AJG · Arthur J. Gallagher & Co.
$217.612026-05-17Sector: Financial Services; Industry: Insurance - Brokers; Sub-Industry: Insurance Brokers
Intrinsic Value Range Comparison · Mulya.ai
Base · active
$63
-71.0% vs market
Mulya.ai vs Analyst IV Comparison?
Mulya.ai IV range ($65 · $63) Analysts Range ($226 · $334) Fundamentals · historical + forward · baseitalics = DCF projection
| Period | Revenue | Rev Gr ? | Ops M% ? | Tax Rate ? | NOPAT ? | Reinvest ? | FCFF ? | WACC% ? | PV FCFF ? | ROIC ? | Inv. Cap ? | EPS ? | P/E |
|---|
| 2021.Q4 | $8.2B | — | 16.3% | 2.1% | $1.3B | −$2.6B | −$1.3B | 5.6% | — | 9.1% | $14.4B | $3.48 | — |
| 2022.Q4 | $8.6B | 4.2% | 19.5% | 15.9% | $1.4B | $216MM | $1.6B | 6.9% | — | 9.7% | $14.5B | $4.28 | — |
| 2023.Q4 | $10.1B | 17.8% | 18.5% | 18.5% | $1.5B | −$2.6B | −$1.1B | 6.7% | — | 9.4% | $17.8B | $3.72 | — |
| 2024.Q4 | $11.6B | 14.7% | 19.8% | 21.6% | $1.8B | −$701MM | $1.1B | 7.4% | — | 9.9% | $18.3B | $5.62 | — |
| 2025.Q4 | $13.9B | 20.7% | 18.3% | 19.7% | $2.0B | −$15.3B | −$13.3B | 7.2% | — | 7.6% | $35.4B | $5.74 | 22.2 |
| italics below = DCF projection · 10yr Rev CAGR: 7.5% |
| 2026.Q4 | $16.8B | +20.6% | 18.4% | 19.7% | $2.5B | −$7.2B | −$4.7B | 7.4% | −$4.4B | 6.4% | $42.6B | $9.55 | 22.8 |
| 2027.Q4 | $18.4B | +9.4% | 19.0% | 19.8% | $2.8B | −$3.9B | −$1.1B | 7.5% | −$960MM | 6.3% | $46.5B | $10.77 | 20.2 |
| 2028.Q4 | $20.3B | +10.1% | 19.0% | 19.8% | $3.1B | −$4.5B | −$1.4B | 7.6% | −$1.1B | 6.3% | $51.0B | $11.85 | 18.4 |
| 2029.Q4 | $21.6B | +6.8% | 19.0% | 19.8% | $3.3B | −$3.3B | −$14MM | 7.8% | −$11MM | 6.3% | $54.3B | $12.65 | 17.2 |
| 2030.Q4 | $22.9B | +5.6% | 19.0% | 19.8% | $3.5B | −$2.9B | $625MM | 7.9% | $432MM | 6.2% | $57.2B | $13.36 | 16.3 |
|
| Term. Yr+ | $29.9B | 4.1% | 23.0% | 20.0% | $5.5B | −$2.6B | $2.9B | 8.6% | $29.9B | 8.6% | — | — | — |
Active scenario IV: $63 (-71.0% vs market)