Aon PLC (AON)vsMarsh & McLennan Companies Inc (MMC)
AON
Aon PLC
$327.03
+0.33%
FINANCIAL SERVICES · Cap: $69.99B
MMC
Marsh & McLennan Companies Inc
$182.70
-1.58%
FINANCIAL SERVICES · Cap: $89.82B
Smart Verdict
WallStSmart Research — data-driven comparison
Marsh & McLennan Companies Inc generates 54% more annual revenue ($26.45B vs $17.18B). AON leads profitability with a 21.5% profit margin vs 15.6%. MMC appears more attractively valued with a PEG of 2.00. AON earns a higher WallStSmart Score of 68/100 (B-).
AON
Strong Buy68
out of 100
Grade: B-
MMC
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+62.1%
Fair Value
$818.53
Current Price
$327.03
$491.50 discount
Margin of Safety
-222.6%
Fair Value
$56.64
Current Price
$182.70
$126.06 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 47 in profit
Strong operational efficiency at 31.4%
Earnings expanding 138.3% YoY
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
Generating 1.3B in free cash flow
Large-cap with strong market position
Every $100 of equity generates 29 in profit
Generating 2.3B in free cash flow
Areas to Watch
3.7% revenue growth
Expensive relative to growth rate
Distress zone — elevated risk
Expensive relative to growth rate
0.0% earnings growth
Distress zone — elevated risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : AON
The strongest argument for AON centers on Return on Equity, Operating Margin, EPS Growth. Profitability is solid with margins at 21.5% and operating margin at 31.4%.
Bull Case : MMC
The strongest argument for MMC centers on Market Cap, Return on Equity, Free Cash Flow. Profitability is solid with margins at 15.6% and operating margin at 19.2%. Revenue growth of 11.5% demonstrates continued momentum.
Bear Case : AON
The primary concerns for AON are Revenue Growth, PEG Ratio, Altman Z-Score.
Bear Case : MMC
The primary concerns for MMC are PEG Ratio, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
AON profiles as a value stock while MMC is a mature play — different risk/reward profiles.
AON carries more volatility with a beta of 0.83 — expect wider price swings.
MMC is growing revenue faster at 11.5% — sustainability is the question.
MMC generates stronger free cash flow (2.3B), providing more financial flexibility.
Bottom Line
AON scores higher overall (68/100 vs 62/100), backed by strong 21.5% margins. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Aon PLC
FINANCIAL SERVICES · INSURANCE BROKERS · USA
Aon plc is a multinational professional services firm that sells a range of financial risk-mitigation products, including insurance, pension administration, and health-insurance plans.
Marsh & McLennan Companies Inc
FINANCIAL SERVICES · INSURANCE BROKERS · USA
Marsh McLennan (formerly known as Marsh & McLennan Companies) is a global professional services firm, headquartered in New York City with businesses in insurance brokerage, risk management, reinsurance services, talent management, investment advisory, and management consulting. Its four main operating companies are Marsh, Guy Carpenter, Mercer, and Oliver Wyman.
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