COMP <GO>
AON vs MRSH // EV/EBITDA & P/E VALUATION
Aon plc (Ireland) (Class A) (NYSE) VS. Marsh (NYSE) • 15-METRIC TALLY: AON 5
— MRSH 7
▲ EV/EBITDA & P/E VALUATION LEADER: MRSH
LAST: $321.67 (+0.01%) • MKT CAP: $68.24B
valuation
17.9x
LAST: $200.62 (+1.82%) • MKT CAP: $93.69B
valuation
16.9x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AON VS. MRSH)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AON | MRSH | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 15.00% | 10.60% | +4.40 | AON | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 17.9x | 16.9x | +1.00 | MRSH | /valuation <GO> |
| Free Cash Flow Yield | 4.72% | 5.34% | -0.62 | MRSH | /fcf-yield <GO> |
| Operating Margin | 25.30% | 23.10% | +2.20 | AON | /operating-margins <GO> |
| Net Profit Margin | 21.50% | 15.40% | +6.10 | AON | /net-margins <GO> |
| Revenue Growth (YoY) | 9.40% | 10.30% | -0.90 | MRSH | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.92% | 1.81% | -0.89 | MRSH | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 9/9 | -2.00 | MRSH | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 69.4 | 64.0 | +5.40 | AON | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.94 | 1.06 | -0.12 | MRSH | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.2x | 20.9x | -3.70 | AON | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $68.24B | $93.69B | -$25.45B | MRSH | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AON REV | MRSH REV | AON GROSS % | MRSH GROSS % | AON FCF | MRSH FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $17.18B | $26.98B | — | — | $3.22B | $5.00B |
| FY 2024 | $15.70B | $24.46B | — | — | $2.82B | $3.99B |
| FY 2023 | $13.38B | $22.74B | — | — | $2.83B | $3.23B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AON // BETA 0.94
MRSH // BETA 1.06