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