Compare Stocks › AJG vs AMD
Arthur J. Gallagher & Co. (AJG) vs Advanced Micro Devices, Inc. (AMD)
AJG
Arthur J. Gallagher & Co.
$208.11
VS
AMD
Advanced Micro Devices, Inc.
$360.54
Rewards
AJG
- ★Free cash flow has grown at a 13.9% CAGR over the past 4 years, demonstrating strong earnings power growth.
- ★Each dollar of retained earnings has created $1.87 of earning power — management is creating shareholder value.
- ★Trailing P/E of 33.7x is 22% below the historical average of 43.2x — potentially undervalued relative to its own history.
AMD
- ★Free cash flow has grown at a 29.3% CAGR over the past 4 years, demonstrating strong earnings power growth.
- ★Each dollar of retained earnings has created $4.90 of earning power — management is an exceptional capital allocator.
- ★PEG ratio of 0.64 suggests the stock is undervalued relative to its growth rate — paying less than 1x for each unit of earnings growth.
Risks
AJG
- ⚠Share count has increased by 21% over the past 4 years, diluting existing shareholders.
- ⚠PEG ratio of 2.08 indicates the stock is expensive relative to its expected growth — the market may be pricing in more growth than analysts project.
- ⚠Altman Z-Score of 1.31 places the company in the distress zone — financial patterns resemble those of companies that experienced bankruptcy.
AMD
- ⚠Despite buyback spending, shares outstanding increased in 3 out of 4 years — stock-based compensation is offsetting repurchases.
- ⚠FCF yield of 1.1% is below 3%, meaning the market is pricing in substantial future growth to justify the current price.
- ⚠10 insider sales totaling $74.8M with no purchases in the past 3 months — insiders are reducing their exposure.
Key Valuation Metrics
Learn more →AJG
AMD
Valuation
N/A
Free Cash Flow
$6.74B
N/A
FCF Yield
1.15%
33.67
Trailing P/E
138.67
14.00
Forward P/E
32.37
Quality & Moat
8.50%
ROIC
6.97%
6.28%
ROE
6.88%
42.93%
Gross Margin
52.49%
2.08
PEG Ratio
0.64
Balance Sheet Safety
0.56
Debt / Equity
0.06
N/A
Interest Coverage
N/A
3.04
Net Debt / EBITDA
-0.97
1.35%
Dividend Yield
N/A
AJG: 3Ties: 1AMD: 5
AJGAMD
Historical Fundamentals
Learn more →AJG
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
AMD
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
$1 Retained Earnings Test
Learn more →AJG
$11.75
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$2.26B
Δ Market Cap
+$26.56B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
AMD
$35.82
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$6.83B
Δ Market Cap
+$244.67B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Discounted Cash Flow (DCF) Analysis
Learn more →AJG
82.0% Overvalued
Price is 82.0% above estimated fair value
Current Price: $208.11
Strongly undervalued
Fairly valued
Strongly overvalued
Fair Value: $114.35
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
AMD
82.7% Overvalued
Price is 82.7% above estimated fair value
Current Price: $360.54
Strongly undervalued
Fairly valued
Strongly overvalued
Fair Value: $197.32
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Reverse DCF — Market-Implied Growth
Learn more →AJG
Requires positive FCF to compute implied growth rate.
AMD
What growth rate is the market pricing in at $361?
+34.1%
Market-Implied Owner Earnings Growth
Standard FCF implies +27.8%
The market implies +34.1% Owner Earnings growth, below historical trends — potential opportunity.
Standard FCF implies a more demanding +27.8%, reflecting heavy growth investment expected to generate future returns.
Economic Moat Score
Learn more →AJG
66/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None
Narrow moat with revenue predictability as the key competitive advantage. Improving roic consistency would strengthen the moat.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
AMD
41/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None
Narrow moat with reinvestment efficiency as the key competitive advantage. Improving roic consistency would strengthen the moat.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
Forensic Accounting
Learn more →AJG
-1.94
Possible Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
AMD
-2.84
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Ownership Breakdown
Learn more →AJG
Insiders 0.9%Institutions 93.6%Retail & Other 5.5%
No. of Institutional Holders1,711
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
AMD
Insiders 0.4%Institutions 72.3%Retail & Other 27.3%
No. of Institutional Holders4,076
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.
Insider Buying Activity
Learn more →AJG
0
Buys (3M)
2
Buys (12M)
Total value (12M): $1.01M
PESCH MICHAEL ROBERT
Officer
$988,488
@ $247.12 · 2025-11-03
PESCH MICHAEL ROBERT
President
$18,784
@ $318.37 · 2025-06-18
GALLAGHER PATRICK MURPHY
Chief Operating Officer
$316,814
@ $284.14 · 2024-12-23
Open market purchases · includes direct & indirect ownership · excludes option exercises
AMD
0
Buys (3M)
1
Buys (12M)
Total value (12M): $999,328
GUIDO PHILIP
Officer
$999,328
@ $113.56 · 2025-05-20
GUIDO PHILIP
Officer
$499,616
@ $107.56 · 2025-02-07
Open market purchases · includes direct & indirect ownership · excludes option exercises
Open market purchases · includes direct & indirect ownership · excludes option exercises.
Insider Selling Activity
Learn more →AJG
3
Sells (3M)
16
Sells (12M)
Total value (12M): $39.08M
HUDSON SCOTT R
Officer
$864,766
@ $227.57 · 2026-03-06
MEAD CHRISTOPHER E.
Officer
$908,472
@ $227.12 · 2026-03-05
GALLAGHER J PATRICK JR
Chief Executive Officer
$6.32M
@ $230.31 · 2026-03-02
MEAD CHRISTOPHER E.
Officer
$1.03M
@ $258.11 · 2025-12-23
HOWELL DOUGLAS K
Chief Financial Officer
$1.29M
@ $258.05 · 2025-12-22
BAY WALTER D
General Counsel
$4.04M
@ $255.00 · 2025-12-19
MEAD CHRISTOPHER E.
Officer
$313,425
@ $250.74 · 2025-11-21
CARY RICHARD C
Officer
$1.57M
@ $261.00 · 2025-11-18
HOWELL DOUGLAS K
Chief Financial Officer
$4.19M
@ $299.42 · 2025-09-22
HOWELL DOUGLAS K
Chief Financial Officer
$899,334
@ $299.78 · 2025-09-09
HUDSON SCOTT R
Officer
$3.83M
@ $297.60 · 2025-09-08
CARY RICHARD C
Officer
$1.22M
@ $306.00 · 2025-08-21
HUDSON SCOTT R
Officer
$3.54M
@ $337.17 · 2025-05-21
PIETRUCHA SUSAN E
Officer
$4.65M
@ $344.13 · 2025-05-19
JOHNSON DAVID S
Director
$342,038
@ $342.04 · 2025-05-16
CARY RICHARD C
Officer
$4.07M
@ $339.51 · 2025-05-07
HUDSON SCOTT R
Officer
$2.51M
@ $333.59 · 2025-03-21
GALLAGHER PATRICK MURPHY
Chief Operating Officer
$868,870
@ $332.52 · 2025-02-27
ZIEBELL WILLIAM F
Officer
$2.29M
@ $324.41 · 2025-02-18
BAY WALTER D
General Counsel
$3.27M
@ $326.62 · 2025-02-13
JOHNSON DAVID S
Director
$104,670
@ $322.06 · 2025-02-12
CARY RICHARD C
Officer
$3.23M
@ $322.99 · 2025-02-10
BARRAT SHERRY S
Director
$760,831
@ $304.33 · 2025-02-03
MEAD CHRISTOPHER E.
Officer
$877,569
@ $302.61 · 2025-02-03
HUDSON SCOTT R
Officer
$7.06M
@ $306.59 · 2025-02-03
BARRAT SHERRY S
Director
$258,698
@ $294.64 · 2024-11-08
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
AMD
10
Sells (3M)
28
Sells (12M)
Total value (12M): $174.82M
PAPERMASTER MARK D
Chief Technology Officer
$10.96M
@ $350.00 · 2026-04-24
PAPERMASTER MARK D
Chief Technology Officer
$8.99M
@ $271.47 · 2026-04-16
PAPERMASTER MARK D
Chief Technology Officer
$740,925
@ $225.00 · 2026-04-06
SU LISA T
Chief Executive Officer
$16.90M
@ $198.77 · 2026-03-12
GRASBY PAUL DARREN
Officer
$1.54M
@ $204.87 · 2026-03-11
PAPERMASTER MARK D
Chief Technology Officer
$606,800
@ $200.00 · 2026-03-04
HAHN AVA M
General Counsel
$56,814
@ $198.65 · 2026-02-18
HU JEAN X
Chief Financial Officer
$4.02M
@ $201.62 · 2026-02-17
NORROD FORREST EUGENE
Officer
$4.22M
@ $216.81 · 2026-02-11
SU LISA T
Chief Executive Officer
$26.79M
@ $214.36 · 2026-02-11
HAHN AVA M
General Counsel
$572,454
@ $234.42 · 2026-01-16
SU LISA T
Chief Executive Officer
$26.89M
@ $215.14 · 2025-12-11
GRASBY PAUL DARREN
Officer
$2.19M
@ $218.77 · 2025-12-04
HU JEAN X
Chief Financial Officer
$3.05M
@ $209.96 · 2025-11-24
NORROD FORREST EUGENE
Officer
$4.46M
@ $229.37 · 2025-11-19
PAPERMASTER MARK D
Chief Technology Officer
$4.11M
@ $240.12 · 2025-11-14
PAPERMASTER MARK D
Chief Technology Officer
$3.77M
@ $224.28 · 2025-10-15
HAHN AVA M
General Counsel
$648,197
@ $226.01 · 2025-10-06
NORROD FORREST EUGENE
Officer
$371,272
@ $165.01 · 2025-09-24
PAPERMASTER MARK D
Chief Technology Officer
$2.67M
@ $159.20 · 2025-09-15
NORROD FORREST EUGENE
Officer
$2.77M
@ $160.93 · 2025-09-10
HAHN AVA M
General Counsel
$22,608
@ $158.10 · 2025-09-02
SU LISA T
Chief Executive Officer
$36.89M
@ $163.97 · 2025-08-21
PAPERMASTER MARK D
Chief Technology Officer
$2.99M
@ $178.11 · 2025-08-15
GRASBY PAUL DARREN
Officer
$1.73M
@ $173.21 · 2025-08-12
PAPERMASTER MARK D
Chief Technology Officer
$2.79M
@ $155.03 · 2025-07-15
PAPERMASTER MARK D
Chief Technology Officer
$2.03M
@ $116.00 · 2025-06-13
PAPERMASTER MARK D
Chief Technology Officer
$2.04M
@ $116.59 · 2025-05-15
PAPERMASTER MARK D
Chief Technology Officer
$1.67M
@ $95.47 · 2025-04-15
PAPERMASTER MARK D
Chief Technology Officer
$1.75M
@ $100.27 · 2025-03-14
PAPERMASTER MARK D
Chief Technology Officer
$1.99M
@ $113.57 · 2025-02-14
SU LISA T
Chief Executive Officer
$10.91M
@ $142.66 · 2024-12-04
SU LISA T
Chief Executive Officer
$10.91M
@ $142.66 · 2024-12-04
SU LISA T
Chief Executive Officer
$11.51M
@ $143.87 · 2024-11-06
NORROD FORREST EUGENE
Officer
$5.74M
@ $141.67 · 2024-11-05
SU LISA T
Chief Executive Officer
$11.58M
@ $144.72 · 2024-09-11
SU LISA T
Chief Executive Officer
$12.60M
@ $157.44 · 2024-08-20
PAPERMASTER MARK D
Chief Technology Officer
$3.09M
@ $184.50 · 2024-07-15
PAPERMASTER MARK D
Chief Technology Officer
$2.57M
@ $158.94 · 2024-06-14
HU JEAN X
Chief Financial Officer
$3.23M
@ $161.40 · 2024-06-10
SU LISA T
Chief Executive Officer
$23.56M
@ $165.05 · 2024-06-05
PAPERMASTER MARK D
Chief Technology Officer
$2.53M
@ $156.11 · 2024-05-15
SU LISA T
Chief Executive Officer
$19.21M
@ $153.69 · 2024-05-08
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.
🎭 Mr. Market's Mood
Learn more →AJG
😨Fear(32/100)
"Market is pessimistic — investigate whether fears are temporary or structural"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
AMD
😏Greed(70/100)
"Market is optimistic — be cautious and ensure you have a margin of safety"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
⚖️ Buffett Signal
Learn more →AJG
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Fear (32)
AMD
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Greed (70)