On the filings, Aon (AON) is the stronger stock right now — higher on our blended fundamentals-plus-verdict read, and we currently rate it HOLD.
High-quality, wide-moat broker compounding 6% organically at a fair ~21x — own it, but the 39% earnings pop is a one-time mirage.
Elite, recession-resistant broker compounding 6% organic with expanding margins — but the price already pays full freight for the quality.
| Metric | AON | AJG |
|---|---|---|
| Fundamentals score | 80 | 69 |
| Revenue growth (YoY) | +9.4% | +20.7% |
| Net income growth (YoY) | +39.2% | +2.1% |
| Net margin | 21.5% | 10.7% |
| Return on equity | 39.5% | 6.4% |
| ROIC (est.) | 13.9% | — |
| Liabilities / Equity | 4.41 | 2.03 |
| Piotroski F-score | 7 / 9 | 5 / 9 |
Bold green = the stronger figure. All rows derive from SEC XBRL filings — no market-price data on this page.
AI-generated analysis, produced by our proprietary engine from SEC filing data.
Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jul 2, 2026, 9:46 PM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.
AI-generated analysis, produced by our proprietary engine from SEC filing data.
Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jun 21, 2026, 12:03 PM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.
Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.