Arthur J. Gallagher (LTS:0ITL) Cyclically Adjusted PS Ratio: 5.01 (As of Jul. 27, 2026) — 21% Above Median

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LTS:0ITL Arthur J. Gallagher & Co LTS:0ITL
85 GF Score
Price $246.47
GF Value $331.83
Valuation Modestly Undervalued
! 5 Warning Signs
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What is Arthur J. Gallagher Cyclically Adjusted PS Ratio?

Arthur J. Gallagher LTS:0ITL +2.02% 85 Cyclically Adjusted PS Ratio is 5.01 as of Jul. 27, 2026, which is 21% above its 10-year median of 4.13. GuruFocus rates LTS:0ITL with a GF Score™ of 85/100 and a GF Value™ of $331.83 (Modestly Undervalued). The stock has 5 warning signs investors should review. Among 414 Insurance companies, Arthur J. Gallagher ranks worse than 93.24% on this metric.

As of today (2026-07-27), Arthur J. Gallagher's current share price is $246.47. Arthur J. Gallagher's Cyclically Adjusted Revenue per Share for the quarter that ended in Mar. 2026 was $49.24. Arthur J. Gallagher's Cyclically Adjusted PS Ratio for today is 5.01.

The historical rank and industry rank for Arthur J. Gallagher's Cyclically Adjusted PS Ratio or its related term are showing as below:

LTS:0ITL' s Cyclically Adjusted PS Ratio Range Over the Past 10 Years
Min: 2.02   Med: 4.13   Max: 7.54
Current: 5.03

During the past years, Arthur J. Gallagher's highest Cyclically Adjusted PS Ratio was 7.54. The lowest was 2.02. And the median was 4.13.

LTS:0ITL's Cyclically Adjusted PS Ratio is ranked worse than
93.24% of 414 companies
in the Insurance industry
Industry Median: 1.22 vs LTS:0ITL: 5.03

The Shiller PE Ratio was first used by professor Robert Shiller. He uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings per share of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PS Ratio. The Cyclically Adjusted Revenue per Share is the average of the inflation adjusted revenue per share of a company over the past 10 years.

Arthur J. Gallagher's adjusted revenue per share data for the three months ended in Mar. 2026 was $18.314. Add all the adjusted revenue per share for the past 10 years together and divide 10 will get our Cyclically Adjusted Revenue per Share, which is $49.24 for the trailing ten years ended in Mar. 2026.

Shiller PE for Stocks: The True Measure of Stock Valuation


Arthur J. Gallagher  (LTS:0ITL) Cyclically Adjusted PS Ratio Explanation

Compared with the regular PS Ratio, which works poorly for cyclical businesses, the Cyclically Adjusted PS Ratio smoothed out the fluctuations of revenue during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Cyclically Adjusted PS Ratio should give similar results to regular PS Ratio.


Arthur J. Gallagher Cyclically Adjusted PS Ratio Related Terms


Arthur J. Gallagher Cyclically Adjusted PS Ratio Historical Data

* Premium members only.

The historical data trend for Arthur J. Gallagher's Cyclically Adjusted PS Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Arthur J. Gallagher Cyclically Adjusted PS Ratio Chart

Arthur J. Gallagher Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Cyclically Adjusted PS Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 4.68 4.71 5.26 6.28 5.45

Arthur J. Gallagher Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Cyclically Adjusted PS Ratio Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 7.47 6.84 6.55 5.45 4.40

LTS:0ITL vs AON, MRSH, WTW: Cyclically Adjusted PS Ratio Comparison

For the Insurance Brokers subindustry, Arthur J. Gallagher's Cyclically Adjusted PS Ratio, along with its competitors' market caps and Cyclically Adjusted PS Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Arthur J. Gallagher Cyclically Adjusted PS Ratio vs Insurance Industry

For the Insurance industry and Financial Services sector, Arthur J. Gallagher's Cyclically Adjusted PS Ratio distribution charts can be found below:

* The bar in red indicates where Arthur J. Gallagher's Cyclically Adjusted PS Ratio falls into.


LTS:0ITL
85GF Score
Arthur J. Gallagher & Co LTS:0ITL
Cyclically Adjusted PS Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Arthur J. Gallagher Cyclically Adjusted PS Ratio Calculation

Like the Shiller PE Ratio, the Cyclically Adjusted PS Ratio takes the Revenue per Share from the past 10 years, adjusts it for inflation, and then calculates the average. This average is then used for the P/S calculation. Because it considers this 10-year average, it's often referred to as the CAPS Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PS Ratio.

Arthur J. Gallagher's Cyclically Adjusted PS Ratio for today is calculated as

Cyclically Adjusted PS Ratio=Share Price/ Cyclically Adjusted Revenue per Share
=246.47/49.24
=5.01

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Arthur J. Gallagher's Cyclically Adjusted Revenue per Share for the quarter that ended in Mar. 2026 is calculated as:

For example, Arthur J. Gallagher's adjusted Revenue per Share data for the three months ended in Mar. 2026 was:

Adj_RevenuePerShare=Revenue per Share/CPI of Mar. 2026 (Change)*Current CPI (Mar. 2026)
=18.314/330.2130*330.2130
=18.314

Current CPI (Mar. 2026) = 330.2130.

Arthur J. Gallagher Quarterly Data

Revenue per Share CPI Adj_RevenuePerShare
201606 8.004 241.018 10.966
201609 8.304 241.428 11.358
201612 8.216 241.432 11.237
201703 9.116 243.801 12.347
201706 8.202 244.955 11.057
201709 8.733 246.819 11.684
201712 8.257 246.524 11.060
201803 9.918 249.554 13.124
201806 8.918 251.989 11.686
201809 9.518 252.439 12.450
201812 8.827 251.233 11.602
201903 10.263 254.202 13.332
201906 8.724 256.143 11.247
201909 9.554 256.759 12.287
201912 8.916 256.974 11.457
202003 9.662 258.115 12.361
202006 8.156 257.797 10.447
202009 9.402 260.280 11.928
202012 8.723 260.474 11.058
202103 10.853 264.877 13.530
202106 9.392 271.696 11.415
202109 10.089 274.310 12.145
202112 9.317 278.802 11.035
202203 11.400 287.504 13.093
202206 9.520 296.311 10.609
202209 9.513 296.808 10.584
202212 9.408 296.797 10.467
202303 12.471 301.836 13.643
202306 11.150 305.109 12.067
202309 11.317 307.789 12.142
202312 11.014 306.746 11.857
202403 14.670 312.332 15.510
202406 12.451 314.175 13.087
202409 12.536 315.301 13.129
202412 11.743 315.605 12.287
202503 14.368 319.799 14.836
202506 12.369 322.561 12.662
202509 12.925 324.800 13.140
202512 13.949 324.054 14.214
202603 18.314 330.213 18.314

Add all the adjusted revenue per share together and divide 10 will get our Cyclically Adjusted Revenue per Share.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.

What does a Cyclically Adjusted PS Ratio of 5.01 mean?
Arthur J. Gallagher (LTS:0ITL) has a Cyclically Adjusted PS Ratio of 5.01 as of Jul. 27, 2026. Cyclically Adjusted PS Ratio is the ratio of share price to a company's inflation-adjusted revenue per share over a 10-year period. View historical data on Arthur J. Gallagher and its competitors. This is 21% above median its historical median of 4.13. Over the past decade, Arthur J. Gallagher's Cyclically Adjusted PS Ratio has ranged from 2.02 to 7.54. According to the industry distribution chart, Arthur J. Gallagher ranks #386 out of 414 companies in the Insurance industry, placing it in the top 93.2%.
Is Arthur J. Gallagher's Cyclically Adjusted PS Ratio too high?
Arthur J. Gallagher's current Cyclically Adjusted PS Ratio of 5.01 is 21% above median its 10-year median of 4.13. Over the past 10 years, this metric has ranged from a low of 2.02 to a high of 7.54. The Insurance industry median Cyclically Adjusted PS Ratio is 1.22. Arthur J. Gallagher's value of 5.01 is 310.7% above this industry median. Based on the distribution chart, Arthur J. Gallagher ranks #386 out of 414 companies in the Insurance industry, which is in the bottom quartile relative to peers. Overall, Arthur J. Gallagher has a GF Score™ of 85/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Arthur J. Gallagher's Cyclically Adjusted PS Ratio compare to AON and MRSH?
According to the Insurance industry distribution chart, Arthur J. Gallagher ranks #386 out of 414 companies for Cyclically Adjusted PS Ratio. This places Arthur J. Gallagher in the lower half of its industry. The industry median Cyclically Adjusted PS Ratio is 1.22. Arthur J. Gallagher's value of 5.01 is 310.7% above this benchmark. Historically, Arthur J. Gallagher's own Cyclically Adjusted PS Ratio has ranged from 2.02 to 7.54 over the past decade. While the company's 10-year median is 4.13 vs. the industry median of 1.22, Arthur J. Gallagher has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Cyclically Adjusted PS Ratio for an Insurance company?
The median Cyclically Adjusted PS Ratio among Insurance companies is 1.22, based on 414 companies in the industry. Companies in the top quartile (top 25%) have a Cyclically Adjusted PS Ratio significantly above this median, while those in the bottom quartile fall well below. However, Cyclically Adjusted PS Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Arthur J. Gallagher's current Cyclically Adjusted PS Ratio of 5.01 is 310.7% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Cyclically Adjusted PS Ratio mean?
A high Cyclically Adjusted PS Ratio can signal that a stock is expensive relative to its fundamentals. Cyclically Adjusted PS Ratio is the ratio of share price to a company's inflation-adjusted revenue per share over a 10-year period. View historical data on Arthur J. Gallagher and its competitors. For the Insurance industry, the median Cyclically Adjusted PS Ratio is 1.22 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Arthur J. Gallagher's current Cyclically Adjusted PS Ratio is 5.01, which is 21% above median its own 10-year median of 4.13. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Arthur J. Gallagher stock overvalued right now?
Based on GuruFocus' analysis, Arthur J. Gallagher (LTS:0ITL) is currently considered Modestly Undervalued. The stock's GF Value™ is $331.83, compared to a current price of $246.47 — trading 25.7% below its estimated fair value. The current Cyclically Adjusted PS Ratio is 5.01, which is 21% above median its 10-year median of 4.13 and 310.7% above the Insurance industry median of 1.22. Arthur J. Gallagher's overall GF Score™ is 85/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Cyclically Adjusted PS Ratio calculated?
Cyclically Adjusted PS Ratio is calculated from a company's financial statements. For Arthur J. Gallagher (LTS:0ITL), the current Cyclically Adjusted PS Ratio is 5.01 as of Jul. 27, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Arthur J. Gallagher (LTS:0ITL) Overvalued in 2026?

Based on GuruFocus' analysis, Arthur J. Gallagher stock appears to be undervalued. The current stock price of $246.47 is trading 25.7% below its estimated GF Value™ of $331.83. GuruFocus considers Arthur J. Gallagher to be Modestly Undervalued.

Key valuation signals for LTS:0ITL:

  • Cyclically Adjusted PS Ratio: 5.01 (21% above median its 10-year median of 4.13)
  • GF Value™: $331.83 vs. price of $246.47 (25.7% below fair value)
  • GF Score™: 85/100 with 5 warning signs
  • Industry Position: 310.7% above the Insurance median (#386 of 414)

No single metric tells the full story. See the LTS:0ITL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Arthur J. Gallagher Business Description

Address 2850 Golf Road, Rolling Meadows, IL, USA, 60008-4050
Founded in 1927 as a one-person agency, Gallagher's primary business is insurance brokerage, with a focus on serving middle-market companies. The company's risk management segment provides third-party claims adjustment to companies that choose to self-insure. Gallagher has about 72,000 employees and generates about a third of its revenue internationally, primarily in Australia, Canada, New Zealand, and the UK.
85GF Score

Get the complete analysis for LTS:0ITL

Cyclically Adjusted PS Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$246.47
Price
$331.83
GF Value