MRSH
NEUTRAL
$170.83
Live
Marsh & McLennan Companies, Inc. · NYSE
Target $203.09
(+18.9%)
$164.89
52W Range
$235.78
At a glance
Key valuation, profitability, growth, and risk metrics.
Updated Apr 30, 2026
Market cap
$82.3B
P/E
21.38
ROE
27.6%
Profit margin
14.3%
Debt/Equity
1.52
Dividend yield
2.11%
AI Analysis
AI-powered fundamental assessment
Confidence
85%
MRSH demonstrates stable operational health with a Piotroski F-Score of 6/9 and a strong ROE of 27.57%, yet it trades at a massive premium to its Graham Number ($73.7) and Intrinsic Value ($55.93). While the company has an exceptional 25-quarter track record of beating earnings estimates, recent YoY earnings growth has contracted by 15.4%. Bearish insider activity, specifically from the CEO, and a 0/100 technical trend suggest significant short-term headwinds despite a 'Buy' analyst consensus. The stock is a high-quality business currently suffering from a valuation disconnect and decelerating earnings momentum.
Key Strengths
Exceptional earnings track record with beats in nearly all of the last 25 quarters
Strong profitability with an ROE of 27.57% and Operating Margin of 24.34%
Stable financial health as indicated by a Piotroski F-Score of 6/9
Sustainable dividend profile with a conservative payout ratio of 43.94%
Consistent revenue growth (7.60% YoY) indicating steady top-line demand
Key Risks
Severe overvaluation relative to Graham Number ($73.7) and Intrinsic Value ($55.93)
Negative earnings growth (-15.4% YoY and -17.0% Q/Q)
Bearish insider sentiment with multiple sales by the CEO and officers
Weak liquidity profile indicated by a Quick Ratio of 0.51
Strong negative price momentum with a 21.6% decline over the last year
AI Fair Value Estimate
Based on comprehensive analysis
$115.0
-32.7% below current price
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Overall
58
Moderate
30
45
90
65
60
AI Verdict
Quality business, poor entry value
Key drivers: High ROE, Earnings contraction, Valuation premium, Insider selling
Confidence
90%
Value
30/100
Ref P/E 21.38, PEG 1.67, Graham Number $73.7
Positives
- Forward P/E (15.10) is lower than current P/E
Watchpoints
- Current price ($170.83) is >2x the Graham Number ($73.7)
- Price/Book of 5.65 is elevated
Future
45/100
Ref Growth rates
Positives
- Steady revenue growth of 7.6%
Watchpoints
- Negative YoY earnings growth (-15.4%)
- Negative Q/Q earnings growth (-17.0%)
Past
90/100
Ref Historical trends
Positives
- Consistent EPS beats over 25 quarters
- Long-term 5Y price change of +35.8%
Watchpoints
- Recent 1Y performance is sharply negative (-21.6%)
Health
65/100
Ref Piotroski F-Score 6/9
Positives
- Piotroski F-Score of 6/9 (Stable)
- Strong ROA of 7.27%
Watchpoints
- Debt/Equity of 1.52 is slightly above sector average
- Quick Ratio of 0.51 suggests tight short-term liquidity
Dividend
60/100
Ref Yield 2.11%, Payout 43.94%
Positives
- Sustainable payout ratio (43.94%)
Watchpoints
- Relatively low dividend yield (2.11%)
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Current Price
$170.83
Analyst Target
$203.09
Upside/Downside
+18.9%
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for MRSH and closest competitors.
Updated 2026-04-29
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
MRSH
Marsh & McLennan Companies, Inc.
Primary
|
+35.8% | -1.3% | -21.6% | -4.1% | -1.7% | -2.7% |
|
BAM
Brookfield Asset Management Ltd.
Peer
|
+77.9% | +76.8% | -9.3% | -17.4% | -4.2% | -2.9% |
|
ING
ING Groep N.V.
Peer
|
+206.0% | +172.3% | +49.4% | +19.5% | +17.0% | -1.4% |
|
PNC
The PNC Financial Services Group, Inc.
Peer
|
+41.8% | +89.3% | +24.6% | +7.5% | -2.0% | +1.9% |
|
ICE
Intercontinental Exchange, Inc.
Peer
|
+62.6% | +50.6% | -1.7% | -13.2% | -3.4% | +2.1% |
MRS
Marsh & McLennan Companies, Inc.
Primary
5Y
+35.8%
3Y
-1.3%
1Y
-21.6%
6M
-4.1%
1M
-1.7%
1W
-2.7%
BAM
Brookfield Asset Management Ltd.
Peer
5Y
+77.9%
3Y
+76.8%
1Y
-9.3%
6M
-17.4%
1M
-4.2%
1W
-2.9%
ING
ING Groep N.V.
Peer
5Y
+206.0%
3Y
+172.3%
1Y
+49.4%
6M
+19.5%
1M
+17.0%
1W
-1.4%
PNC
The PNC Financial Services Group, Inc.
Peer
5Y
+41.8%
3Y
+89.3%
1Y
+24.6%
6M
+7.5%
1M
-2.0%
1W
+1.9%
ICE
Intercontinental Exchange, Inc.
Peer
5Y
+62.6%
3Y
+50.6%
1Y
-1.7%
6M
-13.2%
1M
-3.4%
1W
+2.1%
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Historical data shows last 12 quarters (3 years)
Valuation Metrics
Key valuation ratios and pricing indicators
P/E Ratio
21.38
Forward P/E
15.1
PEG Ratio
1.67
P/B Ratio
5.65
P/S Ratio
2.99
EV/Revenue
3.76
EV/EBITDA
13.55
Market Cap
$82.3B
Profitability
Profit margins and return metrics
Profit Margin
14.26%
Operating Margin
24.34%
Gross Margin
43.85%
ROE
27.57%
ROA
7.27%
Growth
Revenue and earnings growth rates
Revenue Growth
+7.6%
Earnings Growth
-15.4%
Q/Q Revenue Growth
+7.59%
Q/Q Earnings Growth
-17.0%
Financial Health
Balance sheet strength and liquidity metrics
Debt/Equity
1.52
High debt
Current Ratio
1.11
Good
Quick Ratio
0.51
Poor
Cash/Share
$3.34
Financial Statement Flow
Interactive flow visualization showing how money moves through the company Q1 2026
Revenue
$7.6B
Gross Margin
45.6%
Op. Margin
23.1%
Net Margin
15.1%
Total Assets
$58.6B
Liabilities
$43.7B
Equity
$14.6B
Debt/Equity
3.00x
Operating CF
$-0.7B
CapEx
$-0.1B
Free Cash Flow
$-0.8B
FCF Yield
109%
Quarterly Earnings History
EPS performance vs analyst estimates
2026-07-16
$N/A
2026-04-16
$3.29
+2.1% surprise
2026-01-29
$1.68
+1.4% surprise
2025-10-16
$1.85
+4.1% surprise
Financial Services Sector Comparison
Comparing MRSH against 915 companies in the Financial Services sector
(148 bullish, 394 neutral, 373 bearish)
P/E Ratio
21.38
This Stock
vs
34.57
Sector Avg
-38.1%
(Discount)
Return on Equity (ROE)
27.57%
This Stock
vs
0.12%
Sector Avg
+22815.5%
(Excellent)
Profit Margin
14.26%
This Stock
vs
92.09%
Sector Avg
-84.5%
(Weaker)
Debt to Equity
1.52
This Stock
vs
1.29
Sector Avg
+17.7%
(Higher)
Revenue Growth
7.6%
This Stock
vs
33.99%
Sector Avg
-77.6%
(Slower)
Current Ratio
1.11
This Stock
vs
3.02
Sector Avg
-63.2%
(Weaker)
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
MRSH
Marsh & McLennan Companies, Inc.
|
NEUTRAL | $82.3B | 21.38 | 27.6% | 14.3% | $170.83 | |
|
BAM
Brookfield Asset Management Ltd.
|
NEUTRAL | $82.73B | 33.29 | 22.6% | 58.2% | $51.26 | Compare |
|
ING
ING Groep N.V.
|
NEUTRAL | $80.74B | 11.33 | 15.8% | 34.0% | $28.1 | Compare |
|
PNC
The PNC Financial Services...
|
NEUTRAL | $84.86B | 12.66 | 12.2% | 31.1% | $209.88 | Compare |
|
ICE
Intercontinental Exchange, Inc.
|
BULLISH | $87.07B | 27.7 | 11.5% | 32.4% | $152.07 | Compare |
MRSH
Marsh & McLennan...
NEUTRAL
Mkt Cap
$82.3B
P/E
21.4
ROE
27.6%
Price
$170.83
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2026-03-13 | TOMLINSON PATRICK | Officer | Stock Award | 1,228 | - |
| 2026-03-11 | JONES JOHN JUDE | Officer | Sale | 2,362 | $410,067 |
| 2026-03-04 | DOYLE JOHN Q | Chief Executive Officer | Sale | 16,655 | $3,052,862 |
| 2026-03-04 | DOYLE JOHN Q | Chief Executive Officer | Stock Award | 16,655 | - |
| 2026-03-03 | STUDER NICHOLAS MARK | Officer | Sale | 3,837 | $706,123 |
| 2026-02-27 | DOYLE JOHN Q | Chief Executive Officer | Stock Award | 59,510 | - |
| 2026-02-27 | MILLS STACY | Officer | Stock Award | 2,723 | - |
| 2026-02-27 | FERNANDEZ CARMEN | Officer | Stock Award | 6,970 | - |
| 2026-02-27 | BESWICK PAUL | Chief Technology Officer | Stock Award | 6,970 | - |
| 2026-02-27 | STUDER NICHOLAS MARK | Chief Executive Officer | Stock Award | 8,044 | - |
| 2026-02-27 | KLISURA DEAN MICHAEL | Officer | Stock Award | 9,383 | - |
| 2026-02-27 | SOUTH MARTIN | Chief Executive Officer | Stock Award | 14,476 | - |
| 2026-02-27 | BRENNAN KATHERINE J. | General Counsel | Stock Award | 6,970 | - |
| 2026-02-27 | JONES JOHN JUDE | Officer | Stock Award | 4,826 | - |
| 2026-02-27 | TOMLINSON PATRICK | Officer | Stock Award | 2,219 | - |
TOMLINSON PATRICK
Officer
2026-03-13
1,228 shares
JONES JOHN JUDE
Officer
2026-03-11
2,362 shares
·
$410,067
DOYLE JOHN Q
Chief Executive Officer
2026-03-04
16,655 shares
·
$3,052,862
DOYLE JOHN Q
Chief Executive Officer
2026-03-04
16,655 shares
STUDER NICHOLAS MARK
Officer
2026-03-03
3,837 shares
·
$706,123
DOYLE JOHN Q
Chief Executive Officer
2026-02-27
59,510 shares
MILLS STACY
Officer
2026-02-27
2,723 shares
FERNANDEZ CARMEN
Officer
2026-02-27
6,970 shares
BESWICK PAUL
Chief Technology Officer
2026-02-27
6,970 shares
STUDER NICHOLAS MARK
Chief Executive Officer
2026-02-27
8,044 shares
KLISURA DEAN MICHAEL
Officer
2026-02-27
9,383 shares
SOUTH MARTIN
Chief Executive Officer
2026-02-27
14,476 shares
BRENNAN KATHERINE J.
General Counsel
2026-02-27
6,970 shares
JONES JOHN JUDE
Officer
2026-02-27
4,826 shares
TOMLINSON PATRICK
Officer
2026-02-27
2,219 shares
Insider transactions can signal confidence or concerns about company prospects
SEC Filings
Recent regulatory filings from the SEC EDGAR database
8-K
10-Q
8-K
DEF 14A
8-K
8-K
10-K
MRSH filed its 10-K on February 9, 2026, which includes standard regulatory disclosures regarding its financial condition, market risks, and operational results. While specific financial metrics were not provided in the excerpts, the filing contains dedicated sections for risk factors, cybersecurity, and management's discussion and analysis.
8-K
8-K
Data sourced from SEC EDGAR. AI summaries generated automatically.
Wall Street Analysts
Professional analyst ratings and price targets
Consensus
BUY
21 analysts
Keefe, Bruyette & Woods
2026-04-17
Market Perform
Market Perform
B of A Securities
2026-04-14
Underperform
Underperform
Mizuho
2026-04-13
Neutral
Neutral
JP Morgan
2026-04-09
Overweight
Overweight
Wells Fargo
2026-04-09
Equal-Weight
Equal-Weight
Barclays
2026-04-08
Overweight
Overweight
Keefe, Bruyette & Woods
2026-04-07
Market Perform
Market Perform
Morgan Stanley
2026-04-06
Equal-Weight
Equal-Weight
Barclays
2026-03-11
Overweight
Overweight
Mizuho
2026-02-27
Outperform
Neutral
Past News Coverage
Recent headlines mentioning MRSH from our newsroom.
Newest → oldest
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