Loading stock…

Marsh & McLennan Companies, Inc. (MRSH) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated today

Marsh & McLennan Companies, Inc.

MRSHMarket cap $84BPrice $176.7

Country🇺🇸United States

SectorFinancials

IndustryInsurance

Operates as a global insurance broker and risk consultant, connecting businesses with coverage while earning commissions on deals. Controls 27% of the world's commercial insurance brokerage market alongside rivals Aon and Willis.

In Bastion Portfolios?

52W Return-6%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+9%6

Revenue Forecast

Rev CAGR (1y)+6%5

Rev CAGR (3y)+5%4

Rev CAGR (5y)+4%3

Earnings Forecast

EPS Growth Y+1+25%8

EPS Growth Y+2+8%6

EPS Growth Y+3+7%6

Quality

Margins

EBIT Margin25%8

Net Income Margin14%7

Free Cash Flow Margin17%7

Debt

Net Debt/EBITDA2.54

Efficiency

ROE26%9

ROA7%7

Earnings Stability88

GEAR+STRONG74

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)165

P/E Ratio (Forward 3y)145

P/BV5.63

EV Multiples

EV/EBITDA Fwd135

EV/EBIT Fwd135

Yield

Free Cash Flow Yield0.0%5

Dividend Yield2.2%6

Momentum

Short term

1 month return+0%8

3 month return-0%6

YTD return-3%4

Mid term

Price vs 52wHigh87%7

1 year return-12%3

Long term

3 year return-4%3

5 year return+22%5

Risk Shield

Price Risk

Beta0.48

Volatility27%8

Free Cash Flow

Free Cash Flow Margin17%7

Free Cash Flow Yield0.0%5

Quality

ROCE18%7

Earnings Stability88

Net Debt/EBITDA2.54

02Growth

Is it actually growing, and how fast?

MRSHMarsh & McLennan Companies

Revenue FY25$27.0B

GROWTH RATING↗

AVERAGE36 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+9%6

Revenue, next 1Y+6%5

Revenue, next 3Y, CAGR+5%4

Revenue, next 5Y, CAGR+4%3

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+25%8

EPS growth, FY27E+8%6

EPS growth, FY28E+7%6

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 8%/yr vs revenue 5%/yr).

WATCH

A mid-pack grower, ahead of 36% of companies worldwide.

Revenue is set to grow 5%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 9%/yr over the last 3 years; forecasts see it cooling to 5%/yr.

WEAKNESSES

Over five years revenue is set to grow 4%/yr, behind 70% of companies worldwide.3/10

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that is slowing. The one thing to watch: the five-year outlook is thin.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE47 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+0%8

3-month return-0%6

YTD return-3%4

MID & LONG-TERM▾SCORE

% of 52-week high87%7

1-year return-12%3

3-year return-4%3

5-year return+22%5

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over the past month (+0%).

WATCH

Average long-term results. Multi-year returns are middling (-3.6% over three years and +22% over five), roughly average for the market.

It's down 12% over the past year, now 13% below its 52-week high. That is right in line with the market.

Returns sit at the market level over three months (+0%) and so far this year (-3%).

WEAKNESSES

None flagged.

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up.

04Value

Are you paying a fair price for it?

Stop guessing on Marsh&McLennan. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community

Loading charts…

02Growth

Is it actually growing, and how fast?

MRSHMarsh & McLennan Companies

Revenue FY25$27.0B

GROWTH RATING↗

AVERAGE36 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+9%6

Revenue, next 1Y+6%5

Revenue, next 3Y, CAGR+5%4

Revenue, next 5Y, CAGR+4%3

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+25%8

EPS growth, FY27E+8%6

EPS growth, FY28E+7%6

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 8%/yr vs revenue 5%/yr).

WATCH

A mid-pack grower, ahead of 36% of companies worldwide.

Revenue is set to grow 5%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 9%/yr over the last 3 years; forecasts see it cooling to 5%/yr.

WEAKNESSES

Over five years revenue is set to grow 4%/yr, behind 70% of companies worldwide.3/10

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that is slowing. The one thing to watch: the five-year outlook is thin.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE47 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+0%8

3-month return-0%6

YTD return-3%4

MID & LONG-TERM▾SCORE

% of 52-week high87%7

1-year return-12%3

3-year return-4%3

5-year return+22%5

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over the past month (+0%).

WATCH

Average long-term results. Multi-year returns are middling (-3.6% over three years and +22% over five), roughly average for the market.

It's down 12% over the past year, now 13% below its 52-week high. That is right in line with the market.

Returns sit at the market level over three months (+0%) and so far this year (-3%).

WEAKNESSES

None flagged.

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up.

04Value

Are you paying a fair price for it?

Stop guessing on Marsh&McLennan. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community