dividend yieldArthur J. Gallagher ROETravelers Companies ROEArthur J. Gallagher operating marginTravelers Companies operating marginArthur J. Gallagher revenue growthTravelers Companies revenue growth
Arthur J. Gallagher & Travelers Companies 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 23, 2026.