Earnings Per Share (EPS)Significant property rate increases, along with healthy wage inflation and effective expense management, are likely to enable AJG to continue upwards EPS revisions.
Organic GrowthAJG's recovery of approximately half of the lost revenue in the 4th quarter has provided a lift to its organic growth.
U.S. Market PresenceA potential deal with McGriff would significantly enhance AJG's presence in the U.S., positioning them as the third largest broker in the market.