Arthur J. Gallagher & Co. (AJG) vs The Travelers Companies, Inc. (TRV)

TRV leads on 12 of 14 compared metrics.

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 June 14, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Total return — AJG vs TRV

growth of $100 · last 30y
AJG +2570.2%TRV +1057.2%AJG compounded faster
01k2k3k4kStart $100200120062011201620212026$2,670$1,157
AJG TRV

AJG vs TRV: by the numbers

  • TRV is the larger company ($64.74B vs $56.19B market cap).
  • TRV trades at the lower earnings multiple (9.06 vs 35.33 P/E).
  • TRV converts more revenue to profit (15.54% vs 10.76% net margin).
  • AJG grew revenue faster over the past five years (15.44% vs 8.61% CAGR).
  • TRV pays the higher dividend yield (1.49% vs 1.23%).

Which is better, AJG or TRV?

Metric tally: AJG 2 · TRV 12

It depends on what you're optimizing for:

ValueTRV(lower P/E)
GrowthAJG(faster 5Y revenue CAGR)
IncomeTRV(higher dividend yield)
QualityTRV(higher ROIC)

Valuation

MetricAJGTRV
P/E ratio35.339.06
Forward P/E16.4710.85
P/S ratio3.791.36
P/B ratio2.392.08
PEG ratio5.580.37

Profitability

MetricAJGTRV
Gross margin65.99%44.02%
Operating margin18.17%19.30%
Net margin10.76%15.54%
ROE6.78%23.77%
ROIC5.25%12.10%

Dividends

MetricAJGTRV
Dividend yield1.23%1.49%
Payout ratio46.31%16.34%

Growth (annualized)

MetricAJGTRV
Revenue CAGR (5Y)15.44%8.61%
EPS CAGR (5Y)6.33%21.40%
Total return CAGR (5Y)9.76%16.77%

Frequently asked

Which is better, AJG or TRV?
It depends on your goal. value: TRV (lower P/E); growth: AJG (faster 5Y revenue CAGR); income: TRV (higher dividend yield); quality: TRV (higher ROIC). Across all compared metrics, TRV leads 12 to 2.
Is AJG or TRV cheaper?
On trailing earnings, TRV is cheaper: AJG trades at a 35.33 P/E and TRV at 9.06.
Which has grown faster, AJG or TRV?
Over the past five years, AJG grew revenue faster — AJG at a 15.44% CAGR versus TRV at 8.61%.
Does AJG or TRV pay a bigger dividend?
AJG yields 1.23% and TRV yields 1.49% based on trailing dividends and the latest price.
Is AJG or TRV more profitable?
TRV runs the higher net margin — AJG at 10.76% versus TRV at 15.54%.
Which has been the better investment, AJG or TRV?
Over the past 10-year, AJG delivered the higher annualized total return — AJG at 18.24% versus TRV at 12.75%. Past performance doesn't predict future results.

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 June 14, 2026.