External reports (aggregated public sources), Value Investors Club

Value Investors Club

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External reports (aggregated public sources)

Equity Bottom-Up

Arthur J Gallagher & Co / Equity Bottom-Up

Key points
<ul>
<li>Arthur J Gallagher is a strong player in the U.S. SME broking market trading at fair value with potential upside</li>
<li>Estimated 5-year returns are 10% IRR / 1.5x MOIC, with possibility of higher returns with EBITDA growth and multiple expansion</li>
<li>Insurance brokers benefiting from firm P&amp;C pricing cycle and market conditions, providing downside protection and potential for sustained organic growth, investor focus on growth trend maintenance</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points

Arthur J Gallagher is a strong player in the U.S. SME broking market trading at fair value with potential upside
Estimated 5-year returns are 10% IRR / 1.5x MOIC, with possibility of higher returns with EBITDA growth and multiple expansion
Insurance brokers benefiting from firm P&amp;C pricing cycle and market conditions, providing downside protection and potential for sustained organic growth, investor focus on growth trend maintenance

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Arthur J Gallagher & Co (AJG) - Sunday, Nov 19, 2023