MRSH
Marsh McLennan
Financials · Insurance Brokers · US
$165.44
Data:
✗ ETHICAL FAIL

MODERATE MOAT
HIGH
Data Confidence: 100.0%
Key Metrics

How this company measures up on the fundamentals that matter

Market Cap
$78.7B
Total market value of the company
Trailing P/E
20.40
Premium valuation
Forward P/E
14.40
Based on estimated future earnings — lower means cheaper
Rev Growth
+7.6%
Year-over-year revenue change
Profit Margin
0.0%
How much profit the company keeps from each dollar of revenue
ROE
27.6%
Return on equity — how efficiently it uses shareholder money
Analyst Target
$203.10
+23% from current price — median analyst estimate
Recommendation
BUY
Consensus view from 21 analysts covering this stock
About Marsh McLennan

Marsh & McLennan Companies, Inc., a professional services company, provides advisory services and insurance solutions to clients in the areas of risk, strategy, and people worldwide. The company operates through Risk and Insurance Services, and Consulting segments. The Risk and Insurance Services segment offers risk management services, such as risk management, insurance broking, insurance program management, risk consulting, analytical modeling, and alternative risk financing services. This segment also offers insurance and reinsurance broking, strategic advisory and actuarial services, and analytics solutions. It serves businesses, public entities, insurance companies, associations, professional services organizations, and private clients. The Consulting segment provides health, wealth and career advice, solutions and products; and specialized management, strategic, economic, and brand consulting services. Marsh & McLennan Companies, Inc. was founded in 1871 and is headquartered in New York, New York.

https://www.corporate.marsh.com/global/home.html

Country: United States Employees: 95,000 Industry: Insurance Brokers
Ethical Screening

Five compliance checks based on AAOIFI standards — all must pass for ethical clearance

Business Activity
FAIL
Core business does not involve prohibited activities
Debt Ratio
0.0%
Debt must be below 33% of total assets
Cash Ratio
0.0%
Interest-bearing cash below 33% of assets
Receivables
0.0%
Receivables below 49% of assets
Revenue Purity
0.0%
Non-compliant revenue below 5% — any excess requires purification
Valuation
Fair Value Est.
$226.00
What our model estimates this business is worth per share
Margin of Safety
26.8%
Trading below fair value — margin of safety exists
Rating
AVOID
Overall assessment combining ethics, valuation, and quality
Percentile
70.1th
Ranks in the top 30% of our 13,571 screened universe
Ethical Score
10.0
Valuation Score
83.5
Quality Score
57.0
Combined
45.1

Trading at $163 against a fair value of $226, a 28% discount. Moderate competitive position. Fails ethical screen (Business activity screen). Ranks better than 72% of screened stocks.

Quantitative Intelligence

Statistical analysis of price behaviour, risk, and market regime — independent of fundamental data

Regime
DISTRIBUTION
Smart money appears to be selling into strength — caution
Sharpe Ratio
-0.378
Returns do not compensate for the risk — negative edge
Kelly Fraction
-0.0370
No positive edge detected — the data suggests staying out
Calmar Ratio
-0.281
Drawdown risk outweighs the returns — higher risk profile
Annual Return
-9.5%
Historical annualised return based on price data
Max Drawdown
-33.6%
Largest peak-to-trough decline — the worst it has been
HMM State
SIDEWAYS
Price consolidating — no clear directional bias
Days in State
1
How long the current regime has persisted — longer means more stable
Market Data

Trading characteristics and market positioning

Beta
0.64
Less volatile than the market — more defensive
52W High
$235.78
30% below the year high
52W Low
$158.16
5% above the year low
Avg Volume
3,027,885
Average daily shares traded — higher means easier to buy and sell
Short Ratio
2.0
Days it would take all short sellers to cover — higher means more crowded
Short % Float
1.2%
Low short interest — limited bearish positioning
Div Yield
221.0%
Annual dividend as a percentage of the share price
EPS (TTM)
$8.00
Earnings per share over the last 12 months
Financial Health

Balance sheet strength and cash generation — the foundation of long-term value

Debt/Equity
1.52
Meaningful debt load — monitor closely
Current Ratio
1.11
Adequate but worth monitoring
Quick Ratio
0.51
Like current ratio but excludes inventory — stricter test
Gross Margin
43.9%
Revenue left after cost of goods — higher means pricing power
Operating Margin
24.3%
Profit from core operations before interest and tax
Free Cash Flow
$5.0B
Positive — the business generates more cash than it spends
Revenue (TTM)
$27.5B
Total revenue over the last 12 months
Net Income
$3.9B
Profitable — the bottom line is positive
Analyst Coverage
Analysts
21
Target High
$236.00
Target Median
$203.10
Target Low
$179.00
Recent Insider Activity

SEC Form 4 filings — what company insiders are buying and selling

Date Insider Title Type Shares Value
2026-05-15 MILLS STEVEN A Director 264 $42,398
2026-03-13 TOMLINSON PATRICK Officer 1,228 —
2026-03-11 JONES JOHN JUDE Officer 2,362 $410,067
2026-03-04 DOYLE JOHN Q Chief Executive Officer 16,655 $3,052,862
2026-03-04 DOYLE JOHN Q Chief Executive Officer 16,655 —
2026-03-03 STUDER NICHOLAS MARK Officer 3,837 $706,123
2026-02-27 MILLS STACY Officer 2,723 —
2026-02-27 FERNANDEZ CARMEN Officer 6,970 —
2026-02-27 BESWICK PAUL Chief Technology Officer 6,970 —
2026-02-27 STUDER NICHOLAS MARK Chief Executive Officer 8,044 —
Source: SEC Form 4 filings via public data. View all insider activity at
Insider Intelligence
Explore the Ethical Screener View Track Record

Data sourced from public filings and market feeds. Not financial advice. Updated:

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