Aon PLC (AON)vsMarsh & McLennan Companies, Inc. (MRSH)
AON
Aon PLC
$327.03
+0.33%
FINANCIAL SERVICES · Cap: $69.99B
MRSH
Marsh & McLennan Companies, Inc.
$173.10
-0.44%
FINANCIAL SERVICES · Cap: $85.18B
Smart Verdict
WallStSmart Research — data-driven comparison
Marsh & McLennan Companies, Inc. generates 57% more annual revenue ($26.98B vs $17.18B). AON leads profitability with a 21.5% profit margin vs 15.4%. MRSH appears more attractively valued with a PEG of 1.71. AON earns a higher WallStSmart Score of 68/100 (B-).
AON
Strong Buy68
out of 100
Grade: B-
MRSH
Buy64
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
-28.9%
Fair Value
$134.21
Current Price
$173.10
$38.89 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
Strong operational efficiency at 25.4%
Generating 2.1B 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
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 : MRSH
The strongest argument for MRSH centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 15.4% and operating margin at 25.4%.
Bear Case : AON
The primary concerns for AON are Revenue Growth, PEG Ratio, Altman Z-Score.
Bear Case : MRSH
The primary concerns for MRSH are PEG Ratio.
Key Dynamics to Monitor
AON profiles as a value stock while MRSH is a mature play — different risk/reward profiles.
AON carries more volatility with a beta of 0.83 — expect wider price swings.
MRSH is growing revenue faster at 8.7% — sustainability is the question.
MRSH generates stronger free cash flow (2.1B), providing more financial flexibility.
Bottom Line
AON scores higher overall (68/100 vs 64/100), 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 Companies, Inc., a professional services company, provides advisory services and insurance solutions to clients in the areas of risk, strategy, and people globally. The company is headquartered in New York, New York.
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